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Create a Cycle Count

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When you want to complete a count, stocktake, or audit of your inventory parts, you can easily create a cycle count.

Create a new Cycle Count

  1. From the menu, navigate Inventory > Cycle Counts.
  2. Click the New Cycle Count button.

Step 1. Select the Cycle Count Type

The New Cycle Count form displays.

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  1. From the panel, select a type either:
    • Bin Location Only - Crate a Cycle Count using only Bin Locations and no additional filters.
    • High Cost Per Item - Create a count list for hight cost parts by setting a minimum part cost.
    • Inventory Shortages - Count parts with quantities below their minimum stocking level.
    • Not Recently Counted - Count parts that have not been counted since a selected date.
    • Part Type - Count parts based on a specific Part Type.
    • I want to pick specific parts on the cycle count itself

It is important to remember that when you set the Require Recount toggle, this can't be changed after you have created the cycle count.

Step 2. Criteria & Step 3. Create

Depending on the type of cycle count selected, different criteria fields display.

Bin Location Only

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Type

  1. In the Purpose field, enter the purpose.
  2. From the Warehouse drop-down, select a warehouse. Remember that Cycle Counts can only be performed on one warehouse at a time.
  3. From the Budget drop-down, select the budget.
  4. By default, the Require recounts toggle is ON, where the recount is accepted when two consecutive counts match. If you don't need the recount, then click the toggle to turn this OFF.
  5. From the 
  6. From the Assigned drop-down, select a person. 
  7. If you need additional people, then:
    1. Click the Assign Additional link and the Assign Additional Contacts displays. 
    2. Select the contacts.
    3. Click the OK button.
  8. When you have completed the type, click the Next button.

Criteria & Save

  1. Either click Select All or click the Bin Location(s).
  2. Click on the Create icon and your Cycle Count displays. 

High Cost Per Item

clipboard_eb4d9e2e0ef29cd55fce63e2adf229d8e.png

Type

  1. In the Purpose field, enter the purpose.
  2. From the Warehouse drop-down, select a warehouse. Remember that Cycle Counts can only be performed on one warehouse at a time.
  3. From the Budget drop-down, select the budget.
  4. By default, the Require recounts toggle is ON, where the recount is accepted when two consecutive counts match. If you don't need the recount, then click the toggle to turn this OFF.
  5. From the 
  6. From the Assigned drop-down, select a person. 
  7. If you need additional people, then:
    1. Click the Assign Additional link and the Assign Additional Contacts displays. 
    2. Select the contacts.
    3. Click the OK button.
  8. In the Select minimum cost field, enter the cost.
  9. When you have completed the type, click the Next button.

Criteria & Save

  1. In the Select minimum coset, enter the cost.
  2. Either click Select All or click the Bin Location(s).
  3. Click on the Create icon and your Cycle Count displays. 

Inventory Shortages

clipboard_ecff1c8d68952c995dc6d561d293e898f.png

Type

  1. In the Purpose field, enter the purpose.
  2. From the Warehouse drop-down, select a warehouse. Remember that Cycle Counts can only be performed on one warehouse at a time.
  3. From the Budget drop-down, select the budget.
  4. By default, the Require recounts toggle is ON, where the recount is accepted when two consecutive counts match. If you don't need the recount, then click the toggle to turn this OFF.
  5. From the 
  6. From the Assigned drop-down, select a person. 
  7. If you need additional people, then:
    1. Click the Assign Additional link and the Assign Additional Contacts displays. 
    2. Select the contacts.
    3. Click the OK button.
  8. When you have completed the type, click the Next button.

Criteria & Save

  1. Either click Select All or click the Bin Location(s).
  2. Click on the Create icon and your Cycle Count displays. 

Not Recently Counted

clipboard_e7e501e0d1625df650fe83931bab09b75.png

 

Type

  1. In the Purpose field, enter the purpose.
  2. From the Warehouse drop-down, select a warehouse. Remember that Cycle Counts can only be performed on one warehouse at a time.
  3. From the Budget drop-down, select the budget.
  4. By default, the Require recounts toggle is ON, where the recount is accepted when two consecutive counts match. If you don't need the recount, then click the toggle to turn this OFF.
  5. From the 
  6. From the Assigned drop-down, select a person. 
  7. If you need additional people, then:
    1. Click the Assign Additional link and the Assign Additional Contacts displays. 
    2. Select the contacts.
    3. Click the OK button.
  8. From the Not counted since (date) calendar picker, select a date.
  9. When you have completed the type, click the Next button.

Criteria & Save

  1. From the Not counted since (date) calendar picker, select a date.
  2. Either click Select All or click the Bin Location(s).
  3. Click on the Create icon and your Cycle Count displays. 

Part Type

clipboard_eb485a6fa0fa41e376cfdebe111731987.png

Type

  1. In the Purpose field, enter the purpose.
  2. From the Warehouse drop-down, select a warehouse. Remember that Cycle Counts can only be performed on one warehouse at a time.
  3. From the Budget drop-down, select the budget.
  4. By default, the Require recounts toggle is ON, where the recount is accepted when two consecutive counts match. If you don't need the recount, then click the toggle to turn this OFF.
  5. From the 
  6. From the Assigned drop-down, select a person. 
  7. If you need additional people, then:
    1. Click the Assign Additional link and the Assign Additional Contacts displays. 
    2. Select the contacts.
    3. Click the OK button.
  8. From the Select part type drop-down, select a part type.
  9. When you have completed the type, click the Next button.

Criteria & Save

  1. From the Select part type drop-down, select a part type.
  2. From the Not counted since (date) calendar picker, select a date.
  3. Click on the Create icon and your Cycle Count displays. 

I want to pick specific parts on the cycle count itself

clipboard_e7f7a59c416d478ac96e8d590ac2e7cfd.png

Type

  1. In the Purpose field, enter the purpose.
  2. From the Warehouse drop-down, select a warehouse. Remember that Cycle Counts can only be performed on one warehouse at a time.
  3. From the Budget drop-down, select the budget.
  4. By default, the Require recounts toggle is ON, where the recount is accepted when two consecutive counts match. If you don't need the recount, then click the toggle to turn this OFF.
  5. From the 
  6. From the Assigned drop-down, select a person. 
  7. If you need additional people, then:
    1. Click the Assign Additional link and the Assign Additional Contacts displays. 
    2. Select the contacts.
    3. Click the OK button.
  8. When you have completed the type, click the Next button.

Criteria & Save

No criteria displays and the cycle count is created.

Next Step

The next step is complete the cycle count.