Skip to main content
Eptura Knowledge Center

Create Cycle Counts

  1. Last updated
  2. Save as PDF

 

  1. Navigate Inventory > Cycle Counts.
  2. Click the New Cycle Count button.

clipboard_e564124e24378b898b0be059e2ac7b7f5.png

  1. Click on the Cycle Count Type.

clipboard_e2936af594003a99ae60c70dadcb85e74.png

  1. From the Warehouse drop-down, select a warehouse. Cycle Counts can only be performed on one warehouse at a time.
  2. From the Budget drop-down, select the budget.
  3. If needed, toggle the Require recounts to On to recount the part and then from the Assigned to drop-down, select the user.
  4. Click the Next button.

clipboard_e841e29a8570658f9c4544552fae904ae.png

  1. Select the Bin Location.
  2. Click on the Create icon to create your Cycle Count. 

The beginning status will be NOT STARTED.

  1. Fill in the Current Count for each inventory item. 
  2. If the listed cost is incorrect, be sure to update the Part Cost. 
  3. If the part being counted is allocated to current work orders, the Screenshot 2022-12-29 at 11.01.19 AM.png icon will appear.  If you hover over it, the work order numbers will appear, along with the number of parts allocated to it
    Screenshot 2022-12-29 at 10.59.17 AM.png
  4. At any time, go to the bottom of the screen and click Post Count. This will change the cycle count status to STARTED.
  5. If your count matches current inventory levels, you will see a check mark in the Notices column Screenshot 2022-12-29 at 11.02.27 AM.png
  6. If the quantity you entered doesn't match what the Inventory has on record, the Recount Required notice will appearScreenshot 2022-12-29 at 11.03.33 AM.png. The Cycle Cost status will also change to RECOUNT REQUIRED. You will need to enter the quantity and cost again and then click on the Post Count icon. This process will need to repeat until there are 2 consecutive entries that match.  
  7. If the part is successfully counted and shows a discrepancy, the Current Count number will appear in red as shown below:  
count.png Example:  
15 of 72 states that 15 is the new quantity showing in inventory, against the 72 that were showing previously.  A discrepancy of -57.

22 of 1 shows that 22 is the new accepted count, and 1 is the old.  A discrepancy of +21.  Because this is an increase, the value of the inventory also goes up by the listed cost per part.
  1. After all the parts are counted, the cycle count will automatically change the status to CLOSED. 

CycleCounts.gif