Inventory Count
Overview
A Cycle Count is issued as a request to count the amount of a product in the warehouse. The warehouse floor personnel will proceed to search the warehouse for a certain product and record the quantity found for that product. The Cycle Count is intended to have an estimate of the quantity of boxes available for that specific product. The purpose of this transaction is to fix any deviation from what the system virtually has and the real inventory in the warehouse. To perform inventory cycle counting, it’s necessary to have precise data on all items coming in and going out of your warehouse.
In the bottom right part of the screen, depending on the group the user belongs to, the user will be able to create a new inventory count by clicking on the +.
Create Inventory Count
At the create inventory count screen the user will be able to add information about the cycle count, the information the user will need is:
-
Request: Auto-generated number. -
Name: The name of the inventory count (Assigned by the user). -
Start Date: The date the inventory count will be executed. -
Show full pallet quantity on count: If the user wants to show the full pallet quantity on the count that will be created.
After adding the information asked, the user will be prompted to confirm the inventory count.
Inventory Count Details
After confirming the prompt the user will land on the Inventory Count Details page where they will be able to see all the information about the inventory count based on the information provided before. The user can choose the type of count order they want to view: Location or Item, with Location the user will view all the items based on their physical location at the warehouse. Alternatively, if they choose Item they will be able to view all the items by name stored on the warehouse.
Item and Location Groups
Instead of manually selecting the location or items for a cycle count we have the option to use pre-created Groups. When we select a group all of the locations or items belonging to that group will be the locations or items to be counted for the cycle count.
To learn how to create groups please view the groups section.
After the user is done viewing the product and locations selected they may click the finish button on the top right part of the screen, the user will be redirected to the details screen where they will be able to activate the count and make it available to be counted.
At this screen the user can edit the locations and items selected for the count. In order to add locations or items click the + button on the bottom right of the screen.
To edit the locations or items click the Edit button and remove the selected value.
Activating the cycle count
In order to activate the cycle count and make it available for the console application users click the Activate Count button.
Once the count is activated the screen will be refreshed with the count progress.
Inventory Count Progress
The Inventory Count Progress shows in-depth information about the items stored in the system and the progress of said items in the current cycle count.
| Field Name | Usage |
|---|---|
| Item | Item ID, item description |
| Unit of Measure | Product unit of measure |
| Initial | Snapshot of the quantity of the item at inventory at the time the cycle count was created |
| On hand | Current product quantity |
| Counted | Quantity of the item the warehouse operator found at the warehouse |
| Difference | The difference between the item quantity found at the warehouse and the item quantity stored in the system (On hand quantity) |
Inventory Snapshot button
The Inventory Snapshot button is used to take the current inventory on hand quantity and replace the initial cycle count quantity with it. This means for example that if the user created the cycle count a week ago and the product quantity changed from the initial quantity, the user can click the Inventory Snapshot button replace the Initial quantity with the current On hand quantity.
Different Progress Results
When both the Counted and Difference bars are completely green that means the product quantity counted was the same as the On hand quantity and the warehouse.
When both the Counted and Difference quantities are different, then progress results will show the difference in quantity and counted quantity.
Item without quantity counted:
After counting
If the user refreshes the screen after items have begun to be counted then new options will be shown:
Multiple Iterations
The Create Next Iteration button is used for creating a new iteration in order for the warehouse personnel to be able to re-count the correct cycle count products.
On the second and third iterations the product count that will be used to make inventory adjustments will be the latest count quantity that is larger than 0.
The Commit Preview button is used to redirect the user to the Results page in order to be able to allow and deny inventory adjustments based on the counted products.