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Cycle Counts

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Cycle Counts

Cycle counts are physical inventory counts used to reconcile system inventory with actual on-hand quantities.

Creating a Cycle Count

  1. Navigate to Run → Cycle Counts
  2. Click Create Cycle Count
  3. Select:
    • Location: Where to perform the count
    • Products: Specific products or all products
    • Count Type: Full count, partial count, or spot check
    • Count Date: When the count will be performed

Performing the Count

  1. Open the cycle count
  2. For each product:
    • Enter the physical count quantity
    • Note any discrepancies
    • Add notes if needed
  3. Save your progress (counts can be completed in multiple sessions)

Completing the Cycle Count

  1. Review all counted items
  2. Click Complete Cycle Count
  3. System will:
    • Calculate variances (difference between system and physical count)
    • Generate adjustment recommendations
    • Create adjustment records (if auto-adjust enabled)

Reviewing Variances

After completion, review:

  • Variance Report: Products with discrepancies
  • Adjustment Recommendations: Suggested adjustments
  • History: Previous cycle counts for comparison

Permissions & Roles

Creating and completing cycle counts requires inventory management permissions. Contact your organization administrator for access.