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Incoming variant for manual merge.

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title: ‘Cycle Counts’ description: ‘How to perform cycle counts and reconcile physical inventory’ audience: ‘user’ scope: ‘Tenant platform only; excludes SuperAdmin’

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Cycle Counts

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

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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

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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)

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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)

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Reviewing Variances

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

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Permissions & Roles

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