Count

Introduction

With this submodule, users can perform a variety of tasks, including creating and managing cycle counts, monitoring product inventories, tracking price changes, generating detailed reports, and analyzing stock levels. This functionality ensures efficient inventory control and helps to maintain accurate and up-to-date information throughout the system.

Definition of Terms

Defined in this section are the available pages under the Manage submodule as follows:

• Cycle Counts. This page focuses on the creation of counts, including types such as beginning inventory, regular cycle count, inventory adjustment, and others.
• Product Inventories. This page is dedicated to managing product inventories and updating their prices.

Roles and Permissions

Features

Cycle Counts

Introduction to Cycle Counts

This page allows users to create, view, submit, and approve counts.

To access this page, navigate to the Inventory Module and click "Cycle Counts" under the Count Submodule, as shown in the image below:

The screen will redirect to the Cycle Counts page, showing several features to use that will be discussed in the next section.

Features in the Cycle Counts Page

The image below is the high-level view of the Cycle Counts page along with its built-in features.

Cycle Counts Summary Table

The Cycle Counts Summary Table displays the following columns:

• Item "#"
• Count Number
• Location
• Title
• Started On
• Closed On
• Initiated By
• Approved By

Searching Cycle Counts

1. Key in the count number or title of the Cycle Counts in the search bar to look for a particular count.
2. The Cycle Counts Summary Table will display the searched.

How to Filter Cycle Counts by Status and Location

Click the "Filter by Status" or "Filter by Location" dropdown to display and select the desired status or location.

Creating Cycle Counts

To begin creating Count, follow the procedures below:

1. Click the plus Create button to create a count.
2. The screen displays a modal below to key in the required details in the following fields:
   • Title
   • Count Date
   • Location
   • Remarks

   exclamation-circle Note

   Fields with (*) are required.

3. Click the Initiate button to create the Count successfully.
4. A successful notification message will show:
   Count successfully initiated
5. A created count will be added to the list of counts in the summary table.

   The default status for newly created counts is "Initiated."

To cancel the creation of Count, follow the procedures below:

1. Click the Cancel button to cancel the creation of the Count.
2. The screen closes the modal.
3. The system will not proceed with creating and saving a Count.

Performing Cycle Counts

To Perform Count, follow the procedures below:

1. Click the play Perform Count button to perform a Count.
2. The screen displays a modal below to key in the required details in the following fields:
   • Search count item
   • Select a product

   info-circle Note

   It is also possible to import count Items

3. Select a product to start a count, then click the plus Add button to add the product to the count table.
4. Enter the correct quantity in the table, then click the update button before submitting the count.
5. A successful notification message will show:
   Count successfully started

Approving Cycle Counts

To Approve Count, follow the procedures below:

1. Click the like Approve button to approve a Count.
2. The screen displays a modal below for reviewing details before approving:
   1. Title
   2. Count Date
   3. Location
   4. Remarks
   5. Item "#"
   6. Product Code
   7. Product Name
   8. Total Qty
   9. Discrepancy
   10. Quantity
3. Click the Approve button to approve the Count successfully.
4. A successful notification message will show:
   Count successfully approved
5. The approved count will be added to the list of counts in the summary table.

   Default status for approved Count is "Completed."

To cancel the 'For Approval' count, follow the procedures below:

1. Click the Close, Cancel, or Decline button to perform the specified action on the Count.
2. The screen closes the modal.
3. The system will not proceed with approving a Count.

Product Inventories

Introduction to Product Inventories Page

This page allows users to view the current product inventories per location.

To access this page, navigate to the Inventory Module and click "Product Inventories" under Count Submodule, as shown in the image below:

The screen will redirect to the Product Inventories page, showing several features to use that will be discussed in the next section.

Features in Product Inventories Page

The image below is the high-level view of the Products Inventories page along with its built-in features.

Product Inventories Summary Table

The Products Inventories Summary Table displays the following columns:

• Item "#"
• Location
• Product
• Price
• Physical Quantity
• Reserved Quantity
• Available Quantity

Searching Product Inventories

Key in the location or product of the Product Inventories in the Search Bar to look for a particular location or product.

How to Filter Product Inventories by Location

Click the "Filter by Location" dropdown to display and select the desired location.

Editing Product

To edit Product, follow the procedures below:

1. Click the pen Edit product button to edit a Product.
2. The screen displays a modal below, and key in the required details in the following fields:
   • Product Code
   • Product Name
   • Product UOM
   • Location
   • Available Qty.
   • Reserved Qty.
   • Total Qty.
   • Price
3. Key in the correct price for the specific product to update it.
4. A successful notification message will show:
   Product successfully updated