Count

Introduction to Count Submodule

The Count module provides tools for conducting and managing cycle counts within the inventory system. It allows users to record actual stock quantities for selected products and locations, review count results, and submit counts for approval. These features help ensure that inventory records accurately reflect the physical stock on hand.

Definition of Terms

The following page is available under the Count submodule:

• Cycle Counts. This page is used to create and manage counts, including beginning inventory, regular cycle counts, inventory adjustments, and other count types.

Roles and Permissions

Cycle Counts

Introduction to Cycle Counts

The Cycle Counts page allows users to create, view, submit, approve, decline, and cancel cycle counts.

To access the page, navigate to the Inventory module and select Cycle Counts under the Count submodule, as shown in the image below:

Cycle Counts Page Features

The Cycle Counts page displays the available cycle counts and the actions that can be performed on them..

Cycle Counts Page Header Actions

• home-dash Set as Default Page
• star Add to Quick Links
• plus Create Count
• Preview Counts

Cycle Counts Summary Table

The summary table includes the following information:

• Title
• Location
• Started On
• Closed On
• Initiated By
• Approved By
• Status
• Actions
  • eye View Cycle Count
  • play Perform Cycle Count
  • like Approve Cycle Count
  • dislike Decline Cycle Count
  • ban Cancel Cycle Count

Search Cycle Counts

The Cycle Counts page allows users to search for a specific cycle count using its count number or title.

Filter by Status

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

Filter by Location

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

Create Cycle Counts

A new cycle count can be created by following these steps:

1. Click the plus Create button.
2. The Create Cycle Count modal appears.
3. Enter the required information:
   • Title
   • Count Date
   • Location
   • Remarks
4. Click Initiate to create the cycle count.
5. A successful notification message will appear:
   Count successfully initiated
6. The newly created cycle count is added to the Cycle Counts Summary Table.
7. The cycle count is assigned the default "Initiated" status.
8. To cancel the creation of a cycle count before it is initiated, click Cancel.

Perform Cycle Counts

After a cycle count has been initiated, its items and quantities can be recorded through the Perform Cycle Count modal.

Click the play Perform Count button to perform a Count. It is is used to record and submit the physical inventory count for the selected location.

The Perform Cycle Count screen is used to record and submit the physical inventory count for the selected location.

Add Cycle Count Items

Products can be added individually to the cycle count.

1. In the Product field, search for and select the product to be counted.
2. Select the corresponding Stock Keeping Unit (SKU), if applicable.
3. Click the plus button to add the product.
4. Repeat the process to add additional products.
5. Review the item details displayed in the table:
   • Product Name
   • SKU
   • Batch
   • Total Quantity
   • Quantity
6. To update batch information, click the pen button and enter the required batch details.
7. Enter the physically counted quantity in the Quantity field for each item.
8. To remove an item from the count, click the trash button.
9. If additional records are available, click arrows-repeatLoad More to display more count items.
10. Repeat the process until all required products and quantities have been entered.
11. Click the Update button before submitting the count.
12. After clicking Submit A successful notification message will show:
    Count successfully started

Import Cycle Count Items

Count items can also be added through a CSV file.

1. Click vi-upload to upload the count item file.

   exclamation-circle Note

   To avoid import errors, enter an 'x' in empty cells before uploading the file.

2. Click Choose File.
3. Select the CSV file containing the count items.
4. After a successful import, the products and their corresponding count quantities appear in the Product and Count table.

Approve Cycle Counts

A submitted cycle count can be reviewed and approved from the Count list.

1. Click the like button for the applicable cycle count.
2. The first section of the modal displays the following information:
   1. Title
   2. Count Date
   3. Location
   4. Remarks
3. The Count Items table displays the following information:
   1. Product Name
   2. SKU
   3. Total Qty.
   4. Discrepancy
   5. Quantity
   6. Batch
   7. Actions
      • eye View Batch Details
4. Click the Approve button to approve the Count.
5. A confirmation dialog will appear. Click Approve to proceed.
6. A successful notification message will show:
   Count approved successfully
7. The cycle count remains in the Count list with a Completed status.

Decline Cycle Counts

A cycle count in For Approval status can be declined after review.

1. Click the dislike button for the applicable cycle count.
2. Review the count details.
3. Click the Decline button to decline the Count.
4. A confirmation dialog will appear. Click Decline to proceed.
5. The cycle count remains in the Count list with a Declined status.
6. To exit without declining, click Cancel.

Cancel Cycle Counts

A cycle count can be cancelled from the Count list.

1. Click the ban button for the applicable cycle count.
2. Review the count details.
3. Click the Cancel Count button to cancel the Count.
4. A confirmation dialog will appear. Click Cancel Count to proceed.
5. The cycle count remains in the Count list with a Cancelled status.
6. To exit without cancelling, click Cancel.