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Cycle Count Maintenance on the Web

What is Cycle Count Maintenance?

Cycle Count Maintenance allows for the creation of cycle count templates, as well as the modification of already created templates. This means that the bins or items to count can be assigned or changed.

This feature is found in the Inventory Operations Tab > Count > Cycle Count Maintenance

Cycle Count Maintenance

  1. Enter the name of the new cycle count template in the Count Name field.
  2. Enter the description for the new template in the Count Description field.
  3. Select the type from the Count Type drop down list.
  4. Click the Add button to add the new cycle count template.

Click the Edit link to edit the attributes of an existing template.

  1. Edit Cycle Count Name or Cycle Count Description in the associated text box fields.
  2. Click the Active box to activate or deactivate the template.
  3. Click Update link to save changes.
  4. Click Cancel link to exit without saving changes.
  5. Click on links at bottom of page to add items or bins to templates.

QUICK TIP: Types of Cycle Counts:

1 Item Count – allows for cycle counting by items within the warehouse.
2. Count by Bin – allows for cycle counting items existing in a certain range of bins and then counting those same items throughout the facility.
3. Count by Bin Only – allows for cycle counting by bins within the warehouse.

Once the basic Count Template information, such as name, and type, has been entered, the items or bins can be assigned. Below the table of Count Templates are three links (See Cycle Count Maintenance Image 1). These three links correspond to the three cycle count types in the type dropdown box (See previous page) and are outlined in the quick tip on the previous page. The process for assignment of items and bins for each type is explained below.

Assign Items to Count By Items: Allows Items to be assigned to cycle count templates by item.

  1. Select the Count from the Select Count drop down box.
  2. Select item(s) to assign to the selected count.
  • The right facing arrow button allows item(s) to be moved from the available items to the selected items box.
  • The All right facing arrow button allows all items to be moved from the available items to the selected items box.
  • The left facing arrow button allows item(s) to be moved from the selected items back to the available items box.
  • The All left facing arrow button allows all items to be moved from the selected items back to the available items box.
    1. Press the Update button to save changes.

Assign Bins to Count by Bin / Bin Only: Allows bins to be assigned to cycle count templates by bin or bin only counts.

  1. Select the Count from the Select Count drop down box.
  2. Enter starting bin number range in Minimum Bin text box.
  3. Enter ending bin number range in Maximum Bin text box.
  4. Press the Update button to save changes.

Count by Bin

NOTE: There is a difference between count by Bin, and count by bin only, which is noted in the quick tip on the first page of this section. Count by Bin Only does not have the user count the overstock locations for each item found in the bins.