Cycle Counting Overview

Navigation

Main Menu > Manage My Inventory Accordion > Cycle Counting

Starting Page

• View Batches button -> switches to view batches page
• Create Batches Button -> switches to create batches page
• Gear Icon -> switches to the ABC Analysis page.

Side Menu

View Batches

• Cycle Count Batch ID -> Dropdown will list available batches once created on the “Create Batches” page.
  • Cancel Batch -> Button can be used to remove the Batch ID from the list
• User List -> Drop down shows available users to assign batch to. Users are defined in Settings -> Data Functions -> List Maintenance -> Users
  • Assign Batch -> Usable button once batch ID and User are selected
• Total SKU in Batch -> Amount of SKU in specified batch. Should match the original batch amount
• Completed SKU in Batch -> Amount of SKU counted by user for a particular batch. It can be lower than the “Total SKU in Batch.”
• Headers
  • Location -> Where the item is located in the warehouse
  • SKU -> For each item
  • Item Name -> Designated name for each SKU
  • Expected QOH -> What amount is on file (defined in batch)
  • Counted Amount ->
  • Counter -> User that counted the SKU
  • 1^st Count -> first manual count
  • 2^nd Count -> second manual count

Create Batches

• Filter By
  • Cycle Count Category -> Using the ABC analysis
  • Item Category -> Set when creating the item
  • Location -> Where the item is located in the warehouse
  • Recounts -> Dependent on the times the item has already been counted
• Filter
  • Cycle Count Category -> Using the ABC analysis
• Batches
  • Number of Batches -> Often based on the number of users that will be counting.
  • Items per Batch -> How many items each user needs to count
• Print Batches -> Prints all batches to default printer (brings up a printer dialog box if set)
• Preview -> Shows how a batch using set parameters will look
• Create Batches -> Creates the batches and saves them based on parameters specified
• Headers
  • Location -> Where the item is in the warehouse
  • SKU -> Belonging to each item
  • Item Name -> Specific to each SKU
  • Expected QOH -> What is in Stone Edge
  • Last Count Date -> The last time the item was manually counted + entered into the system. If the item has not been counted before, this will be blank.

ABC Analysis

• Base ABC Analysis On
  • Sales History -> Formula uses sales history. When chosen will show 2 date boxes to fill.
    • From Date -> Cutoff date for how far back to look for sales
    • To Date -> Cutoff date for stopping point of looking at sales of items
      
  • QOH by Cost -> Formula uses QOH to sort items
• Cycle Count Categories
  • Percentages -> Type in percentage values to define each group. It will not work if the total is not 100%
    NOTE: Groups can be set to 0% or 100% if the total is still 100%
• Save Settings -> Saves percentages for future analysis. Does not save the drop-down “Base ABC Analysis On.”
• Run ABC Analysis -> Goes through all inventory and assigns a category based on specifications. Will not run if the “Base ABC Analysis On” is not set or the “Cycle Count Category” presents do not equal 100%
  • NOTE: This can take different amounts of time based on the size of your inventory (a warning will appear for large inventories)
  • The progress bar will show in the bottom-right corner.