{"id":3103,"date":"2023-03-27T02:54:32","date_gmt":"2023-03-27T02:54:32","guid":{"rendered":"https:\/\/stoneedge.com\/kb\/?post_type=ht_kb&#038;p=3103"},"modified":"2023-03-28T14:34:17","modified_gmt":"2023-03-28T14:34:17","slug":"cycle-counting-overview","status":"publish","type":"ht_kb","link":"https:\/\/stoneedge.com\/kb\/articles\/cycle-counting-overview\/","title":{"rendered":"Cycle Counting Overview"},"content":{"rendered":"<h2>Navigation<\/h2>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3106\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/CC_Navigation.png\" alt=\"\" width=\"2128\" height=\"1388\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/CC_Navigation.png 2128w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/CC_Navigation-300x196.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/CC_Navigation-1024x668.png 1024w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/CC_Navigation-768x501.png 768w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/CC_Navigation-50x33.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/CC_Navigation-1536x1002.png 1536w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/CC_Navigation-2048x1336.png 2048w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/CC_Navigation-60x39.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/CC_Navigation-100x65.png 100w\" sizes=\"(max-width: 2128px) 100vw, 2128px\" \/><\/p>\n<p>Main Menu &gt; Manage My Inventory Accordion &gt; Cycle Counting<\/p>\n<h2>Starting Page<\/h2>\n<ul>\n<li>View Batches button -&gt; switches to view batches page<\/li>\n<li>Create Batches Button -&gt; switches to create batches page<\/li>\n<li>Gear Icon -&gt; switches to the ABC Analysis page.<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3110\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_Starting-Page.png\" alt=\"\" width=\"626\" height=\"196\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_Starting-Page.png 626w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_Starting-Page-300x94.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_Starting-Page-50x16.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_Starting-Page-60x19.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_Starting-Page-100x31.png 100w\" sizes=\"(max-width: 626px) 100vw, 626px\" \/><\/p>\n<h2>Side Menu<\/h2>\n<h4>View Batches<\/h4>\n<ul>\n<li>Cycle Count Batch ID -&gt; Dropdown will list available batches once created on the \u201cCreate Batches\u201d page.\n<ul>\n<li>Cancel Batch -&gt; Button can be used to remove the Batch ID from the list<\/li>\n<\/ul>\n<\/li>\n<li>User List -&gt; Drop down shows available users to assign batch to. Users are defined in Settings -&gt; Data Functions -&gt; List Maintenance -&gt; Users\n<ul>\n<li>Assign Batch -&gt; Usable button once batch ID and User are selected<\/li>\n<\/ul>\n<\/li>\n<li>Total SKU in Batch -&gt; Amount of SKU in specified batch. Should match the original batch amount<\/li>\n<li>Completed SKU in Batch -&gt; Amount of SKU counted by user for a particular batch. It can be lower than the \u201cTotal SKU in Batch.\u201d<\/li>\n<li>Headers\n<ul>\n<li>Location -&gt; Where the item is located in the warehouse<\/li>\n<li>SKU -&gt; For each item<\/li>\n<li>Item Name -&gt; Designated name for each SKU<\/li>\n<li>Expected QOH -&gt; What amount is on file (defined in batch)<\/li>\n<li>Counted Amount -&gt;<\/li>\n<li>Counter -&gt; User that counted the SKU<\/li>\n<li>1<sup>st<\/sup> Count -&gt; first manual count<\/li>\n<li>2<sup>nd<\/sup> Count -&gt; second manual count<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3111\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_View_Batches.png\" alt=\"\" width=\"626\" height=\"102\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_View_Batches.png 626w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_View_Batches-300x49.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_View_Batches-50x8.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_View_Batches-60x10.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_View_Batches-100x16.png 100w\" sizes=\"(max-width: 626px) 100vw, 626px\" \/><\/p>\n<h4>Create Batches<\/h4>\n<ul>\n<li>Filter By\n<ul>\n<li>Cycle Count Category -&gt; Using the ABC analysis<\/li>\n<li>Item Category -&gt; Set when creating the item<\/li>\n<li>Location -&gt; Where the item is located in the warehouse<\/li>\n<li>Recounts -&gt; Dependent on the times the item has already been counted<\/li>\n<\/ul>\n<\/li>\n<li>Filter\n<ul>\n<li>Cycle Count Category -&gt; Using the ABC analysis<\/li>\n<\/ul>\n<\/li>\n<li>Batches\n<ul>\n<li>Number of Batches -&gt; Often based on the number of users that will be counting.<\/li>\n<li>Items per Batch -&gt; How many items each user needs to count<\/li>\n<\/ul>\n<\/li>\n<li>Print Batches -&gt; Prints all batches to default printer (brings up a printer dialog box if set)<\/li>\n<li>Preview -&gt; Shows how a batch using set parameters will look<\/li>\n<li>Create Batches -&gt; Creates the batches and saves them based on parameters specified<\/li>\n<li>Headers\n<ul>\n<li>Location -&gt; Where the item is in the warehouse<\/li>\n<li>SKU -&gt; Belonging to each item<\/li>\n<li>Item Name -&gt; Specific to each SKU<\/li>\n<li>Expected QOH -&gt; What is in Stone Edge<\/li>\n<li>Last Count Date -&gt; The last time the item was manually counted + entered into the system. If the item has not been counted before, this will be blank.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3109\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_Create_Batches-1.png\" alt=\"\" width=\"626\" height=\"112\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_Create_Batches-1.png 626w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_Create_Batches-1-300x54.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_Create_Batches-1-50x9.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_Create_Batches-1-60x11.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_Create_Batches-1-100x18.png 100w\" sizes=\"(max-width: 626px) 100vw, 626px\" \/><\/p>\n<h4>ABC Analysis<\/h4>\n<ul>\n<li>Base ABC Analysis On\n<ul>\n<li>Sales History -&gt; Formula uses sales history. When chosen will show 2 date boxes to fill.\n<ul>\n<li>From Date -&gt; Cutoff date for how far back to look for sales<\/li>\n<li>To Date -&gt; Cutoff date for stopping point of looking at sales of items<br \/>\n<img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3107\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_ABC.png\" alt=\"\" width=\"503\" height=\"65\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_ABC.png 503w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_ABC-300x39.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_ABC-50x6.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_ABC-60x8.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_ABC-100x13.png 100w\" sizes=\"(max-width: 503px) 100vw, 503px\" \/><\/li>\n<\/ul>\n<\/li>\n<li>QOH by Cost -&gt; Formula uses QOH to sort items<\/li>\n<\/ul>\n<\/li>\n<li>Cycle Count Categories\n<ul>\n<li>Percentages -&gt; Type in percentage values to define each group. It will not work if the total is not 100%<br \/>\nNOTE: Groups can be set to 0% or 100% if the total is still 100%<\/li>\n<\/ul>\n<\/li>\n<li>Save Settings -&gt; Saves percentages for future analysis. Does not save the drop-down \u201cBase ABC Analysis On.\u201d<\/li>\n<li>Run ABC Analysis -&gt; Goes through all inventory and assigns a category based on specifications. Will not run if the \u201cBase ABC Analysis On\u201d is not set or the \u201cCycle Count Category\u201d presents do not equal 100%\n<ul>\n<li><strong>NOTE<\/strong>: This can take different amounts of time based on the size of your inventory (a warning will appear for large inventories)<\/li>\n<li>The progress bar will show in the bottom-right corner.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone size-full wp-image-3108\" src=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_ABC_Setting.png\" alt=\"\" width=\"626\" height=\"252\" srcset=\"https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_ABC_Setting.png 626w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_ABC_Setting-300x121.png 300w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_ABC_Setting-50x20.png 50w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_ABC_Setting-60x24.png 60w, https:\/\/stoneedge.com\/kb\/wp-content\/uploads\/2023\/03\/Cycle_ABC_Setting-100x40.png 100w\" sizes=\"(max-width: 626px) 100vw, 626px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Navigation Main Menu &gt; Manage My Inventory Accordion &gt; Cycle Counting Starting Page View Batches button -&gt; switches to view batches page Create Batches Button -&gt; switches to create batches page Gear Icon -&gt; switches to the ABC Analysis page. Side Menu View Batches Cycle Count Batch ID -&gt; Dropdown&#8230;<\/p>\n","protected":false},"author":8,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[103],"ht-kb-tag":[120,105,119],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.8.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Cycle Counting Overview - Stone Edge Order Manager<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/stoneedge.com\/kb\/articles\/cycle-counting-overview\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Cycle Counting Overview - Stone Edge Order Manager\" \/>\n<meta property=\"og:description\" content=\"Navigation Main Menu &gt; Manage My Inventory Accordion &gt; Cycle Counting Starting Page View Batches button -&gt; switches to view batches page Create Batches Button -&gt; switches to create batches page Gear Icon -&gt; switches to the ABC Analysis page. 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