Adding Products to the Cycle Count

Complete the following procedure to add products to a cycle count.

To add products to a cycle count

  1. Tap Side Menu and then tap Cycle Counting to display the following:

    • The Cycle Count list and details in the main pane.

    • The calendar in the side pane showing the call scheduling information.

  2. Drill down on the link in the Status field for the cycle count record that you want to modify.

  3. Add new products to the cycle count as follows:

    • Tap the List Products button in the main pane.

      This populates the list of products for the cycle count by returning all products in the current van inventory belonging to the sales representative. This includes various product buckets such as Good, Defective, and so on.

    • Tap New (the plus (+) icon) in the main pane.

    • Enter the information for the new product in the fields that appear, and then save the record.

      Only products that are in the current van inventory belonging to the sales representative can be added.