1. Mobile Guide: Connected
  2. Performing a Cycle Count

Performing a Cycle Count

Van sales representatives verify their inventory by performing a cycle count.

To perform 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. Select a cycle count record for the current date and time in the Cycle Count list.

    Alternatively, tap New (the plus (+) icon) in the main pane to create a new cycle count.

  3. To perform the cycle count:

    1. Tap the Start button in the main pane.

      Tapping Start records the start time for the cycle count, changes the value in the Status field to In Progress, and displays the Product information for the cycle count.

      For an existing cycle count that has not been started, drill down on the Open link in the Status field.

    2. 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.

    3. Verify the count of stock in your van and then enter the amounts of each item in the Count column.

      Note: You can also use the Count UOM1 and Count UOM2 fields to capture the count of the physical inventory. These fields represent two units of measure that are related by Case Pack, which is a value that the administrator sets up. Updates to the Count UOM1 and Count UOM2 fields also update the Count when it is committed based on the Case Pack.

    4. Tap Count Complete when you are finished entering the inventory amounts.

      The records are locked, preventing any further changes.

    5. If there are products with variances greater or less than zero, then select those products and tap the Adjust button to update the inventory with the current count.

      The Adjust button processes the selected records only. Uses CTRL+Tap to select multiple records.

  4. Finish the cycle count as follows:

    • Tap Side Menu, and then tap Cycle Counting to return to the Cycle Count list.

    • Tap the End button in the main pane.

    The value in the Status field changes from In Progress to Done.