Create Cycle Counts Using a Redwood Page

This demonstration shows you how you can use Create Cycle Counts using a Redwood page to enhance your business.

Let's start the demonstration. First, we will ensure that the Redwood Create Cycle Count Pages Enabled profile option is enabled to use the feature Create Cycle Counts using a Redwood page. We access the task Manage Inventory management profile options to ensure the profile option is enabled. Query for the Redwood Create Cycle Count Pages Enabled profile option.

We will ensure that the Site Level Profile value is set to yes. Click the Save button. Click the Cancel button to exit the page. Now that we have ensured that the profile option is enabled, we access the new cycle counts task in the Inventory Management work area. On the Inventory Management work area, we click on the Panel drawer. Click the Cycle Counts Task. Cycle Counts page opens.

Let's first create the Cycle Count by clicking on the Create Cycle Count button. The new cycle count guided process with the Cycle Count Definition pages opens. Enter the required fields. We will enter the count name and description first.

Enter the maximum days before late and maximum recounts parameters. Click the Continue button to move to the next step. On the count location step, select the subinventory by searching for it in the search bar. Select the subinventory to count and move to the count items using section to decide how to identify items to count. We will select ABC classification as the method of selecting items for the cycle count.

Select the ABC assignment group. Click the Continue button to move to the next step. On the items to count step, we can see the items to count based on the ABC assignment group selected. For one of items, we will enable the checkbox to schedule every time. Click the pencil icon to edit the parameters associated with the item. The item record expands and we can check the Schedule Every Time check box. Click the Save button to save the option.

Select the next class to view. Click the Continue button to move to the next step. On the count tolerances and schedule step, we can define the class level tolerances by clicking on the pencil icon. Enter the counts per year for the class items. Click the Save button. Click the pencil icon to modify the class below. Enter the counts per year for the class items. Click the Save button.

We may enter the count level tolerances by selecting the Required if out of tolerances option for the approval section. Or we may choose the approvals option as Always required. Select the counting schedule is Automatically schedule. Select the scheduling frequency as Daily. Click the Continue button to move to the last step for the cycle count creation process. Select the count parameters as required.

Click the Submit button to complete the cycle count definition. On the Cycle Counts page, search for the cycle count we just created. For the cycle count, we can select the actions by clicking on the Actions menu. Select the Generate Count Schedules action. The scheduled process is submitted. Check for the scheduled process on the Scheduled Process work area.

Next, we perform the next action on the cycle count. Select the Generate Count Sequences action. The scheduled process is submitted. Check for the scheduled process on the Scheduled Process work area by clicking on the refresh icon. Once the count sequences are generated, we will check them.

On the Cycle Counts page, search for the cycle count. The last scheduled and next scheduled dates are visible. Go to the Actions menu. Select the record count sequences action. Record count sequences pages opens and you can see the count sequences generated. Click the Cancel button to exit the page. We have seen how the feature creates cycle counts using a Redwood page works.

This concludes the demonstration.