How You Add Items to a Cycle Count

When you add items to a cycle count, you specify the items that you want to include in the cycle count.

You can:

  • Manually add items to a cycle count

  • Automatically add items to a cycle count

Note: To be able to add an item to a cycle count, you must set the item's Cycle Count Enabled attribute to Yes.

Manually Adding Items to a Cycle Count

For cycle counts with ABC classes, manually add items to a cycle count by searching for and selecting the desired individual items on the Define Classes and Items page.

For cycle counts with item categories, manually add items to a cycle count by searching for and selecting the desired individual items on the Define Items in Item Categories page.

Automatically Adding Items to a Cycle Count

For cycle counts with ABC classes, automatically add items to a cycle count by selecting an ABC assignment group on the Enter Primary Details page. All of the ABC assignment group's items are added to the cycle count. The ABC assignment group's ABC classes are also added to the current cycle count classes, and classifications are maintained for the included items.

You can choose to synchronize class information for existing items in the cycle count based on the new ABC assignments. You can also choose to have any items that are no longer in the ABC group automatically deleted from the cycle count item list. To be able to change classifications of items in a cycle count independently of ABC classes, choose the None option for the synchronization mode.

For cycle counts with item categories, automatically add items to a cycle count by selecting an item category on the Define Item Category page. When you select an item category on the Define Item Category page, all items in that category populate in the item and item category tables at the next train stop.