Inventory 360 Reports

Overview

 Navigate to Console → Inventory 360 → Cycle counts.

The i360 Cycle Count Report provides detailed analytics on cycle count projects performed using the app i360 Pro. The i360 Pro app is an Android-based application designed to streamline inventory management through Radio Frequency Identification (RFID) and other inventory-related operations. It allows users to manage products, receive inventory, print barcoded labels/RFID tags, and perform cycle counts efficiently.

This guide provides instructions on how to access and use the two types of reports available under the i360 Cycle Count Report feature:

• Cycle Count Report
• Summary Projects Report

Cycle Count Report

The Cycle Count Report provides a comprehensive view of all cycle count projects conducted within the last 30 days. Users can access this report to review individual project details, update project statuses, and initiate inventory adjustments.

Cycle Count Projects Page

The Cycle Count Projects page lists all cycle count projects performed in the last 30 days. The list is presented in a grid format with the following columns:

• Project Name: The name of the cycle count project.
• Date: The date the project was initiated.
• Status: Current status of the project (Open, Scan Completed, Closed, Archived).
• Criteria: Criteria used for the cycle count.
• Location: Business location where the cycle count was performed.
• User: The user who initiated the project.
• Total Scans: The total number of scans performed during the cycle count.
• Final Adjusted Qty: Represents the total quantity after incorporating any manual adjustments to the scanned count.
• Expected: The expected number of items counted.
• Progress Bar: Visual representation of the project's progress.

Filters

Users can filter the cycle count projects using the following options:

• Date Range: Select a start and end date to filter the projects.
• Predefined Date Filters: Quickly filter projects by Current Day, Previous Day, Current Month, or Previous Month.
• Status Filter: Filter projects by their status (Open, Scan Completed, Closed, Archived).
• Location Filter: Filter projects by location.

Export and Print

The list of cycle count projects can be exported to Excel or CSV format or printed directly from the page.

Cycle Count Project Details Page

Clicking on a project from the Cycle Count Projects grid opens the Cycle Count Project Details Page, which provides in-depth information about the selected project.

Project Details

The Project Details section includes:

• Name: The name of the project.
• Date: The date the project was conducted.
• Status: The current status of the project (can be updated from this page).
• User: The user who initiated the project.

Count Details

• Counts: Number of items counted.
• Inventory Cost: Total inventory cost calculated during the cycle count.
• Variance Cost: Cost difference between the expected and counted inventory.
• Variance %: Percentage difference between the expected and counted inventory.

Different Data Views

The project details can be grouped and filtered for more specific views:

• Group By:
  • Attributes: Group items by their attributes.
  • Item: Group by specific items.
  • User: Group by the users who performed the scans.
• Filter By:
  • Brand: Filter items by brand.

Report Details

The report provides a comparison between the expected and actual counts and costs:

• Scanned Count: The number of items scanned.
• Adjusted Count: The number of items adjusted after verification, this is an editable field where users can adjust the values manually.
• Expected Count: The originally expected count of items.
• Variance (Count): Difference between the scanned and expected counts.
• Scanned Cost: Cost based on the scanned count.
• Adjusted Cost: Cost after adjustments.
• Expected Cost: Cost based on the expected count.
• Variance (Cost): Cost difference between scanned and expected counts.

Export and Print

The detailed data on this page can be downloaded in CSV or Excel format or printed directly.

Changing Project Status

The status of each cycle count project can be updated from the Project Details page. The available statuses are:

• Open
• Scan Completed
• Closed
• Archived

To change the status, select the desired status from the dropdown menu and confirm the update.

Initiating Inventory Adjustment

Once a cycle count project is completed, users can initiate an inventory adjustment directly from the Project Details page.

Viewing Adjustment Details

Adjustment details can be viewed by clicking the View Adjustment button. This section provides detailed information about the adjustments made after the cycle count was completed.

Summary Projects Report

Navigate to Console → Inventory 360 → Summary Report.

Summary Projects Page

The Summary Projects Report provides a summarized view of all the cycle count projects, including key performance indicators and trends.

• Project Name: The name of the Summary project.
• Date: The date the project was initiated.
• Status: Current status of the project (Open, Scan Completed, Closed, Archived).
• User: The user who initiated the project.
• Total Scans: The total number of scans performed during the cycle count.
• Final Adjusted Qty: Represents the total quantity after incorporating any manual adjustments to the scanned count.
• Expected: The expected number of items counted.
• Progress Bar: Visual representation of the project's progress.

Filters

Users can filter the cycle count projects using the following options:

• Date Range: Select a start and end date to filter the projects.
• Predefined Date Filters: Quickly filter projects by Current Day, Previous Day, Current Month, or Previous Month.
• Status Filter: Filter projects by their status (Open, Scan Completed, Closed, Archived).
• Location Filter: Filter projects by location.

Export and Print

The list of cycle count projects can be exported to Excel or CSV format or printed directly from the page.

Different Data Views

The project details can be grouped and filtered for more specific views:

• Group By:
  • Attributes: Group items by their attributes.
  • Item: Group by specific items.
• Filter By:
  • Brand: Filter items by brand.

Report Details

The report provides a comparison between the expected and actual counts and costs:

• Scanned Count: The number of items scanned.
• Adjusted Count: The number of items adjusted after verification throughout the individual cycle counts used
• Expected Count: The originally expected count of items.
• Variance (Count): Difference between the scanned and expected counts.
• Scanned Cost: Cost based on the scanned count.
• Adjusted Cost: Cost after adjustments.
• Expected Cost: Cost based on the expected count.
• Variance (Cost): Cost difference between scanned and expected counts.

Export and Print

The detailed data on this page can be downloaded in CSV or Excel format or printed directly.

Changing Project Status

The status of each cycle count project can be updated from the Project Details page. The available statuses are:

• Open
• Scan Completed
• Closed
• Archived

To change the status, select the desired status from the dropdown menu and confirm the update.

Initiating Inventory Adjustment

Users can initiate an inventory adjustment directly from the Summary Project Details page.

Viewing Adjustment Details

Adjustment details can be viewed by clicking the View Adjustment button. This section provides detailed information about the adjustments made after the cycle count was completed.

Users can use this report to get a quick overview of the cycle count operations and identify areas needing attention.

Articles in this section

• Item Import Field Descriptions
• Overview
• Merchant Onboarding
• Navigation Bar
• Reports
• Items
• Settings
• Dashboard Overview
• Company
• Register

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