Cycle Count

Cycle counting is an alternative stock counting method performed by counting a small portion of the warehouse’s inventory every month, week, day, etc. Once these partial counts have covered the entire inventory, the cycle count process starts over. Its primary purpose is to solve for the warehouse’s inventory accuracy in order to prevent potential losses.

Cycle Count Methods

There are two methods for performing cycle counts:

1. Read By UPC
   • The Read By UPC method involves counting inventory items by scanning their barcodes or RFID tags. This method is particularly useful for tracking standard products with easily scannable codes.
2. Read By Attributes
   • The Read By Attributes method allows users to perform cycle counts based on specific product attributes, such as color, size, or style, rather than relying solely on barcodes. This method is beneficial for items that may not have unique UPCs or when counting by specific categories is necessary.

To start a counting process with the i360 app follow the below steps:

How to do Cycle Count

Click on the 'Cycle Count’' button from the home screen. 

Read By UPC

The Read By UPC method involves counting inventory items by scanning their barcodes or RFID tags. This method is particularly useful for tracking standard products with easily scannable codes.

To start a counting process follow the below steps:

1. Select the Read By UPC and click on the + button at the bottom of the screen to create a new cycle count project.

1. Enter the Project Title or simply auto-generate the title by ticking the Auto Generate Title check box.
2. Assign a Runner who will be performing the cycle count at the warehouse/store by clicking on the Assign Runner button at the bottom of the screen.                                                                                                                                                 
3. Choose the runner from the users listed and click Assign Runner. Multiple users can be selected here.
4. Click on the Add Location button to select the desired location/store.
5. Click Create Project to start the cycle count process. This will generate a QR Code that users can scan to join this project. 
6. Multiple runners can join the same project and can start scanning the barcodes/RFID tags.
7. Click on View Project to view the project details                                                                                                                                                       
8. The Project Summary provides a comprehensive overview of the cycle count project, including target counts, read counts, and a list of project users.                                                                                                                                                         
9. Target Counts: Displays the expected number of items to be counted in the project.
10. Read Count: Shows the number of items that have already been scanned by the users.
11. Project Users: Lists all users who are part of the cycle count project. This section helps you monitor who is actively involved in the counting process.
12. Trigger: Click the Start Scan button to initiate scanning of the EPC tags. This triggers the scanning process for all users involved in the project.
13. My Scan: Displays the scanned EPC tags for the current user. This list is specific to the user logged in and shows their scanned items.
14. Project Scan: Lists the scanned EPC details of all active users in the current cycle count project. This section provides a consolidated view of all scans performed by all users.
15. Export Count: Allows you to export the count data via email. This feature is useful for generating reports or sharing the count details with stakeholders.
16. Initiate Adjustment: Once the cycle count is completed, reviewers can click on the Initiate Adjustment button. This action starts the adjustment process, allowing you to reconcile any discrepancies found during the count.
17. Scan Complete: Marks the batch or entire project as completed. This is the final step in the cycle count process, signaling that the counting is finished and ready for review or adjustment.

Read By Attribute

The Read By Attributes method allows users to perform cycle counts based on specific product attributes, such as color, size, or style, rather than relying solely on barcodes. This method is beneficial for items that may not have unique UPCs or when counting by specific categories is necessary.

To start a counting process follow the below steps:

1. Select the Read By Attribute and click on the + button at the bottom of the screen to create a new cycle count project.
2. Enter the Project Title or simply auto-generate the title by ticking the Auto Generate Title check box.
3. Click on Read By Attribute to select the attributes 
4. Assign a Runner who will be performing the cycle count at the warehouse/store by clicking on the Assign Runner button at the bottom of the screen. 
5. Choose the runner from the users listed and click Assign Runner. Multiple users can be selected here.
6. Click on the Add Location button to select the desired location/store.
7. Click Create Project to start the cycle count process. This will generate a QR Code that users can scan to join this project. You also have an option to send an invite via email.
8. Multiple runners can join the same project and can start scanning the barcodes/RFID tags.
9. Click on View Project to view the project details
10. Once the cycle count is completed reviews can initiate the adjustment by clicking on the Initiate Adjustment button.

           

Exporting the Data

To export the count data from a completed cycle count project, follow these steps:

1. Navigate to the Completed Cycle Count Project
   • Open the i360 Pro app and go to the home screen.
   • Click on the 'Cycle Count' button to view the list of cycle count projects.
   • Select the completed cycle count project you wish to export data from.
2. Access the Export Option
   • Within the selected project, navigate to the Project Scan details.
   • Click on the Export Count button.
3. Choose the Desired Destination for the Export
   • Click on the export option to initiate the data export process.
   • A prompt will appear allowing you to select the destination for the exported data.
   • Options include exporting the Excel data to any emails provided.
4. Complete the Export Process
   • Follow the prompts to finalize the export.

View Recent Projects

To view recent projects, navigate to the Cycle Count page from the home screen and click the 'Recent Projects' button at the bottom to see a list of your latest cycle count projects.

Cycle Count with Runners and Multiple Users

• Assigning Multiple Runners: Multiple runners can be assigned to the same cycle count project.
• Joining the Project: Each runner can join the project by scanning the QR Code or through an email invite.
• Simultaneous Scanning: All runners can scan barcodes/RFID tags simultaneously, enabling efficient and collaborative counting.

Deleting a Cycle Count Project

To delete a particular cycle count project, Click on the 'Cycle Count’' button from the home screen.

Select the Read By Attribute/ Read By UPC.

Swipe left on a project to delete that particular project.

Offline Support for Cycle Count

Cycle count can be processed offline in case of poor or no internet connectivity. The project needs to be created initially online. Once the runners are joined they can perform the scanning offline. Once the scanning is completed, whenever the internet is available the scanned details will be synced back and the committer can perform the action once all the runners sync their data.

Articles in this section

• Introduction
• Getting Started
• Cycle Count
• Master Item
• Tags Printing
• QOH
• Receiving
• Transfer
• Adjustment
• Locate Item

See more