Run a cycle count

Count physical stock against the system and post the variance to reconcile inventory.

A cycle count reconciles what Workcell says is on hand against what is physically on the shelf. You count, the system compares, and posting corrects any difference.

Create and run a count

  1. Go to Warehouse > Counts and select New count.
  2. Set the location (and optional zone) to count, a due date, and add the items to include. Lines are created for what you selected.
  3. Open the count sheet and start the count. Workcell snapshots the current system quantity for each line so the comparison is fixed at that moment.
  4. For each line, enter the counted quantity you physically find.
  5. Submit for review once every line is counted.

Approve and post

  1. A reviewer opens the count in Review and checks the variances (counted versus system).
  2. Approve and post. For every line where the count differs, an adjustment transaction posts the difference so on-hand matches reality.
Open  ->  Start count  ->  Counting  ->  Submit for review  ->  Review  ->  Approve and post
                                                                              |
                                                          adjustments posted for any variance

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