This guide covers what Cycle Count Stock Takes are, how they work, and what you need to get started. You will need the Admin role to access and configure cycle counts in Access Mintsoft.
Note: This feature is currently being beta tested. Check future release notes to see once added to general release.
What are Cycle Counts?
Cycle Counts automate the creation of Stock Takes on a recurring schedule, so you can split a full count over a certain time period, or so you simple don't have to remember to create the next one. This is different to on demand stock takes which create a new Stock Take as and when you need it. With cycle counts, Mintsoft automatically generates the next Stock Takes on the chosen schedule, ready to be actioned from the mobile app.
Each Cycle Count rule defines:
Client and Warehouse - Who and where the stock take applies to.
Frequency - How often the stock take is generated.
Location Range - Which warehouse locations are included.
Product Range - Which products are included
User Assignment - Which user(s) can perform the count.
Additional Config - Counting style, 2nd counts, empty locations, and unit range.
What you need
Before setting up cycle counts, make sure you have:
The Admin role in Access Mintsoft.
The latest version of our mobile app.
The Stock Take feature enabled on your account - currently this is only available to beta testers.
Important: Fully defined user roles are not available during beta testing, but will be ready for full release.
How Cycle Counts work
The Cycle Count process follows three stages:
Configure - Create a new cycle count rule via the web interface, defining the Frequency, Location Range, and Product Range.
Generate - Access Mintsoft automatically generates a Stock Take based on your rule at the scheduled time.
Acton - Admin users begin the Stock Take from the Access Mintsoft mobile app. The Stock Take starts with a status of New and moves to In Progress once begun Admin users scan locations, log quantities, and complete the count on the mobile app.
2nd Counts - If discrepancies are found and 2nd counts are required by the cycle count config, a 2nd count of stock will be required before the stock gets adjusted in the system.
Cycle Count Stock Take statuses
Once a cycle count stock take has been created it moves through the following statuses:
New — The stock take has been created but not yet started.
In Progress — Counting is underway.
2nd Counts — All first counts are complete but discrepancies were found, requiring second counts before the stock take can be completed.
Complete — All counting, including any second counts, is finished.
Where to find Cycle Count Stock Takes
Within Mintsoft, go to Stock Take on the menu.
Then Click Cycle Counts Config.
All cycle count Stock Takes show here once they have been created, alongside any on demand Stock Takes. You can filter the list by status using the Status dropdown.
Note: If you cannot see the Stock Take menu then you do not have beta access enabled. Check future release notes to see once added to general release.