You can create Cycle Count rules to automatically schedule recurring Stock Takes across your Warehouse. Each rule defines how often a Stock Take is generated, which locations it covers, and which products it includes.
You will need the Admin role to create and configure Cycle Count rules.
Note: This feature is currently being beta tested. Check future release notes to see once added to general release.
Create a Cycle Count Rule
To create a new Cycle Count rule:
Go to Stock Take, then click Cycle Counts Config.
Click Create New.
Configure the General Settings and Range Settings — see more detailed information below for all settings.
Click Save.
Note: If your configuration results in nothing to count, a warning will be shown when the Stock Take is started on mobile. Check your range settings if this happens.
General Settings
General settings control how the Stock Take is conducted and who can perform it.
Select an option below to view more details.
Client
Client
3PL users can select a specific client to restrict the Stock Take to that client's stock, or leave as All to include all clients. Multichannel users can set themselves as the client.
Warehouse
Warehouse
Select the warehouse where the count will take place. Selecting a warehouse enables the range settings on the right-hand side of the configuration screen, which will be greyed out until that point.
Include Empty Locations
Include Empty Locations
Toggle on to include locations with zero stock in the count. Toggle off to count only locations that contain products. This can be used to find additional stock in locations the system otherwise thought was empty.
Note: This can result in very large stock takes depending on the range of locations selected.
Units From / Units To
Units From / Units To
Enter a unit quantity range to filter which product-in-location records are included. Only locations where the product unit count falls within this range are counted.
Example: Range From / To is set as 0 / 100, therefore a product-in-location with 150 units of stock would not be included in the stock take.
Counting Style
Counting Style
Select Blind or Open. In Blind mode, the user performing the Stock Take cannot see expected stock quantities while counting. In Open mode, expected quantities are displayed to the user.
Require 2nd Count If Discrepancy Found
Require 2nd Count If Discrepancy Found
If Toggled off, any stock discrepancies will be corrected on the system immediately when the user confirms them. If toggled on, when a discrepancy is found in 1st count a 2nd count is created and must be performed by a different user before the discrepancy is accepted.
Note: In either scenario, if it is not possible for the system to correct stock levels due to order allocations, quarantine, etc. an error is produced on the PC dashboard.
Assign To
Assign To
Select who can perform the count:
All - Multi - Any Admin user can action the Stock Take, and multiple users can count simultaneously.
All - Single - Any Admin user can action the Stock Take, but only one user at a time.
Specific - Only the named user can action the Stock Take. Selecting this option reveals the Assign To User field, where you can search for and select the specific user. This is enforced on the mobile app - other users will not see the Stock Take in their list.
Reference
Reference
Enter a name or identifier for the Stock Take. This field is mandatory with an upper limit of 100 characters or fewer.
Active
Active
Enable/ Disable the Cycle Count rule.
Frequency Settings (Cycle Counts only)
Frequency settings control how often your cycle count rule automatically generates a Stock Take. You can choose from four frequency types: daily, weekly, monthly, or yearly. Selecting a frequency type reveals the relevant sub-fields for that option.
Select an option below to view more details.
Daily
Daily
Select Daily to generate a Stock Take every day. There are no additional sub-fields to configure for daily frequency.
Weekly
Weekly
Select Weekly to generate a Stock Take on a recurring weekly schedule. Configure the following sub-fields:
Repeat every week(s) - enter how many weeks between each generated Stock Take. For example, enter 2 to trigger every two weeks.
Day of week to trigger - select which day of the week the Stock Take is generated on.
Monthly
Monthly
Select Monthly to generate a Stock Take on a recurring monthly schedule. Configure the following sub-fields:
Repeat every month(s) - enter how many months between each generated Stock Take.
Day of month - select which day of the month the Stock Take is generated on. If the selected day does not exist in a given month, the Stock Take will be generated on the last day of that month instead.
Yearly
Yearly
Select Yearly to generate a Stock Take once a year on a specific date. Configure the following sub-field:
Date — select the specific date each year when the Stock Take is generated. This field is required.
Location Range Settings
Location Range settings control which warehouse locations are included in the stock take. Select a Location Range type from the Location Range dropdown.
Select an option below to view more details.
All
All
Select All to include every location in the warehouse. There are no additional sub-fields to configure.
Note: This can result in very large Stock Takes.
Configurable
Configurable
Select Configurable to reveal additional filters:
Location Types — Select one or more location types to include in the Stock Take, such as Pick, Bulk, etc. Leave black to include all location types.
Zone — Select a specific warehouse zone to filter the Stock Take by.
Aisle — select All to include all aisles, or select A–Z Range to define an aisle range. When A–Z Range is selected, Aisle From and Aisle To are required.
Rotating (Cycle Counts only)
Rotating (Cycle Counts only)
Select Rotating to progressively cycle through aisles across successive Stock Takes. Each generated Stock Take covers the next set of aisles in sequence, working through your warehouse over time. Configure the following sub-fields:
Location Types — select one or more location types to include in the stock take, such as Pick, Bulk, etc. Leave black to include all location types.
Zone — select a specific warehouse zone to filter the stock take by.
Number of aisles per Cycle Count — enter how many aisles to include in each generated Stock Take. The minimum is 1.
Starting aisle for initial Cycle Count - select the aisle where the first rotation begins. Subsequent Stock Takes advance from this point and work through your warehouse in sequence.
Sort Order - select A–Z or Z–A to determine the direction aisles are traversed over time.
Custom list
Custom list
Select Custom List to use a pre-defined set of specific locations. Select the custom range from the Custom Location Set dropdown.
Note: Custom location sets must be created before you can select them here
Product Range Settings
Product Range settings control which products are included in the Stock Take. Select a Product Range type from the Product Range dropdown.
Select an option below to view more details.
All
All
Select All to include every product. There are no additional sub-fields to configure.
Note: This can result in very large stock takes.
Configurable
Configurable
Select Configurable to reveal additional filters:
Categories — Select one or more product categories to filter by. Leave unselected to include all categories.
SKUs — Select All to include all SKUs, or select A–Z Range to define a SKU range. When A–Z Range is selected, SKU From and SKU To are required.
Unit Sales Value — Select All or Price Range. When Price Range is selected, enter a Price From and Price To value to filter products by their unit price.
Example: you may wish to perform a stock take of your most high value items only
Note: prices must be set against product details in advance for this to apply.
Sales Velocity — Filter products by how quickly or slowly they sell. Select All, Fast Movers, or Slow Movers. For Fast Movers, enter a minimum number of units to have been included in outbound orders and set the number of past days to use as the lookback period. For Slow Movers, enter a maximum units value and the number of past days.
Include Products with Serial Numbers — Select All, Only products with serial numbers, or Only products without serial numbers.
Note: including products with serial numbers can make Stock Takes take longer, so you can separate them into a separate Stock Take if desired.
Rotating (Cycle Counts only)
Rotating (Cycle Counts only)
Select Rotating to progressively cycle through SKUs across successive Stock Takes. Each generated Stock Take covers the next set of products in sequence, working through your full product catalogue over time. Configure the following sub-fields:
Quantity of SKUs per count - Select how the number of products per Stock Take is determined.
Fixed Number - Enter a specific number of SKUs to include in each generated cycle count stock take.
Full range over time period - Enter the number of months in which you want to complete a full Stock Take of all products. The system automatically calculates how many SKUs to include per cycle. The minimum is 1 month.
Example: You may wish to perform a full Stock Take over 6 months, and have set your frequency to create a new cycle count every 1 month. Each new cycle count will cover 1/6th of your SKUs.
Starting SKU for initial Cycle Count - Select the product where the first rotation begins from. Subsequent Stock Takes advance from this point onwards and work through your catalogue in sequence.
Sort Order - Select A–Z or Z–A to determine the direction products are traversed over time.
Custom list
Custom list
Select Custom List to use a pre-defined set of specific products. Select the custom product set from the Custom Product Set dropdown.
Note: Custom product sets must be created before you can select them here