Cycle Count Stock Takes - Create New

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.

To create a new Cycle Count rule:

General settings control how the stock take is conducted and who can perform it.

Client

Select a specific client to restrict the stock take to that client's stock, or leave as All to include all clients.

Warehouse

Select the warehouse to count. This field is required. Selecting a warehouse enables the range settings on the right-hand side of the configuration screen and loads the available zones, aisles, and location types for that warehouse.

Include Empty Locations

Toggle on to include locations with zero stock in the count. Toggle off to count only locations that contain products. The default is on.

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. The defaults are 0 to 99999.

Counting Style

Select Blind or Open. In Blind mode, the counter cannot see expected stock quantities while counting. In Open mode, expected quantities are visible. The default is Blind.

Require 2nd count if discrepancy found

Toggle on to require a second count when the first count does not match the expected stock. The second count must be performed by a different user before the discrepancy is accepted. The default is on.

Assignment Type

Select who can perform the count:

Reference

Enter a name or identifier for the stock take. This field is required and must be 100 characters or fewer.

Active

Enable/ Disable the Cycle Count rule.

Frequency Type

Location Range

Product Range