Cycle Counts

Owned by Joshua LeBlanc, created
Last updated: Mar 08, 2024 by Susannie Tiempo (Unlicensed)
4 min read

 Instructions

Full management of cycle counts requires permissions for both CycleCount and CycleCountAdjustment in RxHub

Multiple people can contribute to a cycle count. Once all frames have been added to the count, anyone with appropriate permissions can open the record and scan frames into the count, even across different locations.

  1. Cycle Counts are managed under Manage Inventory → Cycle Counts

  2. To create a new Cycle Count, click on the CREATE button

  3. A Cycle Count must be created before frames can be added

  4. Fill in the description, document number, and select a warehouse and click “Submit”

  5. Saving the record will reveal the rest of the Cycle Count functionality

     

  6. To begin, click on “ADD FRAMES TO CYCLE COUNT”. This will allow you to select the frames you’ll be counting within this cycle count.

     

  7. There are two ways to add frames from this screen:

    1. Click on each frame you want to add, then click “ADD SELECTED”

    2. Filter the table to contain all the frames you want to add, then click “ADD ALL“

  8. You can run this dialog more than once. For example, if you wanted to add all frames from two manufacturers, you could filter by the first one → click “ADD ALL“, open the dialog and filter by the second → click “ADD ALL“ again. This would add all frames from both manufacturers to the cycle count.

  9. Once frames are added to the cycle count, they can be counted

  10. Counting frames can be done the following ways

    1. Using the Enter UPC field:

       

      1. Select the “Enter UPC” field and you can scan UPCs to count them. Each scanned item will show up in descending order of the time scanned in the left-most table. In the right-most table, the total counts for each UPC scanned will appear

    2. Manually adjusting the “Counted” field in the frame table

       

      1. Select the “Counted” cell in the row you want to edit, and type in any number. This will be tracked as a “scan” for that UPC, with the quantity you type. This value will appear in the scan history tables above.

  11. When a cycle count is complete, press the “SUBMIT CYLCE COUNT” button. This will lock the cycle count, create a transaction batch for the quantity adjustments, and load a report containing every change made to inventory.

After submitting the cycle count, when you navigated to the Cycle Count list page, if you see the cycle count you are just submitted is still showing as OPEN, you need to click on the Refresh button to refresh the table data.



 

Unrecognized UPC

 

You will be able to get the information on the unrecognized UPCs for each of the completed cycle counts. Unrecognized UPCs are those items that were scanned during the count but were not part of the included inventory items to be counted.

To access the unrecognized UPCs list, navigate to Cycle Count → Filter by Completed and select the cycle count that you want to view. On the form, select the Unrecognized UPCs tab. This will bring you the list of unrecognized UPCs in the cycle count.

 

 

Import Count File to a Cycle Count

 

You can also import a file that has the list of the UPCs of the frames scanned during the inventory count (see sample file below).

 

To do that, follow these steps:

  1. You must have an open cycle count

  2. Click on the Import Count button.

  1. On the Import inventory count dialogue, select the file that you want to import.

 

  1. Verify if the file is correct and click on Submit Count. If there is no error on the file, a message that the file is imported and adjustment is being processed in the background.

  1. Once the file is completely processed, you should see a message that the last import file is completed. Note that you may need to Refresh the table to see the updated count.

 

 

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