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\uD83D\uDCD8 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.

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