PURPOSE

The purpose of this document is to explain the functionality of the ‘Inventory Cycle Count’ section of the ‘General Warehouse’ tab in the ShipCaddie TWMS system. Cycle Counting allows companies to keep an accurate count of inventory in the warehouse.

 

SCOPE

The ‘Inventory Cycle Count’ process will be followed by Admin Users within the ShipCaddie TWMS system.

 

RESPONSIBILITY

  1. The warehouse Admin Users are responsible for Cycle Counting physical inventory when needed.
  2. ShipCaddie TWMS Implementations Team will establish, implement and maintain this procedure documentation.

 

REFERENCE

Video tutorial of this process can be found here. (Coming Soon)

 

CYCLE COUNT INVENTORY

  1. Navigate to the tabs on the left side of the screen. Select ‘General Warehouse’ and ‘Inventory Cycle Count’. Set up the filters to match what inventory needs to be reconciled or updated.
    1. Bin Prefix - If the user has a set of bins that need to be reconciled, this filter will allow the user to only see bins based on the alphanumeric characters input into the field. For example, if the user only wanted to see bins with a prefix of ‘SLC’ to reconcile, they could input “SLC” into the field and hit enter to filter out all other bins. See Figure 1 for next few points
    2. DSLO (“Day Since Last Order”) – This field is meant to filter out items based on the last order date of the items to the warehouse. 
    3. DSLR (“Day Since Last Reconcile”) – This field is meant to filter out items and bins based on the last time they were reconciled.
    4. Qty – This field will set a max quantity of items and filter all the items out based on these criteria. For example, if the user only wanted to see all the items that had a total quantity of 5 to be reconciled.
    5. SKU/UPC - This field is meant to filter out items by comparing the values input into this field and the beginning of the UPC/SKU of the items.

 

Graphical user interface, application Description automatically generated

Figure 1

 

        6. Scan the bin you want to update/reconcile.

        7. Scan the UPC barcode of the item you want to update/reconcile.

        8. A new screen will appear that allows the user to enter the number of the items being reconciled in the specific bin.                 See Figure 2


Graphical user interface Description automatically generated

Figure 2

 

        9. Enter in the new item count in the field that says, ‘Item Count’. Click ‘Submit’.

       10. The system will audibly and visually inform you that this new count does not match what the system thinks is there. 

            Verify the count and click ‘Accept’