Objective: The objective of this document is to familiarize the user with the functionality of the “Inventory Cycle Count” section of the “General Warehouse” tab.

Description: The purpose of the “Inventory Cycle Count” section is to allow companies to keep an accurate count of their inventory in the warehouse. 

Steps:

  1. Set up the filters on the page to match what inventory needs to be reconciled/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 numbers input into the field. For example, if the user only wanted to see “A1” bins to reconcile, they could input “A1” into the field and hit enter to filter out all other bins.

    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 this 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

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Fig. 1.0 – Filter Options

  1. Scan the first bin that the user wishes to update/reconcile

  2. Scan the UPC barcode of the item the user wishes to update/reconcile

  3. A new screen will appear that allows the user to input the number of the items being reconciled in the specific bin (See Figure 4.0).

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Fig. 4.0 – Item Quantity Screen