Create Count

Create and assign a cycle count to a facility.

A cycle count verifies inventory at a facility. Create a hard count for a full inventory check or a directed count for selected products.

Before you begin

• You need the COMMON_ADMIN, INV_COUNT_ADMIN, or INVCOUNT_APP_VIEW permission to open the Create Count page.

• Prepare a count name and due date before you begin.

Admin and Store views

Feature	Admin view	Store view
Navigation	Select Create count from the left sidebar	Select Create from the bottom tab bar
Facility	Select any facility	The current store is selected automatically

Open the Create count page

Admin view

1. Log in to the Cycle Count App with an admin-level account.

2. From the left-hand sidebar, select Create count.

3. The Create page opens.

Store view

1. Log in to the Cycle Count App with a store-level account.

2. From the bottom navigation bar, select the Create tab.

3. The Create page opens.

Fill in count details

Count name

• Enter a descriptive name for the cycle count in the Count name field at the top of the form.

This field is required. If left empty, the app displays Please enter count name.

Facility

• Admin view: Select the Facility chip, search by facility name or facility ID, and select a facility.

• Store view: The current store is selected automatically.

• The Facility chip displays the selected facility name.

A facility is required. If no facility is selected, the app displays Please select a facility.

Count type

• Select the Count type dropdown and choose one of the following:

Count type	Description
Hard count	Use for comprehensive inventory verification across a facility.
Directed count	Use for targeted verification of selected products.

Directed count is selected by default.

For more information about when to use each type, see Types of cycle count.

Due date

• Select Add Date next to Due Date.

• Choose the date by which the count should be completed from the date picker.

• Select Done to confirm.

This field is required. If no date is set, the app displays Please select due date.

Start date

• Select Add Date next to Start Date.

• Choose the date when counting should begin from the date picker.

• Select Done to confirm.

This field is optional. If not set, the app defaults to the current date. The start date cannot be after the due date.

Search and select products

After filling in count details, use the product section to find and select items for the cycle count.

Search for products

• Enter a product name, SKU, or product ID in the Search products bar.

• Matching products appear in the list below.

Before applying any filter or search term, the list shows Please select filters to view items.

Filter by tags

• Select the Tags chip to open the filter modal.

• Choose one or more tag values to narrow the product list.

• Select Apply to update results.

The chip label updates to show the count of selected values (for example, 3 selected) or the tag name if only one is selected.

Product list

Each product row displays:

Column	Description
Checkbox	Select or deselect the product
Product image	Thumbnail of the product
SKU	Internal name or SKU
Product name	Product name or parent product name
Category	Primary product category
Product ID	System product identifier

Select products

• Select any product row or its checkbox to select it.

• Selected rows are highlighted.

• The selection count appears at the top right of the list (for example, 5 selected).

Select all products

• Use the All checkbox at the top of the list to select or deselect all visible products.

• If the total matching products exceed the loaded page, a Select all button appears with the total count. Select it to include all matching products.

Show selected only

• Turn on the Show selected only toggle to display only the products already selected.

• This helps review selections before creating the count.

• When toggled on, other filters are disabled. You can only remove items from the selected list and cannot add new items.

• The toggle is disabled when no products are selected.

Create the cycle count

1. Select Create Cycle Count at the bottom right of the page.

2. A confirmation dialog appears:

   • If a count with the same name already exists for the selected facility: A count named "[name]" is already open for this facility, these items will be added to it. Continue?

   • Otherwise: Are you sure you want to create cycle count with [N] items?

3. Select Create to confirm, or Cancel to go back.

4. On success, a message displays: The cycle count has been created successfully.

5. The form resets so you can create another count.

If an open count with the same name already exists for the selected facility, selecting Create adds the selected products to that count instead of creating another count.

After processing, the newly created cycle count appears in:

• Admin view: The Assigned counts page in Created status.

• Store view: The Counts page in Created status.

Store users can start the count when its configured start date allows it.