Bulk Upload Cycle Count

Operations teams can now easily create and assign multiple cycle counts to different locations at once using the new bulk import feature.

The Bulk Import functionality of HotWax Commerce’s Cycle Count app is designed to simplify the process of creating and assigning cycle counts for multiple products across multiple facilities. It allows users to create multiple cycle counts using a CSV upload which eliminates the need to create individual requests for each product or location.

This reduces manual effort, minimizes errors, and enhances operational efficiency, especially for retailers with large store networks.

This guide explains how to create cycle counts in bulk

Preparaing the CSV File

The template of the CSV file is as follows:

COUNT_NAME	FACILITY_ID	PRODUCT_SKU	STATUS	DUE_DATE
WEEK-3	49	WP09-28-Black	INV_COUNT_CREATED	2024-11-31
WEEK-3	49	WSH07-28-Blue	INV_COUNT_CREATED	2024-11-31
WEEK-2	159	WP02-28-Purple	INV_COUNT_ASSIGNED	2024-11-12
WEEK-1	156	WSH11-28-Orange	INV_COUNT_CREATED	2024-10-31

HotWax Commerce’s Cycle Count app accepts five key fields:

1. Count_Name: The name of the inventory count.

   • This is a required field.

   • If multiple SKUs are part of the same count, repeat the count name.

   • For example, if the user is naming a count "WEEK_3", it should be repeated for each SKU in that count.

2. PRODUCT_SKU: The SKU of the product requiring a cycle count.

   • This is a required field.

3. Facility_ID: The ID of the HotWax facility where the count will be assigned.

   • This is an optional field.

   • Blanks the count in the 'Draft' status'.

4. STATUS: The status of the count.

   • This is an optional field.

   • The user must use:

     • INV_COUNT_CREATED to save the count as a draft and assign it later.

     • INV_COUNT_ASSIGNED to assign the count immediately.

   • Blanks create the count in the 'Draft' status'.

5. DUE_DATE: The due date of the count.

   • This is an optional field.

   • The user must use the yyyy/mm/dd format.

   • Blanks create the count with no due date.

• The above field names are only examples adn the user can customize the names of the fields. The app allows the flexibility to map the custom fields to the system's fields. Find how to do this in the next section.

• Count names can be repeated for different facilities. For exmaple, two facilities can have a count named week-1.

Steps to Create Cycle Counts in Bulk:

1. Accessing the Cycle Count app

• Navigate to the Cycle Count app from the HotWax Commerce's launchpad.

• Log in using credentials.

2. Uploading the CSV file

• IN the bottom right corner of the draft page, click the + button to initiate a new count.

• Two icons appear; Select the icon with multiple pages for a bulk import.

• On the Draft Bulk modal, click on the Upload button on the top-right to import the prepared CSV file.

3. Mapping custom CSV fields to the systemic fields

• Click the dropdown next to "Count name" and select your custom field for the count name.

• Repeat previous step for the other fields (Product SKU, Facility, Status, Due Date).

The app allows the user to save the mappings by clicking on the + New mapping button.

4. Confirm and Upload

• After mapping the fields, click the Upload button on the bottom of the screen.

• Confirm the upload in the popup window.

5. Review uploaded files

• Once uploaded, the file will appear at the bottom of the Draft bulk screen which can be downloaded.

• The files will be processed within 10 minutes of the upload.

6. Canceling Uploaded Counts

• If the uploads have not been processed, users can cancel them by clicking the trash-bin icon next to the file.