Plan Cycle Count

Accessing your assigned counts

Store counts are accessed via the Counts tab. Each card represents a cycle count at your facility and shows:

• Count name and creation time: Helps identify the task.

• Due date: When the head office expects the count to be completed.

• Start date: Scheduled start time for counting.

• Sessions list: Names of existing sessions (usually one session per associate).

• Action buttons – vary according to status:

  • Created counts show Start counting (to begin the first session) and Preview count (to view details without starting).

  • In progress counts show Review progress and complete (to open the progress page) and New session (to add more counters).

Required permissions

• Open the Counts tab and see cycle count cards: any of FULFILL_INVCUNT_ADMIN or INV_COUNT_ADMIN.

• See item details in Preview before counting begins: any of PREVIEW_COUNT_ITEM, INV_COUNT_ADMIN or COMMON_ADMIN.

• Start a count before its planned start time: any of COMMON_ADMIN, INV_COUNT_ADMIN or INV_COUNT_PRE_START (otherwise the Start counting button is disabled until the start time).

Preview (before counting starts)

Selecting Preview count for a count in the Created state opens a Track progress page. At this point no items have been counted. The page includes:

• Count header card: Displays due date, start date and a status badge (Created). A Sessions section shows the default session.

• Products counted widget: Shows how many products have been counted (usually 0) and how many are remaining. This number gives managers an idea of the workload.

• Tabs for uncounted, undirected and counted: These categories display item lists once counting begins. Before the count starts, the Uncounted tab shows the total number of items to be counted. If your user has access, you can also preview the exact products that will be counted.

Planning tips

• Estimate labor. Use the products remaining figure to determine how many associates you’ll need. If there are hundreds of SKUs, schedule more counters or spread the work across multiple days.

• Check start and due dates. Ensure counting begins on or before the start date and will finish by the due date. Communicate this timeline to your team.

• Create sessions wisely. When you’re ready to start, return to the counts list and click Start counting to create the first session. Add more sessions via New session once counting is in progress.