Draft Counts

Guide to creating and managing draft cycle counts in the Cycle Count app, including adding products, assigning facilities, and setting due dates.

A directed cycle count begins as drafts. When logging into the Cycle Count app, the Drafts page is the first page you’ll see. To create a new draft, click on the + icon at the bottom right of the screen.

A new draft count will open up on a new page where you can begin setting up a new count.

Steps to draft new cycle count

1. Name your cycle count, a cycle count ID will be automatically assigned to it.

2. Add Products to the Count

   • Enter SKUs to Add to the Count

     • Adding Individual Products Retailers require cycle counts of a product in case they believe there is a discrepancy in the inventory of the product. For example, if the store has rejected the order with the reason Not in stock but the store should have available inventory.

       • As you begin typing, possible matches for products will show up to the right of the input field.

       • If the product you want to add to the draft count appears, click on the + button next to the product details.

       • To instantly add the result shown as a result of your search, press the enter key while the input field is selected.

     • Adding Products in Bulk If you already have a list of products in a CSV file format, you can upload the list of products by clicking the upload button in the upper right of the page.

       • Select a file from your local file system and upload it to the app.

       • Once uploaded, you’ll be prompted to select which product identification you’ve uploaded in the CSV and which column the products are located in.

       • Click the save button and the products will be added to your count. Products that are already added to the count will not be added again.

   • Removing Products If a product has been added that needs to be removed, click on the x button at the end of any product's row.

3. Add a Due Date Due dates are optional on directed cycle counts and can be added by clicking on the date-time button from the configuration options. For example, retailers may want to ensure that all the inventory is counted before commencing a season-end sale.

4. Assign a Facility Retailers need to decide the cycle count is created for which facility where the physical counting should happen. Assigning a facility is required to move a count from Draft to Assigned. To assign a facility, click on the + Assign button and select a facility from the facility selection modal.

Once a count is ready to be assigned to a facility, click on the send button at the bottom right of the draft detail page. The created draft will now appear in the assigned tab and on the store management side of the Cycle Count app.