Cycle Count Report: Difference between revisions
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(Created page with "The '''Cycle Count''' report, or '''Cycle Count List''', generates a list of all items and current quantities organized by location. There is a blank line to write the actual item quantities during a physical count of inventory. In addition to the '''Reports''' module, you can access this report in the '''Inventory''' module. Click on an inventory item, and then click the {{Icon Button|More}} in the action bar of that module. Click '''Show Report''' to bring up four opt...") |
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The '''Cycle Count''' report, or '''Cycle Count List''', generates a list of all items and current quantities organized by location. There is a blank line to write the actual item quantities during a physical count of inventory. | The '''Cycle Count''' report, or '''Cycle Count List''', generates a list of all items and current quantities organized by location. There is a blank line to write the actual item quantities during a physical count of inventory.{{ReportImage}} | ||
In addition to the '''Reports''' module, you can access this report in the '''Inventory''' module. Click on an inventory item, and then click the {{Icon Button|More}} in the action bar of that module. Click '''Show Report''' to bring up four options. Select '''Cycle Count''', and it will generate a report for the inventory item you clicked on. | In addition to the '''Reports''' module, you can access this report in the '''Inventory''' module. Click on an inventory item, and then click the {{Icon Button|More}} in the action bar of that module. Click '''Show Report''' to bring up four options. Select '''Cycle Count''', and it will generate a report for the inventory item you clicked on. | ||
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** Expiration Date | ** Expiration Date | ||
* '''Blank Line''' - The line on the right of each item is deliberately left blank for a warehouse worker to fill it with the actual quantity in stock. If there is a discrepancy, you can update the quantity in the '''Inventory''' module to fix it. | * '''Blank Line''' - The line on the right of each item is deliberately left blank for a warehouse worker to fill it with the actual quantity in stock. If there is a discrepancy, you can update the quantity in the '''Inventory''' module to fix it. | ||
=== Optional === | |||
To the right of the report are several '''Optional''' fields you can use to customize this report: | |||
* '''Location''' - A dropdown menu to select a single location to check item quantities at. By default, you will be able to see items at all locations, but this allows you to narrow down your focus to just one location. You can create a new location by entering a name for the location in the textbox and hitting Enter or clicking the '''+ Add''' option. Then fill out the '''New Location''' wizard that pops up. | |||
* '''Item''' - A dropdown menu to select a single item to check its quantity at one or more locations. You can create a new item by entering a name for the item in the textbox and hitting Enter or clicking the '''+ Add''' option. Then fill out the '''New Item''' wizard that pops up. | |||
* '''Show Zero Quantity Items''' - A checkbox that adds a section at the end of the report under the header '''Items Without Quantity'''. That way, there will be no doubt which items aren’t expected to be in stock, even if you don’t click the '''Show Quantity''' checkbox. | |||
* '''Show Quantity''' - A checkbox that adds each item’s quantity next to the blank line in the report. This is important because it allows you to compare the actual quantity to what is expected. | |||
* '''Show Serial Numbers''' - A checkbox that adds serial numbers as a tracking method to items that have it. You may have noticed that serial numbers were missing by default under the '''Item''' column header above. This allows you to add a section for serial numbers, or '''SN(s)''', if you like. | |||
To select all of the status fields at once, click the '''Select All Optional''' checkbox. The '''Select All Optional''' checkbox won’t affect the dropdown menus under the '''Optional''' header. Those will have to be updated manually. To search for an option in a dropdown menu, click in that field and begin entering text. It will show all options that have that text in them. | |||
To apply your changes and see what they look like in the report, click the '''GENERATE REPORT''' button on the bottom-right. And follow the directions at the top of the main '''Reports''' article to save your changes to a '''Preset'''. | |||
Latest revision as of 08:16, 21 December 2023
The Cycle Count report, or Cycle Count List, generates a list of all items and current quantities organized by location. There is a blank line to write the actual item quantities during a physical count of inventory.
←Back to list of reports
In addition to the Reports module, you can access this report in the Inventory module. Click on an inventory item, and then click the 
More button in the action bar of that module. Click Show Report to bring up four options. Select Cycle Count, and it will generate a report for the inventory item you clicked on.
When you first open this report, it will have the following column header and section:
- Item - The name of each item at a particular location, as well as its description. These items will be in alphabetical order. There may also be some information below an item, depending on if you have attached tracking criteria to it:
- Lot Number
- Expiration Date
- Blank Line - The line on the right of each item is deliberately left blank for a warehouse worker to fill it with the actual quantity in stock. If there is a discrepancy, you can update the quantity in the Inventory module to fix it.
Optional
To the right of the report are several Optional fields you can use to customize this report:
- Location - A dropdown menu to select a single location to check item quantities at. By default, you will be able to see items at all locations, but this allows you to narrow down your focus to just one location. You can create a new location by entering a name for the location in the textbox and hitting Enter or clicking the + Add option. Then fill out the New Location wizard that pops up.
- Item - A dropdown menu to select a single item to check its quantity at one or more locations. You can create a new item by entering a name for the item in the textbox and hitting Enter or clicking the + Add option. Then fill out the New Item wizard that pops up.
- Show Zero Quantity Items - A checkbox that adds a section at the end of the report under the header Items Without Quantity. That way, there will be no doubt which items aren’t expected to be in stock, even if you don’t click the Show Quantity checkbox.
- Show Quantity - A checkbox that adds each item’s quantity next to the blank line in the report. This is important because it allows you to compare the actual quantity to what is expected.
- Show Serial Numbers - A checkbox that adds serial numbers as a tracking method to items that have it. You may have noticed that serial numbers were missing by default under the Item column header above. This allows you to add a section for serial numbers, or SN(s), if you like.
To select all of the status fields at once, click the Select All Optional checkbox. The Select All Optional checkbox won’t affect the dropdown menus under the Optional header. Those will have to be updated manually. To search for an option in a dropdown menu, click in that field and begin entering text. It will show all options that have that text in them.
To apply your changes and see what they look like in the report, click the GENERATE REPORT button on the bottom-right. And follow the directions at the top of the main Reports article to save your changes to a Preset.