Cycle Count Report

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Revision as of 11:09, 7 November 2023 by NC (talk | contribs) (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.

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 Icon Button.png 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.