Completing cycle counts

Before You Begin: Administrators must enable this feature before users can access it. To learn more, see Enable cycle counts in the mobile app.

In the Cycle count feature, you can complete your inventory cycle counts from within the mobile app. This article covers the following tasks:

  1. View cycle counts
  2. Enter counts
  3. Save or submit a cycle count

View cycle counts

When you open the feature, the app displays a list of the cycle counts for the location you've selected. Each one is named after the part classifications included in the count. For example, a cycle count for Class A and B parts would be called "Class A, Class B". To learn more about part classification, see Introduction to ABC Classification.

  1. Click the More button in the navigation bar. 
  2. If you have access to more than one location, make sure that the correct location is selected in the site picker.
  3. Click Cycle count.
  4. To open a cycle count, click it in the list.

Enter counts

Once you've opened the list, you can start start to enter your counts. When you click a count in the list, the app displays all of the parts that are included in that count.

You can enter counts using either the scanner or the list.

To enter counts using the scanner:

  1. Open the scanner.
  2. Scan the part.
  3. Enter the count.
  4. Do one of the following:
    • To complete this count and scan the next part, click Update and scan next item. The app will record your count for the current part and open the scanner so that you can scan the next part.
    • To complete this count and return to the list, click Update cycle count. The app closes the scanner and displays the list.

To enter counts using the list, do any of the following:

  • Enter the count in the field next to the part name.
  • Use the + and - buttons to adjust the count.

Save or submit a cycle count

When entering counts, you have two options:

  • Save for later, which means that you can save your cycle count without submitting it. For example, if you get interrupted in the middle of your cycle count, you can save it and resume later.
  • Submit count, which means that your count is submitted, and you can no longer make changes.

Tip: When you return to a saved cycle count later, you can easily find the parts you haven't counted yet by filtering for uncounted parts.

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