Cycle Count Enquiry

Understanding Cycle Count Enquiry

What is Cycle Count Enquiry

The Cycle Count Enquiry menu is a tool that allows users to access, view, and manage information relating to Cycle Counts - a method if inventory auditing where specific subsets of inventory are counted on a regular basis as an alternative to performing a single, large-scale annual inventory count. By regularly auditing smaller sections of inventory, businesses can:

• Improve Inventory Accuracy - Regular checks help identify and correct discrepancies promptly.

• Minimise Disruptions -  Traditional full inventory counts require halting operations. Cycle counts allow processes to continue with minimal disruptions.

• Enhance Efficiency - By focusing on high-value or fast-moving items more frequently, businesses can focus their resources on their most impactful inventory, and reduce effort spent on low-priority items.

• Reduce Cost - Cycle counting is less resource-intensive and costly that traditional full physical counts.

Accessing Cycle Count Enquiry

Within the Navigation menu, click on the search bar, type and click "Cycle Count Enquiry". Cycle Count Enquiry is also in Cycle Count > Cycle Count Enquiry.

Finding information on Cycle Counts

Plan Tab

This tab is for finding information on the plan of the cycle count.

This is what the searchable fields are within the plan tab:

• Location 

• Plan Number

If  is unchecked, it will show all previous cycle count plans after being closed.

This will only have some columns in view to see the rest. Drag the horizontal scroll bar. Here is a list of what headers you scroll between to view the information. 

• Plan Number

• Name

• Status

• Total Locations

• Counted Locations

• Total Counts

• Awaiting Reconcilliation

• Leading Status

• Trailing Status

• Created Date Time

• Created User

If you want to go back and input more information, click on the search icon and enter whatever data you need to refine your search.

Viewing Locations in a Cycle Count Plan

To view locations within a cycle count plan, click on the three dots and click on "View."

The locations tab shows the location and the status of the cycle count.

Count Tab

This tab is used for viewing information on individual counts within Canary7 and will automatically update as more counts occur.

This is what the searchable fields are within the count tab:

• Item

• Location

• Plan Number

• Created At

• Created To

• User Name

• Status

This will only have some columns in view to see the rest. Drag the horizontal scroll bar. Here is a list of what headers you scroll between to view the information. 

• Location

• Item

• Plan Number

• Item Description

• Batch Number

• On Hand Units at Count

• Counted Units

• Difference at Count

• Adjusted Units

• Counted User

• Reconciled User

• Created At

• Company

If you want to go back and input more information, click on the search icon and enter whatever data you need to refine your search. 

Running a Cycle Count Plan

To begin the cycle count process, you must run a template in the plan tab. Click on the Red Action Button, this will bring up a drop-down menu, and select "Run"

This will prompt you to select a template, if needed, you can create a template here Cycle Count Template.

Click on the Run button to start the cycle count process.