---
title: "Cycle Count Job Creation"
slug: "cycle-count-job-creation"
description: "Why is Cycle Count Job Creation important, and how to use Cycle Count Job Creation? Step by Step guides containing all the information that you need to know to help you understand Canary7"
updated: 2025-08-05T10:27:35Z
published: 2025-08-05T10:27:35Z
canonical: "help.canary7.com/cycle-count-job-creation"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.canary7.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Cycle Count Job Creation

## Understanding Cycle Count Job Creation

## 🔄 What is Cycle Count Job Creation?

**Cycle Count Job Creation** allows you to design and define cycle counting jobs in the warehouse. This feature lets you specify **what inventory to count, where to count it**, and how those instructions are grouped and ordered — ensuring consistent and efficient inventory accuracy without needing full stocktakes.

It works similarly to other job creation processes, allowing you to apply filtering, grouping, and sequencing rules for smarter execution.

---

## 🛠️ Accessing Cycle Count Job Creation

To access:

1. Open the **📂 Navigation Menu**
2. Use the **🔎 Search Bar**, type **"Cycle Count Job Creation"**, and select it
3. Or go to: `⚙️ Configuration > Functional Area Setup > Job Setup > Cycle Count Job Creation`

---

## ➕ Add a Cycle Count Job Creation

Click on the Red Action Button![red action button](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/red%20action%20button.png), this will bring up a drop-down menu, and select "Add"

![add uom](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/image-1664033249991.png)

### 

### 📝 General Tab – Required Fields

  

![cycle count general tab](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/cycle%20count%20general%20tab.png)

Enter and select the following:

| 🔹 **Field** | 📘 **Description** |
| --- | --- |
| **Name** | A descriptive name for the job |
| **Job Type** | Choose the Job Type that reflects this job's purpose |
| **Job Number Assignment** | Select how the job is initiated: 🔹 **Job ID** – Each job has a unique ID 🔹 **First Instruction Location Code** – Operator scans the first location to begin the count *(most common)* |

### 

### 📍 Where Tab

![Where Tabs](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/Where%20Tabs.png)

This tab lets you apply **rules to target specific inventory** **locations** for cycle counts.

- You can use a template, or define custom logic with multiple rules.
- Click the **⬆️ upper Submit button** to save.
- Then click the **⬇️ lower Submit button** to unlock the other tab

### 🧩 Group By Tab – Grouping Instructions

To access:

1. Click the **⋮ Ellipsis Menu** next to the job
2. Select **✏️ Edit**
3. Open the **Group By** tab

![editing cycle count job creation](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/editing%20cycle%20count%20job%20creation.png)

![Group By Tabs](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/Group%20By%20Tabs.png)

Drag the fields (e.g., Item, Location) to the right side to group the instructions. 🧠 *Note: The order matters — it affects how instructions are clustered together.*

### 🔢 Order By Tab – Sorting Instructions

In the **Order By** tab, drag fields to define the **execution sequence**.

![Order by tab(1)](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/Order%20by%20tab(1).png)

Example sorting criteria:

- **Pick Walk Sequence**
- **Zone**
- **Location Code**

This ensures your operatives follow the most efficient route for your operational requirements.

Once you have selected and entered the required fields, click on the submit button![submit button(1)](https://cdn.document360.io/4ed7d884-d42a-4c7e-a949-08033b57dc86/Images/Documentation/submit%20button(1).png) to add.