📘 Cycle Counting – Overview

Cycle Counting in Canary7 provides a flexible and controlled way to maintain inventory accuracy without the need for full physical stocktakes. It uses five core components that work together to define, generate, execute, and review counting tasks.

🔄 The 5 Components of Cycle Counting

1️⃣ Cycle Count Profile – Controls What Jobs Appear

The Cycle Count Profile determines how Cycle Counting jobs will behave and which jobs will be visible for generation to the user when selected.

Key elements:

• Initiation Method: Choose whether jobs are triggered automatically or manually

• Default Item UOM Determination Method: Set whether counters scan the UOM they see or pick from a pre-defined list

• Job Zones and Job Types: Define which zones and types of jobs the profile can operate across

🔗 Used in: Job Creation

2️⃣ Cycle Count Job Creation – Defines the Job Parameters

Just like other job creation modules in Canary7, this is where the actual Cycle Count job is generated.

Tabs include:

• General: Select the Job Type and configure Job Number assignment

• Where: Apply filters to control the dataset

• Group By: Define how jobs are grouped (e.g. by location, item)

• Order By: Optimise the sequence in which jobs are executed (e.g. by pick path)

🔗 Leads to: Job Execution

3️⃣ Cycle Count Template – Configures Selection Rules

The Template defines the structure and rules that guide how the system selects items and locations for counting.

Includes options for:

• Item and Location Selection

• Count Validity (how long a count remains valid)

• Maximum Location Counts per Job

• Additional parameters to refine the job's scope and frequency

🔗 Used during: Job Creation

4️⃣ Cycle Count Enquiry – Run, Review, and Reconcile

The Enquiry screen provides visibility into all your planned and completed Cycle Count jobs.

From here you can:

• Run planned jobs

• View and analyse count results

• Confirm counts or reconcile any variances

🔗 Used after: Job Execution

5️⃣ Cycle Count Job Execution – The Counting Process

This is the hands-on phase where warehouse users carry out the count.

• Users scan or input quantities for each assigned item or location

• Data is fed back into the system for review and reconciliation

🔗 Follows: Job Creation and feeds into Enquiry

✅ Summary

Each component plays a distinct role: