🧮 Understanding Cycle Count Enquiry

What is Cycle Count Enquiry?

Cycle Count Enquiry is your central workspace for managing and reviewing cycle count plans in Canary7. From here, you can both run cycle count plans and reconcile the results via the Count tab; all without disrupting warehouse operations.

Instead of performing full inventory counts (which halt activity), cycle counts allow for smaller, more targeted checks. Regular cycle counting helps businesses:

✅ Improve Inventory Accuracy
Identify and correct discrepancies proactively.

✅ Minimise Operational Disruption
Cycle counts can be done during normal operations—no need to pause everything.

✅ Enhance Efficiency
Focus on high-value or high-movement stock, reducing unnecessary effort on lower-priority items.

✅ Reduce Costs
Less labour-intensive and more sustainable than full physical counts.

🔓 Accessing Cycle Count Enquiry

Open the Navigation Menu.
Type Cycle Count Enquiry in the search bar and select it.
Or navigate to: Cycle Count > Cycle Count Enquiry

📋 Plan Tab

This is where you can view and execute cycle count plans. All reconciliation actions take place in the Count tab (see below).

🔍 Search Filters

You can search for plans using the following fields:

Location
Plan Number
Warehouse
Don’t Show Closed – Tick to filter out completed plans

Once you have entered all the information, you need to find your results click on the search button to continue.

serch results cycle count

🧾 Column Overview

Column	Description
Plan Number	Unique identifier for the cycle count plan.
Name	Descriptive plan name.
Status	Current state (e.g., Open, Running, Closed).
Total Locations	Number of locations included in the plan.
Counted Locations	How many locations have been counted so far.
Total Counts	Total count transactions recorded.
Awaiting Reconciliation	Counts needing review.
Leading Status	Status of the first outstanding count.
Trailing Status	Status of the most recent count.
Created Date/Time	When the plan was created.
Created User	Who created the plan.

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 Plan

To view specific locations included in a plan:

Click the ellipsis (⋯) next to a plan
Select View

click view cycle count plane

The Locations tab will show all included locations and their individual cycle count statuses.

cycle counts locations

🧾 Count Tab

Use this tab to review, reconcile, or request recounts for each count record.

🔍 Search Filters

Item
Location
Plan Number
Created At / Created To
User Name
Status

💡 Not all columns are visible by default. Use the horizontal scroll bar to access additional fields.

Once you have entered all the information, you need to find your results click on the search button to continue.

count list

📊 Column Overview

Field	Description
Location	Where the item is stored
Item / Description	Item code and description
Plan Number	Related cycle count plan
Batch Number	Applicable batch (if any)
On Hand Units	System quantity before counting
Counted Units	Quantity recorded during count
Difference	System vs Counted
Adjusted Units	Units adjusted (if reconciled)
Counted User	User who performed the count
Reconciled User	User who reconciled the difference
Created At	Timestamp of count creation
Company	Owning company or client

🔁 Reconciliation Actions

Only users with the appropriate permissions can:

✅ Reconcile

Confirm the correct count
Select an Adjustment Type
Choose a Reason Code (e.g., Damaged, Missing)
Add optional comments

➡️ Access this by clicking the ellipsis (⋯) and selecting Reconcile

🔄 Request Recount

Sends the count back to Count Pending for a second check
Access this via the ellipsis (⋯) and click Request Recount

▶️ Running a Cycle Count Plan

To start a cycle count:

Go to the Plan Tab
Click the Red Action Button

run button cycle count enq

Select Run from the dropdown
Choose an existing Template, or create one via Cycle Count Template
Click Run to launch the plan

Select template cycle count enq