Cycle Count Enquiry

Understanding Cycle Count Enquiry

What is Cycle Count Enquiry

The Cycle Count Enquiry menu is your central hub for running cycle count plans and, via the Count tab, reconciling count results within Canary7. Use this tool to plan your cycle counts and handle all adjustments without halting warehouse operations. 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

1. Open the Navigation menu.

2. Enter Cycle Count Enquiry in the search bar and select it.

3. Alternatively, go to Cycle Count > Cycle Count Enquiry.

Plan Tab

This is where you view existing plans and run new plans. All reconciliation actions take place in the Count tab (see below).

Searchable fields within the Plan Tab include:

• • Location

  • Plan Number

  • Warehouse

  • Don’t Show Closed: If checked, displays only active plans.

Columns Overview

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 ellipsis menu  and click on "View."

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

Count Tab

Use this tab to monitor, reconcile, or request recounts for individual count records.

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. 

Recounting and Reconciling

Only operatives with relevant permissions can:

• Reconcile: Confirm the adjusted quantity, select an adjustment type, apply a reason code (e.g., Damaged, Missing), and add comments if needed. This is done by clicking the ellipsis menu and selecting “Reconcile”.

Request Recount: Send the count back to Count Pending for a second review.

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.