Performing Cycle Count for your warehouse
Software Plan: Growth & Enterprise
Account Type: Seller Account
Inventory Type: Serialised & Non-Serialised
Feature Description
Cycle count is the process of tallying the physical inventory and the software inventory. Cycle Counts can quickly determine where the inventory management issues occur, the causes of these problems and allow a suitable corrective action to be implemented.
Workflow
Step 1: Go to the hamburger menu > inventory > cycle count (beta)
Modes of cycle count:
There are two modes of cycle count:
1. Manual
2. Automatic
While cycle counting, if a serial or SKU is not in the system, it will not get scanned and will throw an error and thus will not get counted in the cc report. For counting te serial or SKU needs to exist in the WH bins. But if there is a backend settings done(only on client request) in your account to count inventory with questionable or QC pass status then they will get counted and will also be made available when CC mode is auto.
In manual mode, if there is any mismatch in the inventory after cycle count, you will manually have to adjust it. In case of extra inventory found you need to do GRN/Auto GRN.
In automatic mode, after the cycle count, if there is any difference found, the inventory is adjusted automatically. In case of extra inventory found you need to do GRN/Auto GRN.
Example: if the software count was 15 but the physical count was 13, 2 inventory will go to lost during cycle count.
If you do not want to auto adjust the inventory, turn off this option from settings:
Account settings > Other settings > Enable auto adjustment in cycle count (yes/no)
On switching on the Cycle count auto adjustment, HHT setting and B2B settings get switched on automatically.
If you get above error message(while switching on or off) then you need to generate wall to wall reports for the cycle counts and / or mark the cycle counts ids undergoing cycle count as Rejected.
HHT settings
When switched on paper picking gets switched off in picklist/picking.
B2B settings
When switched on, HHT can be used for picking in B2B module.
You can only change this option if there are no pending cycle counts. If you had set the manual process earlier and created cycle counts, those cycle counts have to be approved or rejected first and only then you can change it to automatic and vice-versa.
You can check whether it is manual adjustment or automatic adjustment by going to cycle count page and checking "Current active mode"-
NOTE: You can do cycle count using android/HHT or by paper picking.
If you are using paper picking method, all pending orders assigned to the bins have to be confirmed before starting the cycle count.
If you are using HHT/android, it is not necessary to process the reserved orders before doing cycle count of a bin. Your final cycle count report will contain the items in reserved inventory as well.
By default, EasyEcom will consider paper picking method. If you want to switch to HHT, you will have to contact our backend and ask them to switch to HHT.
How to create cycle count?
STEP 1: Click on Create Cycle Count Job to start the count process.
As of now, cycle count can only be done on the bin level. SKU SKU-level cycle count feature will be launched soon.
STEP 2: Enter the bin name you want to count. A maximum of 50 bins can be entered at once.
After entering the bin name, click on Create. The cycle count job will be created.
STEP 3: To proceed with the cycle count, click on the action button.
There are 2 cases:
a) There are no unprocessed orders from the bin
b) There is some unprocessed order, and items need to be picked from the bin
No unprocessed orders from the bin:
It will ask for 2 consents-
After the first consent, order assignments will be blocked.
After the second consent, all the bin activities will be blocked until you complete this cycle count.
Once you provide the consents, the cycle count status will be assigned. If you want to unblock the bin, you can do it, but then the cycle count status will be changed back to created and again you will have to provide consent.
Some unprocessed order from the bin:
If there is an unprocessed order which contains items from this bin, there will be a different consent-
Reserved contains the assigned order. In order to proceed with cycle count, you have to clear the reserved items. Until you process the reserved items, cycle count cannot be started.
Packed contains the confirmed orders. You can bypass this by clicking on second checkbox/consent and go ahead with cycle count process.
Once you provide the consents, the cycle count will be assigned.
STEP 4: Once the cycle count is assigned, use your Android/HHT device to scan the items and perform cycle count.
There are two options to scan the items: scan each item OR scan one SKU and enter the quantity in bulk.
Once you start scanning the items, the status of the cycle count will become in progress.
If you have started the count, you cannot close the application for more than 5 mins. If you leave and don't come back within 5 mins, all the progress will be lost and you will have to start that cycle count again. The app screen should be kept open.
To know more on how to complete cycle count in android, refer to the article "HHT - Cycle Count Process"
STEP 5: Once the android scan is complete, the system will reflect complete status, and the bin will automatically be unlocked.
After this, there is an option to either approve or reject this cycle count. If you initially approve the cycle count, you can still reject it. But if you reject the cycle count first, you cannot approve it later on. You will have to run the whole cycle count again if you reject it initially.
How to generate cycle count and wall-to-wall reports?
Bin-wise cycle count report:`
Click on the action button (eye) to download bin-wise cycle count report.
Preview of wall to wall report:
For completed and approved status, you can preview the wall to wall report
Actual wall to wall report:
For all the approved statuses, you can download the wall to wall report.
It is recommended to create wall to wall report after cycle count has been completed for whole warehouse. If u think everything is correct in the preview then approve all cycle counts and create actual wall to wall report. Once the Wall to Wall report has been generated for certain number of cycle counts, those cycle counts won't be considered during creation of further Wall to wall reports.
You can see the created wall-to-wall reports in this section-
You can also watch the video to understand the process
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HHT - Cycle Count Process
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