Cycle Counting
Cycle Counting is used to count inventory in the warehouse. A cycle count task can be generated based on a handling unit, location or item.
Cycle Counting Methods
Cycle counting methods allow for the configuration of a certain configuration. In order to create a new method click the '+' button on the top of the page, or new from the ribbon.
Note
We advise to give a code which is relatable to the actual intend of the record/ method.
Active
A method must be set to active in order to be able to generate cycle counting tasks.
For a discription of each field please refer to our Cycle Counting Method page.
Types
The selection in the "Type" fields automatically enables the appropriate fields.
Note
Please note that most calculations are done based on a Time Period basis (Workdate - Dateformula > X-Date). Additional configurations can be done in here to steer when or for what a task is created.
-Always
Creates tasks without any filters on inventory or locations.
-Time Period
Sets a timeframe in which a location or item has to be counted. The timeframe is set in the dateformula field "Period Count Formula", which is compared to workdate and the "Last Date/Time Counted" field on the approptiate table.
-Threshold
Same basic setup as the Time Period option. However an additional filter is added to the quantity field on the handling unit content table. This quantity filter can be set on the field "Threshold Value Filter".
-No. of Times
Same basic setup as the Time Period option. However a certain number of mutations has to have happened before recounting. This number can be set in the field "No. of Times".
-Random Items
Generates a random selection of items to be counted from the location or handling unit content tables. The value of random items is set in the field "Number of Random Items".
-ABC-classification
Based on the vaule on the field "ABC Classification Code" of the customer item card e.g. A, B or C. Each dateformula set on the fields "{Letter}-Classification Period Formula" is it's own Time Period method.
-Pick Time Period
Same as Time Period option. The difference being that the compared date is now pased on the date/ time that the item was picked last.
-All Conditions
A combination of Time Period, No. of Times and Threshold types if all conditions are met a task is created.
-Any Condition
A combination of Time Period, No. of Times and Threshold types if any conditions are met a task is created.
Max Number of Counting Tasks
Once this number of cycle counts is created and not finished, the system will halt the creation of new taks until the total amount is lowered below this thershold.
Autopost
When you have completed a cycle count task (Status = Finished) it is automatically moved to the archive when the field "Autopost" is enabled on the method card.
Cycle Counting Tasks
There are several ways to create a cycle count task:
Note
It is also possible to generate a cycle count task without inventory present in Boltrics.
How To Create Cycle Counting Tasks.
For a description of each field on the table, please refer to our Cycle Counting Table page.