Stock Take and Cycle Count / Cycle Count / Cycle Count Scheduler Advanced [STK013]
The Cycle Count Scheduler Advance screen is a more advanced version of the normal Cycle Count Scheduler screenCycle counting is the process of frequently counting pre-determined portions of the total inventory throughout the year. It is an efficient way to count the physical stock QTYs in the warehouse without performing a wall-to-wall inventory count. This usually necessitates a shutdown of all warehouse stock movements for some time.
The Cycle Count Scheduler Advanced module assists Warehouse Managers in controlling and overseeing their warehouse Cycle Count process. It allows users to count stock residing in specific bin locations or all bin locations containing a specific stock code or Lot number without counting everything in the warehouse.
The screen allows users to add more granular detail to a scheduled cycle count by setting various filters. Filters can be set for Bins, Stock Codes, and Lots, and the mobile device will direct the cycle count accordingly. Users can also update scheduled cycle counts by selecting the Scheduled Counts tab.
This screen allows users to build up a cycle count schedule of items that need to be counted. The selected bin, stock codes, or lots will be displayed in the data grid, and the user can filter the data further to get the exact information to be added to the cycle count schedule. When the Scheduled Type counts are selected, they appear on the users' scanners in the Schedule tab.
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The Cycle Count Scheduler Advance module works completely apart from the current Cycle Count Scheduler and has its own Cycle Count Schedule tables. |
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If you don’t like reading, you can watch the video. |
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None 001_Premium_CYCLE_COUNT_SCHEDULER_ADVANCED_product_UG - v0.1.pdf |
Try it!
The first step in the process is to create a Cycle Count Schedule.
From the main menuMain Menu, browse to Stock Take and Cycle Counting / Cycle Counting / Cycle Count Scheduler Advanced
The Cycle Count Scheduler Advanced screen will open.
This screen is typically used to schedule cycle counts on a bin
The Warehouse Manager must determine whether the count must be performed on a Bin, stock code, or lot Lot number level. By selected various filters, the user are able to filter the data further to get exactly what the user wants to turn into a cycle count schedule.To create the first Cycle Count schedule, start by setting the required filters by
On the left-hand side of the screen, there are four Tabs: Bin, Stock Code, or Lots. (there are four tabs Lots, and Scheduled Counts.
Create a Cycle Count Schedule on a Bin level.
Select the Bin tab on the left-hand side of the screen).
Select the required applicable Warehouse from the Warehouse drop-down.
Select the Load to Grid button at the bottom of the Filter options screen in order to view the applicable bins, stock codes, or lots.
The option exist to remove some of the items (bin, stock code, or lots) from the grid, by selecting the Remove link in the Remove column.
Select the Allocate Count Date button to set the cycle count date and frequency.
The Filters in the left pane can now be used to determine which Bin or Bins must be included in the schedule.
For example, select the Bin Type(s) filter and select a single Bin Type of Bulk. You can also select Bulk bins in a specific zone. Select the Zone(s) filter and select the applicable Zones.
Once all the filters are set, select the Load to Grid button to load the data grid.
The next step will be to add a Count Date to these bins. Select the Allocate Count Date button in the top right-hand corner of the screen.
The Cycle Count Scheduler Allocate screen will openappear.
Select the Count Start Date
The count can be scheduledand indicate whether it is a Daily or Weekly
The options also exist to set the number ofschedule.
If the Daily option is selected, you must also indicate how many Counts per week day and
whether the counts must be scheduled for a SaturdaySelect Allocate once completed.
Select the Add to Schedule button in order to add the count to the schedule.
A pop-up will appear, indicate the Cycle Count schedule has been added to the schedule successfully.
View Scheduled Counts
To view all outstanding Scheduled Counts, select the Scheduled Counts tab on the left-hand side of the screen.
Set the required filters to few specific Scheduled Counts
Select the Load to Grid button at the bottom of the screen.
Notice the color indicators in the data grid.
If items are highlighted in red, then the Cycle Count is overdue.
Each Cycle Count also have a status indicator, that can give the user and overview of the current status of the Scheduled Cycle Count is. The statuses are also color-coded depending on the status.
NEW - BLACK Text - Nothing assigned or started yet
INPROGRESS - GREEN Text - All counts have been assigned
INPROGRESS - RED Text - Not all counts have been assigned
COMPLETE - DISABLED - if included with new checkbox filter
Assign Operators to Scheduled Count
To assign Operators you must first view the Scheduled Counts within the Cycle Count Schedule data grid.
Set the required filters to few specific Scheduled Counts
Select the Load to Grid button at the bottom of the screen.
Right-click on each scheduled count and select the Assign Operator option
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The option to Unassign an Operator also exist. |
Counting Scheduled Counts
The Operator can start counting the scheduled counts by using the scanner-based screen Cycle Count screen, using the Scheduled Tab.how many Counts per Saturday. There are no options to schedule counts for a Sunday.
Select Allocate
Depending on how many counts were entered, that number of counts will be allocated. For example, if you entered ten counts per weekday and no counts on a Saturday, ten bins will be allocated per day, and each bin will be given a Count Date, starting on the date you have specified and running through all bins until the end of the schedule.
The Count Date visible on the data grid can also be changed manually. To do so, select a different date from the drop-down menu in the cell.
If you want to change the allocation from Daily to Weekly and only specific days, select the Allocate Count Date button again and select the Weekly option.
Select the Allocate button again.
If any Bin location must be removed from the schedule, select the Remove link for that specific Bin location.
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Note: You are still building the schedule; no schedule reference has been created. You will still be able to make changes to the schedule. |
If you are satisfied with the schedule, select the Add to Schedule button.
A pop-up will appear stating the Cycle Count Schedule has been added.
A bin-based Cycle Count will be scheduled.
Create a Cycle Count Schedule on a stock code or Lot level.
Setting up this schedule works similarly to the bin-level Cycle Count schedule, except that now you will select the Stock Code or Lots tab. This schedule is only used when there is a query on a particular stock code or Lot.
