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HTML / Cycle Count [STK054]

When doing a Cycle Count, the users will start by counting and capturing the quantities on the physical floor. The Cycle Count module on the HTML5 scanners will be used.

Info

If you don’t like reading, you can watch the video.

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Try it!

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https://youtu.be/OayHdmDaUI0

https://youtu.be/XcN5sXzNT94

fasttrack_CYCLE_COUNTING_Training_General_Transactions_QG - v0.5.pdf

Try it!

  • To open the HTML 5 scanner window from the PC, go to the Ribbon bar at the top and select Launch HTML 5. This will open the HTML 5 sub-menu.

  • Click on the Launch HTML 5 icon.

  • Your HTML 5 window will load

Info

Note: This is the window the warehouse staff will see on their scanners.

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  • You will notice that all the modules will be visible

  • Use the search icon to easily search for the Cycle Count module or browse through the windows to locate it

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  • Click the Cycle Count button to open the window

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Info

Note: Notice that this screen has two Tabs, Schedule, and Count. Only the Count Tab is discussed here.

  • Click on the Count Tab

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  • Type or scan the Bin number in the Bin field. This is the Bin you want to Cycle Count

  • Select TAB

  • A pop-up will appear asking you whether you want to do a Full Bin Count

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Info

Note: If you select OK you must count every stock code and Lot that is physically in that bin. If you do not enter the physical count the system will post a zero count for anything you do not count and would therefore want to write off that stock. Although Full Bin Counts are best practice. Note that cycle counting sometimes needs to happen in very large physical bins with many pallets and stock codes. In those instances, a Full Bin Count might not be practical.

If you select Cancel, the system will only post the quantity that you enter in the scanner and will ignore any items that you did not input a count value. If you want to count an item down to zero, you can enter a zero as the quantity and the system will write this down to a zero.

  • Select OK to do a Full Bin Count

  • Next, you must scan (or type in) the TrackID that is physically in the bin

  • Select TAB

  • If only one TrackID exists, the scanner will autoload the stock code and description

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  • If more than one Stock Code exists, you will have to select one

  • Enter the quantity in the Quantity field after counting the physical stock in the TrackID

Info

Note: The calculator icon next to the Quantity field can be used if there are cartons containing set quantities per carton plus items not in a carton and you want to quickly calculate the total quantity.

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  • The Reason drop-down is not available in FASTTRACK WMS. Reason Codes can be set up for cycle count posts in the Premium version of the software, DATASCOPE WMS.

  • Select the Post button

  • Once all stock codes on the TrackID are counted, a pop-up may appear asking if you want to move on to the next TrackID

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  • Select OK (if more items must be counted)

  • The count will be posted, and you can scan (or enter) the next TrackID in that Bin

  • If any item that is counted is a Lot Traceable item, and there is only one lot number on the scanned TrackID, that Lot Number and its expiry date will also autoload along with the stock code and description.  If there are multiple lots on the scanned TrackID, you will be required to scan the Lot Number you are counting or select it from the drop-down

  • Again, you can enter your quantity and select Post

  • Continue counting all the physical TrackIDs in the current Bin by adding the quantities and posting it

  • The user can select the End TrackID button to complete the current TrackID or select the End Bin button when done counting the entire Bin

Info

Note: If you select to do a Full Bin count and either of these two buttons, End TrackID or End Bin, are selected, the system will post a zero quantity for any item not counted.

  • Exit the scanner-based screen once counting is completed

Info

Note: The capture of the counts on the scanner did not process any transactions in the system – it was merely counting the quantities on the physical floor.

Let us now look at reviewing and processing these adjustments on the PC-based screen.