Stock Take and Cycle Count / Cycle Count / Cycle Count Scheduler Advanced [STK010]STK013]
Cycle 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 allows users to build up a cycle count schedule of items that need to be counted. When the Scheduled Type counts are selected, they appear on the users' scanners in the Schedule tabAdvanced 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.
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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 ScheduleScheduler Advanced screen will open
To create a Cycle Count schedule, click the Add to Count button on the Cycle Count Scheduler screen.
The Open Cycle Count screen will open.
Select a Warehouse.
The Schedule section allows users to enter how many bins they would like to count per week (for a 7-day week, weekends and public holidays included). It also indicates how many bins must be counted (Bins to Count) for that selection and the schedule's estimated end date (Estimated End Date).
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Due dates are calculated by taking the number of bins to be counted per week and, starting with the current date assigning it until the number per week has been reached, 7-days will then increment the date. They will be assigned to the next group of bins, this will be repeated until all selected bins have a due date. |
The Bin Type section will list the different types of bins and how many there are of each.
Select the Bin Types that must be included in the schedule
The ABC Class section is only applicable if a Pick face Bin Type was selected. The user can then select which Pick face Bin is linked to a certain ABC Class and must be included in the schedule.
The Bin Filter section allows you to select a single Bin or a Bin range.
Select Add to add the selected Bins to the Schedule. Once Add has been selected the data grid on the Cycle Count Schedule screen will populate.
If the stock code is added as a filter on the Cycle Count Schedule screen, before selecting the Add to Count button, all results will pertain only to the bins in which that stock code has a quantity greater than 0 at that time.
Once a Bin has been counted (using the HTML5 scanner Cycle Count module) and confirmed on the Cycle Count Approval screen, it will be removed from the schedule.
The option exist to also right-click on the data grid and Delete Selected Count (a Bin) from the schedule or to Delete All Count for Date/Time, which will delete the entire schedule..
The Warehouse Manager must determine whether the count must be performed on a Bin, stock code, or Lot number level.
On the left-hand side of the screen, there are four Tabs: Bin, Stock Code, 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 applicable Warehouse from the Warehouse drop-down.
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 appear.
Select the Count Start Date and indicate whether it is a Daily or Weekly schedule.
If the Daily option is selected, you must also indicate how many Counts per week day and 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.
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