Blind Cycle Count
Overview
To ensure accurate inventory quantities, warehouse supervisors will assign warehouse staff to count different areas of the warehouse
However, to ensure the staff doesn’t cut corners, the supervisor will assign “Blind Cycle Counts” plans.
The Blind Cycle Count plan directs the user through the locations and asks the user to enter the item and quantities.
Note: Blind cycle counts of serialized or lot tracked items is not currently supported
User Setup
See detailed instructions how to set up a user with Mobile Scanning here:
If you want your warehouse staff to be able to post item adjustments based on the counts they completed, check the Scan Allow Post Cycle Count.
If you want your warehouse staff to only be able to perform blind counts, remove the “Bin Count” option from the Menu
Open User Setup
Click the pencil next to the Menu section
If “Bin Count” is in the “Chosen” box on the right, move it to the “Available” box on the left by clicking the left arrow
If Blind Count” is in the “Available” box on the left, move it to the “Chosen” box on the right by clicking the left arrow
Note: You may also want to remove the “Bin Content” option, if you do not want your warehouse staff to lookup the quantities in the system.
See here for detailed information regarding “Bin Content”
Create Cycle Count
See Detailed Instructions how to create a cycle count here:
Click “Calculate Counts”
But do not Print the Cycle Count Sheet.
Take note of the Item Journal Number
Instruct your warehouse staff to perform a “Blind Cycle Count” for the Item Journal you just created.
Perform Blind Cycle Count
Using a mobile device, navigate to the Mobile Scan app
Click the “Blind Count” button
Find the Item Journal that was assigned to you and click Select
Review the Bin List
Click Select next to the bin you want to count first.
Travel to that bin location
Scan or Enter the first item you see in that bin
Count how many of that item is in that bin.
Enter the quantity and click Save
Check to see if there are any other items in that bin.
Adding Items
If there are additional items, scan or enter the item number
Then enter the quantity.
Continue until there are no items left in that bin.
The counts will be displayed after each entry.
Adding Quantity to an Item
If you find more of the same item, it will be added to the total
See Example below
Counting an Empty Bin
If a bin is empty, do not scan anything, instead click Actions
You will be prompted to confirm the bin is empty.
If empty: Click Complete
If you need to count items in the bin: Click the X
Finish Counting a Bin
If you have entered and counted all the items for that bin, click Actions and click Complete
You won’t be able to count this bin anymore.
The Bin List is displayed so you can select another bin to count.
Finishing the Item Journal
Repeat until all the bins have been counted.
Once all the bins are counted, you will see that all the bins in the Bin List will be marked as “Counted”.
If you have permission to make item adjustments
You will be able to post the inventory adjustments by clicking the “Post” button
If you do not have permission to make adjustments:
The post button will be greyed out.
Inform the warehouse supervisor you are done with the count so they can review.
Click the Close button
Other Info
If you need to take a break while in the middle of counting a bin, click the Back button
You’re counts will be saved
Reviewing Counts
Review the results
Open the Item Journal you want to review and click Edit
The journal lines have been updated based on the counts.
Note: If the system expects the bin to be empty and the user confirmed it was empty, it will not be displayed in this list.
See column definitions below
Column Name | Description |
---|---|
Physical Qty | This is the actual quantity the user entered for that item during the blind count on the mobile device |
Calculated Qty | The is the expected quantity the system thinks is in the bin |
Quantity | The difference between the Physical Qty and Calculated Qty. |
Bin | The bin that was counted |
Accept or Reject
To Accept the Count
Do nothing
To Reject the Count
Click the Delete button for that journal line (in the leftmost column)
You can also edit the Physical Quantity if necessary
That will update the Quantity
Click Quick Save to save your work
Click Save to close this page and return to the Item Journal detail page.
Confirm Adjustments & Post
From the Item Journal detail page → Click Post
Confirm by Click “Post Item Journal”
This will create inventory adjustments based on the Quantity for each Item Journal Line
You can view all the adjustment details under Ledger Entries on the Item Journal including:
Item Ledger Entries
Warehouse Entries
Cost Entries
GL Entries
Troubleshooting
If you delete a Cycle Count Item Journal without posting, you will need to release the bins associated with that Journal.
This will allow you to add those bins a future Cycle Count Item Journal.
To release the bins:
Open the Bin Record
Click Edit
Scroll to the bottom and find the “Frozen for Cycle Count” check box.
Uncheck the box
Save