Informed Cycle Count (paper)

There are two ways to create and manage an informed cycle count: paper-based and barcode. This article shows DVU users how to set up and run a paper-based informed cycle count.

It is a four-step process:

1. Create a work order on the DVU platform.

2. Count inventory in the warehouse.

3. Input quantities on the DVU platform.

4. Make adjustments if required.

Creating a work order

The first step is to create a work order on the DVU platform.

1. Go to Home > Orders > Work Orders.

2. Click the plus icon.

3. Select Cycle Count.

On the Cycle Count popup window:

1. Choose By Account or By Warehouse.

2. If there are multiple accounts, use the drop-down to select one account.

3. Click Next.

Enter values to narrow the scope of the cycle count (optional). DVU users could, for instance, focus on a range of item codes or a specific location. Click Next.

The next screen summarizes the work order details. Click Create Order to create a record.

Opening the record

After the DVU user creates a work order, the platform adds a row to the Work Orders table. To review the table:

1. Select a row and click the Edit icon.

2. On the General page, add or update information (e.g. an order number or change the status).

3. Click Cycle Count on the side menu to see a list of items in the count.

Counting inventory

Next, record inventory quantities in the warehouse. To create a paper record of the cycle count items, click the icon on the menu bar and:

• export a CSV file

• download a PDF

• email a CSV file to someone

Inputting quantities

The next step is to enter inventory values for each item in the U1 Qty and U2 Qty columns.

If two people record separate cycle counts, each person manually inputs their values into a column. If one person recorded inventory counts, use the copy tool to save time.

Copy tool

1. Enter inventory quantities in one quantity column.

2. Click the ellipsis and select a copy option.

3. Click Save.

DVU automatically fills the fields in the empty column and calculates the difference for each item.

Making adjustments

The Difference column compares the warehouse quantity and the cycle count quantity.

• A positive difference means the warehouse number is larger than the cycle count number.

• A negative number means the warehouse number is less than the cycle count number.

The numbers in the table show values saved in the Work Order template. These values do not change actual inventory counts on the platform unless the DVU user adjusts the totals.

There are two ways to adjust the totals: manual and bulk.

Manual

Use this option to adjust item inventory on a line-by-line basis.

1. Use the mouse to select a table row.

2. Click the Adjust icon.

3. Click OK in the confirmation popup window.

After clicking OK, DVU displays a message to show the item and inventory change. Plus, DVU changes the row color to green.

Bulk

Use this option to adjust all item inventory counts with one click.

1. Click the ellipsis.

2. Select Adjust All.

3. Click OK in the confirmation popup window.

After clicking OK, DVU displays a message to show the items and inventory changes. Plus, DVU changes the row color to green.

Confirming changes

DVU does not display the new inventory numbers on the Work Orders template. To confirm changes, open the Item Inventory page or the Items by Location page.

Open a page and find the item and location. The platform shows the adjusted inventory quantity.

• In the example below, the adjusted inventory for this item in location Dock-1a is 8. The original inventory quantity was 10.