Uninformed Cycle Count Process

Running an uninformed cycle count is a four-step process.

1. Create a work order on the DVU platform.

2. Count inventory with RF scanners in the warehouse.

3. Review results on the DVU platform.

4. Make adjustments if required.

Creating a work order

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.

On the next screen, check the Uniformed radio button and then click Next. Leave all the fields blank.

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

Opening the platform record

After the DVU user creates an 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. Enable the Double Blind feature. (optional, see below)

4. Click Cycle Count on the side menu to see the work order table.

Because this is an uninformed cycle count, the work order table starts empty. DVU adds one line item to the table each time a warehouse worker successfully completes one item count on the RF scanner.

• In the screenshot below, the work order table shows one item and a warehouse quantity count of 205.

Double blind

To double count the inventory, check the Double Blind box on the General page.

When warehouse staff start the cycle count, the scanner prompts them to choose a group: Group 1 or Group 2. Complete the count as normal.

At the end of one item count, the scanner displays a message asking for a new location. The user can stop here or count a new item.

Counting inventory

Send warehouse staff to the designated storage location(s) and count inventory with RF scanners.

After logging in on the RF scanner, select Work Orders (5).

Select Existing Order (1).

On the next window, choose the option that works best for your environment, In this example, we select By Account (3).

To complete this step, enter 2 to select one account name.

Select a work order number.

Review the current status and click 1 to continue.

• The screenshot below shows the account name (World Toys), work order number (a66), and job type (Cycle Count). It also shows that warehouse staff have already counted two items for a total 130 UOMs.

Item count loop

Scan the storage location.

Scan the LPN or leave the field blank and select Enter.

Scan the item code. (required) Enter an item code or …

… leave the field blank and select Enter. The screen displays item code options. Select an option.

Scan the lot code or leave the field blank and select Enter.

Scan the sublot code or leave the field blank and select Enter.

Select the inventory status that the warehouse staff is counting. In this example, we select Available (1).

Enter the quantity for this item code and status.

Select 1 to confirm or 2 to reenter the quantity.

The scanner returns to the Scan Location screen. This is the start of the next item count loop.

• Enter a location to start a new count.

• Enter ESC to go back to the previous menu and start a new task.

Making adjustments

Review the cycle count data on the DVU platform and make adjustments to the inventory if required.

Opening the record

After staff complete the cycle count, DVU adds a row to the Work Orders table. To review or manage the cycle count record, select the table row and click the Edit icon.

In the screenshot below, there are two work orders with the same Order Number.

• One row is the original work order to start a cycle count.

• The other row (with a later date and time) contains the cycle count results for each item code that the warehouse staff counted. Open this record to review cycle count results and make adjustments.

Reviewing counts

1. On the General page, add or update information (e.g. a reference number or expected completion date).

2. Click Cycle Count on the side menu to see a list of items and quantities.

The table shows each item code and two columns of quantities with the same values. (Davinci needs two sets of values for each item code, so it auto-fills each cell with the same scanner data.)

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

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

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

Making adjustments

There are two ways to adjust actual inventory quantities: 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, Davinci 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, Davinci changes the row color to green.

Confirming the changes

Davinci does not display the adjusted 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 correct item and location. The platform shows the adjusted inventory quantity.

• In the example below, the adjusted inventory for this item in location RACK-2 is 25. The original inventory quantity was 80.