Cycle Count Movement

Temporarily increase stock to issue deliveries before processing physical returns. Fully reversible after real quantities are recorded.

Purpose

Cycle Count allows you to temporarily increase inventory levels when stock has physically arrived in the yard but has not yet been processed through the Returns and added back into the available inventory balance.

Use Cycle Count when:

• A return truck has arrived

• The team hasn’t processed the return to add the inventory back into the yard yet

• A delivery must go out immediately

• Physical inventory is available, but digital inventory in the yard is not yet updated

Cycle Counts are fully reversible, ensuring accurate reconciliation once the real return is captured in the system.

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How to Access

Open the main menu → Inventory → Bulk Updates

Click the yellow + button to begin a new Bulk Update.

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Step-by-Step Workflow

1. Open Bulk Update

Click the + icon to start a new update.

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2. Select Movement Type

Set Type = Cycle Count in the Bulk Update Information section.

Fields:

Field	Description	Mandatory
Type	Set to “Cycle Count”	Yes
Notes	Additional context for the adjustment	Optional

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3. Edit Inventory Information

Use the search bar to locate items.

Show All Items Toggle

The Show All Items toggle controls how inventory items are displayed in the Inventory Information table.

How It Works

Toggle State	Behaviour
OFF (default)	Hides all inventory items. Once you edit or add quantities to items, toggle the list off again to only display the times you have chosen to update, adjust or modify.
ON	Displays every inventory item in the yard, allowing you to browse, search, or edit any component directly.

This helps reduce on-screen clutter during cycle count operations by showing only the relevant items you are adjusting.

Recommended Use

Toggle ON → All components are visible

Select items and apply Edit Qty values. Toggle OFF → Only the items you edited remain visible, making review simpler before approval

Editing Quantities

Use Edit Qty to temporarily increase stock.

Rules:

• Only positive values should be used

• Example: +10 increases stock by 10

Negative values should not be used for Cycle Count

These temporary increases will later be reversed once the yard returns are processed back into the available inventory balance.

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4. Review Summary

The summary panel displays:

• Total Items

• Total Counts

• Total Weight

Use this to verify your corrections before approval.

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5. Upload Files (Optional)

Attach supporting documents such as:

• Yard notes

• Return slips.

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6. Approve the Cycle Count

Click APPROVE to confirm and apply all changes. You may also choose:

• UPDATE – save as draft

• VOID – cancel the update entirely

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Reversing a Cycle Count

Cycle Counts must eventually be reversed to restore correct inventory values once the real return is processed

How to Reverse a Cycle Count

• Go to Inventory → Bulk Updates

• Expand the Bulk Updates accordion

• Click the Cycle Count record you want to reverse

• Inside the Cycle Count form, click the REVERSE button

What Happens When You Reverse

• System restores all original values before the Cycle Count

• Cycle Count moves to the Reversed accordion

• All affected components receive reversal entries in their Component Logs

• The reversal is fully tracked and cannot be edited

Reversals are fully traceable and cannot be edited.

Learn about component movement logs

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Key Rules and Notes

Rule	Meaning
Cycle Count is temporary	Must be reversed after the real return
Positive quantities only	-1 or negative numbers should not be used
Fully reversible	Restores original values with one click
Appears in component logs	Both the update and reversal are logged
Supports delivery continuity	Prevents delays waiting for return processing

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What Happens Next

After approving or reversing a Cycle Count

• Updated record appears under Bulk Updates, Reversed, or Voided

• Component logs capture all changes

• Inventory quantities update instantly

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Permissions Required

In the permission section, scroll down to the Inventory Section and activate the necessary permission in the Bulk Updates Section

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Troubleshooting and Common Questions

Quick solutions for common issues during stock takes and reconciliations.

Problem	Solution
Cannot reverse	User lacks Permissions
Stock still low after Cycle Count	Confirm Edit Qty amount
Delivery blocked	Re-check Negative Inventory setting
Cycle Count not appearing	Check Reversed accordion if already reversed