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.
How to Access
Open the main menu → Inventory → Bulk Updates
Click the yellow + button to begin a new Bulk Update.
Step-by-Step Workflow
1. Open Bulk Update
Click the + icon to start a new update.
2. Select Movement Type
Set Type = Cycle Count in the Bulk Update Information section.
Fields:
Type
Set to “Cycle Count”
Yes
Notes
Additional context for the adjustment
Optional
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
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.
4. Review Summary
The summary panel displays:
Total Items
Total Counts
Total Weight
Use this to verify your corrections before approval.
5. Upload Files (Optional)
Attach supporting documents such as:
Yard notes
Return slips.
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
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.
Key Rules and Notes
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
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
Permissions Required
In the permission section, scroll down to the Inventory Section and activate the necessary permission in the Bulk Updates Section
Troubleshooting and Common Questions
Quick solutions for common issues during stock takes and reconciliations.
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
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