# Cycle Count Movement ## **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:
FieldDescriptionMandatory
TypeSet to “Cycle Count”Yes
NotesAdditional context for the adjustmentOptional
*** ### **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 StateBehaviour
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.

ONDisplays 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 {% hint style="danger" %} Negative values should not be used for Cycle Count {% endhint %} 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. {% hint style="info" %} [Learn about component movement logs](https://docs.cloudscaff.com/inventory-management/inventory-overview/item-movememnt-log) {% endhint %} *** ### **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 | *** ### **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. | 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 |