Direct Cycle Count Flow

The Direct Cycle Count flow is used when no review is needed. Stock differences are automatically booked after the direct cycle counting is finished.
Note: This document only describes the steps of blind counting. During a blind count, the current inventory is not displayed on the mobile client. Users should count the physical inventory without any information about the inventory in the system. Blind counting is set if the following settings are disabled on the Cycle Count Controller:

• Allow to adjust quantity of current stock items?
• Show current stock items

1. Select the Direct Cycle CountingFlow on the handheld terminal.

2. Select a cycle count task:

• Count location: count all the items on this location.
• Adjust logistic unit: count all the items on the selected logistic unit.
• Count items on location: count only a certain product on the location.

Identify the location for which cycle counting has to be done.

Identify the logistic unit on which the item is stored or to select “No SSCC” in case the item is not stored on an existing logistic unit.

To stop the process, press the ‘Stop’ button. After pressing the button, the system will ask for confirmation.

• Press ‘No’ to proceed with the cycle count.
• Press ‘Yes’ to finish the cycle count. After pressing ‘Yes’, the differences will be shown if configured. If no item was counted during the cycle count, the location will be booked as an empty location.

Scan or select an item. It is possible to scan the GTIN on the product or the GS1/EAN128 barcode on the logistic unit (in case of a mono pallet). When selecting a product manually, the complete item list will open, as it is always possible that any item which has not been registered administratively at that location, may be present there.

If there is no GS1/EAN128 product barcode on the logistic unit, the system will ask to enter additional information about the product manually, e.g. the batch number, second batch number, and/or the best before date. If there is a GS1/EAN128 barcode on the logistic unit, the system would have recorded this information directly.

Enter the quantity.

After the confirmation of the quantity, the system asks whether to count an additional item at that location. When pressing ‘Yes’, the counting process will proceed with a new item. When pressing ‘No’, the system calculates if there is a difference between the quantity of items counted on the location and the registered quantity in the inventory report.

When there is no difference, the system will display an empty ‘Difference stock’ screen.

When there is a difference, the following will be shown on the screen:

• In the case the difference is positive, the handheld will show a blue arrow pointing upward. (Items with differing batch data will be counted as a new item as well.)
• In the case the counted item is new for this location, the handheld will show a green arrow pointing upwards to the right.
• In the case the difference is negative (i.e. less stock at the location than registered in inventory), the handheld will show a red arrow pointing downwards to the right and add a minus sign before the quantity.

Press the right arrow button to confirm the differences. After that, the system books positive differences as “Goods Receipt” and negative differences as “Goods Issue”. The pricelist defined on the Cycle count controller is used on these documents.

To cancel the process, press the left arrow button. The system will check whether there are already entered stock. If there are, the system will ask for confirmation.

• When clicking ‘Yes’, the list of counted stock will be cleared, and no bookings will be done. This can be considered a ‘cancellation’ of the counted stock.
• When clicking ‘No’ the cycle count process can be continued.

Identify the SSCC. After identifying the SSCC, the system will display all the items stored on the SSCC.

Select an item from the list.

Adjust the quantity of the selected item. If the quantity in stock matches with the quantity in the inventory, the system goes back to the list of the items on the SSCC. If the quantity in stock does not match with the quantity in the inventory, the system updates the quantity in the inventory. After the system update, the counting can be continued on another SSCC.

Identify the location for which cycle counting has to be done.

Select the item to count on the location. It is possible to scan the GTIN on the product or the GS1/EAN128 barcode on the logistic unit (in case of a mono pallet). When selecting a product manually, the complete item list will open, as it is always possible that any item which has not been registered administratively at that location, may be present there.

If the location is empty, press on the ‘Location is empty’ button. After pressing the button, the system will ask for confirmation whether the location is empty or not. When pressing the ‘Yes’ button, the system books this location as an empty location and the counting can be continued on another location. Scan an SSCC. If there is no SSCC present, press the ‘No SSCC’ button.

If there is no GS1/EAN128 product barcode on the logistic unit, the system will ask to enter additional information about the product manually, e.g. the batch number, second batch number, and/or the best before date. If there is a GS1/EAN128 barcode on the logistic unit, the system would have recorded this information directly.

Enter the quantity.

After the confirmation of the quantity, the system asks whether to count an additional item at that location. When pressing ‘Yes’, the counting process will proceed with a new item. When pressing ‘No’, the system calculates if there is a difference between the quantity of items counted on the location and the registered quantity in the inventory report.

When there is no difference, the system will display an empty ‘Difference stock’ screen.

When there is a difference, the following will be shown on the screen:

• In the case the difference is positive, the handheld will show a blue arrow pointing upward. (Items with differing batch data will be counted as a new item as well.)
• In the case the counted item is new for this location, the handheld will show a green arrow pointing upwards to the right.
• In the case the difference is negative (i.e. less stock at the location than registered in inventory), the handheld will show a red arrow pointing downwards to the right and add a minus sign before the quantity.

Press the right arrow button to confirm the differences. After that, the system books positive differences as “Goods Receipt” and negative differences as “Goods Issue”. The pricelist defined on the Cycle count controller is used on these documents.

To cancel the process, press the left arrow button. The system will check whether there are already entered stock. If there are, the system will ask for confirmation.

• When clicking ‘Yes’, the list of counted stock will be cleared, and no bookings will be done. This can be considered a ‘cancellation’ of the counted stock.
• When clicking ‘No’ the cycle count process can be continued.

The PMX_CYCO table is populated when the differences are shown on the Mobile Client and the user taps the right arrow button to confirm that the process is completed.