How to Create and Manage Cycle Counts

This guide will teach you the basics of creating and managing Cycle Counts in the ShipHero web app.

Table of Contents

• How to Create a New Cycle Count
• Managing Your Cycle Counts
• Recounts and How to Manage Them

How to Create a New Cycle Count

From the ShipHero Dashboard, navigate to Inventory > Cycle Count.

Choose the type of Cycle Count you want to create. Your choices are:

• Locations
• Items
• Items flagged for recount

Next, select your filters for the Cycle Count. The filters will vary depending on the type of Cycle Count you choose.

Once you have selected the necessary filters, click the Create button. ShipHero will create a new Cycle Count for you based on your selected criteria.

Locations Cycle Counts

For Locations Cycle Counts, filters and fields include:

• Assigned to
• Due Date
• Sort Options
• Exclusions

You can also choose specific location parameters to even further narrow down or expand the scope of the Cycle Count.

Items Cycle Counts

For Items Cycle Counts, filters and fields include:

• Assigned to
• Due Date
• Sort Options
• Exclusions

For Items Cycle Counts, instead of specific location parameters, you can choose to select a specific client. This is especially helpful if a client is disputing an inventory count or looking for an audit.

For Items Flagged for Recount Cycle Counts, filters and fields are more limited. For this type of count, the most important fields are listed under Item Parameters, which allows you to input a specific SKU to be recounted. Or you can choose to recount all the items that have been flagged.

Managing your Cycle Counts

You can track all of your Cycle Counts from the dashboard. At a glance, you can see if their status is Pending, In Progress, or Closed. You can also track important details such as the due date, the assigned user, the progress percentage, and any discrepancies.

For example, if you click on an Item type cycle count, you will see which SKUs are part of this cycle:

You can add items to the cycle and remove items that have not been counted yet. Once an item is assigned to a counter, the item cannot be removed from the cycle.

You can edit details such as the name and due date for the cycle:

You can also choose to end the cycle count at any time.

What if a batch does not close? Perform the following:

In some instances, a cycle count will not close. Please view the batch and check to see if some of the locations are locked (The locations will be grayed out):

If so, then check the boxes of the locations that are locked and click remove lock:

Other details include:

• Expected quantities
• Counted quantities
• Which user counted the item
• Time tracked

When you click on a Locations type cycle count, you will see which locations are part of this cycle. You will also see all the SKUs in the bin: