Cycle counting allows you to count your inventory in batches on either a set schedule or an ad hoc basis. ShipHero's mobile app gives your team the ability to keep track of and record cycle counting data in real time. You can also choose to count by item type or location. This article will walk you through how to conduct a Cycle Count on the ShipHero mobile app.
How to Conduct a Cycle Count - Locations Cycle
How to Conduct a Cycle Count - Items Cycle
Blind Count Option
How to Conduct a Cycle Count - Locations Cycle
- On the Mobile App home screen, click in the upper left hand corner to open the menu.
- From the menu select Inventory --> Cycle Count
- Select CC by Locations.
- To see all the locations, click on Locations in the upper right hand corner. Otherwise, you can begin your cycle count from this screen, by going to the location, and scanning it as indicated below.
- After scanning the location, you will start scanning items in that location to conduct the Cycle Count.
How to Conduct a Cycle Count - Items Cycle
- Similar to the Locations Cycle, you will first go to the main menu from the ShipHero mobile app and click on Inventory --> Cycle Count.
- On the next screen, select the option in the list that says "CC by Items"
- To see all of the items you'll be counting, click on Items in the upper right hand corner.
- Otherwise, you can begin the Cycle Count by go to the indicated location, scanning it and then following the onscreen instructions to complete the Cycle Count.
- When all of the Items have been counted, a Cycle Count complete message will appear in the app.
Blind Count Option
While conducting a Cycle Count you can choose to have Blind Count enabled. Blind Count means the person assigned to count a particular item or location will not be able to see the expected count. Any errors will be visible on the final Cycle Count report, but not in real-time.
When Blind Count is disabled, the person counting the inventory will be able to see the expected amount and will receive an error message right away if the count is off. This gives them the opportunity to redo the count to fix the error.
When blind counting is not enabled and an item that was not expected in the cycle is scanned, ShipHero will show this error:
Once you are done, you will be sent to the Cycle Count Complete screen:
Scanning Items for a Locations Cycle with Blind Count Enabled
On the other hand, when blind counting is enabled, a user will not be shown the expected amount and will just start counting: