Cycle Count
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The Cycle Count module in XoroWMS is an essential tool for maintaining accurate inventory levels, which are crucial for effective supply chain management, production planning, and service level maintenance. This module allows users to periodically count specific inventory items throughout the year, as well as perform an annual physical count of the entire inventory. By ensuring that the on-hand quantities in the system match the actual quantities in the warehouse, the Cycle Count module helps prevent discrepancies that can lead to operational inefficiencies.
Generating a Cycle Count Batch in XoroERP: The cycle count process begins in XoroERP, where a batch is generated. This batch serves as the foundation for the cycle count operation.
Physical Counting in the Warehouse: Warehouse staff physically count the inventory based on the directions provided by the batch type.
Entering Count Data in XoroWMS: The count data is then entered into the system, ensuring that the recorded quantities match the actual inventory levels.
XoroWMS offers three primary methods for conducting cycle counts:
CC By Batch: This method is system-directed, where the count is performed one record at a time within a batch. The system guides the user through each record until all items in the batch are counted.
CC By Location: This option allows for counting all items at a specific location, making it efficient for large-scale counts.This method allows for a more localized inventory verification process.
CC By Count ID: This option provides flexibility for counting specific items identified by their unique count ID.
The first step in the cycle count process is to select the batch you want to count. Upon selecting the "Cycle Count" option, users are directed to the Cycle Count Assignment module, where all the generated batches are listed.
Enter the Batch Number: In the "CC Batch#" field, input the batch number and press "Enter" to search for the desired batch.
Once a user locates the desired batch, there are two ways to initiate the cycle count process:
Enter the CC Batch#: Type the batch number into the dedicated CC Batch# field and click Accept. This will initiate the cycle count process for the selected batch.
Directly Select the Batch: Alternatively, you can click directly on any batch listed within the module to automatically initiate the cycle count process.
The Cycle Count Assignment module includes several fields that provide essential information about the selected batch:
CC Batch#: This field shows the identifier for the cycle count batch.
Total Records: This field displays the total number of inventory records in the batch.
Type: This field specifies the type of the cycle count batch.
Zone: This field shows the specific zone within the warehouse associated with the cycle count batch.
Status: The current status of the cycle count batch.
The "CC By Batch" option is a system-directed approach to conducting cycle counts, guiding users through each record in a batch one at a time. This method ensures that every item in the batch is accurately counted, reducing the likelihood of errors and maintaining inventory integrity.
Here’s a step-by-step guide on how to perform a cycle count using this method:
Enter the LPN and Item Number:
Start by entering the LPN and item number into the designated fields.
It's important to note that only the LPN and item numbers suggested by the system can be entered during this process. This ensures that users follow the predetermined sequence for accuracy.
Adjust the Quantity:
After entering the LPN and item number, proceed to input the quantity of the item present in the location.
Use the "+" and "-" buttons to adjust the quantity as needed, reflecting the actual count observed.
Accept the Count:
Once the quantity is correctly adjusted, click on "Accept" to confirm the count details for that specific record. This action completes the count for the current record.
Move to the Next Record:
After confirming the count, click the "Next" arrow to proceed to the next record in the batch.
Repeat the process for each subsequent record until all records in the batch have been counted.
The "CC By Location" option allows users to conduct cycle counts based on specific warehouse locations. Unlike the "CC By Batch" option, this process is not system-directed and provides the flexibility of choosing the location in the warehouse where the user want to work. Here’s how to perform a cycle count using this method:
Enter the Location:
Begin by entering the location where you want to perform the cycle count.
Press "Enter" to proceed, which will automatically populate the LPN# field.
Enter the LPN# and Item#:
Input the LPN number and item number in the respective fields.
Press "Enter" to move forward.
Adjust the Quantity:
Enter the quantity of the item present at that location.
Use the "+" and "-" buttons to adjust the quantity as needed.
Accept the Count:
After adjusting the quantity, click "Accept" to confirm and finalize the count for that location.
Move to the Next Location:
Click on "Next Location" to proceed to the next location in the batch and repeat the process.
The "CC By Location" process also allows users to count multiple items within a single location simultaneously. To perform this type of count:
Enter the LPN and item number for the first item and adjust the quantity. The record will appear in the details section below, but do not hit "Accept" yet.
To add another item in the same location, enter its LPN (if applicable) and item number, then adjust the quantity. You will see the record added in the details section.
Repeat this process for all items you wish to count in that location.
Once all items are entered, click "Accept" to confirm the counts for that location.
If you need to correct any entries or start over, the following options are available:
Clear Count
Click "Clear Count" to reset all entered data and start the count process again for that location.
Remove Multiple Records
If you encounter discrepancies or need to update the count for an item, you can remove it from the list by clicking the "X" next to the record.
The CC By Count ID process in XoroWMS is a methodical approach to conducting cycle counts by using a unique identifier, known as the Count ID, for each record in a batch. This process allows users to focus on individual records, ensuring a detailed and accurate inventory count. Here’s how to perform a cycle count using this method:
Enter the Count ID:
Begin the process by entering the unique Count ID assigned to the record you wish to count. This Count ID acts as a specific reference point within the batch.
Once the Count ID is entered, click "Accept" to proceed.
Input Location, LPN, and Item Number:
On the subsequent screen, you will be prompted to enter the location, LPN, and item number in the respective fields.
Note: The system provides suggestions for these details, which will appear at the top of the relevant fields. You must enter the information exactly as suggested by the system.
Adjust the Quantity:
After entering the required details, input the quantity of the item found at the specified location.
Use the "+" and "-" buttons to make any necessary adjustments to the quantity.
Confirm the Count:
Once the quantity is accurately recorded, press "Accept" to confirm the count for the item.
This action completes the count for the current Count ID.
Repeat the Process:
After confirming the count, you will be redirected to the starting page where you can enter the next Count ID.
Continue this process, entering each subsequent Count ID and repeating the steps until all records in the batch have been counted.
