Process Overview: To ensure inventory numbers are accurate as possible and our on-hand quantities match what we’re showing in NetSuite, items are cycle counted. This may be the result of a known discrepancy or part of regularly scheduled maintenance. Specifically, the below process should be used for directed stock counts where we have a pre-defined item or set of items that will need to be counted.
Step 1: In RF Smart, click on Stock Count (Directed).
Step 2: If the user knows the Stock Count #, enter it in the Count: field. If not, click the Load stock counts button to load the existing stock counts for the location. Click the stock count being worked on.
Step 3: On the Item Selection screen, choose the item/bin being counted to proceed to the Item Count screen. (See notes below) All the bins in red have yet to be counted. If there is only one item and one bin on the stock count for the item, the user will be taken directly to the Item Count screen. Otherwise, the user will be taken to the Bin Selection screen if using the first two options below.
- *Note–
- If the user types the item number in the Item: field, the UOM on the Item Count screen will be ‘eaches’ (EA).
- Preference #1. (Easiest in terms of counting as ‘eaches’ are being counted)
- If the user scans the item, the UOM on the Item Count screen will be the UOM of the item scanned. Ex: If a master carton is scanned, the UOM for the count will be master cartons.
- Preference #2. (Quickest but requires math. Use only if the user is comfortable with UOM conversions/calculations)
- If the user clicks on the item, the UOM will be the UOM used in the most recent count on the item. If there has not been a previous count, the UOM will default to ‘eaches’. This route will take the user directly to the Item Count screen. Proceed to Step 5.
- Preference #3. (Only efficient if a single item/bin is being counted as once the count has been submitted, the user will be taken back to the Item Selection screen.)
Step 4: On the Bin Selection screen, scan or select the bin/item being counted. This will then bring up the Item Count screen.
Step 5: Count the inventory and on the Item Count screen, add the value of counted items to the Counted: field. Once completed, click the Submit (arrow) button.
- *Note– If a calculator is needed during the count, click the blue Calc button to pull up a calculator.
Once the count has been submitted, the user will then be taken back to the Bin Selection screen or if there was only 1 item/bin for that item being counted, the user will be taken back to the Item Selection screen. The completed count will turn from red to green.
- *Note– If at any point after we have submitted a count for an item we need to add or subtract a quantity from that count, (Ex: an additional carton is found or we recognized a mis-count and need to remove a specific quantity) go back into the bin/item and on the Item Count screen, either add a positive value to increase the initial count or add the negative value to decrease the initial count.
This completes the cycle count process.