Cycle Counts and Physical Inventory
Inventory levels can be checked in a planned way by using the cycle counting option. As you monitor your warehouse over time, this option lets you adjust the cycle counting, making the most of the staff effort in maintaining accurate data. You can also conduct physical inventories in the warehouse, using system software and RF options. The following topics discuss how to conduct both cycle counts and physical inventories.
OverviewDescribes how cycle counts and physical inventory can be used to maintain accurate inventory within warehouses.
Conducting Cycle and Opportunity CountsDescribes how to set up, generate, and confirm a cycle count.
Physical InventoryDescribes how physical inventory is calculated with a workflow addressing each step in the inventory process.
Overview
Both cycle counts and physical inventories help you maintain accurate inventory within your warehouse.
Cycle Count
Use QAD Warehousing cycle count features to:
• Generate cycle count transactions/task using Cycle Count Generation (4.8.12).
• Confirm or process cycle count tasks by RF devices or Movement Confirmation programs, with cycle count tags being automatically generated, if required.
• Initiate an inventory adjustment from an RF device by the Location Audit function.
• Set up automatic generation of recount transactions when cycle counts move out of preset boundaries.
• Define independent cycle counts and cycle recounts for greater flexibility.
• Set up automatic generation of cycle counts when inventory fails. This usually results from short picks. The system can automatically generate a task for somebody to inspect the inventory condition when a short pick occurs.
• Change the status of counted inventory. Once a cycle count has been automatically generated from failing inventory and that cycle count has been performed, any remaining inventory can be automatically available for further picking.
• Differentiate between true cycle counts and inventory adjustments by viewing the reason codes associated with transactions that are created for each type of cycle count.
• Generate cycle counts for empty locations. For example, during initial implementation when the warehouse is empty, you can generate cycle count tasks for every location in the warehouse, populating the database with inventory.
Physical Inventory
Physical Inventory enables you to count and compare actual, on-hand inventory balances with on-hand quantities recorded in the system. This can also be done with cycle counting.