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Completing Cycle Count
Finalize cycle counts after verifying all batches are complete and items are scanned. Configure settings to automatically update inventory counts or send files for corporate review.
After all batches are completed and closed, and all necessary items are scanned, managers can review variances. If satisfied with the counts, managers or equivalent roles can complete the cycle count and optionally, have the event files posted.
If overlayStoreInventoryOnCycleCountCompletion is enabled in CMS () counts made during the inventory check automatically update the available
inventory. For instance, consider a scenario where the QTYOH was 10, the available quantity
was 8, and the latest count is 7. In this case, both the QTYOH and Available buckets are
adjusted to 7.
Finalizing the Cycle Count
To finalize the cycle count, tap . Upon completion, the app displays the cycle count results, including gains,
losses, total variance, and variance cost. Results can be emailed as a CSV file by enabling
Allow emailing cycle count data ().
A completed cycle count produces a cycle count event file and is sent to the SFTP site. If canceled, the user is able to return to the app to create batches and add to the cycle count if needed.
Cycle Count File Posting Options
Configure how a cycle count event file is posted in Point of Sale CMS based on your business needs.
The cycle count event file can be posted in different ways based on the configuration settings.
If Point of Sale is the controller of inventory or immediate updates are needed, the inventory can be overlaid with the cycle count data or the file can pass to the SFTP site without the updates. To configure:
- In CMS, go to Store Management > Store Settings > Inventory.
-
Turn on overlayStoreInventoryOnCycleCountCompletion.
If the overlay option is disabled, the file can be reviewed by corporate before posting it to the system of record. Inventory delta files can be sent back to Point of Sale for updated inventory. Overlays are any updates in the inventory. For example, if the QTYOH is 100 and the count is at 85, the QTYOH is updated/overlayed to 85.
Cycle Count Mapping the Event File
Map the event file generated during a cycle count to all or selected fields based on the data you need.
The event file generated during the cycle count can be mapped to all fields or selected fields based on the required data.
To configure this mapping:
- In CMS, go to
- Select the event type(s), CYC.
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Map the events accordingly.
Cycle Count Data Review
View completed cycle counts on Point of Sale CMS through the Inventory Ledger and Inventory Webhooks.
The information from completed cycle counts is accessible for viewing through both the Inventory Ledger and Inventory Webhooks.
The Inventory Ledger shows a complete picture of all transactions related to inventory movement. It includes item details, quantities, costs, dates, and balances. Furthermore, it offers the option to delve into detailed information for each transaction.
Configure Inventory Webhooks
Leveraging Point of Sale's Inventory Webhooks facilitates the integration and automated interaction with inventory management systems. This feature lets you easily share real-time data for inventory events, like transfers, changes, cycle counts, purchase orders, and inventory movements like sales and returns.
- In CMS, go to .
- Configure the fields and save your changes. Failed webhooks can be reposted in CMS by going to .
