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            Perform Cycle Counts with the Mobile App

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            Perform Cycle Counts with the Mobile App

            Complete the cycle counts assigned to you using Intelligent Sales on the Salesforce mobile app. The Cycle Counts page shows your assigned counts. And you don’t have to worry about looking up the latest expected numbers for your products because Intelligent Sales automatically pulls in all that data for you.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited editions with Health Cloud or Life Sciences Cloud
            User Permissions Needed
            To start a visit Handled through VisitAccess and VisitorAccess Apex triggers
            To execute a visit task
            • “Read”, “Edit”, and “View All Records” on Generic Visit Tasks, Generic Visit Task Contexts, Generic Visit Task Context Relations, Generic Visit Key Performance Indicators
            • Run Flows
            • Other necessary permissions based on the custom visit actions flows configured by the admin
            To end a visit
            • Handled through VisitAccess and VisitorAccess Apex triggers
            • “Read” and “View All Records” on Generic Visit Tasks
            Note
            Note Only the primary visitor can initiate a visit task. So we recommend that only primary visitors start and end a visit.

            If you’re counting a serialized inventory, simply scan the barcodes of your products and Intelligent Sales counts the serial numbers for you. On the other hand, if you’re counting products without serial numbers, you still need to manually count the numbers and enter them into the mobile app.

            1. Go to the Cycle Counts page on the Salesforce mobile app.
            2. Tap the cycle count you want to start.
            3. Tap Start Visit.
              You can see the time elapsed for this count on your screen in the HH:MM format.
            4. Tap the visit task that tells you to count your inventory.
            5. On the Cycle Count Products screen, enter the quantity you counted for each product (for products without serial numbers) or tap the Barcode Scanner icon (for products with serial numbers).

              If your count only has products without serial numbers, you can skip to step 9.

            6. Use the barcode scanner to scan your products.
              Tip
              Tip Make sure to keep your mobile device steady and have only one barcode in the scanner’s focus area. If you have too many codes in the focus area, the scanner doesn’t recognize them.
            7. After you’re done scanning barcodes, tap Done to see the list of serial numbers you scanned.
              You can also add serial numbers manually, scan more serial numbers, or remove serial numbers on this screen.
            8. When you’re sure that you have the required serial numbers for the product you counted, tap Save.
              Warning
              Warning Make sure that you’ve recorded all the serial numbers for the product before saving. You can’t make changes to this list after you save it. If you need to make changes, you have to start from scratch.
            9. After you’ve recorded the quantities for every product, tap Complete Count and select Complete.
              If your admin has configured any custom flows for visit actions, such as marking lost inventory or transferring products, tap the Actions icon to launch that flow. If there aren’t any compatible flows configured in your org, the Actions icon doesn’t work.
            10. After all required tasks are complete, tap End Visit.
            11. Enter any comments you have and select Complete Visit to close the count.
              And that’s it, you’re done! You can find the numbers for the expected quantities and the counted quantities in the Key Performance Indicator records associated with the cycle count visit record.
             
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