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            Schedule Planned Cycle Counts for Inventories

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            3. Administer Life Sciences Cloud

            Schedule Planned Cycle Counts for Inventories

            As part of sales ops, you’re responsible for scheduling regular cycle counts for inventories. These cycle counts help reduce discrepancies between your records and actual inventory numbers, which in turn reduces product write-off costs and makes sure your reps have fewer surprises during their visits.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited editions with Health Cloud or Life Sciences Cloud
            User Permissions Needed
            To create vists for cycle counts

            “Create” on Action Plans

            “Create” on Visits

            “Create” on Visitors

            “Read” on Action Plan Templates

            “Read” on Assesssment Indicator Definitions

            “Read” on Locations

            “Read” on Products

            “Read” on Work Types

            “Read” and "Create" on Generic Visit Tasks

            “Read” and "Create" on Generic Visit Task Contexts

            “Read” and "Create" on Generic Visit Task Context Relations

            “Read” and "Create" on Generic Visit Key Performance Indicators

            Run Flows

            Manage Users
            To edit visits for cycle counts

            “Edit” on Action Plans

            “Edit” on Visits

            “Edit” on Visitors

            “Read” on Action Plan Templates

            “Read” on Assesssment Indicator Definitions

            “Read” on Locations

            “Read” on Products

            “Read” on Work Types

            "Read" and “Edit” on Generic Visit Tasks

            "Read" and “Edit” on Generic Visit Task Contexts

            "Read" and “Edit” on Generic Visit Task Context Relations

            "Read" and “Edit” on Generic Visit Key Performance Indicators

            Run Flows

            Manage Users
            Note
            Note Before you schedule a cycle count visit, make sure that a matching record exists in the Product Fulfillment Location object. This record must have the same combination of responsible user, product, and inventory location you plan to include for the count.
            1. From the Intelligent Sales home page, click New Visit.
            2. In the Select Visit Type picklist, select the work type your admin set up for cycle count visits and click Next.
              When scheduling a blind cycle count, use the work type configured for blind cycle counts. If you don’t have one, ask your admin to create one.
            3. Select a start time, an end time, and a priority for the counts.
            4. Select the inventory’s sales rep as the primary visitor from User.
              To add a secondary visitor to assist in the count, click Add Visitor and select the right person.
            5. Select an action plan template for the count and click Next.
              An action plan template determines what tasks are required for the count.
            6. Select the inventory locations for your counts and click Next.
            7. Select the products to be counted at the selected locations and click Next.
              If the Action Plan Template Available column doesn’t have a tick mark for a product, then that product isn’t configured for the action plan you selected.
            8. After reviewing details on the screen, click Done.
              And that’s it! Based on the number of locations you selected, one or more visits are now scheduled for cycle counts.
             
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