Schedule cycle counts by location

In WindoorERP, cycle counts are performed by location. Therefore, the Storage Locations feature needs to be enabled before performing a cycle count.

To enable this feature, navigate to Inventory app › Configuration › Settings and scroll down to the Warehouse section. Then, select the checkbox next to Storage Locations and click Save.

Once the Storage Locations feature is enabled and locations are created in the warehouse, the inventory count frequency can be changed for specific locations, and counts can be conducted on those locations.

Setting a cycle count frequency

To view and edit locations, navigate to Inventory app › Configuration › Locations. This opens a Locations page containing every location currently created in the warehouse.

From this page, click a location to open its form.

Under the Cyclic Counting section, locate the Inventory Frequency field, which is set to 0 by default (if this location has not been edited previously). In this field, change the value to any number of days desired for the frequency of counts.

Now, to ensure the scheduled cycle count appears as expected, perform the first cycle count. After inventory adjustments have been applied to products in this location, the next scheduled count date is automatically set based on the value entered in the Inventory Frequency field.

Performing a cycle count

To perform a cycle count for a specific location in the warehouse, navigate to the Inventory app › Operations › Physical Inventory. This opens a Physical Inventory page that lists all products currently in stock, with each product on its own line. Use this page to perform inventory adjustments.

From this page, the Filters and Group By options (accessible by clicking into the Search bar) can be used to select specific locations and perform inventory counts.

To select a specific location and view all products within it, click into the Search bar. Then, in the Group By column, select Location.

All products are sorted by storage location on the Physical Inventory page, and a cycle count can be performed for all products in that location.

While cycle counts are typically performed at the location level, companies should conduct a full inventory count once per year. In addition to keeping stock counts accurate, full inventory counts ensure that accounting earnings and costs are recorded accurately. The scheduled date for full inventory counts of all in-stock products in the warehouse can be manually changed to an earlier date than the listed date.

To modify the default scheduled date, go to the Inventory app › Configuration › Settings. Then, in the Operations section, locate the Annual Inventory Day and Month setting, which defaults to 31 December.

To change the day, click the 31 and select a day within the range 1-31, depending on the desired month of the year.

Then, to change the month, click December to open the drop-down menu and select the desired month.

After all necessary changes have been made, click Save.

On the Physical Inventory page, open the search panel and choose Group By › Location: the list splits by location and each group can be counted on its own. In a big warehouse, a custom filter on Location contains … is quicker.

Cycle counts keep the shelves honest; the yearly count keeps the accounts honest. Set its date under Inventory › Configuration › Settings › Annual Inventory Day and Month.