Cycle Counts

Schedule and execute inventory audits to maintain accuracy, with automatic updates and recurring automation.

5 Status States
Auto Recurring
Real-time Updates
QBO Sync

Count Lifecycle

Planned
Scheduled for future
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→
Not Started
Ready to begin
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→
In Progress
Counting items
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→
Pending
Awaiting review
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→
Completed
Count finalized
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Recurring automation available
Immediate inventory updates

Capabilities

Schedule Counts
Plan audits with dates and assignments
Start Date Due Date User Assignment Reminders
Material Selection
Choose what to count
By Activity Random % Category Position Manual
Count Execution
Record quantities and differences
Actual Qty Expected Qty Difference Notes
Inventory Updates
Immediate quantity adjustment
Auto-Adjust Activity Log Variance Report Audit Trail
Periodic Automation
Recurring counts with settings
Daily Weekly Monthly Inherited Settings
Integrations
Sync with accounting systems
QuickBooks Sage Inventory Sync Cost Updates

Configuration

Selection Strategy
Activity, random, filter
Position Filters
Aisle, bay, level, bin
Cost Range
Filter by value
Reminders
Notification settings

Connected Systems

QuickBooks Online
Sage Intacct