Cycle Counts

Feature Overview
5 Status States
Auto Recurring
Real-time Updates
QBO Sync
Count Lifecycle
Planned
Scheduled
→
Not Started
Ready
→
In Progress
Counting
→
Pending
Review
→
Completed
Finalized
Capabilities
Schedule Counts
Start Date Due Date User Assignment Reminders
Material Selection
By Activity Random % Category Position Manual
Count Execution
Actual Qty Expected Qty Difference Notes
Inventory Updates
Auto-Adjust Activity Log Variance Report Audit Trail
Periodic Automation
Daily Weekly Monthly Inherited Settings
Integrations
QuickBooks Sage Inventory Sync Cost Updates
Configuration Options
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
Schedule and execute inventory audits to maintain accuracy with automatic updates
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