Counting the shelf with a cycle count
Count one bin, one vendor, one category or the whole shelf, see what disagreed, and post the differences to your stock.
For owner, manager, parts · checked against the product on 2026-11-06
Open Parts › Cycle counts. A count is a sheet you fill in. Nothing moves until it is posted, so a half-finished count does no harm.
Start a count
Step 1: Say what you are counting
Under Start a count choose One bin, One vendor's parts, One category or The whole shelf. For the first three, say which.
Step 2: Open it
Add a note if you want one and press Open count.
Write down what is there
Step 1: Go down the shelf
Under The shelf, type the quantity for a part and press Save. Saved a wrong number? The same box then offers Recount.
Step 2: Or scan
Under Scan a part, scan a label or type a SKU to jump straight to that part.
Step 3: Read what the count found
What the count found lists every part counted: what the ledger said, what you counted, the difference and, if you can see costs, what it is worth. Differences use the balance taken when the count opened, so sales made during the count stay intact.
Post it, or abandon it
Press the Post button at the foot of the sheet to record each difference in the stock ledger. To stop instead, type why under Abandon this count and press Abandon. Nothing moves, and what was counted stays on the record.