Counts help ensure that your warehouse inventory is accurate and up-to-date. After creating a count, you'll need a job to run the count. This article will explain how to create a job type to be used with a count. Read below to learn more.
What is a Count Job Type?
Count job types are required elements to conduct count operations and essential for creating cycle count jobs, after a count plan is created.
Count job types can be utilized in following screens:
Cycle Count Waves: Count job types can be assigned to the cycle count waves and waves create count jobs based on the selected count job type
Count Plans: Cycle count jobs can be also manually created on the Count Plan screen, by selecting the count job type.
Created count job types can be used for both Location Count & SKU Count Plans.
Please see below how to create & configure cycle count job types.
Step-by-Step Guide
To begin, navigate to the Job Types screen.
If you have trouble finding the screen, please use the Search Option on the menu bar.
Click Create New Job Type in the upper right corner.
Select Cycle Count from the Operation Type sidebar.
General
Enter values for the required fields. Explanations for the fields are below.
Field | Description |
Name* | Type the name for this job type. Required field. |
Warehouse* | Select the warehouse using this job type. Required field. |
Operation Type | Selected on the previous screen. Cannot be edited here. |
Allocation Algorithm | Does not apply to cycle count job types. Cannot be edited here. |
Description* | Type a longer name/description for this job type. Required field. |
Click Next to continue.
Settings
From the Settings section, you can set basic rules for your count job.
Batch Size: Defines the number of locations included in each counting job & amount of jobs created.
This batch size value entered here is used by cycle count waves that contain the count job type
Count job type batch size value does not affect manual job creation on the count plan screen, where there is a dedicated batch size entry field.
Default value is 0, means that one single job will be created for all possible count locations.
The count job type batch size is currently only applicable for location counts.
One by One Count: Enables the functionality that increases the counted product quantity per each scan by 1, rather than scanning the product and then entering the quantity.
Click Next to continue.
Location Conditions
In this section, you can add some conditions for the locations that will be counted, including information like the location's zone or group, the aisle or levels to be counted. These are optional, but can help you further customize this job type.
When a location count job is created by using this count job type, only locations that satisfies assigned conditions, will be included in the count job.
Location Conditions become effective only when the count job type is used for location count plans. Selected conditions will have no impact if the job type is used for a SKU Count plan or wave.
To add a condition, click Add Filter and select the Plus (+) next to the filter you wish to add.
For example, say you only wanted levels 1-5 to be counted, you can apply a filter for this range.
After you set the limits you wish to use, click Add Filter to use this filter.
Any filters you've added will be visible from the main Conditions tab.
SKU Conditions
In this section, you can add some conditions for the products that will be counted, including SKU Code, product groupt & type and product client. These are optional, but can help you further customize this job type.
When an SKU count job is created by using this count job type, only products that satisfies assigned conditions, will be included in the count job.
SKU Conditions become effective only when the count job type is used for SKU count plans. Selected conditions will have no impact if the job type is used for a location Count plan or wave.
To add a condition, click Add Filter and select the Plus (+) next to the filter you wish to add.
Note: Created count job types can be used for both Location & SKU Count plans. Therefore both location & SKU conditions can be selected for count job types.
However, Location and SKU count conditions cannot be combined within the same count plan. Selected location conditions are effective only when the job type is used for location counts and the same applies to the SKU conditions, for SKU count plans.
Once the job type has saved, you will be returned to the Job Types page. You can now view your new job type.
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