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. When creating the count job, you can set rules, group locations by their zones or groups, and select a batch size for groups, just to name a few things. Read below to learn more.
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* | Select an existing allocation algorithm. Required field. |
Description | Type a longer name/description for this job type. |
Please note that Count and Allocation Algorithm cannot be changed at this time.
Click Next to continue.
Settings
From the Settings section, you can set the rules for your count job. You can group locations by their zones or groups and select a batch size for groups.
For example, if you say Yes to Location Zone Based toggle, this job will automatically group your locations by their zones.
Click Next to continue.
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, or the aisle or levels to be counted. These are optional, but can help you further customize this job type.
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.
Click Next to move to the final section.
Grouping is only available for the Picking job type. Please click Save to complete the cycle count job type creation process.
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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