If you're looking to improve your inventory accuracy, a key step is creating a count plan. A count plan outlines the schedule and process for taking physical inventory counts of your inventory items. In this article, we'll provide a step-by-step guide for creating a count plan in Logiwa.
To begin, navigate to the Count Plans screen
If you have trouble locating this screen, please use the search bar.
Click Create New Count in the upper righthand corner of the screen.
Enter values for the required fields: Explanations of the fields are below:
Field | Description |
Name* | Type the name for this count. Required field. |
Warehouse* | Select the warehouse for this count. Required field. |
Description | Optional field for entering a longer explanation or name for this count. |
Scheduled Count Date* | Date and time for which the count is scheduled. Required field. |
Lock Locations |
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Click Next to move to the Tasks section.
You can now select your count plant type: Location or SKU.
Click the Add button to add a location or SKU to your count plan.
Please note that you must choose either location or SKU for your count plan. You will not be able to select both.
You can search locations by code if needed via the Search field, as well as filter your locations to make searching easier by using the Filter button.
To add more than one location to the count plan at a time, simply use the checkbox to select multiple locations.
Once you've added the locations to be counted, click Save to complete the process.
You can now view your created count from the Count Plans screen.
Next Steps
Now that you've created a count, you'll need to create a job to proceed with the count. Learn more about creating a cycle count job type that will create count jobs from this article.
FAQ
What happens if my inventory changes after the count plan is created?
The system retrieves inventory levels after the job is created. Once the job is created, the final inventory version is captured, and tasks are created.
What happens if my inventory changes after the job is created?
After the job is created, there are two scenarios to consider:
1) Changes before the count
Before starting the count, if there is a change in the inventory, the system retrieves that change and reflects it directly in the stock (task) quantity for the count task.
For example, say there are 10 items in a location and a count task is created for that location. After creating the task, 3 more items are transferred to the location. The initial task quantity will be 10. When the counting process begins at the location, the system checks the current inventory and updates the stock (task) quantity for the count task to 13.
2) Changes after the count
Inventory transactions can take place at any time in a warehouse. It is important to consider the inventory changes that occur between the completion of a location count and the inventory update.
For example, if there are initially 10 items in a location and only 8 items are counted during the inventory check, the system will show a stock (task) quantity of 10 and a counted quantity of 8 for that specific count.
After the count is finished, if 2 items are moved out of the location, the system will adjust the inventory level accordingly. In this case, the location will be updated to show 6 items instead of the originally counted 8. This adjustment is necessary because the system needs to reflect the actual inventory level post the count taking into account any subsequent transactions.
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