Wireless Warehouse Cycle Count Process Flow

Use the Wireless Warehouse cycle count process to perform an inventory count of specific products and/or bins. You can perform the following cycle counts:

You can also recount products if a cycle count results in an unacceptable variance from the expected quantities.

Bin Count Process Flow

To perform the process, use the following steps:

Set up zone options for the Wireless Warehouse bin count task.
1. In Zone Maintenance, select a zone in which bin cycle counts will occur, and click the Update button in the ribbon.
2. Click the Task Options button in the ribbon.
3. In Zone Task Options, verify that Bin Count is selected as a task type for the zone.
4. Set up options for the Bin Count task type.
  1. Double-click Bin Count in the Task Types grid to display bin count task options.
  2. Click the Update button in the ribbon.
  3. Select Handheld or Both in the Task Option field to allow Wireless Warehouse users to perform bin count tasks.
  4. If you want bin count tasks to be automatically assigned to users, select the Allow Auto Assign of Task Type check box.
  5. Enter a default priority for bin counts in the Default Priority field. Zero is the highest priority and 999 is the lowest priority. Usually, you should not use zero as a priority, so that there is at least one higher priority number available.
  6. Select whether Wireless Warehouse users must scan each unit of products, or can enter a quantity when counting.
  7. Select whether Wireless Warehouse users must scan the bin and/or product when counting.
  8. Enter a recount variance amount in the Recount Variance Amt field. If the monetary difference between the system count and the physical cycle count of a product in a specific bin is greater than or equal to this amount, the product in that bin is recounted. This is used in conjunction with the recount variance percentage rule. For more information, see Cycle Count Rules Hierarchy FAQ.
  9. Enter a recount variance percentage in the Recount Variance % field. If the percentage difference between the system count and the physical cycle count of a product in a specific bin is greater than or equal to the recount variance percentage, the product in that bin is recounted. This is used in conjunction with the recount variance amount rule. For more information, see Cycle Count Rules Hierarchy FAQ.
  10. Select whether recounting tasks for a bin count task are performed with system inventory quantities visible, blank, or not visible (blind) on the handheld device.
  11. Select whether bin count tasks are performed with system inventory quantities visible, blank, or not visible (blind) on the handheld device.
  12. Enter the maximum quantity that can be scanned for the bin count in the Sanity Limit field.
  13. Select the Recount Required check box to create a product recount task if an initial cycle count results in a monetary or percentage variance greater than the acceptable values set up. By recounting, you can ensure that the cycle count quantity adjustment is correct.
  14. Click the OK button in the ribbon to save options for the bin count task type.

1. Click the Exit button in the ribbon.
2. Repeat substeps a to e for all zones that will be used for Wireless Warehouse bin counts.

If you expect to frequently count a group of bins, set up bin cycle count groups in Bin Cycle Count Group Maintenance, and assign bins to the groups in Bin Maintenance.
Set up cycle count rules for your company. In Wireless Warehouse Control Maintenance, select the hierarchy of which cycle count rules to use. You have already set up rules for the zone in step 1. If you want to set up different rules for products, product/locations, locations, Wireless Warehouse teams, and Wireless Warehouse users, you can do so in Zone Task Options, Product Maintenance, Product Location Maintenance, Location Maintenance, Warehouse Team Task Type Maintenance, and Warehouse User Task Type Maintenance. For more information, see Cycle Count Rules Hierarchy FAQ.
Create bin count tasks.
1. In Create Cycle Count Tasks, click the New button in the ribbon.
2. Enter a zone for the cycle count in the Zone field, or to count all zones, select the All check box.
3. Select the Include Products with Potential Discrepancies check box to count products with potential discrepancies. These products will be displayed in the count sheet along with the cycle count, but these products may belong to any group; that is they may be outside the selected count type. A product/location has a potential discrepancy if the Potential Discrepancy check box is selected for the product/location on the Warehouse tab in Product Location Maintenance.
4. Enter a task priority in the Default Task Priority field.
5. If you set up bin cycle count groups in step 2, and want to count all bins in a group, enter a group in the Bin Cycle Count Group field.
6. If you are not using bin cycle count groups, enter a range of bins that you want to count in the From and To fields.
7. Click the OK button in the ribbon. The bin count task is created.
Perform the bin count using a handheld device. This is performed by the warehouse employee.
1. At the Wireless Warehouse Handheld Menu, enter Get Next Task. The bin displays at the top of the handheld screen to direct you to go to a specific bin.
2. If the bin you are counting is not automatically entered in the Bin field, scan the bin, or enter it in the field.
3. Scan a product in the bin, or enter the product code, UPC, or GTIN in the SKU field. If you scan or enter a UPC that is associated with multiple product codes, a new handheld screen appears, which allows you to select the appropriate product code. If this screen appears, click a row in the grid to select a product.

Note If the bin is empty, select Tools $Images\bluerarw.gif$ No Product, and skip to substep i.

1. If the unit of measure is not automatically entered, enter the unit of measure for the product in the U/M field.
2. If the product you scanned or entered in substep c is tracked by lot or serial number, scan the lot or serial number, or enter it in the Lot/Ser field.
3. If you are not required to scan each unit of the product, enter the quantity received in the Qty field.
4. Repeat substeps b to f for all products in the bin.
5. When you are finished counting all products, select Tools $Images\bluerarw.gif$ OK. The Cycle Count Summary screen appears, which allows you to compare the counted and expected quantities for each product.
6. Select Tools $Images\bluerarw.gif$ Next Count and Tools $Images\bluerarw.gif$ Previous Count to review the counts for each product. To recount, select Tools $Images\bluerarw.gif$ Recount. To clear the entire count and return to the main menu, select Tools $Images\bluerarw.gif$ Clear Count.
7. When you are satisfied with the count, select Tools $Images\bluerarw.gif$ OK. You have completed the task and the main menu appears.

Product Count Process Flow

To perform the process, use the following steps:

Set up zone options for the Wireless Warehouse product count task.
1. In Zone Maintenance, select a zone in which product cycle counts will occur, and click the Update button in the ribbon.
2. Click the Task Options button in the ribbon.
3. In Zone Task Options, verify that Product Count is selected as a task type for the zone.
4. Set up options for the Product Count task type.
  1. Double-click Product Count in the Task Types grid to display product count task options.
  2. Click the Update button in the ribbon.
  3. Select Handheld or Both in the Task Option field to allow Wireless Warehouse users to perform product count tasks.
  4. If you want product count tasks to be automatically assigned to users, select the Allow Auto Assign of Task Type check box.
  5. Enter a default priority for product counts in the Default Priority field. Zero is the highest priority and 999 is the lowest priority. Usually, you should not use zero as a priority, so that there is at least one higher priority number available.
  6. Select whether Wireless Warehouse users must scan each unit of products, or can enter a quantity when counting.
  7. Select whether Wireless Warehouse users must scan the bin and/or product when counting.
  8. Enter a recount variance amount in the Recount Variance Amt field. If the monetary difference between the system count and the physical cycle count of a product in a specific bin is greater than or equal to this amount, the product in that bin is recounted. This is used in conjunction with the recount variance percentage rule. For more information, see Cycle Count Rules Hierarchy FAQ.
  9. Enter a recount variance percentage in the Recount Variance % field. If the percentage difference between the system count and the physical cycle count of a product in a specific bin is greater than or equal to the recount variance percentage, the product in that bin is recounted. This is used in conjunction with the recount variance amount rule. For more information, see Cycle Count Rules Hierarchy FAQ.
  10. Select whether recounting tasks for a product count task are performed with system inventory quantities visible, blank, or not visible (blind) on the handheld device.
  11. Select whether product count tasks are performed with system inventory quantities visible, blank, or not visible (blind) on the handheld device.
  12. Enter the maximum quantity that can be scanned for the product count in the Sanity Limit field.
  13. Select the Recount Required check box to create a product recount task if an initial cycle count results in a monetary or percentage variance greater than the acceptable values set up. By recounting, you can ensure that the cycle count quantity adjustment is correct.
  14. Click the OK button in the ribbon to save options for the product count task type.

1. Click the Exit button in the ribbon.
2. Repeat substeps a to e for all zones that will be used for Wireless Warehouse product counts.

If you expect to frequently count a group of products, set up product cycle count classes in Product Cycle Count Class Maintenance, and assign products to the classes on the Cycle Count tab in Product Location Maintenance.
Set up cycle count rules. In Wireless Warehouse Control Maintenance, select the hierarchy of which cycle count rules to use. You have already set up rules for the zone in step 1. If you want to set up different rules for products, product/locations, locations, Wireless Warehouse teams, and Wireless Warehouse users, you can do so in Zone Task Options, Product Maintenance, Product Location Maintenance, Location Maintenance, Warehouse Team Task Type Maintenance, and Warehouse User Task Type Maintenance. For more information, see Cycle Count Rules Hierarchy FAQ.
Create product count tasks.
1. In Create Cycle Count Tasks, click the New button in the ribbon.
2. Select the Product Count radio button.
3. Enter a zone for the cycle count in the Zone field, or to count all zones, select the All check box.
4. Select the Include Products with Potential Discrepancies check box to count products with potential discrepancies. These products will be displayed in the count sheet along with the cycle count, but these products may belong to any class; that is they may be outside the selected count type. A product/location has a potential discrepancy if the Potential Discrepancy check box is selected for the product/location on the Warehouse tab in Product Location Maintenance.
5. Enter a task priority in the Default Task Priority field.
6. If you set up product cycle count classes in step 2, and want to count all products for a class, enter a class in the Product Cycle Count Class field.
7. If you are not using product cycle count classes, enter the product you want to count.
8. Click the OK button in the ribbon. The product count task is created.
Perform the product count using a handheld device. This is performed by the warehouse employee.
1. At the Wireless Warehouse Handheld Menu, enter Get Next Task. The product count screen appears, as shown above. The bin displays at the top of the handheld screen to direct you to go to a specific bin.
2. If the bin you are counting is not automatically entered in the Bin field, scan the bin, or enter it in the field. The product code for the product you are counting displays at the top of the handheld screen.
3. Scan the product, or enter the product code, UPC, or GTIN in the SKU field. The product name for the product you are counting displays at the top of the handheld screen.

Note If the bin is empty, select Tools $Images\bluerarw.gif$ No Product, and skip to substep i.

1. If the unit of measure is not automatically entered, enter the unit of measure for the product in the U/M field.
2. If the product you scanned or entered in substep c is tracked by lot or serial number, scan the lot or serial number, or enter it in the Lot/Ser field.
3. If you are not required to scan each unit of the product, enter the quantity received in the Qty field.
4. Repeat substeps b to f until you have completely counted the product for the bin.
5. When you are finished counting all products, select Tools $Images\bluerarw.gif$ OK. The Cycle Count Summary screen appears, which allows you to compare the counted and expected quantities for the product.
6. To recount, select Tools $Images\bluerarw.gif$ Recount. To clear the entire count and return to the main menu, select Tools $Images\bluerarw.gif$ Clear Count.
7. When you are satisfied with the count, select Tools $Images\bluerarw.gif$ OK.
8. If the product is in another bin, the next bin displays at the top of the handheld screen to direct you to go to the next bin. You can then repeat substeps b to j for the bin. If you have counted the product for all bins, you have completed the task and the main menu appears.

Bin/Product Count Process Flow

To perform the process, use the following steps:

Set up zone options for the Wireless Warehouse bin/product count task.
1. In Zone Maintenance, select a zone in which bin/product cycle counts will occur, and click the Update button in the ribbon.
2. Click the Task Options button in the ribbon.
3. In Zone Task Options, verify that Bin/Product Count is selected as a task type for the zone.
4. Set up options for the Bin/Product Count task type.
  1. Double-click Bin/Product Count in the Task Types grid to display bin/product count task options.
  2. Click the Update button in the ribbon.
  3. Select Handheld or Both in the Task Option field to allow Wireless Warehouse users to perform bin/product count tasks.
  4. If you want bin/product count tasks to be automatically assigned to users, select the Allow Auto Assign of Task Type check box.
  5. Enter a default priority for bin/product counts in the Default Priority field. Zero is the highest priority and 999 is the lowest priority. Usually, you should not use zero as a priority, so that there is at least one higher priority number available.
  6. Select whether Wireless Warehouse users must scan each unit of products, or can enter a quantity when counting.
  7. Select whether Wireless Warehouse users must scan the bin and/or product when counting.
  8. Enter a recount variance amount in the Recount Variance Amt field. If the monetary difference between the system count and the physical cycle count of a product in a specific bin is greater than or equal to this amount, the product in that bin is recounted. This is used in conjunction with the recount variance percentage rule. For more information, see Cycle Count Rules Hierarchy FAQ.
  9. Enter a recount variance percentage in the Recount Variance % field. If the percentage difference between the system count and the physical cycle count of a product in a specific bin is greater than or equal to the recount variance percentage, the product in that bin is recounted. This is used in conjunction with the recount variance amount rule. For more information, see Cycle Count Rules Hierarchy FAQ.
  10. Select whether recounting tasks for a bin/product count task are performed with system inventory quantities visible, blank, or not visible (blind) on the handheld device.
  11. Select whether bin/product tasks are performed with system inventory quantities visible, blank, or not visible (blind) on the handheld device.
  12. Enter the maximum quantity that can be scanned for the bin/product count in the Sanity Limit field.
  13. Select the Recount Required check box to create a product recount task if an initial cycle count results in a monetary or percentage variance greater than the acceptable values set up. By recounting, you can ensure that the cycle count quantity adjustment is correct.
  14. Click the OK button in the ribbon to save options for the bin/product count task type.

1. Click the Exit button in the ribbon.
2. Repeat substeps a to e for all zones that will be used for Wireless Warehouse bin/product counts.

If you expect to frequently count a group of bins, set up bin cycle count groups in Bin Cycle Count Group Maintenance, and assign bins to the groups in Bin Maintenance.
If you expect to frequently count a group of products, set up product cycle count classes in Product Cycle Count Class Maintenance, and assign products to the classes on the Cycle Count tab in Product Location Maintenance.
Set up cycle count rules. In Wireless Warehouse Control Maintenance, select the hierarchy of which cycle count rules to use. You have already set up rules for the zone in step 1. If you want to set up different rules for products, product/locations, locations, Wireless Warehouse teams, and Wireless Warehouse users, you can do so in Zone Task Options, Product Maintenance, Product Location Maintenance, Location Maintenance, Warehouse Team Task Type Maintenance, and Warehouse User Task Type Maintenance. For more information, see Cycle Count Rules Hierarchy FAQ.
Create bin/product count tasks.
1. In Create Cycle Count Tasks, click the New button in the ribbon.
2. Select the Bin/Product Count radio button.
3. Enter a zone for the cycle count in the Zone field, or to count all zones, select the All check box.
4. Select the Include Products with Potential Discrepancies check box to count products with potential discrepancies. These products will be displayed in the count sheet along with the cycle count, but these products may belong to any class or group; that is they may be outside the selected count type. A product/location has a potential discrepancy if the Potential Discrepancy check box is selected for the product/location on the Warehouse tab in Product Location Maintenance.
5. Enter a task priority in the Default Task Priority field.
6. If you set up bin cycle count groups in step 2, and want to count all bins in a group, enter a group in the Bin Cycle Count Group field.
7. If you are not using bin cycle count groups, enter a range of bins that you want to count in the From and To fields.
8. If you set up product cycle count classes in step 3, and want to count all products for a class, enter a class in the Product Cycle Count Class field.
9. If you are not using product cycle count classes, enter the product you want to count.
10. Click the OK button in the ribbon. The bin/product count task is created.
Perform the bin/product count using a handheld device. This is performed by the warehouse employee.
1. At the Wireless Warehouse Handheld Menu, enter Get Next Task. The bin/product count screen appears, as shown above. The bin displays at the top of the handheld screen to direct you to go to a specific bin.
2. If the bin you are counting is not automatically entered in the Bin field, scan the bin, or enter it in the field. The product code for the product you are counting displays at the top of the handheld screen.
3. Scan the product, or enter the product code, UPC, or GTIN in the SKU field. The product name for the product you are counting displays at the top of the handheld screen.

Note If the bin is empty, select Tools $Images\bluerarw.gif$ No Product, and skip to substep i.

1. If the unit of measure is not automatically entered, enter the unit of measure for the product in the U/M field.
2. If the product you scanned or entered in substep c is tracked by lot or serial number, scan the lot or serial number, or enter it in the Lot/Ser field.
3. If you are not required to scan each unit of the product, enter the quantity received in the Qty field.
4. Repeat substeps c to f until you have completely counted the product.
5. When you are finished counting all products, select Tools $Images\bluerarw.gif$ OK. The Cycle Count Summary screen appears, which allows you to compare the counted and expected quantities for each product.
6. To recount, select Tools $Images\bluerarw.gif$ Recount. To clear the entire count and return to the main menu, select Tools $Images\bluerarw.gif$ Clear Count.
7. When you are satisfied with the count, select Tools $Images\bluerarw.gif$ OK.
8. If the product is being counted in another bin, the next bin displays at the top of the handheld screen to direct you to go to the next bin. You can then repeat substeps b to j for the bin. If you have counted the product for all bins for the task, you have completed the task and the main menu appears.

Recounting

Cycle count recounts can be automatically generated based on the recount options you have set up for the cycle count tasks. Product recount tasks can also be manually created in Wireless Cycle Count Variance Management. Product recount task options are set up for zones using the same methods as you use to set up product count tasks except you set options for the product recount task type.

To manually create a product recount task:

In Wireless Cycle Count Variance Management, select criteria for finding cycle count variance, and click the Show Data button in the ribbon.
On the Disposition tab, select the Task Detail radio button.
Select the check box in the Recount Task column in the Disposition grid for cycle count tasks you want to recount.
Select the check box in the Accept Variance column in the Disposition grid for the tasks you do not want to recount.
Enter an adjustment code in the Adjustment Code column for the tasks you do not want to recount.
Click the Update button in the ribbon. The number of updated records is displayed.