Cycle Count Settings
Last updated
Last updated
1. Configure Cycle Count Statuses
Find the Work Orders module at the top-level menu.
In the Work Order Statuses section, you can define the different statuses for tracking the progress of work orders.
Example: Default statuses include Draft and Completed.
2. Creating or Removing Statuses
To add a new status, type the name of the new status (e.g., Pending or Ready for Pickup) into the field and press Enter.
To remove a status, click the X next to it.
3. Set Default Work Order Status
In the Default Status field, select the status that will automatically be assigned to a new work order when it’s created.
Example: Draft
This ensures all new work orders start with a consistent status.
4. Configure an ID format
Configure an ID format.
The default ID format for Cycle Counts is CC-#{{id}}.
Example: CC-#10
