> For the complete documentation index, see [llms.txt](https://workmate.gitbook.io/workmate-knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://workmate.gitbook.io/workmate-knowledge-base/workmate-feature-guides/workmate-admin-features/cycle-counts.md).

# Cycle Counts

<mark style="color:blue;">The Cycle Count module is a powerful inventory management tool designed to help businesses maintain accurate stock levels through routine counts. With WorkMate's Cycle Count module, you can effortlessly perform and manage cycle counts directly within your Shopify store.</mark>

## Documentation:

**1. Access the Cycle Count module**

* Open Shopify Admin.
* On the Admin home screen, find and access the Cycle Count module.&#x20;

&#x20;**2. Start a New Cycle Count**

* You will be taken to the main overview page displaying existing Cycle Counts.
* Click **New cycle count** butto&#x6E;**.**

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FZdTd8SxFh3Lm18fRY5cv%2Fimage.png?alt=media&amp;token=1706b636-8eda-4fcc-9efa-7b873713d319" alt=""><figcaption></figcaption></figure>

Enter the:

1. Location of your store.
2. Assign any employees if needed.
3. Assign a due date if needed.
4. Add notes if needed.&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FgzensYpMQIO1eDeMzM67%2Fimage.png?alt=media&amp;token=99f0caf1-febe-438f-91e8-9a612c300df0" alt="" width="563"><figcaption></figcaption></figure>

**3. Add products**

* Import products to your cycle count by clicking **Import Products** or **Scan products**.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FNroG2jt51ixZWCw039uN%2Fimage.png?alt=media&amp;token=06b4090d-9241-4a1b-bae3-c6f73a0e849f" alt="" width="563"><figcaption></figcaption></figure>

* Next, select a product.

<mark style="color:green;">Example: Achievement Flame on Marble Base</mark>

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FnVxEGhJE0XJpKX5bjTkv%2Fimage.png?alt=media&amp;token=4842720e-4f50-42c8-88f9-dfe27c783bdb" alt="" width="375"><figcaption></figcaption></figure>

* Once you select a product, it will be added to the **Products** app block.&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FNE6CX84bTUzv9zplTlgm%2Fimage.png?alt=media&amp;token=4ed56a4e-feb3-4f11-8d08-3747df95d430" alt="" width="375"><figcaption></figcaption></figure>

**4. Perform the Cycle Count**

* To perform the cycle count, click on the product.&#x20;
* This opens up a dialogue box where you can conduct the cycle count by verifying and recording the inventory quantities for each product.&#x20;
* Adjust the quantity by clicking the up and down arrows, or manually typing a number into the field.&#x20;

<mark style="color:green;">Example: Count Quantity = 6</mark>

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FV9DSjquHsJJT4VefTGfZ%2Fimage.png?alt=media&amp;token=86f03b79-0f8e-4129-82ec-585432f8b2a5" alt="" width="375"><figcaption></figcaption></figure>

* After entering your count quantity, click **Save**.&#x20;
* To save your cycle count, click **Save** at the top of the page.&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2F4Ai1TPu8hTYfMDAStJgu%2Fimage.png?alt=media&amp;token=99a6c451-b206-4f7a-b86e-997b72139d57" alt=""><figcaption></figcaption></figure>

**5. Apply the Cycle Count**

* After saving your cycle count, you will be able to **view the application history, apply the cycle count,** and **lock it.**
* To apply your cycle count, click **Apply cycle count.**

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FYaRSWWT77hz3EUWoGgTK%2Fimage.png?alt=media&amp;token=ea5fb0b4-0465-48fb-930f-c379e9b944f8" alt="" width="467"><figcaption></figcaption></figure>

{% hint style="info" %}
***Tip***: *Locking the cycle count will prevent further changes.*&#x20;
{% endhint %}

* To apply your cycle count, click the **Apply cycle count** button.&#x20;

{% hint style="info" %}
***Tip**: Applying a cycle count updates your Shopify inventory with your cycle count changes.*&#x20;
{% endhint %}

* Click the **Apply selected** button.&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FsvuVj2uvhcEYD4ejMd0b%2Fimage.png?alt=media&amp;token=f94426b3-7eb6-4e1c-8e23-898d8cadaabe" alt="" width="375"><figcaption></figcaption></figure>

* Once applied, the status of the product will change to **Applied**.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2F7FabluODw3m7dpNhuKlA%2Fimage.png?alt=media&amp;token=fa9ea638-bf10-41ce-82f8-9540585c9456" alt="" width="563"><figcaption></figcaption></figure>

* Your Shopify inventory will now reflect the new quantity from the cycle count.&#x20;
