> 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-pos-features/cycle-count-on-pos.md).

# Cycle Count on POS

<mark style="color:blue;">Cycle Count is  an inventory management feature that helps businesses reconcile stock levels through regular counts. With WorkMate's Cycle Count tile, you can easily perform this task within your Shopify store.</mark>

## Demo:

{% embed url="<https://www.loom.com/share/166c8089a21b4b008bd079566118e2ec>" %}

**1. Access the Cycle Count Feature**

* Open Shopify POS.
* On the POS home screen, find and click the Cycle Count tile.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2F6uHcR7d8UnKQ69MaQ2En%2FIMG_0154.jpeg?alt=media&amp;token=699e42d9-0523-4518-b7ed-36ed16437bf8" alt="" width="311"><figcaption></figcaption></figure>

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

* You will be taken to the main overview page displaying existing Cycle Counts.
* Click **New Cycle Count**.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2Fl7ebn8rwTDHMXd37wJIN%2Fimage.png?alt=media&amp;token=a6dfd0c5-6602-4751-8092-db26b0b02ba3" alt="" width="563"><figcaption></figcaption></figure>

Enter the:

1. Location of your store.
2. Due date of your cycle count.
3. Notes (eg. internal reminders).
4. Assigned employees.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2Ffn3YhPPi0YlG7Gi0z3cW%2Fimage.png?alt=media&amp;token=c3800017-31b1-4510-913d-0d240d95db80" alt="" width="563"><figcaption></figcaption></figure>

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

## **Import Products** button

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FlDQ1itEECh8tY8C9wZEN%2Fimage.png?alt=media&amp;token=851d0499-0f98-44b4-ba25-4fe058cdc86d" alt="" width="563"><figcaption></figcaption></figure>

* Search for products using the **SKU**, a **barcode, product ID**, **product title** using the search bar, or **manually scroll** and search for the product.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FGUZjxeG4GkZnyziPqKRL%2Fimage.png?alt=media&amp;token=17af53f4-7c4e-4454-a0f8-c5227c91295a" alt=""><figcaption></figcaption></figure>

<mark style="color:green;">**Import Vendor Products**</mark> <mark style="color:green;"></mark><mark style="color:green;">button:</mark>&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FOVntewgbYeF8m7jxMi0F%2Fimage.png?alt=media&amp;token=14268c6e-2706-431d-a6cc-ee55fed3cbd7" alt=""><figcaption></figcaption></figure>

* If you're conducting a cycle count for products from a **specific vendor**, you can simply select the vendor to focus on here. This will automatically include all products from that vendor in the cycle count.

<mark style="color:green;">**Showing products for all vendors**</mark> <mark style="color:green;"></mark><mark style="color:green;">button:</mark>&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2Fw6t9mov9umoBmhhSP7IC%2Fimage.png?alt=media&amp;token=65dcae44-528e-413e-88fd-e148a40768fc" alt=""><figcaption></figcaption></figure>

* This option allows you to manually select individual items from the vendor of your choosing, instead of automatically adding them all to the cart like the **Import Vendor Products** button.&#x20;

<mark style="color:green;">Example: The Collection Snowboards</mark>

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2F2qxarpXIOvZXsaxj69lv%2FIMG_0038.jpeg?alt=media&amp;token=c679a8fd-c8da-4735-a28a-03e11c4846c2" alt=""><figcaption></figcaption></figure>

## Open Camera button

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FI5Y9c8mfGtUDPxToJogY%2Fimage.png?alt=media&amp;token=4c71630a-1d23-4a85-92f3-1efa4b3c2311" alt=""><figcaption></figcaption></figure>

* The **Open Camera** button activates your device's camera, allowing you to scan product barcodes directly.

**3. Perform the Cycle Count**

* Conduct the cycle count by verifying and recording the inventory quantities for each product.&#x20;
* Select the product you are currently counting, and use the **+** **button** to adjust the count as you tally the items in your store.

<mark style="color:green;">Example: The Collection Snowboard: Hydrogen, Quantity = 6</mark>

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2Fso0ExgL3Shl8qSdBXOcE%2FIMG_0040.jpeg?alt=media&amp;token=69fb4175-1310-4db0-bbe2-44bb43b326f7" alt=""><figcaption></figcaption></figure>

* After you're finished counting the quantity of that product, click **Save**.&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2F3Av5kZOE3i2IrlwVJath%2Fimage.png?alt=media&amp;token=d0966b65-a0ce-4bae-a0a3-fb5b4df0ef7a" alt=""><figcaption></figcaption></figure>

* Repeat this process for your remaining products in the cycle count.&#x20;

**4. Save the Cycle Count**

* Once you have added all the necessary products and configured the cycle count details, click **Save**.
* Your cycle count will be assigned a cycle count number for easy identification.

<mark style="color:green;">Example: CC-#5</mark>

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FlqqSVDcmdbT0WCQORm78%2Fimage.png?alt=media&amp;token=b6d4f2ea-843b-4c92-baf3-afe4b16732e2" alt="" width="563"><figcaption></figcaption></figure>

* Review and Edit if Necessary.
* You can go back and edit the cycle count at any time by reopening it from the Cycle Count overview page.

**5. Apply the products**

* To apply the products, click the **Actions** button, where you will be redirected to another page.&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FLKRVd5LYbyS19wq4jGUE%2Fimage.png?alt=media&amp;token=5a7e1e3f-ce21-40ec-a083-f9107e0b4783" alt="" width="563"><figcaption></figcaption></figure>

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

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2F3kLVnRxm4zuYrm18LI40%2Fimage.png?alt=media&amp;token=d0de8c6a-1740-4ebf-b5ab-b07005f8c5ba" alt=""><figcaption></figcaption></figure>

* You'll be redirected to a page that shows an overview of your updated inventory count.&#x20;
* Click the **Apply count** button.&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2Fms5SslxHAWpzBBOe0kcg%2Fimage.png?alt=media&amp;token=324ace68-9da0-4dad-a166-287bbe41b280" alt=""><figcaption></figcaption></figure>

* The status of your cycle count will now change to **Applied**, and the new inventory levels in Shopify will now reflect the quantities counted during the cycle count.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FqUkxJLqOCPTmQf9HwsP9%2Fimage.png?alt=media&amp;token=c37f0d17-0be3-4da7-bfc7-15bebe53161e" alt="" width="563"><figcaption></figcaption></figure>
