Cycle Counts
The Cycle Count tile is a powerful inventory management tool designed to help businesses maintain accurate stock levels through routine counts. With WorkMate's Cycle Count tile, you can effortlessly perform and manage cycle counts directly within your Shopify store.
Demo:
Documentation:
1. Access the Cycle Count tile
Open Shopify POS.
On the POS home screen, select the Cycle Count tile.
2. Start a New Cycle Count
You will be taken to the main overview page displaying existing cycle counts.
Click New cycle count.
Enter the:
Location of your store.
Due date of your cycle count.
Notes (eg. internal reminders).
Assigned employees.
Import products to your cycle count by clicking the Add Products button.
Search for products using the SKU, a barcode, product ID, product title using the search bar, or manually scroll and search for the product.
Within this menu you can also import products by vendor.
Import Vendor Products
If you're conducting a cycle count for products from a specific vendor, you can simply select the vendor here.
This will automatically include all products from that vendor in the cycle count.
3. Perform the Cycle Count
Conduct the cycle count by verifying and recording the inventory quantities for each product.
Select the product you are currently counting, and use the + button to adjust the count as you tally the items in your store.
After you're finished counting the quantity of that product, click Save.
Repeat this process for your remaining products in the cycle count.
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.
Review and edit if necessary.
5. Apply the products
To apply the products, click the Apply button.
You'll be redirected to a page that shows an overview of your updated inventory count.
Click the Apply count button.
The status of your cycle count will change to Applied, and the new inventory levels in Shopify will now reflect the quantities counted during the cycle count.
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