> 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-counts.md).

# Cycle Counts

<mark style="color:blue;">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.</mark>

## Demo:

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

## **Documentation:**&#x20;

**1. Access the Cycle Count tile**

* Open Shopify POS.
* On the POS home screen, select 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%2FxbZMFO9eVGaBeK7vwTEl%2Fimage.png?alt=media&amp;token=e148e2f4-3e55-4828-a01b-bc3ff0f914f1" alt=""><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%2FdS5AKBecPkBjtDnwSO80%2Fimage.png?alt=media&amp;token=2fdd98b8-e428-4b36-9dc1-42c4a05cc9de" alt=""><figcaption></figcaption></figure>

* Import products to your cycle count by clicking the **Add Products** button.&#x20;
* 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.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FWoAxQg8rMJfXFXNERhmg%2Fimage.png?alt=media&amp;token=b43d9e8e-7aba-4e8d-a599-617574a40a2e" alt=""><figcaption></figcaption></figure>

## **Import Vendor Products**&#x20;

* If you're conducting a cycle count for products from a **specific vendor**, you can simply select the vendor here.&#x20;
* This will automatically include all products from that vendor in the cycle count.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2Fyvb5QWJ0yrzYGLcGUSTv%2Fimage.png?alt=media&amp;token=faf78740-37b5-4f8f-bfb8-584a6895c085" alt=""><figcaption></figcaption></figure>

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FXvV4izDSbxBUiVRQLU6y%2Fimage.png?alt=media&amp;token=f5006286-aa03-4c56-8a01-67d5209b674b" alt=""><figcaption></figcaption></figure>

**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.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FtTN5IwB6BbtTWKslN6np%2Fimage.png?alt=media&amp;token=f6a19cfd-2879-4459-875f-7f951ce94b23" alt=""><figcaption></figcaption></figure>

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

<div align="right"><figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FAwP30iXnsyiYPBafGkoW%2Fimage.png?alt=media&amp;token=48ce37a7-bc98-4f02-a0c3-f047d25dec06" alt=""><figcaption></figcaption></figure></div>

**5. Apply the products**

* To apply the products, click the **Apply** button.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FKlDr9Fgnif8Nfw6X9wPg%2Fimage.png?alt=media&amp;token=b6b7cab7-ad05-42d4-8066-11c3b834cf70" 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%2FqQZyWO4Z87hDeOgGq8Ro%2Fimage.png?alt=media&amp;token=8e07b1cc-f3f0-499e-89e0-292249addd0f" alt=""><figcaption></figcaption></figure>

* 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.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FZ4BTbvD6dZMepwpWqKbL%2Fimage.png?alt=media&amp;token=ca073b9a-a174-412f-aa4a-5351c524094f" alt=""><figcaption></figcaption></figure>
