Cycle Count Overview

The Cycle Count feature helps you verify inventory accuracy by identifying and counting bins with zero or low quantities. You can search for specific bins, filter by quantity, and update the server with your count results.

Quick Start

The app shows bins with zero or low quantities by default. Tap a bin to see details, or use filters to find specific bins. Select bins and tap “UPDATE SERVER” to save your counts.

What is Cycle Count?

Cycle Count is an inventory verification process where you count products in warehouse bins to ensure the recorded quantities match what’s actually in stock. The feature focuses on bins with zero or low quantities, which are most likely to have discrepancies.

Main purpose:

• Find bins with zero or low inventory
• Verify actual quantities match system records
• Update inventory counts in the server
• Maintain accurate warehouse inventory
• Handle recounts when needed

Why Use Cycle Count?

Find Inventory Issues

Quickly identify bins with zero or low quantities. These bins are most likely to have counting errors or missing products.

Verify Accuracy

Count products in bins to ensure system records match actual inventory. Keep your warehouse data accurate.

Filter and Search

Use filters to find bins by quantity, account, or search by bin name. Work efficiently with large inventories.

Batch Updates

Select multiple bins and update them all at once. Save time by processing several bins together.

How to Access Cycle Count

1. Open the Main Menu

   From the login screen, sign in with your credentials. You’ll see the main menu with all available features.

2. Select Cycle Count

   Tap the Cycle Count icon in the main menu. The app checks your user permissions and opens the Cycle Count screen.

3. View Bins

   The app loads bins with zero or low quantities. You’ll see a list of bins that need counting.

Cycle Count Screen Overview

The Cycle Count screen (CycleCountActivity.java) shows:

Main elements:

• Search field: Enter or scan a bin name to find specific bins
• Filter button: Tap to set quantity filters (less than, equal to, greater than)
• Account spinner: Select an account to filter bins by account
• Bin list: Shows bins with their current quantities
• UPDATE SERVER button: Save your count results to the server
• Camera icon: Tap to use the device camera for barcode scanning

Information shown for each bin:

• Bin name
• Current quantity
• Account name
• Product details (SKU, description)
• Location
• LPN (License Plate Number) if applicable
• Lot and expiration date
• UOM (Unit of Measure)

Basic Workflow

The cycle count process follows these steps:

1. View bins: The app shows bins with zero or low quantities by default
2. Filter bins (optional): Use filters to find bins by quantity or account
3. Search bins (optional): Enter or scan a bin name to find specific bins
4. Select bins: Tap bins to view details or select multiple bins for batch processing
5. Count products: Verify actual quantities in each bin
6. Update counts: Enter corrected quantities in the bin detail view
7. Update server: Tap “UPDATE SERVER” to save your count results

Key Features

Quantity Filters

Filter bins by quantity to focus on specific inventory levels:

Filter options:

• Less/equal to 0: Shows bins with zero or negative quantities (default)
• Less/equal to [number]: Shows bins with quantities at or below a specific number
• Greater than [number]: Shows bins with quantities above a specific number
• ALL BINS: Shows all bins regardless of quantity

How to use filters:

1. Tap the filter button or “Less/equal to 0” link
2. Enter a quantity (or leave blank for all bins)
3. Choose “Greater than” if you want bins above that quantity
4. Optionally check “Include checked” to show bins you’ve already counted
5. Tap the send button to apply the filter

Search Bins

Search for specific bins by name:

• Enter a bin name in the search field
• The app searches as you type (with a 1-second delay)
• Matching bins appear in the list
• Clear the search to see all filtered bins again

Account Filter

Filter bins by account:

• Use the account spinner in the toolbar
• Select an account to see only bins for that account
• Change accounts anytime to filter differently

Bin Details

Tap a bin in the list to see detailed information:

• Product details (SKU, description, UPC)
• Current quantity
• Location and LPN
• Lot and expiration date
• UOM and unit factor
• Serial status

From the detail view, you can:

• Update the quantity
• Recount the bin
• Delete the bin (if needed)
• See all product information

Batch Selection

Select multiple bins for batch processing:

• Tap checkboxes next to bins to select them
• The “UPDATE SERVER” button shows how many bins are selected
• Update all selected bins at once

Pagination

When there are many bins:

• Scroll down to load more bins automatically
• A progress bar shows when loading more bins
• All bins load as you scroll

What Happens After Counting

When you update counts:

1. The app sends your count results to the server
2. Inventory records are updated with your counts
3. Bins are marked as counted
4. The bin list updates to reflect changes
5. Filtered bins may disappear if they no longer match filters

💡 Best Practices

Start with Zero Bins

Focus on bins with zero quantities first. These are most likely to have errors and need immediate attention.

Use Filters Wisely

Use quantity filters to focus on specific inventory levels. This helps you work efficiently through large inventories.

Verify Before Updating

Double-check your counts before updating the server. Make sure quantities are accurate to maintain inventory accuracy.

Use Search for Specific Bins

If you know a bin name, use search to find it quickly. This is faster than scrolling through long lists.

Batch Process Similar Bins

Select multiple bins with similar issues and update them together. This saves time when processing many bins.

Check Bin Details

Always check bin details before updating. Make sure you’re counting the correct product and location.

Related Features

Next Steps:

• Cycle Count Process - Detailed step-by-step guide for counting bins
• Cycle Count Detail - Learn about the bin detail view and recount options
• Bins Management - Understand how bins are organized in the warehouse
• Blind Count - Learn about blind counting for inventory verification

Technical Details

Activity: CycleCountActivity.java (MVP architecture)
Layout: confirmation.xml
Presenter: CycleCountPresenterClass.java
Detail Fragment: CycleCountDetailFragment.java

The Cycle Count feature uses MVP (Model-View-Presenter) architecture and connects to the Shipedge server to:

• Load bins with zero or low quantities
• Filter bins by quantity and account
• Search bins by name
• Update inventory counts
• Handle recounts and deletions
• Sync count results in real time

Note: Cycle Count requires an active internet connection to load bins and update counts. Some operations may be queued for sync if the connection is temporarily unavailable.