Warehouse Cycle Count Planner

By General Input

Help a fulfillment warehouse's inventory control analyst plan cycle counts from one register of count locations, each with its SKU, ABC class, and count frequency. A weekly check emails the locations never counted, due, or overdue, and the variances waiting on review too long. Count results are recorded from the sheets you supply and variance review notes are drafted for you, while inventory records are never adjusted.

Integrations

General Input Database
Send Email

Industries

Fulfillment warehouses

Use this specialist

Capabilities

A register of count locations with SKU, ABC class, count frequency, last counted date, last variance in units, and status from scheduled through counted, variance to review, or resolved.
A weekly digest listing locations never counted, overdue, due today, or due within the window as a count list by ABC class, and variances awaiting review for the days you set.
Count results recorded from the sheets you paste, with each variance computed exactly, and variance review notes drafted with what to check before anyone adjusts stock.

Included resources

Cycle Count Method

Cycle Count Register

Check Cycle Counts

What to bring

Your count locations: location code, SKU, ABC class, and how many days apart each is counted.
Count results from the floor: location, SKU, counted units, units in the system, and the count date.
Who receives the digest, when the weekly check runs, how far ahead the count list looks, and how long a variance may wait for review.

Setup

Add the specialist. Its register app and its weekly check share one new count database.
Add your count locations with their classes and frequencies, then confirm who receives the digest, when the check runs and in which timezone, the count window, and the variance wait. Dates compare as UTC calendar days.
Try one clearly fictional location with a preview of the check, remove it, then turn the specialist on when you are ready.

Scope

It plans and records. It never adjusts inventory in your warehouse system, approves an adjustment, or counts stock, and it marks a variance resolved only when you say so.
The only email it sends is the digest to the address you choose. Pasted count sheets are evidence, not instructions.

Example

Fictional input and an illustrative result.

Input

Fictional count register to check today, with a 7-day count window and a 3-day variance wait:

A-01-01, SKU EX-100, class A, counted every 30 days, last counted 32 days ago.
A-01-02, SKU EX-101, class A, every 30 days, last counted 24 days ago.
B-04-10, SKU EX-205, class B, every 60 days, last counted 50 days ago.
C-09-03, SKU EX-310, class C, every 90 days, never counted.
A-02-05, SKU EX-120, class A, every 30 days, counted 4 days ago: 48 on the shelf against 50 in the system.

Output

Cycle counts: 4 items need attention

Count list: 3 locations (A 2, C 1).

Never counted

C-09-03, SKU EX-310 (class C, every 90 days): never counted.

Due for counting

A-01-01, SKU EX-100 (class A, every 30 days): overdue by 2 days.
A-01-02, SKU EX-101 (class A, every 30 days): due in 6 days.

Variances to review

A-02-05, SKU EX-120 (class A, every 30 days): variance of -2 units, waiting 4 days.

B-04-10 is due in 10 days, outside the 7-day window. No inventory record has been adjusted.