Schedule existing completed count

Overview

Schedule existing completed count to determine how frequently you want to perform that specific count.

Schedule an existing completed count

1. Go to the navigation bar and click Inventory.

2. In the side menu, click Inventory Counts.

3. On the Inventory Counts screen that opens, click the Expandicon, and then click Schedule Recurring Counts.

4. On the Select Count Type screen that opens, click Schedule Existing Completed Count, and then click Next.

5. On the Completed Count Templates screen that opens, select the completed item and the cycle count you want.

6. Click Next.     The Select Count Frequency and Sort Items screen opens.

7. In the Count Details section, enter the following details.

   • Inventory Location: Select one or more locations from the dropdown.

   • End Date: Enter the date by which you or your employees want to stop scheduling the inventory count template.

   • Cadence: Select how frequently you would like to perform this count from the dropdown.

8. (Optional) To change the order in which items appear on the printed count list, go to the Item List section and click a column heading to sort the items:

   • Click a column heading once to sort items in one direction, such as smaller to larger numbers.

   • Click the column heading a second time to reverse the sorting.

   • Click the column heading a third time to remove the sorting and view the original order of items.

9. When finished, click Create Recurring Count.

To see and manage the recurring count you scheduled, go to Settings > Inventory > Recurring Inventory Counts. For more, see Manage recurring inventory counts.

Want to learn more?

• See Create and schedule new count templates

• See Schedule existing count templates

• See Create and schedule full cycle counts