Blind Cycle Count

• To ensure accurate inventory quantities, warehouse supervisors will assign warehouse staff to count different areas of the warehouse
• However, to ensure the staff doesn’t cut corners, the supervisor will assign “Blind Cycle Counts” plans.
• The Blind Cycle Count plan directs the user through the locations and asks the user to enter the item and quantities.

  • Note
    Blind cycle counts of serialized or lot tracked items is not currently supported

User Setup

• See detailed instructions how to set up a user with Mobile Scanning here:
  • Salesforce Mobile Setup

• If you want your warehouse staff to be able to post item adjustments based on the counts they completed, check the Scan Allow Post Cycle Count.

• If you want your warehouse staff to only be able to perform blind counts, remove the “Bin Count” option from the Menu
  • Open User Setup
  • Click the pencil next to the Menu section

• If “Bin Count” is in the “Chosen” box on the right, move it to the “Available” box on the left by clicking the left arrow

• If Blind Count” is in the “Available” box on the left, move it to the “Chosen” box on the right by clicking the left arrow

• Note
  You may also want to remove the “Bin Content” option if you do not want your warehouse staff to look up the quantities in the system.

• See here for detailed information regarding “Bin Content”
  • Scan Bin Content

Create Cycle Count

• See Detailed Instructions how to create a cycle count here:
  • Inventory Cycle Counts
• Click Calculate Counts but do not Print the Cycle Count Sheet.
• Take note of the Item Journal Number.
• Instruct your warehouse staff to perform a “Blind Cycle Count” for the Item Journal you just created.

Perform Blind Cycle Count

• Using a mobile device, navigate to the Mobile Scan app.
• Click the Blind Count button.

• Find the Item Journal that was assigned to you and click Select 

• Review the Bin List.
• Click Select next to the bin you want to count first.
• Travel to that bin location.

• Scan or Enter the first item you see in that bin

• Count how many of that item is in that bin.
• Enter the quantity and click Save.

• Check to see if there are any other items in that bin.

Adding Items

• If there are additional items, scan or enter the item number
  • Then enter the quantity.
• Continue until there are no items left in that bin.
• The counts will be displayed after each entry.

Adding Quantity to an Item

• If you find more of the same item, it will be added to the total
  • See the Example below

Counting an Empty Bin

• If a bin is empty, do not scan anything; instead, click Actions
• You will be prompted to confirm the bin is empty.
  • If empty: Click Complete
  • If you need to count items in the bin, click the X.

Finish Counting a Bin

• If you have entered and counted all the items for that bin, click Actions and click Complete
  • You won’t be able to count this bin anymore.
  • The Bin List is displayed so you can select another bin to count.

Finishing the Item Journal

• Repeat until all the bins have been counted.
• Once all the bins are counted, you will see that all the bins in the Bin List will be marked as “Counted”.
• If you have permission to make item adjustments
  • You will be able to post the inventory adjustments by clicking the “Post” button
• If you do not have permission to make adjustments:
  • The post button will be greyed out.
  • Inform the warehouse supervisor you are done with the count so they can review.
  • Click the Close button

Other Info

• If you need to take a break while in the middle of counting a bin, click the Back button
  • You’re counts will be saved

Reviewing Counts

Review the results

• Open the Item Journal you want to review and click Edit
• The journal lines have been updated based on the counts.

• Note
  If the system expects the bin to be empty and the user confirmed it was empty, it will not be displayed in this list.

• See column definitions below

Accept or Reject

• To Accept the Count
  • Do nothing
• To Reject the Count
  • Click the Delete button for that journal line (in the leftmost column)
• You can also edit the Physical Quantity if necessary
  • That will update the Quantity
• Click Quick Save to save your work
• Click Save to close this page and return to the Item Journal detail page.

Confirm Adjustments & Post

• From the Item Journal detail page → Click Post
• Confirm by Click “Post Item Journal”
• This will create inventory adjustments based on the Quantity for each Item Journal Line
• You can view all the adjustment details under Ledger Entries on the Item Journal including:
  • Item Ledger Entries
  • Warehouse Entries
  • Cost Entries
  • GL Entries

Troubleshooting

• If you delete a Cycle Count Item Journal without posting, you will need to release the bins associated with that Journal.
  • This will allow you to add those bins a future Cycle Count Item Journal.
  • To release the bins:
    • Open the Bin Record
    • Click Edit
    • Scroll to the bottom and find the “Frozen for Cycle Count” check box.
      • Uncheck the box
      • Save