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Conducting Inventory Cycle Count from the List View

Conducting Inventory Cycle Count from the List View

Owned by Lamont Eddins
Mar 20, 2025

Some clients may conduct internal cycle counts and could potentially ask you to perform the task on their behalf through a work order. Work orders generated as inventory cycle count can be performed from the list view. Conducting a cycle count ensures parts are supplied at locations and updates the systems when parts are running low. This allows for an instant and potentially real-time cycle count on parts at any location that supplies parts.


When performing a cycle count from the list view, you are not required to clock in. 

Clients are responsible for enabling the feature for this service. 


⦿ How to Perform a Cycle Count from the List View
  1. Locate a work order from the list view that is considered a cycle count
  2. Click the Record Count button to start the cycle count
  3. Fill-in and complete all the information for the cycle count
    Cycle Count Page
  4. Click the Save button to submit the cycle count

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