Count little by little.See the difference.Review the change.
Schedule counts by lot and bin, scan them at the kiosk and review every difference before stock changes.
Every count adds to the stock picture.
Follow one count
A count that comes round on its own
Choose criteria such as ABC class, expired lots or negative balances.
How cycle counting works: schedules, blind counts, review and posting
1. A count that comes round on its own
Choose criteria such as ABC class, expired lots or negative balances.
Set a frequency, grace period and next run date.
Production keeps running; you count part of the warehouse at a time.
- ABC
- ABC classes come from replenishment & slotting.
Which items are class A depends on the ABC recompute you run.
Schedule · Class A weekly
Cycle counts
- Criteria
- ABC class A
- Frequency
- Every 7 days
- Grace period
- 2 days
- Next run
- Mon 12 Oct
- Also scheduled
- Expired · negative lots
Part of the warehouse at a time.
2. Scanned at the shelf, blind if you choose
Operators scan the item, lot or bin at the kiosk.
Blind counts hide the expected quantity.
A lot found where nobody expected it is recorded, not discarded.
- Sweep
- A blind sweep line keeps an unexpected lot for review.
Scanners and kiosk devices are set up at implementation.
CC-0217 · counting
Kiosk · Aisle B
- Bin
- B-04-2
- Lot
- R-4410-1
- Expected
- Hidden · blind count
- Counted
- 18 bags
- Unexpected lot
- Recorded for review
Records what is actually there.
3. Every difference in front of a person
Counted, expected and variance are shown for each line.
A supervisor reviews the difference.
Recount or approve: the person decides.
- Recount
- Your procedure decides when a recount is needed.
Why stock is missing is for your team to investigate.
CC-0217 · review
Supervisor
- Expected
- 20 bags
- Counted
- 18 bags
- Variance
- −2 bags
- Other lines
- 11 matched
- Decision
- Supervisor
Nothing changes until it is approved.
4. Posted once, signed, with its reason
Approved differences post as cycle-count adjustments.
Posting needs a signature with an approval meaning.
The same variance can't be posted twice.
- ERP
- Adjustments can pass to your ERP through a configured integration.
Which roles can sign is set by your administrators.
Adjustment
Cycle count
- Reason
- cycle_count
- Note
- CC-0217
- Signed
- Approval meaning
- Post again
- Blocked
- History
- Who and when
The adjustment keeps its count number.
Where counting fits
Counting checks the stock that receiving and put-away created.
- WMSPut away, pick and count with each move recorded.See WMS
- This pageCycle countingScheduled and blind counts, with variances reviewed before stock changes.
- Replenishment & SlottingRefill pick faces at their reorder point.See Replenishment & Slotting
- TraceabilityTrace forward and backward from any lot.See Traceability
AI and Cycle counting
Count first, review the variance
Count first, review the variance
Ask V5 about blind counts, recounts and approval of stock adjustments. The physical count and recorded transactions remain the evidence.
Everything in this feature
What cycle counting uses, and which plan each item needs. Compare plans
Count schedules
All plansABC, expired and negative-lot criteria.
Blind counts at the kiosk
All plansScan item, lot or bin.
Signed variance posting
All planscycle_count reason, posted once.
Lots and bin history
All plansEvery adjustment kept.
V5 shows the difference. People decide whether to recount or post.
Explore the sample records.
Open a sample report to review its contents, supporting references and how the record is built.
UltimateSample register
Cycle count sheet (CSV)
Ship & trace
- Ultimate
Sample report
Lot Traceability & Distribution Record
Ship & trace
Inventory & Traceability: the Practical Operations Guide
From goods-in to dispatch: practical controls for locations, usable stock, movements, counting, picking and traceability. Use it with or without V5.
- The stock record and goods-in
- Locations people can find
- Eligible versus on-hand stock
- Movements, counting and adjustments
Plus Picking, dispatch and traceability; Quality handover, planning and connections; Five working tools: dataset, exception tests, timed trace challenge, trial scoring, pilot plan.
Get the inventory & traceability guideWe ask for your name and email so we can handle this request. The full guide then opens on this site, ready to translate, print or save. Privacy policy.
UltimateFree practical guide
Inventory & Traceability: the Practical Operations Guide
Straight answers.
What buyers ask us first about Warehouse & Traceability.
Do we need scanners and label printers?
Scanning and printing work best with handheld scanners and label printers. Each device is confirmed during setup, so check your models with us before you buy.
Can we keep stock on hold until quality approves it?
Yes. A lot can be held, and held stock shows as unavailable for picking until a person in quality releases it.
How fast can we trace a lot?
From any lot you can follow it back to its supplier or forward to batches and shipments. How complete that is depends on every move being scanned.
More of the product
Start with one area. Add the rest when you are ready.
This feature's areaWarehouse & TraceabilityExplore 
Production & PlanningExplore 
Quality & LaboratoryExplore 
Documents & TrainingExplore 
Equipment & PerformanceExplore 
Orders & IntegrationsExplore
Try it with one aisle of your own.
Start a free trial or talk it through with us. No card needed.