Cycle counts

In most companies, the stock is only counted once a year. That’s why by default, after making an inventory adjustment in PerfectWORK, the scheduled date for the next count is set on the 31st of December. However, for some businesses it’s crucial to have an accurate inventory count at all times.

The goal of cycle counts is to keep critical stock levels accurate by counting more often at key locations.

Configuration

In PerfectWORK, cycle counts are location-based. The frequency of the counts is defined by the storage location. To activate storage locations, go to Inventory ‣ Configuration ‣ Settings ‣ Warehouse and activate the Storage Locations setting. Next, click Save to apply the setting.

Enable Storage Locations in PerfectWORK settings.

Change the inventory frequency

To change a location’s inventory frequency, first, go to the locations by clicking Inventory ‣ Configuration ‣ Locations.

Then, click on a location to open the location settings. Next, click on Edit. In the Inventory Frequency (Days) field, set the number of days. For example, a location that needs an inventory count every 30 days would set the Inventory Frequency (Days) value to 30. Once the value is entered, click Save to apply the setting to the location. Now, once an inventory adjustment is applied to this location, the next scheduled count date will be automatically set based on the number of days in the Inventory Frequency (Days) setting.

Edit a location to change the inventory frequency.