Cycle counts

Count a few items often instead of everything once a year. Ellibo tells you what's due, staff count, and a manager approves the differences.

Cycle count plans are part of the Business plan.

How it works

Items are put into classes by their sales over the last 12 months:

• A: the items that make the top 70% of your sales
• B: the next 20%
• C: the rest

Count A items most often, because mistakes there cost the most.

Create a count plan

1. Go to Items › Cycle Counts and click + New count plan.
2. Give it a name and choose the warehouse.
3. Choose Which items: all items, a Category, or by class.
4. Choose how often: Every so many days, or Class A every, Class B every and Class C every so many days. For example, A every 30 days, B every 90, C every 180.
5. Choose whether the count is blind, meaning staff don't see the expected quantity.
6. Click Save.

Count

1. Open Cycle Counts and tick Show only what is due.
2. Click Count the chosen items, count them, and enter what you found.
3. Save. The count waits under Counts waiting for a manager.

A manager checks the differences and applies the count, which adjusts the stock.