Mobile Cycle Counting

Use mobile cycle counting to record physical stock levels on the warehouse floor. Navigate to Inventory > Cycle Count to begin.

Action	Path
Start a new count	Inventory > Cycle Count > Run Cycle Count
Review staged lines	Inventory > Cycle Count > Review tab
Submit count	Inventory > Cycle Count > Submit

Permission Required: Cycle Count

Count Types

On the Start Cycle Count page, select a count type before tapping Run Cycle Count:

Type	When to Use
Blind	Standard count - system quantities hidden to prevent bias (default)
Edit Count	Resume or modify an existing count using a Reference Number
Fast Movers	High-turnover items likely to have variances
Slow Movers	Low-turnover items for periodic verification
Low Value	Low-cost items
High Value	High-cost items
Random	Random sample for statistical verification

Edit Count reveals a Reference filter and dropdown to load an existing count session.

Workflow

Mobile cycle counting uses two pages: Start Cycle Count and Cycle Count.

Page 1 - Start Cycle Count

Navigate to Inventory > Cycle Count.
Choose a Count Type from the dropdown.
Tap Run Cycle Count.

The app advances to the Cycle Count page.

Page 2 - Cycle Count

The Cycle Count page has two tabs: Count and Review. A status bar between the tabs reads: “Record stock levels for items. Close the cycle count when done.”

Count Tab

Enter one count line at a time:

Use Filter Item / Desc to search, or tap Scan in the footer to scan a barcode.
Select an Item from the dropdown.
Filter and select a Location.
Enter Units counted.
Enter Serial/Lot for serialized items.
Enter Alt Serial if alternate serial tracking is enabled.
Expand More Options if needed:
- RFID - RFID tag identifier
- UOM - Unit of measure override
Tap Add to stage the line.

Repeat for each item/location combination.

Review Tab

The Review tab lists all staged count lines.

Use Filter Lines to search by item or location.
Tap Reset Count to clear all staged lines and start over.

The footer appears on the Cycle Count page throughout the session:

Action	Description
Cancel	Cancel the current line entry
Skip	Skip the current item without recording a count
Scan	Activate barcode scanning
Submit	Close the count and send it for processing
Add	Stage the current line to the count

Offline Behavior

Cycle Count can continue when item and location data has already been cached, but full offline behavior depends on your configuration. Submit the count after connectivity is restored if needed.