The example
The steps below use a sample distributor, Lone Star Industrial Supply. Your customers, items and numbers will differ; the window and the fields won’t.
Today's cycle count at the Houston Branch (HOU) is bin H-A-01. The counter's sheet for the two items she was asked to count:
| Item | Counted |
|---|---|
| GLV-CUT-L (Cut-resistant glove A4, large (pair)) | 61 |
| VB-BX48 (V-belt BX48 classical cogged) | 65 |
Post the count in Physical Count so the system matches the shelf. Only those two were counted: leave any other lines blank.
Step by step in Physical Count
- 1.
Open the Menu and search for Physical Count.
- 2.
Pick HOU in Location ID.
- 3.
Bin Number H-A-01.
- 4.
To H-A-01 as well, so only that bin is counted.
- 5.
Press Retrieve Items. Every item with stock in H-A-01 is listed with its system Qty On Hand.
- 6.
On the GLV-CUT-L row, type what was counted, 61, in New Qty On Hand. Discrepancy shows -4.
Key the count, not the difference. The system works out the adjustment.
- 7.
On the VB-BX48 row, type 65. It matches, so the Discrepancy is 0 and nothing is adjusted.
- 8.
Press Save. P21 lists each difference and asks you to confirm it; press Save again to post. Lines left blank aren't counted.
- 9.
Posted: GLV-CUT-L in H-A-01 now shows 61, booked as a Cycle Count adjustment.
Mistakes that cost money
These are the checks Simetta’s scored test makes on this task, and what each mistake costs a distributor when it happens for real.
Count posted wrong
A count is the one chance to make the system match the shelf. Posting the wrong number bakes the error in.
Adjustment reason wrong
Reasons are how shrink is tracked. Damage booked as a count correction hides a handling problem nobody will fix.
Adjusted an item that was right
An adjustment to an item that was correct creates the very discrepancy the count was meant to remove.
Simetta is an independent training product. Epicor and Prophet 21 are trademarks of Epicor Software Corporation.