Automatic cycle counting is not supported for a vendor consignment warehouse; use manual cycle count groups instead.
- First identify the products that you want to count:
- Go to File > Product > Master.
- Click the Report button.
- Select criteria such as: Whse = 02 AND Rank = A OR B OR C.
- Click OK.
- Export the results to an Excel Spreadsheet. (On the Print Document pop-up, choose Save, and then select the XLS format)
- Next, assign these products a Cycle Count Group Code.
- Create Cycle Count Group Codes for these products. File>Product>Cycle Count Group.
- Using the Spreadsheet, use the Product Import (File>Product>Product Import) to import the Groups into a blank field such as Volume.
Since Cycle Count Groups is not a Product Importable field, use any other unused field, then use Mass Change Feature to Mass Change everything in the field your chose to their appropriate Cycle Count Groups. (File > Product > Mass Change)
- Once the Cycle Count groups are set on the Product, use the Physical Inventory screen Inventory > Physical Inventory.
- On the Physical Inventory screen,
- Warehouse: Your vendor consignment warehouse.
- Type: All Products.
- Click Freeze.
- On the Selection Criteria page that appears, choose your Cycle Count Group for the Day, and then click OK.
- Count and update your inventory like you would any other cycle count.
- On the Physical Inventory screen,