Cycle counting for vendor consignment warehouse

Automatic cycle counting is not supported for a vendor consignment warehouse; use manual cycle count groups instead.

1. First identify the products that you want to count:
   1. Go to File > Product > Master.
   2. Click the Report button.
   3. Select criteria such as: Whse = 02 AND Rank = A OR B OR C.

   

   4. Click OK.

   

   5. Export the results to an Excel Spreadsheet. (On the Print Document pop-up, choose Save, and then select the XLS format)
2. Next, assign these products a Cycle Count Group Code.
   1. Create Cycle Count Group Codes for these products. File>Product>Cycle Count Group.
   2. 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)

3. Once the Cycle Count groups are set on the Product, use the Physical Inventory screen Inventory > Physical Inventory.
   1. On the Physical Inventory screen,
      1. Warehouse: Your vendor consignment warehouse.
      2. Type: All Products.
      3. Click Freeze.
   2. On the Selection Criteria page that appears, choose your Cycle Count Group for the Day, and then click OK.
   3. Count and update your inventory like you would any other cycle count.

See also

• Import product information from a spreadsheet
• Update data in bulk using mass change
• Set up manual cycle count groups
• Run physical inventory