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Copy file name to clipboardExpand all lines: documents/retail-operations/inventory/cycle-count/bulk-upload.md
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@@ -44,6 +44,16 @@ After uploading your CSV, map each column to the correct system field so values
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* After mapping successfully, click `Submit` to begin processing.
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## Creating Hard Counts with bulk upload
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Hard counts are created from the same CSV flow. To avoid missing-product errors when you don’t want to preload item lines:
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1. In your CSV, set `purposeType` to `HARD_COUNT` for the rows you want to create as hard counts.
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2. During field mapping, choose `Skip` for the product identifier field (`productSku`). This tells the uploader not to look for item rows when building the count.
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3. Map the remaining required fields (for example, `countImportName`, `facility`, `estimatedStartDate`, `estimatedCompletionDate`) and submit.
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The uploader will create a hard count with no product list preloaded, so the count opens as a blank, full physical count in the app without throwing a missing-product error.
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## Recently uploaded counts
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Below the `Submit` button, you’ll find the recently uploaded counts section. This displays all bulk uploads along with their processing status.
Copy file name to clipboardExpand all lines: documents/retail-operations/inventory/cycle-count/closed.md
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@@ -12,7 +12,7 @@ The `Closed` page in the Cycle Count app lets you review every cycle count that
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1. Open the Cycle Count app. Use the navigation drawer on the left side of the screen.
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2. Select `Closed` from the menu. The Closed Counts view displays all cycle counts that have been completed (previously known as “cycle counts history”).
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2. Select `Closed` from the menu. The Closed Counts view displays all cycle counts that have been completed.
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3. The main pane shows a list of closed counts along with filters at the top. Each row corresponds to a completed cycle count and shows the count name, ID, facility, created date and closed date.
Copy file name to clipboardExpand all lines: documents/store-operations/cycle-count/start-complete-session.md
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@@ -32,6 +32,15 @@ Inside a session, the associate will see:
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* Option to discard the session
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*`Submit` button for when the session is complete
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### Session actions (edit, discard, submit)
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***Edit**: Opens a modal to update the session name and area. Available while the session is `In progress` and not locked by another user.
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***Discard**: Shows a confirmation before marking the session as discarded. Available while the session is `In progress` and not locked. Once discarded, the session is removed from review and you are returned to the counts list.
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***Submit**: Completes the session. Appears only while the session is `In progress`; disabled when the session is locked. Submission is blocked until all unmatched items are resolved.
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***Locked sessions**: If another user/device holds the lock, all action buttons are disabled until the lock is released.
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***After submission**: The action bar only shows `Re-open session` (outline, yellow) so you can resume counting if needed.
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***Discarded sessions**: The action bar shows a `Session discarded` badge; no other actions are available.
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### Scanning items
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The scan action button changes based on session state:
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