You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
Copy file name to clipboardExpand all lines: documents/retail-operations/inventory/cycle-count/README.md
+1-1Lines changed: 1 addition & 1 deletion
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -2,5 +2,5 @@
2
2
3
3
Managing cycle counts requires a lot of manual communication, especially for merchants with a large inventory network. Operations managers and admins often aren’t in a position to directly communicate cycle count requests to ground teams, instead rely on static forms of communication like email. If merchants need inventory reconciliation for multiple items, inconsistency in the information flow can lead to inaccurate inventory.
4
4
5
-
The directed `Cycle Count` App is designed to adapt to the user who is operating it. When an operations team member logs in, they are provided with admin screens or admin view screens that are dedicated to the holistic operations of cycle count management. Within the admin view, users can create draft cycle counts, assign them to stores for counting, and then review and either accept or reject them for recounts. After counts are completed, the admin views also show analytics of their counts for better overall visibility into inventory accuracy. For store side of the Cycle Count App, you can refer to our [user manual for the store operations](https://docs.hotwax.co/store-operations/inventory/directed-cycle-count) team.
5
+
The directed `Cycle Count` App is designed to adapt to the user who is operating it. When an admin team member logs in, they are provided with admin screens that are dedicated to the holistic operations of cycle count management. Within the admin view, users can create draft cycle counts, assign them to stores for counting, and then review and either accept or reject them for recounts. After counts are completed, the admin views also show analytics of their counts for better overall visibility into inventory accuracy. For store side of the Cycle Count App, you can refer to our [user manual for store operations](https://docs.hotwax.co/store-operations/inventory/directed-cycle-count) team.
Copy file name to clipboardExpand all lines: documents/retail-operations/inventory/cycle-count/draft-counts.md
+9-12Lines changed: 9 additions & 12 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -6,31 +6,28 @@ description: >-
6
6
7
7
# Draft Counts
8
8
9
-
A directed cycle count begins as drafts. When logging into the `Cycle Count` App, the `Drafts` page is the first page you’ll see. To create a new draft, click on the `+` icon at the bottom right of the screen.
9
+
A directed cycle count begins as a draft. When logging into the Cycle Count App, the `Drafts` page is the first page you’ll see. To create a new draft, click on the `+` icon at the bottom right of the screen.
10
10
11
11
A new Draft count will open up on a new page where you can begin setting up a new count.
12
12
13
13
## Steps to draft new cycle count
14
14
15
15
1.**Name your cycle count, a cycle count ID will be automatically assigned to it.**
16
-
2.**Add Products to the Count**
17
-
***Enter SKUs to Add to the Count**
18
-
***Adding Individual Products**\
19
-
Retailers require cycle counts of a product in case they believe there is a discrepancy in the inventory of the product. For example, if the store has rejected the order with the reason `Not in stock` but the store should have available inventory.
20
-
* As you enter the product's SKU, it will show up to the right of the input field. Ensure that the product SKU is accurate, otherwise the products won't appear in the results.
21
-
* If the product you want to add to the draft count appears, click on the `+` button next to the product details.
22
-
* To instantly add the result shown as a result of your search, press the enter key while the input field is selected.
23
-
***Adding Products in Bulk**\
16
+
2.**Add products to the count**
17
+
***Adding Individual Products**
18
+
* Click on the text field below the count name. As you enter the product's SKU, it will show up to the right of the input field. Ensure that the product SKU is accurate, otherwise the products won't appear in the results.
19
+
* If the product you want to add to the draft count appears, click on the `+` button next to the product details or simply press enter on your keyboard.
20
+
***Adding Products in Bulk**\
24
21
If you already have a list of products in a CSV file format, you can upload the list of products by clicking the `upload` button in the upper right of the page.
25
-
* Select a file from your local file system and upload it to the app.
22
+
* Select a file from your computer and upload it to the app.
26
23
* Once uploaded, you’ll be prompted to select which product identification you’ve uploaded in the CSV and which column the products are located in.
27
24
* Click the `save` button and the products will be added to your count. Products that are already added to the count will not be added again.
28
25
***Removing Products**\
29
26
If a product has been added that needs to be removed, click on the `x` button at the end of any product's row.
30
27
3.**Add a Due Date**\
31
-
Due dates are optional on directed cycle counts and can be added by clicking on the date-time button from the configuration options. For example, retailers may want to ensure that all the inventory is counted before commencing a season-end sale.
28
+
Due dates can be added by clicking on the date button from the configuration options. For example, retailers may want to ensure that all the inventory is counted before commencing a season-end sale.
32
29
4.**Assign a Facility**\
33
-
Retailers need to decide the cycle count is created for which facility where the physical counting should happen. Assigning a facility is required to move a count from `Draft` to `Assigned`. To assign a facility, click on the `+ Assign`button and select a facility from the facility selection modal.
30
+
Retailers must assign a cycle count facility to move a count from Draft to Assigned. Click `+ Assign` and select a facility from the modal.
34
31
35
32
Once a count is ready to be assigned to a facility, click on the `send` button at the bottom right of the `draft detail` page. The created draft will now appear in the assigned tab and on the [store management side](https://docs.hotwax.co/documents/inventory/directed-cycle-count) of the `Cycle Count` App.
0 commit comments