Merge pull request #1340 from gauravbhand1611/user-guides-pub

new updates in the cycle count app

Author: dt2patel

documents/learn-netsuite/integration-flows/cycle-count.md

@@ -87,18 +87,6 @@ HC_SC_ImportInventoryAdjustment.js
 
 {% file src="../.gitbook/assets/Inventory Cycle Count Variances Sample Feed.csv" %}
 
-## Record Unexpected Store Inventory Variances Outside of Cycle Counts
-
-While cycle counting in stores follows a periodic schedule, stores frequently encounter sudden inventory discrepancies in various scenarios. For example, if store associates identify 5 damaged units at their location, they’d want to record a variance of -5 for the damaged inventory. Similarly, if they discover 2 units of previously missing inventory, they’d want to record +2 for the newly found items.
-
-To address these unexpected inventory changes, store managers can directly record these identified inventory variances, and these variances are pushed into HotWax Commerce.
-
-{% hint style="info" %}
-Unlike cycle counting, where an inventory count is conducted periodically, this process involves store managers directly recording the variance amount without physically counting the entire store inventory.
-{% endhint %}
-
-<figure><img src="../.gitbook/assets/inventoryVariance.png" alt=""><figcaption><p>Inventory Variance Synced from HotWax Commerce to NetSuite</p></figcaption></figure>
-
 ### Pushing Inventory Variance to HotWax Commerce
 
 Store managers log the inventory variances through the app, along with providing the relevant reasons, these recorded inventory variances automatically update the inventory in HotWax Commerce.
@@ -168,4 +156,4 @@ The automated synchronization of inventory variances from HotWax Commerce to Net
 
 This integration not only simplifies the process of managing in-store inventory but also plays a vital role in maintaining consistency across multiple systems, ultimately improving operational efficiency and inventory accuracy in the omnichannel retail environment.
 
-**HotWax Commerce provides out-of-the-box reports to get an overview of inventory cycle counts, which you can read** [**here**](/documents/analytics/reports/inventory.md)
+**HotWax Commerce provides out-of-the-box reports to get an overview of inventory cycle counts, which you can read** [**here**](/documents/analytics/reports/inventory.md)

documents/retail-operations/inventory/cycle-count/README.md

@@ -2,5 +2,5 @@
 
 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.
 
-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 store operations](https://docs.hotwax.co/store-operations/inventory/directed-cycle-count) team.
+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.
 

documents/retail-operations/inventory/cycle-count/draft-counts.md

@@ -1,37 +1,61 @@
 ---
 description: >-
-  Guide to creating and managing draft cycle counts in the Cycle Count app,
+  Guide to creating and managing draft cycle counts in the Cycle Count App,
   including adding products, assigning facilities, and setting due dates.
 ---
 
 # Draft Counts
 
-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.
+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.
 
-A new draft count will open up on a new page where you can begin setting up a new count.
+A new Draft count will open up on a new page where you can begin setting up a new count.
 
 ## Steps to draft new cycle count
 
 1. **Name your cycle count, a cycle count ID will be automatically assigned to it.**
-2. **Add Products to the Count**
-   * **Enter SKUs to Add to the Count**
-     * **Adding Individual Products**\
-       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.
-       * 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.
-       * If the product you want to add to the draft count appears, click on the `+` button next to the product details.
-       * To instantly add the result shown as a result of your search, press the enter key while the input field is selected.
-     * **Adding Products in Bulk**\
+2. **Add products to the count**
+   * **Adding Individual Products**
+       * 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.
+       * 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.
+   * **Adding Products in Bulk**\
        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.
-       * Select a file from your local file system and upload it to the app.
+       * Select a file from your computer and upload it to the app.
        * 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.
        * 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.
    * **Removing Products**\
      If a product has been added that needs to be removed, click on the `x` button at the end of any product's row.
 3. **Add a Due Date**\
-   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.
+   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.
 4. **Assign a Facility**\
-   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.
+   Retailers must assign a cycle count facility to move a count from Draft to Assigned. Click `+ Assign` and select a facility from the modal.
 
-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.
+Once a count is ready to be assigned to a facility, click on the `send` button at the bottom right of the draft cycle count. The created draft will now appear in the assigned tab and on the [for the store team](https://docs.hotwax.co/documents/inventory/directed-cycle-count) of the `Cycle Count` App.
 
 {% embed url="https://youtu.be/C1Emwnm3P2I" %}
+
+## Search, Sort and Filter Draft Counts
+
+The Draft Counts page allows sorting by Created Date (default), Due Date, or Alphabetical order.  
+
+Admins can narrow results with the facility filter as well:
+- A specific facility  
+- Unassigned counts  
+
+By default, counts across all locations are visible.
+
+## Automatically Created Draft Cycle Counts for Rejected Items
+
+Order rejections in a store may lead to change in the inventory. In the event where an order is rejected with a reason like Damaged or Not in Stock, means that physical inventory present in the store doesn’t match systemic inventory, indicating the need for a cycle count.
+
+For this, there is a configurable product store setting named `Create cycle count for rejected items`, which automatically creates a draft count in HotWax’s `Cycle Count` App whenever an order rejection causes a change in the inventory levels, to identify the actual stock and address the discrepancy.
+
+### How It Works
+
+- When an order item is rejected and causes a variance in Available to Promise (ATP), a draft cycle count named **Rejected Item Count** is created.
+
+- A link to the draft count is automatically sent to the operations team or admins, so that they can assign it to the facility that rejected the order item.
+
+- The draft count stays in a **Draft** status until it is assigned. If additional rejections from the same facility occur before the count is assigned, they are also added to the same count.
+
+- If the count has already been assigned and further rejections from the same facility occur, a new draft cycle count is created for those items.
+

documents/retail-operations/inventory/cycle-count/pending-review-count.md

@@ -1,6 +1,6 @@
 ---
 description: >-
-  Comprehensive guide to reviewing cycle counts in the Cycle Count app,
+  Comprehensive guide to reviewing cycle counts in the Cycle Count App,
   including filtering counts, accepting or rejecting items, and managing
   inventory variance thresholds.
 ---
@@ -9,14 +9,19 @@ description: >-
 
 Once a count has been submitted for review by the facility it was assigned to, it will be shown on the `Pending Review` page.
 
+## Search, Sort, and Filter Counts on Pending Review
+
+These filters make it easier to prioritize which counts to review first, based on time and location.
+
+- **Facility**, to check which locations have pending reviews  
+- **Created Date**, to review cycle counts created during a specific period.
+ 
 ## Pending Review List View
 
-On the review cycle count page, you can filter counts by facilities where the count was submitted from, as well as counts that have specifically been resubmitted after a recount.
+The pending review list view shows how many of the assigned items have been counted as well as the due date of the count. Clicking on a count opens the detail page for it.
 
 If the cycle count is submitted for the first time, a `Submitted` badge will appear. For counts with items that were recounted and re-submitted, a `Re-submitted` badge will indicate that the count was reassigned and resubmitted by the facility after a recount.
 
-The `pending review list view` also shows how many of the assigned items have been counted as well as the due date of the count. Clicking on a count opens the detail page for it.
-
 ## Pending Review Detail View
 
 The detail page of a pending review cycle count is where items are finally accepted or rejected from a cycle count.
@@ -66,10 +71,10 @@ All the newly added items and the items sent for recount will need to be reassig
 
 ## Close a count
 
-To close a count, click on the primary action button at the bottom of the screen. This will prompt you to confirm that the current count is ready to close. All open count items from the count will be rejected and the count will no longer be editable. Closed counts are shown on the `Closed counts` page.
+To close a count, click on the primary action button at the bottom of the screen. This will prompt you to confirm that the current count is ready to close. All open count items from the count will be rejected and the count will no longer be editable. Closed counts are shown on the `Closed` page.
 
 {% hint style="info" %}
-When an inventory is rejected by the fulfillment team in HotWax Commerce, the ATP of that product gets 0, while the QOH remains the Same. Once inventory is updated through the Cycle count app, the variance for both the QOH and ATP is recorded separately. For example, if the QOH of the inventory is 10 and the ATP is 0 due to order rejection, and during the inventory count the inventory available is 9 then the variance will be updated as -1 and +9 for QOH and ATP respectively.
+When an inventory is rejected by the fulfillment team in HotWax Commerce, the ATP of that product gets 0, while the QOH remains the Same. Once inventory is updated through the `Cycle Count` App, the variance for both the QOH and ATP is recorded separately. For example, if the QOH of the inventory is 10 and the ATP is 0 due to order rejection, and during the inventory count the inventory available is 9 then the variance will be updated as -1 and +9 for QOH and ATP respectively.
 {% endhint %}
 
 {% embed url="https://youtu.be/kDOA6NUjIV4" %}

documents/retail-operations/inventory/cycle-count/view-assigned-counts.md

@@ -1,16 +1,27 @@
 ---
 description: >-
-  Guide to managing assigned cycle counts in the Cycle Count app, including
+  Guide to managing assigned cycle counts in the Cycle Count App, including
   tracking progress, rescheduling counts, and moving them to the review stage.
 ---
 
 # View Assigned Counts
 
 Assigned cycle counts are awaiting the assigned facilities to submit for review. While assigned, the admin view provides insights into the progress made by stores.
 
+## Search, Sort and Filter Assigned Counts
+
+In the `Assigned Counts` view, search and sorting options work similarly to the Drafts page, helping admins quickly find and reorder counts.  
+What’s different here is the focus on tracking progress.  
+
+Admins can filter counts:
+- By Facility, to monitor activity at a specific location  
+- By Created Date, to isolate counts initiated during a chosen time window  
+
+This helps in reviewing workload distribution and progress across teams.
+
 ## Assigned Counts List View
 
-The list of assigned counts shows how many of the items in each count have been completed and when the count is due. If the count is sent for the first time, it will have an `Assigned` badge. If a count has been sent for a "Re-count" after being reviewed, it will have a `Re-count Requested` badge.
+The list of assigned counts shows how many of the items in each count have been completed and when the count is due. If the count is sent for the first time, it will have an `Assigned` badge. If a count has been sent for a `Re-count` after being reviewed, it will have a `Re-count Requested` badge.
 
 ## Assigned Count Details
 

documents/retail-operations/inventory/cycle-count/view-closed-counts.md

@@ -1,6 +1,6 @@
 ---
 description: >-
-  Guide to overview closed cycle counts in the Cycle Count app, including
+  Guide to overview closed cycle counts in the Cycle Count App, including
   performance metrics, detailed count summaries, and export options for
   comprehensive reporting.
 ---
@@ -9,7 +9,7 @@ description: >-
 
 ## Close Counts Details
 
-The closed counts page gives a review of all counts that have been closed. This page is helpful for getting an overview of how cycle counts have been performing.
+The Closed counts page gives a review of all counts that have been closed. This page is helpful for getting an overview of how cycle counts have been performing.
 
 The top of the page has two metrics:
 
@@ -19,6 +19,21 @@ The top of the page has two metrics:
 
 The Closed count list shows the name and ID of the cycle count along with the facility from which it is completed and the date on which the cycle count is closed. Admins can also see the item count details such as how many items were available in the count and how many of them were counted. the rejected inventory counts and the total inventory variance are also visible for admins to easily identify the count with major inaccuracies.
 
+## Search, Sort and Filter Closed Counts
+
+The Closed counts page includes all standard search and sort options, but adds a few specific filters to support retrospective analysis.  
+Admins can filter by:
+- **Facility**, to view closed counts from a certain location  
+- **Created Date**, to check when a count was initiated  
+- **Closed Date**, to focus on when it was completed (with After/Before options)  
+
+This is especially useful during audits or reporting when time-based filtering is key.
+
+## Access the Detailed View of a Closed Count
+
+The Closed counts details page displays item-level information including counted quantity, system quantity, variance, and item status (accepted or rejected) of each item.  
+The page also displays overall progress and total variance in the cycle count.
+
 ## Export Cycle Count Details
 
 To get a detailed view of recently closed counts, use the `export` function available at the right bottom and save counts offline in a CSV format that can be opened in all common spreadsheet tools.