How to Start a Cycle Count

LLumin CMMS+ helps you keep your inventory accurate with Cycle Counts. Whether scheduled or done Ad Hoc , these counts ensure stock levels are correct and discrepancies are minimized.

Instructions 

To start a cycle count, perform the following steps:

  1. Navigate to the Inventory drop-down menu on the menu bar.

  2. Select Count Inventory.

  3. On the Count Inventory screen, click the Stockroom dropdown menu and choose where you want to perform the count.

  4. Then, select whether to:

         a. Start a Standard Cycle Count.

         b. Start an Ad Hoc Cycle Count.

         c. Or, continue a Cycle Count in already in progress.

Performing a Standard Cycle Count

  1. If starting or continuing a Standard Cycle Count, a pop-up window will appear showing available Cycles. Choose the appropriate Cycle and review the preview of the count.
  2. Then, click Start or Continue to begin counting.
    1.  
  3. This will take you to the Inventory Count screen. If a pre-existing cycle is selected, a list of items within the cycle will be displayed, allowing you to input the count or confirm the stored quantity.
  4. When you’re ready to input the item quantities, click Count to enter a different value from the stored quantity.
  5. Alternatively, use the Confirm button to verify all items at once.
  6. After completing the count, select Save Progress to save and continue later.
  7. Or choose Submit for Approval when the count is finalized.

Starting an Ad Hoc Cycle Count

  1. If starting an Ad Hoc Cycle Count, an empty list will appear on the screen.
  2. To add items to the cycle count, scan the item or manually enter the Item Number, Serial Number, or Manufacturing Part Number into the search bar at the bottom of the screen.NOTE: Scanning can occur using a hand-held barcode scanner or another type of scanning device. 
  3. Once the item is added, input the counted quantity by either confirming the stored quantity or entering a new count.
  4. After completing the count, choose to either Save Progress to continue later or Submit for Approval if the count is finalized.