Use the Supplemental Counts tab to add additional, one-off counts, or recurring counts you want to perform in addition to the normal counting process. For example, you have a HVAC supplies. You create an annual count for all items. However, you also create a recurring supplemental count quarterly to ensure that you have an accurate count on portable air conditioners because of the high demand, regardless of the rank or where in the count process for the branch.
You can create additional counts by buy or price line, within a certain location, or limit based on the cost of an item. For example, if you are preparing for an annual return to a vendor and want to count all items for a specific buy line immediately.
Note:For non-RF branches, supplemental counts generate a separate Count ID that follows your standard procedure for updating counts. In an RF branch, the counts are added to the normal cycle count.
If you have any of the following settings defined in your Define Products or Define Count Selections tabs, the system respects those settings for supplemental counts:
Only Stock Items With Activity In Last <xx> Days
Only Nonstock Items With Activity In Last <xx> Days
Include Only Branch Stock Items
Use Rank Number
Generate RF Count or Non-RF Count
Sort By
Include Location Types
To create a supplemental count:
Set up your initial count parameters for advanced cycle counting.
Click the Supplemental Counts tab.
Use the following fields to define what you want to count.
|
Field |
Description |
|
Branch |
Indicate the specific branch or branches you want to count. |
|
Buy Line |
Select one or more buy lines you want to count. |
|
Price Line |
Select one or more price lines you want to count. |
|
Product |
Select one or more products you want to count. |
|
Product Select Code |
Select one or more product select codes you want to count. |
|
Begin Location |
Define the location range you want to count. |
|
End Location |
|
|
Use Rank Number |
Default rank defined in the Define Products tab. You can change this if needed. |
|
Rank |
Define the ranks you want to add to the count. |
|
Cost Basis |
Select which cost basis to use to calculate the minimum cost. |
|
Minimum Cost |
Enter a cost to limit the count to products with at least that value in the cost. |
Click Start Additional Count and click OK to create the count list immediately.
For RF counts, items display in the Cycle Count screen.
For non-RF counts, the system uses the settings on the Define Count Selections tab to determine if a new count sheet is created. New count sheets print to the specified printer or are sent to a user's Your Hold Files.