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Inventory Count Setup - Directed Count Setup

Distributor steps for setting up directed inventory cycle counts in Encompass WMS: create count plans with count method, schedule and count rules by bin, zone or product. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to create WMS Inventory Count Plans
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​1. Using Universal Search, navigate to the "WMS Inventory Count Plans" table.
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2. Click Add WMS Inventory Count Plans.
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3. Enter values to all required and applicable optional fields displayed in the ‘New WMS Inventory Count Plan’ form.
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  • "WMS Inventory Count Plan" is the name of the plan. It helps to set this name as a short description of what or when inventory is counted.
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  • "Count Method" determines the priority of items to count.
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    ​ a. Time Since Last Counted: Used to prioritize items to count from the Bin Inventories table, Last Count Field.

b. Most Active Bins: Used to prioritize items to count from the number of Bin Trans.

c. Largest Variance: Used to prioritize items to count from the current Bin Inventory record in the Adjustment Bin that is assigned to this Plan (set in the next step).
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  • "Adjustment Bin" determines where the Bin Inventory record changes will take place as items are counted.
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  • Enter "Location".
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  • "Day of Week" is the day of the week the system will generate a Count Task.
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  • "Start Time" is the time of the day that the Count Task will be created.
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  • "Total Counts" is the total number of Bin Inventory records that will be counted in each Count Task.
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    ​ Note: To schedule the Inventory Count Task, fill in ALL three of the fields shown here: The Day of Week, Start Time, and Total Counts.
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4. Click Add Record when complete.
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5. Subtable "WMS Inventory Count Rules"
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6. Click Add WMS Inventory Count Rules
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7. Enter values to all required and applicable optional fields displayed in the "New WMS Inventory Count Rules" form and click Add Record when complete.
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​ NOTE: Creating WMS Inventory Count Rules allows for ultimate specification when deciding products to count and where to count them from; combine a mixture of Bins, Bin Zones, Products, Brands, Suppliers, and Brand Families
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  • "Bin Zone" and "Bin": These fields define the Bins and Bin Zones that will be counted as part of this Plan
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  • "Brand", "Product", "Supplier", and "Brand Family": These fields will define what Products will be counted as part of this Plan

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