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Run a Cycle Count

Goal​

Verify physical inventory quantities against system records for a subset of items, and record any variances.

Preconditions​

  • Inventory items and warehouse bins are configured.
  • The user has inventory management permissions.

Steps​

  1. Navigate to Inventory → Cycle Count (or Warehouse Bins for bin-level counting).
  2. Select scope — choose which items or bins to count:
    • By category or zone.
    • By specific SKU list.
    • Random sample (e.g., ABC analysis — count high-value items more frequently).
  3. Generate count sheet — the system produces a list of items with their expected quantities hidden (blind count) or visible (guided count).
  4. Perform physical count — warehouse staff counts items at each bin location.
  5. Enter counts — input the actual quantities into Nexus (mobile UI or desktop).
  6. Review variances — the system highlights discrepancies between expected and actual quantities.
  7. Approve adjustments — for each variance, decide to:
    • Accept the count (system creates an adjustment stock movement).
    • Recount (flag for a second count).
    • Investigate (leave as pending).
  8. Finalize — approved adjustments update inventory quantities. The cycle count is marked complete.

Expected result​

  • Inventory quantities are corrected to match physical counts.
  • Variance reports are available for analysis.
  • Stock movement records of type adjustment document all changes.

Common issues​

IssueResolution
Large variances on many itemsMay indicate a systemic issue (e.g., outbound shipments not being recorded). Investigate before bulk-approving.
Items in wrong binsUpdate bin assignments after the count. Consider a bin reorganization.
Count sheet missing itemsEnsure the items are assigned to the selected warehouse and category.