Creating a Physical Cycle Count & Sending it to cieLocation

This article will take you through the steps to complete a Physical Cycle Count in cieTrade.net, using the cieLocation app. If you would more information about cieLocation, or getting setup, you can view our helpfile here.

Setup:

How to enable the Physical Cycle Count tools:

1. Under Settings > Inventory > check Enable Physical Inventory Check.

NOTE: If you want users to be locked into specific warehouses, make sure their user has been locked. This can be done within  Settings > Users & Roles > select the User.

Navigating to the Module:

1. To find this module, navigate to Inventory > Stock Count Inquiry.

Navigating the Inquiry:

There are two pages in this module, the Job Setup, and Report. The Job Setup is where you can create new physical jobs or look over existing ones. The Report is where you can view the result of completed jobs.

Creating a New Physical Job:

From the Job Setup page:

1. Click + New Physical Job.
2. Select the Warehouse the job is taking place in. Recording the specific warehouse location is optional.
3. Record the Date the job will take place on. 
4. Enter a short Description of the job for your records.
5. Save the new Job in OPEN status.

The Physical Stock Count job has now been created and is awaiting further action in cieLocation.

Completing the Job in cieLocation:

Find our helpfile on using cieLocation here.

If you have additional questions, please contact the Support Team via email to  support@cietrade.net.