Suspending is available in POS. Find out more →
Cyclecounts

Cycle Count Journal Guide (MDX Version)

Open the Cycle Count Journal

  • From the main menu, navigate to Inventory (or Warehouse) → Stocktake / Physical Inventory.
  • Click New or Create to open a new stocktake journal.
  • Give it a descriptive name (e.g., Monthly Stocktake Nov 2025).
  • Select the Location/Warehouse if required.
  • Click Save or Confirm to open the journal.

Set Up Auto-Scan Mode (Optional)

  • Locate the toggle labelled Auto-Scan or Auto-Add Quantity.
  • Turn ON → Each scan automatically adds 1 (perfect for single/loose items).
  • Leave OFF → You will be prompted to enter the actual quantity after each scan (best for boxes or bulk).

Start Scanning or Searching for Products

  • Barcode scan: Scan the item → quantity auto-adds 1 (if Auto-Scan ON) or prompts for quantity (if OFF).
  • Type Item ID/SKU: Enter the code → press Enter → behaves the same as scanning.
  • Search by name: Click the search icon → type part of the product name → select the item → press Enter.

View All Scanned Items

  • All counted items appear in the table with the following columns:
    • Item ID
    • Description
    • Scanned Qty
    • System Qty
    • Difference
    • Reason

Edit or Delete Lines

  • Edit: Click a row → modify the quantity directly or use the pencil icon.
  • Delete: Select the row → click the trash/bin icon or press Delete → confirm deletion.

Add a Reason (for Variances)

  • Click the row → open the Reason or Comment field.
  • Select or type the appropriate reason (e.g., Damaged, Theft, Expired, etc.).

Save Your Progress (Important!)

  • At any time—especially during long stocktakes—click the Save button (usually top-right).
  • Saving protects all scanned data; you can safely close the journal and resume later without losing progress.

Finish the Stocktake

When counting is 100% complete:

  • Double-check the entire list and all entered reasons.
  • Click Save one final time.
  • (Optional next step, depending on your system) Click Post, Complete, or Finalize to lock the stocktake.

Quick Tips

  • Save frequently — every 10–15 minutes or after finishing each aisle/section.
  • Auto-Scan ON = fastest for loose/single items.
  • Auto-Scan OFF = recommended for boxes, pallets, or bulk quantities.
  • Always save before closing the journal, logging out, or switching users.
Suspend