How to Manage Cycle Counts (Mobile App)

Use this article to conduct, create, or modify cycle counts using the Zenventory mobile app.

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Conducting an Existing Cycle Count

Step 1 — Open Cycle Counts

From the dashboard, tap Cycle Counts.

You'll land on the Available Cycle Counts screen.

1. 3-dot menu — Sync to refresh and see any newly created cycle counts
2. Cycle Count cards — All cycle counts available to conduct
3. + New Cycle Count button — Create a new cycle count

 

 

 

 

 

 

 

 

 

 

 

Each cycle count card shows:

1. Cycle Count number, locations completed, and status — Identifies the count and your progress
2. Date — When the cycle count was created
3. Progress bar and locations — Visual progress and the locations included in this count

 

Step 2 — Select and Claim a Cycle Count

Tap a cycle count card to open it. You'll be prompted to claim the cycle count.

Tap Yes to claim it. This locks the count to your user, preventing other users from entering counts at the same time.

Step 3 — Select a Location to Count

You'll land on the Cycle Count Locations screen.

1. Progress bar — Shows how many locations have been completed out of the total (e.g. 0/3 completed)
2. Location cards — Each location included in this cycle count, showing the number of items to be counted and current status

 

 

 

 

 

 

 

Tap a location card to open it, or swipe right on a card and tap Count.

After selecting a location, you'll see all inventory items listed for that location that have positive stock quantities, or items where that location is their default put-away location even if no stock is present.

Step 4 — Count Items in the Location

You'll land on the Count Items screen.

1. Items counted / total items and Auto Fill Count button — Shows your progress. Tap Auto Fill Count to confirm all items are present and accurate without entering counts manually.
2. Search toolbar — Search or scan to find a specific item
3. Item tiles — Each item showing SKU, description, and expected quantity
4. Save Draft / Complete Count buttons — Save your progress or complete the location count

 

 

 

 

 

 

 

 

 

Tap an item tile to open the Count Item screen.

Enter the quantity Found using the + or − buttons or tap the field to type directly. If any items are damaged, enter that quantity in the Damaged field — keep the found total the same and enter the damaged amount separately.

Tap Save to save the count for that item, or Cancel to exit without saving.

Step 5 — Review Item Count Status

As you count items, each item tile on the Count Items screen updates to reflect your entry:

1. Over (yellow) — The quantity found is higher than expected. The orange box shows the count entered and the difference appears in yellow underneath.
2. Under (red) — The quantity found is lower than expected. The orange box shows the count entered and the shortage appears in red with a minus sign.
3. Match (green) — The quantity found matches the expected total. This also applies when damaged goods are entered as long as the found total matches.

 

Repeat for all items in the location.

Step 6 — Complete the Location Count

Once all items have been counted, tap Complete Count.

You'll be prompted to enter an email address to receive a notification that the cycle count has been completed. Enter the address and tap Done, or tap Dismiss to skip.

Note: To receive notification emails you will need communication rules set up for cycle count approval. (link: setting up communication rules)

Step 7 — Finishing Up

Once complete, you'll be redirected back to the Available Cycle Counts screen. The completed cycle count will no longer appear in the list.

Depending on your system settings, the cycle count will be available for approval in the web application by a user with the appropriate permissions. (link: approving cycle counts)

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Creating a New Cycle Count

Step 1 — Open the New Cycle Count Builder

From the Available Cycle Counts screen, tap + New Cycle Count. You'll land on the Item or Location search screen.

Step 2 — Select Locations to Include

Search for locations to add to your cycle count using one of these methods:

• Tap Item or Location at the top of the screen to switch search modes. The default is Item search.
• Type a location or item name in the search box
• Scan a barcode using the search box, or tap the barcode icon to use your device's camera
• Tap the orange + button to the right of any location name to add it to the cycle count. Repeat for all locations you want to include.

Step 3 — Save the Cycle Count

When you have finished selecting locations, tap Save. You'll be redirected back to the Available Cycle Counts screen where the new cycle count will appear and is ready to conduct.

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Removing a Location from a Cycle Count

1. From the Available Cycle Counts screen, tap the cycle count you want to modify.
2. On the Cycle Count Locations screen, swipe left on the location you want to remove.
3. Tap Remove.

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How does cycle count approval work in Zenventory?

Once a cycle count is completed on the mobile app, it becomes available for approval in the web application by a user with the appropriate permissions. To receive email notifications when a count is completed, communication rules for cycle count approval must be set up in advance. See [setting up communication rules] and [approving cycle counts] for details.

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Frequently Asked Questions

Can I remove a cycle count in Zenventory?

Yes, you would do this by removing any of the uncounted locations.