Build your stock cycle count planner.
Plan stock counts with a clear location, count window and variance review.
How to build your stock cycle count planner
Describe the job
Plan stock counts with a clear location, count window and variance review.
Review the first version
Choose how the stock controller records the location and how the inventory reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A stock cycle count planner example
A shelf count is taken while a transfer is still in transit.
Stock cycle count planner example
- Record
- Stock cycle count planner · 01
- Owner
- Stock controller
Current stage · Stock controller
Open the stock record
A shelf count is taken while a transfer is still in transit.
Read the full walkthrough
Open the stock record
A shelf count is taken while a transfer is still in transit.
- Record:
- Stock cycle count planner · 01
- Owner:
- Stock controller
Review the stock question
Record the timing and investigate the variance rather than silently overwriting stock.
- Stage:
- Review pending
- Owner:
- Inventory reviewer
Record the next stock action
Keep the in-transit transfer visible when investigating the shelf-count variance.
- Next action:
- Keep the in-transit transfer visible when investigating the shelf-count variance.
- Owner:
- Warehouse coordinator
What to include in your stock cycle count planner
Keep the location in context
Keep location, SKU, count window, recorded quantity, physical count and variance review together so the next person can understand the request or record.
When the next step needs a decision
A shelf count is taken while a transfer is still in transit. Record the timing and investigate the variance rather than silently overwriting stock.
Keep variance review visible
Keep the in-transit transfer visible when investigating the shelf-count variance.
Choose what each person needs
Give the stock controller a working view and the inventory reviewer a review view. Keep location and SKU attached to the decision as the work moves between them.
Questions about stock cycle count planner
Start with location, SKU, count window, recorded quantity, physical count and variance review. Describe who enters the information and who reviews the next step.