Cycle Count Coverage Report
Cycle Count Coverage Overview
Reports -> Inventory Reports -> "Cycle Count Coverage"
The store admin/executive manages the inventory of the store using a POS system handheld device to count the inventory periodically. It is the definitive way to accurately perform inventory counts in your store using a handheld device that is directly synced with the control center. At the time of counting the inventories, all the actions are tagged with a timestamp, so that will be recorded for reconciliation as well as reporting purposes.
FTx Cloud POS provides a report of the Cycle Count Coverage type that will display the date and time stamp of the last cycle count for the selected location(s) or location group(s). The report will also display the item name with UPC and the count variances, if any.
In this technical document, you will see:
- How to check the cycle count coverage report by selecting a location/location group.- How to apply the custom filter options to filter and get the cycle count coverage report data.
1. Reaching the Cycle Count Coverage Report
To reach the "Cycle Count Coverage" report, follow the below steps:
- Step 1: Log into Control Center
- Step 2: Choose Point of Sale
- Step 3: Choose Reports
Figure 1.1
- Step 4: Choose Inventory Reports
- Step 5: Choose Cycle Count Coverage
Figure 1.2
By clicking "Cycle Count Coverage," you will be redirected to the "Cycle Count Coverage Report" page with relevant filter options.
Figure 1.3
You will see the "Report data is empty" message initially. You need to select at least one location or location group to get the Cycle Count Coverage by entering the days that have been counted since.
2. Generating the Cycle Count Coverage Report
When you navigate to the "Cycle Count Coverage Report" page, you need to select for which location you want to check the cycle count coverage.
1. Acceptable Days Since Counted: Set the days that you want to check the cycle counts before the entered days.
2. Select Location (Store) and/or Location Group: Select the location or location group to check when the cycle count occurred previously.
Click the "No Filter Selected" button to select the location (store) or location group(s) to check the previous cycle count coverage for them.
Figure 2.1
By clicking that button, a "Manage Filters" window will pop up, from which you will see the following details:
1. You can select the saved custom filter from the drop-down selection. The "Manage Filters" button will open the list of the saved custom filters.
2. You will see the two tabs: "Store" and "Location Group."
Figure 2.2
3.
- You can see the list of stores (locations) along with the checkbox.
- You can search the record by entering the specific store name in the "Search" edit box.
- By ticking the checkbox, the store record(s) will be selected.
4. After selecting the store records, move the selected store record(s) under "Selected List" to the right side by clicking the green right-side arrow (>>).
You can see the selected store record in the "Selected List" section. It means that when you generate the report, you will get only the sales data that is under the "Selected List" section.
1. You can remove all the records from the selected list by clicking the "Clear Selection" button. You can remove the selected record by clicking the "Close" button.
Figure 2.3
2. When the filter record is selected, you can directly apply for the report by clicking the "Apply" button, or you can save it for future use.
After clicking the "Apply" button, you will be redirected to the main page. Click the "Generate Report" button to generate the report for the cycle count coverage for the selected store(s).
Figure 2.4
After generating the report, you will see the data in tabular format based on the selection of days and store(s):
- Item Name: This column represents the name of the product that was counted previously.
- UPC: This column represents the product's UPC details.
For the selection of the stores, two columns will be added: "Store's Last Count" and "Store's Variance."
- Store 2-4 Last Count: This column represents the time span when the last count occurred.
- Store 2-4 Variance: This column represents the counting variance between the expected qty in the system and the counted qty at the store.
3. Filter Options
You can select a specific parameter (filter) to get the desired data in the cycle count coverage report. You will find the two options from the "Filter Items" drop-down selection:
- Show All: By default, this option will be pre-selected. It considers all the data (parameters) to generate the report. The "Manage" button will be disabled for this option.- Custom Filter: To customize and get the specific data for the report, you need to select the "Custom Filter" option. Once you select it, the "Manage" button will be enabled to set up the filters.
Figure 3.1
By clicking the "Manage" button, a "Manage Filters" window will pop up. You will see the following details:
1. You can select the saved custom filter from the drop-down selection (if any). The "Manage Filters" button will open the list of the saved custom filters.
2. You will see the different tabs to filter the data (parameters) to select the data for the cycle count coverage report. You can select the required data by navigating the tabs individually.
Figure 3.2
3.
- You can see the list of departments. You can also search any department record from the list by entering the text in the "Search" edit box.
- You will find the checkbox along with all the UPC record names.
- You need to select the record by ticking the checkbox.
4. After selecting the record(s), move to the "Selected List" area on the right side by clicking the green right-side arrow (>>) button.
You can see the moved records under the "Selected List" area.
1. You will have one flag to decide whether you want to "Include" or "Exclude" the selected records when the report is generated.
Figure 3.3
2. If you want to remove the whole selection, click the "Clear Selection" button. You can remove any record from the list by clicking the "Remove" (x) icon.
3. You can generate the report by clicking the "Apply" button, or you can click the "Save Filters" button to save the custom filter for future use.
After clicking the "Apply" button, you will be redirected to the main page. Click the "Generate Report" button to generate the cycle count coverage report as per the selected filter options (parameter).
Figure 3.4
You can see the selected filtered data details under the "Selected Filters (All)" label.
Hence, you can choose the required parameters and location/location group to get the cycle count coverage report.
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