Cycle Count Coverage Report

Cycle Count Coverage Report

Cycle Count Coverage Report 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. 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 for reports.

The "Cycle Count Coverage Report" displays items, with filtering options and the timestamp at which they were last counted in the selected date range.

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:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale

Figure 1.1
  1. Step 3: Choose Reports
  2. Step 4: Choose Inventory Reports
  3. 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 Report 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 are allowed to go between running new cycle counts. Any count that has been done within the current day and the number selected will not show
2. Select Location (Store) and/or Location Group: Select the location or location group to check when the cycle count occurred previously.
  1. Click the "Location Filter" 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.
  1. You can search the store by entering the specific store name in the "Search" edit box.
  2. By ticking the checkbox, the store(s) will be selected.
4. After selecting the store, move the selected store(s) under "Selected List" to the right side by clicking the green right-side arrow (>>).
  1. You can see the selected store 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 Stores from the selected list by clicking the "Clear Selection" button. You can remove the selected record by clicking the "Close" button.

                                                                                                                                                                                                                                     Figure 2.3
  1. When the filter Store is selected, you can directly apply for the report by clicking the "Apply" button, or you can save it for future use.
  2. 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 requested based on the selection of days and store(s):
  1. Item Name: This column represents the name of the product that was counted previously.
  2. 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.
  1. Last Count: This column represents the time span when the last count occurred.
  2. Variance: This column represents the counting variance between the expected qty in the system and the counted quantity 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:
  1. 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. 
  1. 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.
  1. 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.
  1. You will find the checkbox along with all the UPC record names.
  2. 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.
Info
Hence, you can choose the required parameters and location/location group to get the Cycle Count Coverage Report.

4. Scheduling a Report

FTx Cloud POS supports report automation. You can configure a report and schedule it. The system will send the scheduled report to the indicated email IDs at the defined frequencies (daily, weekly, bi-weekly, monthly, quarterly, etc.). 

Please refer to Scheduling a Report to learn how to schedule a report.

5. Printing/Exporting a Report 

You can print or export any report according to your requirements. When you use the Print function, the system creates and opens the report's PDF file in a new tab. You can download the soft copy or print the paper copy according to your requirements. 

Please refer to Printing a Report to learn how to print or export a report. 

6. Manage Favorites 

FTx Cloud POS allows quick access to the reports you need to view frequently through "Favorite Reports." You can save a report as a favorite and manage all your favorite reports from any of the report screens using the "Manage Favorites" button. 

Please refer to Managing the Favorite Reports to learn how to manage or export a report. 


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