Uncounted Definitions Report

Uncounted Definitions Report

Uncounted Definitions Report Overview

The "Uncounted Definitions Report" type will display a list of all the inventory definitions, regardless of whether a particular definition was used during a cycle count process or not. It helps you identify the used/unused inventory definitions during the cycle count process. 

This report lists cycle count definitions by location and the last count date/variance/counter.

1. Reaching the "Uncounted Definitions Report"  

To reach the "Uncounted Definitions Report," follow the below steps:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose Inventory Reports
  5. Step 5: Choose Uncounted Definitions

                                                                                                Figure 1

Understanding the "Uncounted Definitions Report"

See Figure 2. You will see many types of inventory reports that will be useful to your retail business. By clicking the "Choose Report" drop-down menu, you will see the different types of inventory reports.


                                                                                       Figure 2
  1. By clicking "Uncounted Definitions," you will be redirected to the "Uncounted Definitions Report," where you can see relevant filtering and sorting options. 

                                                                                   Figure 3

2. Generating the "Uncounted Definitions Report"

To generate the "Uncounted Definitions Report," follow the steps below. (See Figure 3 above.)
  1. From the "Inventory Reports" page, you will see the "Choose Report" drop-down selection.
  2. By clicking the drop-down selection, you will see different types of inventory reports in alphabetical order.
  3. Search for and click on "Uncounted Definitions Report."
The following data gets fetched in tabular format when you click on the "Generate Report" button in the top right corner; the "Uncounted Definitions Report" will be displayed for the fields selected by default, as highlighted in Figure 4.


                                                                                               Figure 4

Fields:

  1. Definition Name: This column will display the cycle count definition name.
  2. Location: This column displays the store location.
  3. Last Counter: This column displays the name of the person who performed the most recent cycle count on the inventory definition.
  4. Last Count Date: In this column is the date when the last cycle count was done.
  5. Last Count Variance: This column defines the dollar amount that is counted as variance during the cycle count.

Filter Items:

  1. Show All: This option will show all the cycle count definitions' names, location, and last count date/variance/counter.
  2. Cycle Count Definition: This option will allow you to select the selected cycle count definitions. It will then show you only those cycle count definitions' names, location, and last count date/variance/counter. 

                                                                           Figure 5
  1. Click on the "Manage" button to display the custom uncounted definition.

                                                                            Figure 6
  1. Select the cycle count definition(s) you want to include in the filter and click on the "move to Selected List" button, then hit "Apply."                                                                                                                                                                                                   Figure 7

3. Order By:

  1. Order By: Under this field, you can filter the definition report as "Definition Name" or "Last Counted."
  1. Definition Name: With this filter, the report displays the inventory definitions in the order of its name.                                                                                                                                                        Figure 7.1
  1. Last Counted: With this filter, the report first displays the inventory definitions that were last counted in order.

                                                                    Figure 7.2

Group By:

Let's see how to check the uncounted definitions data by grouping it into locations or inventory definitions.
You will see a "Group By" drop-down from which you can select either "Location" or "By Inventory Definition" for grouping the report data. 


                                                                                     Figure 8.1
  1. None: By default, the option "None" will be selected, which means the data will be displayed without any grouping.
  2. Location: With this option, the Uncounted Definitions Report is grouped by location(s).

                                                                       Figure 8.2
  1. By Inventory Definitions: This option allows you to display the report by inventory definitions.

                                                                    Figure 8.3

2. Checkbox Filters

  1. Exclude Counted in Last X Days: This is a checkbox filter that will exclude "x" days (the entered number of days) records from the report. If this is selected it will ignore any definitions that were counted in the time frame selected.                                                                                                                                                                                     Figure 9
  1. Exclude Never Counted: If checked, this filter displays the report without the "never counted" records.                                                                                                                                       Figure 10
To understand the reports with the above-mentioned filter better, compare Figure 10 with Figure 4.
  1. Acceptable Days Since Counted: This is the value that is set in the "Inventory Counts" module.

                                                                         Figure 11
The value of the "Acceptable Days Since Counted" field is set in the Inventory Counts for all the locations that will display the records of inventory definitions.

1. Acceptable Days Since Counted: This is ideally the maximum number of days you want before the definition is run again. Generally speaking, we recommend that, if using definitions to the maximum benefit, you should be clearing them all every 30-45 days depending on the store size and the number of items in the store.
By default, it is set for all locations. If the last date of the cycle count (when the cycle count is performed on inventory definitions) is less than the defined, then that inventory definition will appear in the report.

2. Location Assignment: Since the above rule is set for all locations, this option allows you to override the location along with the number of acceptable days. See Figure 12.

                                                                            Figure 12

Say you have defined the value of "Acceptable Days Since Days" = 10 days, then the report will display the list of inventory definitions with other information whose last date for cycle count is more than the defined number of days.
For example, see Figure 13.

                                                                                 Figure 13


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