Cycle Counting makes it easy for you to audit your inventory and ensure the quantity of parts in Limble is accurate. Setup Cycle Counts to validate your inventory by picking how often and how many parts you want to validate at a time. Cycle Counts give you a structure to quickly and easily audit your inventory to ensure you always have the right parts for your technicians when they are needed. Read more about how to Set Up and Complete Cycle Counts.
Note: This feature is only available on Business Plus and Enterprise Plans
Table of Contents
Setup and Configure Cycle Counts
Navigate to the Manage Parts screen and click Cycle Counts > Configure Cycle Counts.
The Configure Cycle Counts screen displays where you set:
Select values for the following fields to configure the Cycle Counts.
Select how often and when you want the cycle count to trigger. When it triggers, it will create new tasks in Limble prompting your team to check inventory levels.
Configure the tasks:
If needed, make the following additional selections:
3. Click Close.
The Cycle Counts are generated based on the specified schedule and the
Complete A Cycle Count
Once a cycle count task is generated, open the task to begin the inventory counting process. Note: Parts Included in a cycle count are ordered by the Location field.
Open the Task to view the Cycle Count screen.
Enter quantities for each of the selected parts.
Click Complete. Once the cycle count is completed, it updates the inventory to reflect the quantities entered.
Note: There are two important notes about cycle counts while there is an open task.
If units get used: The cycle count task always shows the correct number of parts and updates that number in real-time. That means that if a cycle count for part A starts with a quantity of 10 units, and when a technician takes 2 units(while the task is open), the cycle count for part A will show the updated quantity of 8 units.
If more units are received: In the rare case that more inventory is received during a cycle count, the received inventory might get overwritten. For example, you may see that part A has a quantity of 8 units and enter that information. At the same time at the other end of the warehouse, a coworker may receive 10 more of part A (which would now add up for a quantity of 18). However, Limble will always consider the manually entered cycle count (in this case, 8) to be the correct “truth”.
View and Report Changes in Inventory
There are multiple ways you can view and report the changes to your inventory. You can:
View cycle count tasks or
View a specific part log to see any manual adjustments that were a result of a cycle count
View Cycle Counts
Navigate to the Manage Parts screen and click Cycle Counts > View Cycle Counts.
The list of the recently added Cycle Count Tasks display.
View Part Log
View manual adjustments from Cycle Counts by going into the Part Viewer screen and clicking on Log.
Click a part.
The Part Viewer screen opens.
Click the Log tab.
Limble lists the added parts with dates and details.