Inventory Cycle Count and Variance Handling
Improve book-to-physical accuracy with scope freeze, blind count, recount and approval.
Learning objective
Run cycle counts without unnecessarily stopping daily operations.
03
Steps
01Build a count plan by warehouse, zone, ABC class or item scope.
02Set the cutoff and freeze or isolate affected inventory transactions.
03Generate blind-count tasks and record physical quantity and batch.
04Trigger recount above tolerance; investigate in-transit stock, wrong location and UOM.
05Approve gains/losses and create inventory and accounting adjustments.
- 01
Build a count plan by warehouse, zone, ABC class or item scope.
- 02
Set the cutoff and freeze or isolate affected inventory transactions.
- 03
Generate blind-count tasks and record physical quantity and batch.
- 04
Trigger recount above tolerance; investigate in-transit stock, wrong location and UOM.
- 05
Approve gains/losses and create inventory and accounting adjustments.
04
Implementation notes
- Count high-value and fast-moving items more often.
- Control backdated documents during the count.
- Track root causes instead of only adjusting balances.