Cycle counting
A cycle count corrects what Partix believes you hold to match what is actually on the shelf.
Find the part in the inventory list, open the row menu, and select Cycle Count.
What you are counting
The dialog lists every holding of the part, broken down by lot and location, because that is the level you count at. A part on three shelves is three lines, and you correct each one separately.
| Column | What it is |
|---|---|
| Lot | The batch |
| Location | Where it sits |
| Qty | What you counted |
| Price | Unit price for that holding |
| Reason | Why the figure changed |
| Notes | Anything worth recording |
The steps
- Count the physical stock, location by location.
- Open the dialog and enter the counted quantity for each line.
- Give a reason for every line you changed.
- Add notes where the reason alone will not be enough later.
- Confirm.
Lines you do not change are left alone, so a count of one shelf does not disturb the rest.
Counting down a serialised part
If the count is lower than the record and the part is serialised, Partix asks a second question: which units are missing. Since each unit is identified, "three fewer" is not enough information, and the dialog steps forward to let you pick the specific serial numbers.
For parts that are not serialised, a lower count is just a lower number and the dialog finishes in one step.
Reasons are the point
The corrected number is the smaller half of the value. Six months later, the reason codes are what tell you whether you have a counting problem, a theft problem or a receiving problem. Fill them in honestly.
Before you count
Print a count sheet first, so you are recording on paper and typing afterwards rather than carrying a laptop round the stockroom. See The cycle count list.