How do I create a Cycle Count Physical Inventory?
When you are conducting a Physical Inventory, but you are not counting all items that you have in your inventory, you are performing what is called a Cycle Count in Yellow Dog. In a Cycle Count, because you are not including all items in your database in the Physical, only those items which you have included in your count will be updated by this Physical.
To create a new Cycle Count first create your session, counting all items that you wish to update twith this physical. Next, navigate to the physical inventory section of Yellow Dog and select “Create New Physical Inventory.”
Choose the store you are performing your Cycle Count for, just as you would for your normal Physical Inventory.
Next, rather than selecting to add all of your database’s active items, you will need to “select from other options.”
Add the items from your session. This will bring in only those items that you counted and exclude all other items in your database.
Now in the Physical Inventory Editor, you will have an inventory that is only updating those items which you counted and excluding all others from an update at this time. You will want to set your effective date and time and make any adjustments or recounts as you normally would when conducting a physical, and commit when you are confident in your numbers.
Related Articles
How to create a Full Physical Inventory
This document will review the full physical process – from creating and committing to reading the Detailed Physical Inventory Report. Creating a Physical Inventory 1. From within Yellow Dog select Physical Inventories under Physical ...How do I use a Count Sheets in my Physical?
This video will demonstrate how to use Count Sheets in your Physical How Do I Use Count Sheets in my Physical? When using Count Sheets to perform your physical inventory, first select and print the Count Sheet you will be using and count your items. ...How do I create a Full Physical Inventory with a PA520?
This video will demonstrate how to create Full Physical Physical Inventory Physical Inventory Yellow Dog Inventory gives you the ability to periodically check actual on-hand counts against the counts as reported by Yellow Dog Inventory, and then ...What is a Physical Inventory?
Physical Inventories Yellow Dog Inventory gives you the ability to periodically check actual on-hand counts against the counts as reported by Yellow Dog, and then update Yellow Dog Inventory with new on-hands. This process is called a Physical ...Retail Physical Inventory Webinar Recording
New to Physicals in Yellow Dog? Need a refresher before your calendar year end count? Then this one hour Webinar is for you! We will review: Best practices for making sure your team is prepared ahead of time How to utilize the Count XL application ...
Recent Articles
Yellow Dog/NCR Silver Integration Overview
This document will provide an overview of the Yellow Dog/NCR Silver integration Integration Overview The Yellow Dog/NCR Silver integration is a 2Way integration Sales – Pulled from the NCR API Items – Pushed to the NCR API Requirements for items to ...Send Saved Report Emailing
You can configure saved reports to be automatically emailed to you and/or team members on a set schedule. How do I schedule daily email reporting? You can configure saved reports to be automatically emailed to you and/or team members on a set ...Purchasing Flow for Food and Beverage
The Yellow Dog Inventory purchasing flow ensures that all aspects of inventory management, from restocking to adjusting errors in transfers, are covered systematically. Each document type in the flow serves specific functions that collectively ...Updating Count XL Application
You may need to update your Count XL application on your handheld device to ensure it runs properly and smoothly. If you have received the following errors, your Count XL application may need to be updated: • “Invalid network error” • “API error” • ...Removing Items with On-Hand Quantity (Decimal)
You might encounter difficulty removing specific inventory items due to an error indicating that the item cannot be removed since its on-hand quantity is not zero, possibly because the decimal point is not properly adjusted. Changing the Decimal ...