Skip to main content

Cycle counts in general

Accurate stock levels are essential for EVA to offer a smooth experience for real-time functionalities. This is why we use cycle counting, an efficient counting method where you periodically count specific products.

Traditionally, stores and warehouses count their stock once in a blue moon, and all at once. This method of stock taking doesn't make any sense for unified commerce purposes: it's time-intensive, it's not done often enough and it requires you to shut down operations for a certain amount of time. Now that we think of it, it doesn't make sense for any purpose.

A better method is cycle counting, where you let EVA decide what and when to count. This way you can ensure maximum stock accuracy, you don't have to close down your stores, and combat fraud in the process.

Chapters​

Cycle counting itself consists of several different functionalities, which are divided across the following chapters in Admin Suite:

Tasks module

  • Cycle count zones - create a zone in which you can perform cycle counting
  • Cycle count zone groups - group the above zones
  • Zoned cycle counts - creating and performing your cycle counts
  • Zoned cycle counts scheduled - "schedule" your cycle counts

Prerequisites​

Before we head off into each chapter however, there are a few prerequisites that cycle counting relies upon. Many of these will probably already be setup by you, but let's go over them just in case.

  • The store you want to configure cycle counting for, needs to have an assortment set up.
  • The assortment needs to be in stock.
  • The store needs to have opening hours set up - this is to let EVA know when to send cycle counting tasks.

Additionally, there's several other conditions that influence your cycle counting - but we'll get to those in detail later on:

  • The need for cycle counts will be checked by EVA based on the interval specified in EVA.UserTasks.Tasks.GenerateZonedCycleCounts in the Scheduled tasks chapter.
  • You need various permissions to be able to perform all parts of cycle counting.
  • There are many settings that affect the way you do cycle counting.