Description

• To ensure accurate inventory quantities, warehouse supervisors will assign warehouse staff to count different areas of the warehouse

• However, to ensure the staff doesn’t cut corners, the supervisor will assign “Blind Cycle Counts” plans.

• If the staff is using Mobile Scanners, then the Blind Cycle Count plan directs the user through the locations and asks the user to enter the item, quantities, and serial number or lot if applicable.

  • If that user has appropriate permissions, they could post the count

  • Otherwise, someone with the appropriate permissions would post from the desktop.

User Story

• As a warehouse supervisor, I need the ability to create blind cycle count plans and either print out a count sheet or tell one of the warehouse staff which cycle count plan to work, so I can ensure accurate inventory.

• As a warehouse worker, I need the ability to select a cycle count plan from the mobile app so I can complete my task as expected by my supervisor.

Process Flow

Current State

Currently, GoldFinch does not offer a Blind Cycle Count option

Future State

Acceptance Criteria

Scenario 2: Scan Blind Count Mobile App

Edit Tables

• Item Journal

  • Complete (True/False)

• Scan Lines

  • Empty (True/False)

    • UPDATE:

      • This field was not added, but instead a user will just confirm the bin is empty.

Item Journal Buttons

• Add the following Buttons to the Item Journal

  • Mobile Blind Count

    • UPDATE: This button was not added, instead the user will just save the item journal

  • Compare Counts

    • UPDATE: This button was not added, instead a user will review the item journal.

Create Mobile Blind Count

• When the warehouse supervisor clicks the “Mobile Blind Count” Button

  • UPDATE: This button was not added, instead the user will just save the item journal

  • The system creates item journal lines for each bin that falls within the Range of the “From Bin & To Bin” which the user selected when creating the Item Journal.

    • Include all bins, not just bins with items

    • See these 4 example records that would be created if the user selected From Bin = ABC1, To Bin = ABC4

      • ABC1

      • ABC2

      • ABC3

      • ABC4

  • UPDATE: The user will click “Calculate Counts”

Scan Blind Count Mobile Button

• When a warehouse staff member logs into the Mobile App they will have the ability to select a Cycle Count Plan

  • Add “Scan Blind Count” Button to the Mobile App menu

Start Blind Count

• When a warehouse staff member / user clicks the “Scan Blind Count” button they will have the ability to select an Item Journal Number.

  • Display the list of Item Journals

    • With a select button next to each

• When the user clicks the select button next to an Item Journal

  • Display the list of bins for each Item Journal Line

    • Only display the bin name, nothing else.

    • With a “Count” button next to each

  • UPDATE: On the count page, double click on any row to show counted detail.

    • And a reset button will be provided so users can re count an item.

Perform Blind Count

• When the user clicks the “Count” button next to an Item Journal Line

  • Prompt the user to scan/enter:

    • Item

    • Lot Details (if applicable)

      • To be added in a future version.

    • Serial Number (if Applicable)

      • To be added in a future version.

    • Quantity

  • The user will have the ability to select “Empty” if there are no items in that location.

    • UPDATE: If the user says that bin is complete without scanning any item, the system will prompt the user to confirm the bin is empty.

  • The user will have the ability to save this entry.

• When the user clicks the “Save” button

  • A new record will be added to the Scan Lines table.

  • Display the details for the item that was just counted, add to the list of items already there, or show bin as “empty”

• If necessary, the user will have the ability add additional items for that bin.

• The user will have the ability to go back and select another bin from for that Item Journal

Blind Count Actions

• Add the following buttons to the Item Journal Lines display

  • Complete

    • UPDATE: --- They will complete one bin at a time, not the entire Item Journal.

  • Post

    • UPDATE: The Post button wouldn't enable until

      • All bins need to be counted on the list 

      • The Scan Allow Post Output  was renamed to Scan Allow Post Cycle Count

        • This need to be checked on the User Setup

Finish Blind Count

• When all of the bins for that Item Journal have been counted and the user clicked the “Complete” button

  • This Item Journal will no longer be available to count.

  • If there is a bin that hasn’t been counted, then display an error message

    • UPDATE: The item journal won’t be available to count after it is posted

      • As mentioned in above, the user will mark each bin completed one at a time, not the entire journal.

• If the user has appropriate permissions they will also be able to see the “Post” button.

• If they click the post button the item journal will be posted and all the necessary adjustments will be made.

Review Blind Cycle Count Results

• If the mobile user did not post the Item Journal and a back office user clicks the “Compare Counts” button on the Item Journal

  • UPDATE: The user will not “Compare Counts”, instead they will click “Edit”

    • This will display a list of all the lines that are counted.

    • The user can compared the “Physical Count” column with the “Calculated Count” column.

  • Then the system should compare each Scan Line Record for that Item Journal with the current inventory counts

    • Highlight matches in Green

    • Highlight discrepancies in Red

    • UPDATE: This feature was not added

• The user will have the ability to accept or reject the counts.

  • UPDATE:

    • For each Bin that was counted:

      • If the user does not agree with the physical count compared to the calculated count they edit the physical count to match the calculated count.

        • No Adjustment will be made

      • If the user does agree with the physical count compared to the calculated count, they can save.

        • The difference between the physical count and calculated count will be saved as an inventory adjustment.

• The user will have the ability to save.

• When the user saves, the system should replace the item journal lines and tracking lines with the accepted counts.

• The back office user will have the ability to post the post the item journal.