User Setup

• See detailed instructions how to setup a user with Mobile Scanning here:

  • https://help.goldfinchcloudsolutions.com/goldfinch/salesforce-mobile-setup

• If you want your warehouse staff to be able to post item adjustments based on the counts they completed, check the Scan Allow Post Cycle Count

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Open

• If you want your warehouse staff to only be able to perform blind counts, remove the “Bin Count” option from the Menu

  • Open User Setup

  • Click the pencil next to the Menu section

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Open

• If “Bin Count” is in the “Chosen” box on the right, move it to the “Available” box on the left by clicking the left arrow

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• If Blind Count” is in the “Available” box on the left, move it to the “Chosen” box on the right by clicking the left arrow

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• Note: You may also want to remove the “Bin Content” option, if you do not want your warehouse staff to lookup the quantities in the system.

• See here for detailed information regarding “Bin Content”

  • https://help.goldfinchcloudsolutions.com/goldfinch/scan-bin-content

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Create Cycle Count

• See Detailed Instructions how to create a cycle count here:

  • https://help.goldfinchcloudsolutions.com/goldfinch/inventory-cycle-counts

• Click “Calculate Counts”

• But do not Print the Cycle Count Sheet.

• Take note of the Item Journal Number

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• Instruct your warehouse staff to perform a “Blind Cycle Count” for the Item Journal you just created.

Perform Blind Cycle Count

• Using a mobile device, navigate to the Mobile Scan app

• Click the “Blind Count” button

• Find the Item Journal that was assigned to you and click Select

• Review the Bin List

• Click Select next to the bin you want to count first.

• Travel to that bin location

• Scan or Enter the first item you see in that bin

• Count how many of that item is in that bin.

• Enter the quantity and click Save

• Check to see if there are any other items in that bin.

Adding Items

• If there are additional items, scan or enter the item number

  • Then enter the quantity.

• Continue until there are no items left in that bin.

• The counts will be displayed after each entry.

Adding Quantity to an Item

• If you find more of the same item, it will be added to the total

  • See Example below

Counting an Empty Bin

• If a bin is empty, do not scan anything, instead click Actions

• You will be prompted to confirm the bin is empty.

  • If empty: Click Complete

  • If you need to count items in the bin: Click the X

Finish Counting a Bin

• If you have entered and counted all the items for that bin, click Actions and click Complete

  • You won’t be able to count this bin anymore.

  • The Bin List is displayed so you can select another bin to count.

Finishing the Item Journal

• Repeat until all the bins have been counted.

• Once all the bins are counted, you will see that all the bins in the Bin List will be marked as “Counted”.

• If you have permission to make item adjustments

  • You will be able to post the inventory adjustments by clicking the “Post” button

• If you do not have permission to make adjustments:

  • The post button will be greyed out.

  • Inform the warehouse supervisor you are done with the count so they can review.

  • Click the Close button

Other Info

• If you need to take a break while in the middle of counting a bin, click the Back button

  • You’re counts will be saved

Reviewing Counts

Review the results

• Open the Item Journal you want to review and click Edit

• The journal lines have been updated based on the counts.

• See column definitions below:

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• Note: If the system expects the bin to be empty and the user confirmed it was empty, it will not be displayed in this list.

Accept or Reject

• To Accept the Count

  • Do nothing

• To Reject the Count

  • Click the Delete button for that journal line (in the leftmost column)

• You can also edit the Physical Quantity if necessary

  • That will update the Quantity

• Click Quick Save to save your work

• Click Save to close this page and return to the Item Journal detail page.

Confirm Adjustments & Post

• From the Item Journal detail page → Click Post

• Confirm by Click “Post Item Journal”

• This will create inventory adjustments based on the Quantity for each Item Journal Line

• You can view all the adjustment details under Ledger Entries on the Item Journal including:

  • Item Ledger Entries

  • Warehouse Entries

  • Cost Entries

  • GL Entries

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Troubleshooting

• If you delete a Cycle Count Item Journal without posting, you will need to release the bins associated with that Journal.

  • This will allow you to add those bins a future Cycle Count Item Journal.

  • To release the bins:

    • Open the Bin Record

    • Click Edit

    • Scroll to the bottom and find the “Frozen for Cycle Count” check box.

      • Uncheck the box

      • Save

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