Inventory cycles
You create and use inventory cycles to track when to take physical inventory. For example, you can divide your items or product lines into cycles that consist of calendar quarters, and call them "Q1 Inv Cycle"..."Q4 Inv Cycle".
Example: The inventory cycle for XYZ Company is 12 days for ordering, 35 days for work in progress, and 20 days for finished goods and delivery. Different cycles for different products—some take longer or less time to order.
You assign an inventory cycle to an item per warehouse in the Warehouse section on the Item Information page.
| Subscription | Inventory Control |
|---|---|
| Regional availability | Australia, Canada, UK, USA, South Africa |
| User type |
Business Employee Warehouse |
| Permissions | Inventory cycles: List, View, Add, Edit, Delete |
| Configuration |
Advanced workflows is enabled. Learn more in Workflows overview. |
| Restrictions | Only Business users can add, edit, and delete inventory cycles. |
Add an inventory cycle
Use the Inventory cycle information page to name the inventory cycle and provide a short description.
-
Go to Inventory Control > Setup > More and select Add (circle) next to Inventory cycles.
- In the Inventory cycle field, enter a unique but easy-to-recognize name for the new inventory cycle, for
example, "Q1 Inv Cycle".
After saving, this name can’t be changed.
- In the Description field describe the purpose of this cycle, for example, "Q1 Physical Inventory".
- To include this inventory cycle in list pages, from the Status dropdown list, select Active. To hide it from view, select Inactive. To see the inactive inventory cycle later, select the Include inactive checkbox in the list page.
Edit an inventory cycle
You edit information about a specific inventory cycle by first displaying the Inventory cycles list.
-
Go to Inventory Control > Setup > More > Inventory cycles.
- Find the inventory cycle you want to update.
-
Select Edit at the end of the row.
-
Go to Inventory Control > Setup > More > Inventory cycles.
- Select Edit next to the inventory cycle you want to see.
Field descriptions
| Field | Description |
|---|---|
|
Inventory cycle |
The name or other unique identifier for the inventory cycle. |
|
Description |
A description of the aisle. |
|
Status |
Whether the inventory cycle is active or inactive. When an inventory cycle is inactive it doesn't appear in any lists. |