Cahoot requires biweekly physical inventory Cycle Counts from all Fulfillment Partners. This is a targeted count of specific SKUs based on order velocity, Quantity on Hand, and historical cycle count history. It should take less than an hour and Cahoot automatically reimburses for the time; no invoice needs to be submitted. If cycle counts are taking longer than an hour, please make Cahoot Support aware of the details.
Discrepancies (positive or negative) from each Cycle Count will appear on the Lost and Found Inventory Report.
1. Cahoot will notify users in-app when a Cycle Count is due and redirect them to the Cycle Count page automatically. The Cycle Count page can also be accessed on Cycle Count day via the top Navigation under Inventory > Cycle Count List.
2. Open the corresponding Cycle Count ID and click Acknowledge Cycle Count to begin.
3. Count the Quantity on Hand for the designated SKUs and enter the results in the respective Qty on Hand field and click Submit.
The expectation is that all units are individually counted if they are fast moving SKUs or if there are fewer than 100 units on hand. This includes opening sealed case packs to ensure there are no shortages or overages as the SKU nears depletion. Create a Support Ticket if any damaged units are identified.
TIP: Use the Print Cycle Count option in the Other Options dropdown for capturing counts on paper when a portable device is not available.
Note: Ensure all Bin Locations are counted when a SKU is stored in multiple bins.
VERY IMPORTANT: Make sure to check the Included in Count? box when the Qty on Hand takes into account units that have already been removed from the bin and processed in Work Orders, but perhaps have not yet been completed and may still be in the building, just not in the bin.
In the following example, SKU 0302A5-S/NE has 88 Qty in the Bin Location. Additionally, there are 6 open Work Orders that have a total of 19 units committed to them. The first 2 Work Orders are in progress and the designated SKU has already been removed from the bin (11 units). The remaining 4 Work Orders have not been started yet, and thus, the 8 quantity committed to those Work Orders are still in the Bin and are included in the 88 Qty on Hand being reported.
4. Recount any discrepancies
If Cahoot expects a different count than the Qty on Hand that was entered, the Cycle Count report will ask for a recount of those SKU(s) one more time. Either update the number in the Qty on Hand field, or click the Save As Is box and enter a Reason/Note for why the count should be saved as-is. Click Submit.
TIP: When recounting, please don't forget to check behind, around, and in nearby bins to ensure units were not misplaced or unnoticed.
Cycle Count Discrepancies (positive or negative) can be found on the Lost and Found Inventory Report.