Reference · built on requestOperator by FibricInventory & supply

Cycle Count Plan

Builds daily count lists from item value, velocity and recent adjustment history. A supervisor approves the list and assigns counters.

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About

A warehouse cannot count everything every day, so the question is which items today. Cycle Count Plan answers it from three things your systems already hold: what each item is worth on hand, how fast it moves, and whether it has needed an adjustment recently. Where your inventory system keeps a next count date and interval per item, those come first.

It proposes a list sized to the number you set, with a reason beside each item, and proposes a counter for each section from the shifts published in your scheduling system. The supervisor swaps or drops items, confirms or reassigns counters, and approves. The count record is then created in your inventory system, in its opening status, ready for the floor.

This is a reference listing. It documents what Fibric would read from Cycle Count Plan and what it could propose, based on the vendor's published interfaces. Fibric builds it under a managed deployment when you request it; selecting it here installs nothing.

Inputs

  • Item records with Next Count Date, Count Interval, and Classification per location in NetSuite
  • Unit cost and quantity on hand from the Business Central item resource, to value each item's stock
  • Units picked or sold per SKU and location from your WMS or store, as the velocity input
  • Inventory adjustments posted in the last period, per item and bin, in NetSuite or Business Central
  • Rosters in Deputy with Employee, StartTime, EndTime, and OperationalUnit, to see who is on shift in the warehouse
  • Bins on the item record, where bin management is in use

Proposed actions

  • Target capability: propose a count list for the day, with items ranked by value on hand, velocity, and recent adjustments
  • Target capability: propose a counter for each section of the list from the published roster, for the supervisor to confirm
  • Target capability: propose creating the NetSuite inventory count record in Open status for the approved list
  • Target capability: propose a shorter Count Interval on an item that has needed adjustment more than once

Proposed actions are target capabilities. Every action runs propose-first and needs a validated deployment and the appropriate permissions.

What you can build

  • Build the day's count from NetSuite due dates

    Items whose Next Count Date has arrived come first, then items ranked by unit cost times on-hand and by recent adjustments. The supervisor approves and the inventory count record is created in Open status.

    With NetSuite, Deputy

  • Rank Business Central items by value and movement

    unitCost times inventory from Business Central and picks per SKU from ShipHero rank the items. A list of the size you set is proposed each morning for the supervisor.

    With Microsoft Dynamics 365 Business Central, ShipHero

  • Assign counters from today's roster

    Shifts in the warehouse operational unit in Deputy, or scheduled shifts in When I Work, give the people on site. One counter per zone is proposed and the supervisor confirms or swaps.

    With Deputy, When I Work

Requirements

  • An inventory system with count records and per-item count settings: NetSuite Inventory Count, Business Central, or a WMS such as ShipHero
  • Item cost and on-hand per location, so value can rank the list
  • Adjustment history per item, so items that keep moving are counted sooner
  • A supervisor named to approve the list and the counters assigned to it
Authentication
ERP credentials with item and inventory count access (a NetSuite REST integration or a Business Central OAuth app), plus a scheduling API token with roster read access.

Limits

  • The list is built from cost, velocity, and adjustments. It does not know which items a person suspects. The supervisor adds those.
  • Counters are proposed from the roster. It does not change shifts or assign work inside the scheduling system.
  • NetSuite allows one open count per item at a time. An item already in a started count is skipped.
  • List size is a number you set. It does not estimate how long a count will take.

Access and pricing

Reference listing. Fibric builds the operator under a managed deployment when you request it. Your quote covers the build, capabilities, usage, and support.

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Questions and answers

What does the supervisor approve?
The list and the people. Each item shows its location or bin, why it is on the list, and the on-hand it will be checked against. Counters come from the roster. The supervisor can swap or drop items and reassign counters before approving.
How are items ranked?
By value on hand, by movement in the last period, and by whether an adjustment was posted recently. Items with a due Next Count Date come first where your system keeps one. The weights are yours to set and are shown on every list.
What record is left?
A receipt per day: the list approved, the ranking inputs, the counters assigned, who approved it, and the count record number created in your inventory system. What the counters find is reconciled by a separate job.
Ask about Cycle Count Plan

Ask about the capabilities and requirements in this listing.

For project-specific requirements, contact Fibric.

This operator is developed, published, and supported by Fibric. Third-party names and logos identify the systems an integration connects to; they are the property of their respective owners, who are not affiliated with Fibric and do not sponsor or endorse this listing. Trademark policy