How to Create a Cycle Count

A Cycle Count is a targeted physical inventory audit for a specific warehouse or subset of items.

Step 1 – Open the Cycle Counts Module

1. From the main sidebar, expand Parts & Supplies.
2. Click Cycle Counts.
3. Ensure you are on the List tab.

Step 2 – Open the Creation Form

1. Click the black + Create button in the top‑right corner.
2. The Create a Cycle Count form opens.

Step 3 – Define the Count Parameters

Complete the form to define the scope, timing, and owner of the audit.

Field	Description	Required
Name	Clear title for the audit (e.g. Main Cage Weekly Count).	Yes
Location	Warehouse / facility that will be audited.	Yes
Start Date	Date when physical counting should begin.	Yes
Due Date	Deadline for the assigned technician to finish the count.	Yes
Assign to	Technician or team member responsible for performing the audit.	Yes
Description	Context or special instructions (e.g. “Focus on high‑value parts only”).	No

tip: Use specific names Include the location and frequency in the Name (e.g. Main Warehouse – Monthly High‑Value Audit) to make reports easier to scan.

Step 4 – Save and Generate

1. Click Submit at the bottom‑right.
2. UniCMMS creates the Cycle Count record and adds it to your Cycle Counts → List so the assigned user can begin their physical checks.