How to Edit a Scheduled Cycle Count

Editing a Scheduled Cycle Count lets you change how future audits are generated—without modifying audits that already exist.

info: Forward‑facing only Changes affect future Cycle Counts generated by this schedule. Existing and completed audits stay unchanged.

Step 1 – Open the Scheduled Tab

1. From the main sidebar, go to Parts & Supplies → Cycle Counts.
2. Click the Scheduled tab at the top of the dashboard.

Step 2 – Open the Edit Form

1. Find the recurring schedule you want to adjust.
2. Click the More (⋯) icon in the far‑right column.
3. Select Edit from the dropdown.

Step 3 – Update Schedule Parameters

The Edit Scheduled Cycle Count form opens. Adjust the necessary fields:

Field	Description
Name	Update the title of the recurring audit.
Location	Change which warehouse / facility will be audited going forward.
Time Trigger	Adjust the recurring pattern (e.g. change from Weekly to Monthly).
Days To Due Date	Extend or shorten how many days the technician has to finish each future audit.
Types	Widen or narrow the automatic scope by inventory type.
Assign to	Reassign the recurring task to a different team member.
Description	Update ongoing instructions for the assignee.

Step 4 – Save Your Changes

1. Review the new configuration.
2. Click Submit.

The schedule is updated and the next automated Cycle Count will follow these new rules.