> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/warehouse-management/counts/cycle-counts.md).

# Cycle Counts

Count one product across its bins, or one bin, without stopping the warehouse, and correct the stock levels.

A [stocktake](/central/warehouse-management/counts/stocktake.md) stops the warehouse, so you can't do one every week. A cycle count in OrderEazi counts one product in every bin it's in, or everything in one bin, while the warehouse keeps working. Finalising corrects those stock levels (the quantity of one product in one location) to what was counted.

### Before you start

**Permissions:** You need **Create, Manage and Perform Cycle Counts**, in the **Warehousing** permission group, to create, review, and finalise cycle counts. To count, you need **Perform Cycle Counts**. **View and Use as Manager** and **View and Use as Administrator** can do everything.

**Bins that can be counted:** A bin needs **Can Stock Take** ticked to be counted. See [Locations](/central/warehouse-management/management/locations.md).

### How to create a cycle count

1. In the warehouse menu, select **Counts** > **Cycle Counts**.
2. Select **Create**.
3. Choose the **Warehouse**.
4. Type a **Stock Item** to count it in every bin, or a **Location** to count everything in that bin. Fill in only one.
5. Select **Set**. The stock levels to count show under **Added Items**.
6. Select **Create**.

The cycle count has a number starting with CYC, and its status is **Pending**. Only bins with stock are added. Finalising a stocktake also creates a cycle count for each line ticked for recount.

**Example:** Pickers say MUG-11 keeps running short. You create a cycle count for MUG-11 in the Johannesburg Warehouse, which adds its three bins: C-02, C-05, and BULK-01.

### How to count

1. In the warehouse menu, select **Counts** > **Cycle Counts**.
2. In the cycle count's row, select **Start Count**, or **Continue Count** if you've already started.
3. Scan the bin shown.
4. Under **Count**, type how many of the product are in the bin. For a serialised product (one tracked by serial number), scan each serial number under **Scan Serial** instead.
5. Select **Next**.
6. Repeat steps 3 to 5 for each line.

You don't see how many the system expects. When the last line is counted, the status changes to **Counted**.

### How to review and finalise

> **Warning:** The warehouse keeps working during a cycle count, so finalise soon after counting. Stock picked or moved in between is overwritten by the count.

1. In the warehouse menu, select **Counts** > **Cycle Counts**.
2. In the cycle count's row, select **Review**.
3. Check each line's **Available**, **Counted**, and **Variance** (the difference between the two).
4. To count a line again, set its **Recount** to **Yes**.
5. Select **Finalize**.
6. Confirm when you're asked.

With no lines set to recount, you'll see "The cycle count was finalized", and each stock level is set to what was counted.

With lines set to recount, no stock levels change yet. Those lines go back to be counted again, and the status changes to **Recount**. When they're counted, review and finalise again.

If your accounting system is Xero and **Stock Level Adjustment Exporter** is on in your Xero settings, the changes are sent to Xero as a manual journal (an entry made directly in your accounts).

### How to manage cycle counts

On **Counts** > **Cycle Counts**, filter the list by **Warehouse**, **Document Number**, dates, **SKU**, **Location**, or **Status**, and select **Filter**. In a cycle count's row:

* **Reset:** On a count in progress, this clears the counts and starts again. It needs a supervisor's code in the **Supervisor Password** box. See [When a supervisor's code is needed](/central/warehouse-management/getting-started-with-warehouse-management.md#when-a-supervisors-code-is-needed).
* **ReCount:** On a counted cycle count, this sends every line back to be counted again.
* **Finalize Count:** This finalises the count without the review page.
* **Close:** On a pending count, this cancels it. No stock levels change.
* **View:** On a finalised count, this shows the counts. Select **Print** for a PDF, or **Export** for a spreadsheet.

### Related pages

* [Stocktake](/central/warehouse-management/counts/stocktake.md): count a whole warehouse
* [Stock Levels](/central/warehouse-management/stock/stock-levels.md): see stock in each location