Cycle Counting and Stocktakes
Counting keeps your stock numbers equal to what is really on the shelf. QrX lets you count one item, a few locations every day (cycle counting) or the whole warehouse at once (a full stocktake). Small differences are booked automatically; larger ones wait for a team lead to approve. You can keep picking and packing while you count. Warehouse stock is part of QrX WMS.
Who It Is For
Warehouse staff who count locations and items.
Team leads who plan counts and approve differences.
What You Can Use
Simple stock: count one item with Count this item. There are no locations to count.
Full WMS: count one item over all its locations.
Full WMS with the module Stock counts: the Counts tab with cycle counts, a full stocktake and the review list, plus count plans.
Without the module, users with the permission Approve stock counts still see Warehouse > Counts with only the Review part, to approve differences from item counts.
Where to Find It
Warehouse > Counts with Counts (the list) and Review (differences waiting for approval).
The action Count this item on a stock item, on the Stock tab of a product and on the stock list.
Settings > Warehouse > Count plans: counts on a schedule.
Settings > Warehouse > Stock, Rules tab: the field Auto-apply count differences up to (units).
Warehouse > Dashboard: the card Counts to review.
Count One Item
Use Count this item on the stock item, the product Stock tab or the stock list row.
For each location of the item (with Simple stock: one field) enter the quantity you counted. The expected quantity is shown. Fill in every row, also with 0 when a location is empty; an empty field is not counted as 0.
Add a note if useful and click Save count. QrX tells you whether the difference was booked or waits for approval.
Cycle Counts and a Full Stocktake
New count: count chosen zones or locations, for example one aisle a day. Choose whether it is a Blind count.
Full stocktake: one count over every location of the warehouse. Empty locations are counted too. Before you start, QrX shows the warehouse, the number of locations and the number of lines.
A location can only be in one open count at a time. If you choose a location that another open count still has to count, QrX shows "A location you chose is already in another open count. Finish or cancel that count first." Finish or cancel that count first, or leave the location out.
Blind counts. Cycle counts and stocktakes are blind by default: counters without the permission Approve stock counts do not see the expected quantity, so they count what is really there. Counting one item is never blind.
Containers (pallets, crates, roll cages) are counted too. In a cycle count you choose them in the Locations picker, in their own group. A full stocktake counts every active container after the bins. On the count screen a container carries the tag Container. See "Containers: Counting Them and Replenishing From Them".
Counting Step by Step
Open the count from Warehouse > Counts. The locations are listed in walk order, each marked as to count or counted.
Scan a location barcode (or pick the location) to open it.
Scan the items. A scan adds one unit, or the number of pieces of the pack when you scan a pack-unit barcode (for example 12 for a box of 12). You can also type the quantity and press Enter. An item that QrX did not expect at this location is added as a new line. GS1 labels fill in the lot for items tracked by lot.
Click Finish location when the location is done. Lines you left empty count as 0, and an empty location is saved as counted empty.
When every location is counted, click Submit and confirm.
After you submit, every difference within your auto-apply limit is booked right away as a Count difference. Larger differences go to Review. The count shows which lines were booked and which wait for approval.
A count that has not been submitted can be cancelled with Cancel count. Nothing is booked for it.
Counting While You Pick
You do not have to stop picking or shipping during a count. QrX remembers the moment each line was counted. Orders that ship from that location afterwards are not seen as a counting difference, so the correction is always right. While a location is being counted, QrX prefers other bins with the same item when it takes stock for shipped orders.
If a later count already corrected the same bin, an older line that still waits for review is closed as Superseded. Nothing is booked for it, so the bin is never corrected twice, and you do not need to do anything with it.
A count never includes units that were already picked into a tote; count what is in the bin. When a location has units reserved for an open pick list, its differences are never booked automatically: they wait in Review, even when they are within your auto-apply limit. When a supervisor marks a short-picked item as Not found at the pack station, QrX starts a count for that bin by itself.
Auto-Apply Small Differences
In Settings > Warehouse > Stock, on the Rules tab, set Auto-apply count differences up to (units): a difference of at most this many units per line is booked when the count is submitted. Larger differences wait for approval. With 0, only exact matches are booked automatically and every difference goes to Review.
Review Differences
Warehouse > Counts > Review lists every line waiting for approval: count, location, item, expected, counted, the difference (plus or minus), who counted it and when it was submitted. Select lines and:
Approve: the difference is booked as a Count difference. QrX checks each line again against the stock movements at that moment, so stock that moved after the count is taken into account.
Reject: nothing is booked. Add a note, and switch on Create a recount to count those locations again.
A count is done when no line is waiting for review.
Nobody approves their own count. The setting "Another user approves count differences" on the Rules tab of Settings > Warehouse > Stock is on by default. A line you counted yourself shows the pill Counted by you and cannot be approved by you: another user with the permission Approve stock counts approves it. Differences that are booked automatically within your auto-apply limit are not affected.
When you approve or reject a difference you can choose a reason from your count difference reasons. A reason can ask for a note and photos; they are kept on the count line.
Approving or rejecting on the phone is safe to repeat: when the connection drops after you tap Approve or Reject, the app sends the same decision again and QrX answers with the decision it already booked. Nothing is booked twice and no line is skipped by mistake.
Count Plans
A count plan creates cycle counts for you. Open Settings > Warehouse > Count plans and create a plan with:
A name and the warehouse.
The scope: chosen zones, chosen locations, ABC classes or all locations. ABC classes are based on the units shipped per item in the last 90 days: A are the items that make up 80% of the units, B the next 15%, C the rest.
Blind or not, Repeat every (days), Locations per run and the next run date.
Every run counts the locations that were counted longest ago first. A plan does not start a new count while its previous count is still open. On the count plans page, Run now starts a count at any moment, and Preview next run shows the first locations of the next run.
Count plans include containers: the scopes All locations and ABC take them along, and with Locations you can choose them. The scope Zones never includes containers.
Permissions
Count stock: start counts, count, finish locations, submit and cancel counts, and count one item.
Approve stock counts: see expected quantities in blind counts and approve or reject differences. Give this to team leads, not to every counter.
View stock and Manage stock settings: open Settings > Warehouse > Count plans, manage plans, use Run now and change the auto-apply limit.
Limits
Cycle counts, stocktakes and count plans need Full WMS with the module Stock counts. Counting one item works on every level.
One count covers at most 2,000 locations and 20,000 lines. Split a larger stocktake by zone.
A location can be in only one open count at a time.
Approve and reject up to 200 lines at a time.
Frequently Asked Questions
Do I have to stop shipping during a stocktake?
No. QrX corrects each line against the stock at the moment it was counted, so orders that ship in the meantime do not create false differences.
Why can I not see the expected quantity?
The count is blind and you do not have the permission Approve stock counts. Count what you find; a team lead reviews larger differences.
Why does QrX say a location is already in another open count?
Another open count still includes that location. Finish or cancel that count, or start your count without the location.
A line in Review shows Superseded. What do I do?
Nothing. A later count already corrected that bin, so the older line was closed without booking.
Why did a difference go to Review?
It is larger than Auto-apply count differences up to (units) on the Rules tab of Settings > Warehouse > Stock. A user with Approve stock counts approves or rejects it.
When to Contact Our Support Team
Contact QrX support when a count cannot be submitted although every location is counted, when an approved difference does not change the stock, or when you need the Stock counts module in your plan. Include the count number (for example CT-42) and a screenshot.
