Cycle Counting Overview

Last reviewed: June 9, 2026

On this page

Cycle Counting is used to schedule and perform physical counts of inventory parts, with automatic inventory adjustment behavior when submitted counts differ from system quantity.

What this screen is for

Use Cycle Counting to count inventory on a recurring ABC schedule. PAX supports schedule generation, count sessions, lot-level counting, variance warnings, saved progress, submitted counts, and read-only review of completed counts.

Cycle Counting is not an approval queue. A submitted count is treated as final and creates inventory adjustments for variances.

Screen path

Dashboard > Inventory > Cycle Counting

Count categories

When Cycle Counting opens, PAX asks what you are counting:

Category	Product lines included by the current system
`Finished Goods & Resale`	`FG`, `RS`, and `ZX`
`Raw Materials & WIP`	`01` and `02`

After a category is selected, the screen title changes to show the selected category.

Schedule list

The schedule screen includes:

Summary cards for Scheduled, In Progress, Completed, and Avg Variance.
Session date chips showing how many parts are done for each scheduled date.
All sessions to view all rows together.
Search by part number or description.
Cycle Count Settings for schedule generation.

The schedule table shows:

Column	What it shows
`Part Number`	Inventory part being counted.
`Description`	Part description.
`System Qty`	Current system quantity across inventory lot records.
`Priority`	ABC cycle priority: A quarterly, B bi-annual, or C annual.
`Scheduled Date`	Date for the count session.
`Last Count`	Most recent completed count date, or `Never`.
`Status`	`Scheduled`, `In Progress`, `Completed`, or `Skipped`.
`Actions`	Available action based on status.

Actions

Action	When it appears
`Start Count`	Scheduled rows.
`Continue Count`	In Progress rows.
`View`	Completed rows.
`Cycle Count Settings`	Opens schedule generation settings for the selected category.
`Change category`	Returns to the category picker.

What happens behind the scenes

Schedule generation creates rows in the cycle count schedule table for active parts with a cycle count priority in the selected product-line category.

Starting a count creates a count session and changes the schedule to In Progress.

Saving progress stores physical quantity, notes, and lot-level details without finalizing the count.

Submitting a count marks the session as verified, changes the schedule to Completed, updates the last count date, and applies inventory adjustments when physical quantity differs from system quantity.

For lot-level counts, PAX adjusts the individual lots whose physical quantities differ from system quantity. For non-lot or single-row inventory, PAX adjusts the matching inventory row.