Inventory lists

An inventory list is a complete, itemized list of every product your business has in stock.

Inventory lists are created for given stores by store supervisors. Cycle Count Manager allows to create inventory lists using web interface or CSV file upload.

Inventory list file

Inventory list file is a simple CSV file containing set of locations for a project with expected inventory items. It should be quite simple to generate such file from whatever IT solution you are already using in your organization for keeping track of the inventory.

 Download sample inventory list file CSV for reference

inventory levels diagram

Here is sample inventory list for Manhattan store from above diagram:

location_name,inventory_code_type,inventory_code,inventory_quantity,inventory_name
MANHATTAN-AREA-1,sku,SKU-RED,2,"RED T-SHIRT"
MANHATTAN-AREA-1,sku,SKU-GREEN,4,"GREEN T-SHIRT"
MANHATTAN-AREA-1,sku,SKU-BLUE,5,"BLUE T-SHIRT"
MANHATTAN-AREA-2,sku,SKU-RED,1,"RED T-SHIRT"
MANHATTAN-AREA-3,sku,SKU-RED,1,"RED T-SHIRT"
MANHATTAN-AREA-3,sku,SKU-BLACK,3,"BLACK T-SHIRT"

Inventory list contains following elements:

column description
location_name name of location where inventory is stored
inventory_code_type label type attached to inventory either sku or barcode or guid
inventory_code inventory code on the label
inventory_quantity number of inventory items
inventory_name human-friendly inventory name (optional)

Important!
Items in inventory list file should be grouped by location name.

Inventory report file

When all locations are counted and project is finished inventory report CSV file can be generated and downloaded. It contains the same structure as inventory list file with one extra inventory_status column which tells if inventory was found/missing/discovered. From there you can try to import report file into your inventory management solution and update stock levels.

 Download sample inventory report CSV file for reference

Inventory report file comes also in "expanded" flavour where each row represents single inventory item and quantity is set to 1.

 Download sample inventory report CSV file (expanded) for reference

Inventory list status flow