| Create Cycle Count | Page actions and adjustment report | Creates a count that only affects selected or included items. | Use it for spot checks, movement-based recounts, or small groups where uncounted items should not be zeroed. |
| Create Empty Count | Page actions | Starts a blank count that you fill by scanning or manually adding items. | Use it when you want the count contents to come from physical scanning rather than a preselected item list. |
| Generate Report | From Adjustments workflow | Builds a list of items that moved since a selected date. | Use it when recent receiving, sales, or adjustments should drive what you recount. |
| Count Name | Count setup | Names the count so it is easy to identify later. | Use a name that includes location, reason, or date, such as “Back room cycle count - Friday”. |
| Location | Count setup and filters | Sets the physical location being counted. | Choose carefully; counts update inventory for that location. |
| Count Type | Count setup | Chooses cycle count versus full count behavior. | Choose cycle count for selected items; choose full count only when you can scan the whole location. |
| Select Items to Count | Count setup | Lets you pick the exact products or variants included in a cycle count. | Use it when you already know which items need verification. |
| Search Items | Item selection | Finds products or variants to add to the count. | Use it when building a targeted cycle count. |
| Suggested Items | Item selection | Shows AIM-suggested items for the count. | Use it to speed up count setup from recent movement or filters. |
| Count by Sublocation | Count setup | Groups or guides counting by shelf/bin/sublocation. | Use it when inventory is organized by precise storage locations. |
| Sublocation Scope | Count setup | Controls which sublocations are included in the count. | Use it to avoid accidentally counting or zeroing the wrong shelf group. |
| From Adjustments | Count creation options | Starts the workflow that builds a count from recent inventory movement. | Use it after busy receiving, sales, transfers, or adjustments. |
| Adjustments Since Date | From Adjustments workflow | Sets how far back AIM should look for movement. | Pick the start of the period you want to verify. |
| Include Purchase Order Receiving Events | From Adjustments workflow | Includes recently received PO items in the suggested recount set. | Use it after a receiving-heavy period. |
| Include Submitted/Confirmed Wholesale Orders | From Adjustments workflow | Includes wholesale order movement in the suggested recount set. | Use it when wholesale activity may have changed inventory. |
| Include Unmatched Sales | From Adjustments workflow | Includes sales that may not be matched to inventory yet. | Use it when sales activity may explain count differences. |
| More actions | Count row | Opens count-specific actions such as opening, deleting, or managing a count. | Use it for one existing count rather than creating a new one. |
| Export Sessions | Page actions | Downloads count-session data for review. | Use it for audit trails, offline review, or operations reporting. |