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Glossary

Cycle count

Counting a subset of inventory (usually one room) on a rotation so every package is physically counted at least once a month, instead of one large count. The weekly step of a Metrc reconciliation SOP.

Why it matters for reconciliation: one large count a month is a long, disruptive job that finds problems when they are old. Counting a room a week finds them while the sales and receiving logs can still explain them.

Example: a store rotates through its vault, sales floor, delivery staging, quarantine and returns rooms. For each room it freezes movements, exports the state packages, counts every tag, classifies each difference and logs the count. By month end every package has been counted once.

Where this comes up on budally.com

  • Reconciliation

    Matching POS, physical and state-system records: sales to receipts daily, packages to shelf by cycle count weekly, everything at the 30-day count most states require.

  • Inventory room (NMS2S)

    A named location for inventory in NMS2S. Stock must be moved to the Sales Floor room before a POS can sell it; inbound transfers land in an inventory room and must be moved.

Terms that refer here

Reconciliation