Smart Count Dashboard
The Smart Count Dashboard provides a summary of the inventory count activities performed in a location. The dashboard includes reminders, count summaries, count variance charts, and reports for analysis and effective inventory management.
If you are an administrator, you can view the dashboard for all the subsidiaries in your account. The Smart Count Inventory Manager roles also have access to the dashboard.
The following table lists the portlets available on the Smart Count dashboard.
Portlets |
Description |
Examples |
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Filters |
This portlet contains the Location field that lists all the locations accessible to a role. All other portlets display data based on the selected location. |
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Reminders |
This portlet displays item counts pending approval and items due for count in the current day and last 30 days. |
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Approval Summary |
This portlet displays a summary of approved, pending, rejected, and recounted items.
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Smart Count Summary |
This portlet provides the following information related to inventory counting:
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Average Count Variances by User |
This portlet provides a graphical representation of average count variance. The graphs display cycle count difference percent against the accuracy of the inventory counter in performing the count. The following formulas are used to count average count variances: Inventory Record Accuracy = Number of Approved Records / (Number of Approved Records + Number of Recount Suggested Records + Number of Rejected Records) * 100 Cycle Count Difference % = [{Sum of (Actual Count - Count End Quantity on Hand)}] / {Sum of (Count End Quantity on Hand)} * 100
Note:
To calculate cycle count difference, all count records are considered except records with the following statuses:
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To understand how cycle count difference is calculated, refer to the following examples.
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Count Variance Analysis |
This portlet provides a graphical representation of count variance analysis. For every inventory counter, the graph displays the percentage of item counts that is over the tolerance, within tolerance, and has zero variance.
Note:
To calculate the percentage of item counts, all item counts are considered, except the counts with the following statuses:
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To understand the graphical representation of count variances, refer to the following examples. Case 1 – When item count is over the tolerance limit, the parameters are as follows.
Case 2 – When item count is within tolerance limit, the parameters are as follows.
Case 3 – When item count has zero variance, the parameters are as follows.
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Count Variance by Location |
This portlet displays variance quantity or variance amount for Today, This Week, This Month, and This Quarter based on location and variance type. You can select the variance type from the Variance field at the top right corner of the portlet. To calculate variance, the sum of quantities or amounts in the inventory adjustment records of approved item count records is considered. The portlet includes the following columns:
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