Overview

• Outbound and Other WMS Activities

  WMS Activity:

  Warehouse related activities that are performed on pallets in inventory.

  
  Ownership Transfers: Move pallet(s) from one customer's inventory into another.  

  Pallet Moves: Moving one whole pallet to a new bin.

  Pull Queues: A guided/pre-planned pallet move of one or more pallets to new bins/areas. Place a single/multiple pallets into a queue to later decide how they will be moved.

  Inventory Adjustments: Adjusts the amount of units on a pallet either by decreasing or increasing the amount.

  Move Inventory Units: Moving units from one pallet to another.

  Scan Inventory Units: Moving units with catch weights from one pallet to another. 

  Anniversaries: Storing pallets for multiple days, weeks or months.  Daily, Weekly, Monthly and Monthly on the First (1 anniversary per pallet per day/week/month etc.). 

  Cycle Counts: Take inventory counts with the  Manual Physical or the Slot Count/Verify options. 

   

  Types Of Pull Queues: 

  Warehouse Pallet Pull(WPP): Consists of moving a pallet using the pull queue to any other bin in the warehouse EXCEPT manifest bins.

  Pallet Pull w/ Units(CSPP):  A Pull Queue to a manifest bin of a pallet with units on it. 

  Pallet Pull w/o Units(PP): A Pull Queue of a pallet to the manifest bin with NO units on it. (To view pallets with no units: Sales -> Customer Pallets ONLY)

  Case Pick:(CP:Non-Customer Order Related Case Pick): A Pull Queue to a manifest bin of a “New” Pallet that was created through unit moves or case picking etc.  

  Note: When cases are moved from an existing pallet to a brand new pallet, a NP(New Pallet) Charge is automatically generated.

   

  Types Of Pallet Moves:
  
  

  Pallet Pull w/ Units(CSPP): Pallet Move to a manifest bin

  Case Pick(CP:Non-Customer Order Related Case Pick): A Pallet Move to a manifest bin of a “New” Pallet that was created through unit moves etc.  

  Note: When cases are moved from an existing pallet to a brand new pallet, a NP(New Pallet) Charge is automatically generated.

   

  Billed Activity:

  Note: Activities can only be billed on the date they were performed.  The nightly end of day process will not go through until all activities for that day have been billed for.
  
  

  Putaways: Putaway Charge(PPA), First Month Charge(Selected Code)

  Anniversaries: Daily, Weekly, Monthly and Monthly on the First (1 anniversary per pallet per day/week/month etc.) 

  Note: Once billing occurs, an invoice is generated and the number of anniversaries for that date go back to zero

  Pull Queues: Warehouse Pallet Pulls(WPP), Pallet Pulls w/ Units(CSPP), Pallet Pulls w/o Units(PP)

  Pallet Moves: Pallet Pulls w/ Units(CSPP), Case Picks(CP)
  
  Ownership Transfers: Ownership Transfers (TFR) will automatically generate orders for the customer that the pallets came from 
  
  

   

  Unbilled Activity:

  Pallet Moves: Moves within the warehouse to non-manifest bins

  Inventory Adjustments: Adjusts the amount of units on a pallet either by decreasing or increasing the amount

  Move Inventory Units: Moving units from one pallet to another

  Scan Inventory Units: Moving units with catch weights from one pallet to another

  Cycle Counts: Use the Manual Physical or the Slot Count/Verify to take inventory counts

   

   

WMS Activities

• Key Information

  Outbound Orders Key Information

  The Outbound Orders process in the Inspired ERP Cold Storage model manages all product movements leaving customer inventory — from picking and verification to staging, manifesting, and shipment confirmation. This workflow ensures that outbound operations are accurate, traceable, and fully integrated with warehouse billing.
  
  • Outbound orders represent customer shipments or inventory transfers that require product to be removed from storage.
  
  • Users can execute outbound workflows from the desktop or through RF Scanning on warehouse devices.
  
  • Outbound processes support case picks and full pallet case picks (FPCP), depending on customer configuration and billing preferences.
  
  • Outbound activities are billed on the day they occur. The nightly End of Day (EOD) process will not complete until all daily activities are billed.
  
  Types of Outbound Picks
  1. Case Pick (CP):
  
  • Individual cases are picked from one or multiple pallets to fulfill a specific outbound order.
  
  • Typically billed as a Case Pick (CP) activity under warehouse services.
  
  • Often used for multi-SKU orders or smaller customer shipments.
  
  • When cases are moved from an existing pallet to a new pallet, a New Pallet (NP) charge is automatically applied.
  
  2. Full Pallet Case Picks (FPCP):
  
  • Represents a full pallet move that is billed under its own service type, separate from CP.
  
  • Must be enabled per customer within Sales → Customer Service Prices, as each account can have its own FPCP rate and billing structure.
  
  • Ideal for customers who require full pallet movements that follow a case-pick handling process or pricing model.
  
  • When enabled, FPCP activities appear as distinct billing lines with unique cost structures for full traceability.
  
  Outbound Workflow Overview
  1. Release Order: Outbound orders are generated from Sales modules and must be released before warehouse picking can begin. Once released, orders appear in the RF wave queue or the pick list.
  
  2. Picking: Depending on order configuration, users perform either a Full Pallet, Case, or FPCP pick. RF scanning prompts guide users through the correct picking process, ensuring accuracy and traceability.
  
  3. Verification: The Verify Orders process confirms that all picked items, weights, and quantities match the outbound order details. Verification ensures accuracy for both shipment documentation and billing.
  
  4. Staging and Manifesting: Verified pallets are placed into designated manifest bins. The manifesting process groups pallets for outbound shipping, capturing trailer, carrier, and seal details.
  
  5. Ship Confirmation: Finalizes the outbound order, removes pallets from inventory, and generates all related outbound billing activities for invoicing.
  
  Note:
  All activities generate individual billing lines for detailed reporting. Once invoiced, anniversary and activity counters reset for the next billing cycle.
  
  Best Practices
  • Confirm that FPCP is enabled for customers who use that billing method under Service Prices.
  
  • Always complete verification and manifesting before ship confirmation to ensure billing accuracy.
  
  • Perform daily checks for unbilled activity to avoid billing delays.
  
  • Use RF scanning to reduce manual entry errors and improve tracking.
  
  • For case picks, monitor NP (New Pallet) charges automatically created during unit transfers.
  
  • Use clear bin organization to separate inbound, staging, and manifest areas for outbound traffic.

• Ownership Transfers
  Easily transfer inventory from one customer's account to another.  
  
  Note: The same item code must be set up for both customers in order to transfer inventory.  
  
  Item codes must be set up with the same:- Catch/Set Weight Settings
  - Standard Weight
  - Gross Weight
  - Stocking, Gross and Weight Units of Measure
  - Storage Restrictions 
  - Bin Environments
  
  Note: GS1-128 codes, UPC codes and UOM Conversions will be automatically copied over if assigned.  If UOM conversions for a particular UOM already exist for the customer the inventory is being transferred to, then the UOM conversions will not be copied over.  
  
  
  Initiating the Transfer
  
  1. Go to the Warehouse Menu and click on the Inventory Units Sub-Menu
  
  
  
  
  2. Click on the Ownership Transfer Icon next to each pallet to transfer 
  
  
  
  
  3. Enter the customer the pallet will be transferred to, the transfer date/time, and select the portal user who will need to approve/reject the transfer
  
  
  
  
  4. Enter a name for the transfer (Optional) 
  
  
  
  
  5. Click on the Save Button to add this pallet to the ownership transfer queue
  
  
  
  
  
  
  6. Click on Ownership Transfer Icon next to each additional pallet to transfer
  
  
  
  
  7. Enter the same date and time and name as the previous transfer, this will ensure both pallets are added to the same transfer in the transfer queue
  
  

  Note: Subsequent Transfers will automatically be assigned to the previous transfer unless manually overridden (Assigning to another date/time slot) 

  
  
  
  Both pallets are now in the transfer queue 
  
  
  
  
  8. View the details of the transfer in the Ownership Transfer Queue
  
  
  
  
  
  
  
  
  
  
  Sending Notifications to Portal Users
  
  1. Click on the Send Notification Icon and click OK on the Pop-up Prompt
  
  
  
  
  
  
  2. Once sent, portal users will see a red notification that they can click and view when they log in 
  
   
  
  
  
  
  
  
  Approving/Rejecting Transfers
  
  1. Portal users will go to the Queues Menu and click on the Ownership Transfer Queue Sub-Menu 
  
  
  2. To view the contents of the transfer, click on the View Contents Icon
  
  
  
  
  
  
  3. Click on either the Approve Transfer Icon or the Reject Transfer Icon and click OK on the Pop-up Prompt
  
  Note: Once approved, the pallets in the transfer queue will automatically be removed and placed in the new customer's inventory.  If rejected, the pallets will be removed from the transfer queue and will remain in the original customer's inventory.  
  
  If approved, an order will automatically be generated for the customer who initiated the transfer, in addition to the customer receiving the transfer.  
  
  
  
  
  
  
  
  
  
  Billing Transfers
  
  1. Go to the Sales Menu and click on the WMS Activity Sub-Menu
  
  
  
  2. Click on the Bill to Order Icon and then click the Submit Button and OK on the Pop-up Prompt
  
  
  
  
  
  Note: Notifications will automatically be sent out for every approval and rejection 
  
  3. Click on the Batches Button and then the Generated Orders Icon
  
  
  
  
  
  
  4. Edit the order as necessary and then click on the Invoice All Button 
  
  

• Pallet Moves

  Billed Pallet Move:

  
  Example: Moving pallet 55289 from bin O.A.01.A.1 to bin D.A.01.A.1 (Manifested out of the building, billed as a CSPP) 
  
  
  
  
  
  1. Go to the RF Menu and click on the Move Pallet Sub-Menu
  
  
  
  
  
  2. Click on the Manifest button and fill in the audit information 
  
  
  
  
  
  
  
  
  3. Enter or scan the pallet ID, then click the Next Step button 
  
  
  
  
  4. Enter or scan the bin the pallet is currently in (use the Floor button if the floor), then click the Next Step button  
  
  
  
  
  
  5. Enter or scan the new bin the pallet is going into, then click the Next Step button 

  Note: If manifesting, a dock bin must be selected.
  
  
  
  
  6.  The pallet has now been moved into the new bin in inventory
  
  
  
  
  
  
  
  7. Go to the Sales Menu and click on the WMS Activity Billing 
  
  
  
  
  
  8. Click on the Bill to Order icon next to the customer of choice 
  
  
  
  
  
  9. Click on the Submit button 
  
  Note: The automatic nightly end of day process will not go through to the next day until all activities have been billed for the current day.
  
  
  
  
  
  10. The pallet move(CSPP) has now been billed for and has been placed into a customer order that is ready to be invoiced
  
  Note: If the entry is removed from the WMS Activity Billing list, then billing has been successful 
  
  
  
  
  
  11. Go to the Sales Menu and click on the Orders Sub-Menu 
  
  
  
  
  
  12. Click on the Edit Order icon next to the order that was generated 
  
  
  
  
  
  13. Click on the Save & Details button to review the order 
  
  
  
  
  
  
  14. 1 CSPP per manifested pallet is automatically generated, once the order has been reviewed, click on the Header button 
  
   
  
   
   
  15. Click on the Invoice button 
  
  Note: Invoicing an order is final and cannot be undone  
  
  
  
  
  16. The order has been invoiced and is now closed.  Click on the View Invoices icon to view the invoice document 
  
  
  
  
  
  
  
  17.  Click on the Send Email icon to draft and send an email to the customer's contact(s) with the invoice document attached  
  
  Note: Those contacts that are setup to receive invoices via email, will be automatically sent an email with the invoice document attachment at the time the order is invoiced 
  
  
  
  
  
  

  Unbilled Pallet Move:

  Example: Moving pallet 55297 from bin C.A.01.A.2 to bin G.A.01.A.1

  
  
  
  
  1. Go to the RF Menu and click on the Move Pallet Sub-Menu
  
  
  
  
  
  2. Enter or scan the pallet ID, then click the Next Step button 
  
  
  
  
  
  3. Enter or scan the bin the pallet is currently in, then click the Next Step button 
  
  
  
  
  
  4. Enter or scan the new bin the pallet is going into, then click the Next Step button 
  
  
  
  
  
  5.  The pallet has now been moved into the new bin in inventory 
  
  Note: No WMS Activity Billing required for unbilled WMS Activities 
  
  
  
  
  
  

   

• Pull Queues

  Unbilled Pull Queue:

  
  Example: Moving multiple pallets to the cooler bin (C.A.01.A.1)

  
  1. Go to either the Sales Menu and click on the Customer Pallets Sub-Menu or go to the Warehouse Menu and click on the Inventory Units Sub-Menu
  
  
  
  
  or
  
  
  
  
  2. Click on the Specify Pull Queue icon next to the pallet to move 
  
  
  
  3. Enter the date and time the Pull will occur and a name for the pull, then click the Save button 
  
  
  
  4. Click on the Specify Pull Queue icon next to the next pallet to add to the pull queue 
  
  
  
  5. Enter the same date and time and name as the previous pull, this will ensure both pallets are added to the same pull in the pull queue
  
  Note: Subsequent Pulls will automatically be assigned to the previous pull unless manually overridden (Assigning to another date/time slot) 
  
  
  
  Both pallets are now in the pull queue 
  
  
  
  6. Go to the RF Menu and click on the Pull Queue Sub-Menu 
  
  
  
  7. Locate the corresponding pull to initiate in the Pull Queue (1 pull of 1 to many pallets per each date/time)
  
  
  
  8. Click on the Initiate Pull icon for the pull to initiate 
  
  
  
  9. Click on the Start Pull button or the Pull icon 
  
  
  
  10. Enter or scan the pallet id to move and click the Next Step Button. 
  
  
  
  11. Enter or scan the Bin to move the pallet into, click the Next Step Button, then confirm.   Use the Floor Button if applicable.  Repeat for each pallet in the queue.   
  
  
  
  
  

  Billed Pull Queue: 

  Note: A customer price for the FPCP (Full Pallet Case Pick) service must be setup ahead of performing the pull queue 
  
  
  Example: Moving multiple pallets to a manifest bin (D.A.01.A.1)
  
  
  1. Go to either the Sales Menu and click on the Customer Pallets Sub-Menu or go to the Warehouse Menu and click on the Inventory Units Sub-Menu
  
  
  
  
  or
  
  
  
  
  2. Click on the Specify Pull Queue icon next to the pallet to move 
  
  
  
  3. Enter the date and time the Pull will occur and a name for the pull, then click the Save button 
  
  
  
  4. Click on the Specify Pull Queue icon next to the next pallet to add to the pull queue 
  
  
  
  5. Enter the same date and time and name as the previous pull, this will ensure both pallets are added to the same pull in the pull queue
  
  Note: Subsequent Pulls will automatically be assigned to the previous pull unless manually overridden (Assigning to another date/time slot) 
  
  
  
  Both pallets are now in the pull queue 
  
  
  
  6. Go to the RF Menu and click on the Pull Queue Sub-Menu 
  
  
  
  7. Locate the corresponding pull to initiate in the Pull Queue (1 pull of 1 to many pallets per each date/time)
  
  
  
  8. Click on the Initiate Pull icon for the pull to initiate 
  
  
  
  9. Click on the Start Pull button or the Pull icon 
  
  
  
  
  10. Enter or scan the pallet id to move, then click the Next Step Button.  Click the Manifest Button to enter Manifest Audits if applicable.  
  
  
  
  11. Enter or scan the Bin to move the pallet into, click the Next Step Button, then confirm.   
  
  
  
  12. Go to the Sales Menu and click on the WMS Activity Billing Sub-Menu 
  
  
  
  13. Click on either the Bill to Order Icon next to the customer, or the Bill All Button to bill all WMS Activity across all customers 
  
  
  
  14. Click on the Submit Button 
  
  

  Note: The automatic nightly end of day process will not go through to the next day until all activities have been billed for the current day.
  
  
  
  

  15. The pull queue(FPCPs) have now been billed for and has been placed into a customer order that is ready to be invoiced

   

  Note: If the entry is removed from the WMS Activity Billing list, then billing has been successful 
  
  
  
  16. Click on the Batches Button 
  
  
  
  17. Click on the Generated Orders Icon for the WMS Activity Batch that was just generated 
  
  
  
  18. Review the orders listed, then click on the Invoice All Button to invoice all the orders for the current WMS Activity Batch
  
  
  
  
  

• Inventory Adjustments
  Example:Adjust the number of units on pallet 55284 from 5 units to 4 units 
  
  
  
  
  
  1. Go to the RF Menu and click on the Inventory Adjustment Sub-Menu 
  
  
  
  
  
  2. Enter the pallet to be adjusted 
  
  
  
  
  
  3. If choosing to move the pallet after adjusting, enter a queue name to assign the pallet to a pull queue, otherwise, click the Next Step button  
  
  
  
  
  
  4. Enter or scan the item (UPC, GTIN or Item Barcode), then click the Next Step button 
  
  
  
  
  
  5. Enter the lot if applicable 
  
  
  
  
  
  6. Enter the new unit amount (4 in this example) or the offset (-1 in this example) for the pallet 
  
  Note: Company setup dictates whether to enter a new unit amount, or the offset value.   
  
  
  
  
  
  7. Confirm the new unit or offset amount 
  
  
  
  
  
  8.  The pallet's unit count has now been adjusted 
  
  
  
  
  
  9. View the pallet in inventory with the new unit count
  
  
  

• Move Inventory Units
  Example: Moving 1 unit from pallet 104239 to a new pallet 
  
  
  
  
  1. Go to the RF Menu and click Move Inventory Unit Sub-Menu
  
  
  
  2. Click the New Pallet Button 
  
  
  
  3. Enter or scan the pallet the unit is being moved from, then click the Next Step Button  
  
  
  
  4. Enter or scan the item (UPC, GTIN or Item Barcode), then click the Next Step Button 
  
  
  
  5. Enter the lot, then click the Next Step Button 
  
  
  
  6. Enter the number of units to move, click the Next Step Button and confirm 
  
  
  
  7. The unit has now been successfully moved to a new pallet, click on the Done/Label Button to print the new pallet label  
  
  
  
  
  
  

   

• Scan Inventory Units
  Example: Moving 1 unit from pallet 104243 to pallet 104242

  
  
  
  
  

   

  1. Go to the RF Menu and click Scan Inventory Unit Sub-Menu

  
  

   

  2. Enter or scan the pallet to move into, or click the New Pallet Button,  then click the Next Step Button  

   

  

   

  3. Enter or scan the pallet the unit is being moved from, then click the Next Step Button  

   

  

  
  

  4. If applicable, enter the override lot# (the lot number currently associated with the inventory in the system which differs from the barcode's lot), then click the Next Step Button 

   

  

  
  5. Scan the case's GTIN barcode (barcode must contain a weight), then click the Next Step Button 

  
  Note: If there is no barcode to scan, click the Next Step Button to skip this scan step and manually enter the information 
  
  
  

  

  
  
  
  6. Continuing scanning until all units have been moved, then click on the Done/Label Button to print the new pallet label once all moves have been completed 
  
  

   

   

• Anniversaries

  Anniversaries Overview

  Inspired ERP supports anniversary-based storage billing, a method commonly used in cold storage environments to calculate storage charges based on when inventory is received into the warehouse. Anniversary billing allows storage fees to be applied on a recurring cycle tied to the original receipt date, rather than a fixed calendar date. This approach provides accurate, customer-specific billing and is especially useful when inventory arrives throughout the month rather than on a single date.
  
  Anniversary Billing vs. Calendar Billing
  Inspired ERP supports both Anniversary and Calendar billing methods. These methods determine when storage charges are generated.
  
  For anniversary-based billing:
  • Billing is tied to the receipt date
  • Each pallet or item may have a different billing cycle
  • Storage charges recur on each item’s anniversary
  • Commonly used for:
  • Per-pallet storage
  • Lot-based storage
  • Customers with staggered receipts
  
  For calendar-based billing:
  • Billing occurs on fixed dates (for example, the 1st of the month)
  • All applicable inventory is billed at the same time
  • Often used for simpler or flat-rate storage agreements
  
  What is an Anniversary?
  An anniversary is the recurring billing date derived from the original putaway date of a pallet or inventory unit.
  
  For example:
  • A pallet is put away on December 19
  • Its anniversary recurs on the 19th of each billing cycle
  • Storage charges continue to generate on that recurring anniversary date
  • Billing stops once the pallet leaves storage
  
  Each pallet maintains its own anniversary cycle, even if other pallets for the same customer have different receipt dates. Inspired ERP allows customer-specific anniversary billing services to be configured as needed. Examples of how services may be used include:
  
  • Differentiating storage by temperature zone
  • Applying discounted or promotional storage rates
  • Supporting unique contractual billing terms
  
  The actual services available depend entirely on system configuration.
  
  Anniversaries in Inspired
  When performing a putaway for an item for the first time, follow the standard putaway process to place the new pallets into their designated bins. During this process, the Billing section will display the available anniversary options.
  
  Select the option that reflects how frequently you want the pallet to be billed for cold storage. In the Billing Service field, press the space bar to display all services configured for that interval, then choose the service you want to apply.
  
  
  Once putaway activity is completed, navigate to Sales → WMS Activity Billing to bill the customer for their putaways. The customer will appear in the list along with the total number of completed putaways, displayed in the Putaways column.
  
  

  To generate billing, click the arrow-into-door icon for the appropriate customer. This opens the WMS Activity Billing screen specific to that customer. After reviewing the charges, select Submit to proceed.
  
  Submitting the billing creates a sales order in "Invoicing" status for the customer, containing all applicable services based on the configured putaway billing frequency (weekly, monthly, or other defined schedule).
  
  
  To locate the newly created order in Invoicing status, navigate to Sales → Orders.
  
  

  Note: If the system date has been rolled back, use the current system date as the requested service date when searching up the order.

  Refine the results by entering today’s date in the Requested Service Date field and selecting the applicable customer. Once the order appears in the list, select the pencil (Edit) icon to review or make any necessary updates. When ready, invoice the order using the options available in the order header.
  
  
  When editing the header of an Invoicing sales order, you may notice that the header layout is more compact than a standard sales order. This is expected behavior. Invoicing orders contain service-only charges, so the Ship To section is omitted.
  
  
  If you need to adjust service pricing or add additional service lines before invoicing, select the Save & Details button to access the order details. You will be taken to the Order Lines page, where all billed services are displayed. From this screen, you can modify service prices as needed.

  Note: Quantities cannot be edited on orders in Invoicing status.

  To update a service price, click the pencil (Edit) icon on the applicable line, locate the Service Price field near the top of the page, and enter the new amount. Select Add/Update to save your changes.

  
  To add an additional service, enter the appropriate Quantity and Service Code in the empty fields at the top of the page. The Service Price will automatically populate based on the applicable pricing source—either the service master price or a customer-specific price, if one is configured.
  
  Once the details are entered, select Add/Update to add the service line to the order. Repeat this process as needed to include additional services. Additional services added to the order are billed as one-time charges for the current invoicing order only.
  
  
  After completing all updates, select Header to return to the order header screen.
  
  
  From the header, select the Invoice button to generate and send the invoice to the customer. Based on the anniversary frequency configured for the pallets at putaway, these services will continue to appear in WMS Activity Billing on the defined schedule (daily, weekly, monthly, or other configured frequency).
  
  
  Anniversary Billing & Requesting New Services
  In addition to billing frequency, Inspired ERP uses Billing Services to define how storage charges are calculated and described. Billing Services are not universal and will vary by customer, warehouse, and contract.
  
  The billing services available in your system are configured specifically for your operation and customer agreements. Inspired ERP also allows customer-specific anniversary billing services to be configured as needed. Examples of how services may be used include:
  
  • Differentiating storage by temperature zone
  • Applying discounted or promotional storage rates
  • Supporting unique contractual billing terms
  
  The actual services available depend entirely on system configuration. If a customer requires a new anniversary billing frequency or billing service, Inspired IT can configure this upon request. To request a new setup:
  
  • Contact Inspired IT Support
  • Provide the desired billing frequency (daily, weekly, monthly, etc.)
  • Specify any customer-specific billing rules or storage requirements
  
  Once configured, the new billing service will appear as a selectable option during pallet creation and billing.
  
  Summary
  Anniversary-based billing in Inspired ERP calculates storage charges based on the original putaway date of each pallet. While the anniversary determines when charges occur, Billing Services determine how those charges are calculated. These services are customer-specific and configurable, allowing Inspired ERP to support a wide range of storage agreements.

• Cycle Counts + Manual Physicals

  Cycle Counts & Manual Physicals Overview

  Cycle counts in Inspired ERP are an inventory control process used to regularly verify stock quantities without requiring a full warehouse shutdown. Unlike full physical inventories, cycle counts focus on targeted locations, items, or areas and are performed on an ongoing basis to maintain inventory accuracy. Inspired ERP supports multiple counting methods, including Slot Count/Verify and Manual Physical counts. Each method serves a different operational purpose and can be used independently or together as part of a comprehensive inventory strategy.
  
  What Is a Cycle Count?
  A cycle count is a recurring inventory verification process where specific bins, items, or warehouse areas are counted according to a defined schedule or operational need. Cycle counts help organizations:
  
  • Maintain accurate on-hand inventory levels
  • Detect discrepancies early
  • Reduce operational disruption compared to full physical inventories
  • Improve warehouse accountability and traceability
  • Support financial and operational reporting accuracy
  
  In Inspired ERP, cycle counts are typically executed using Slot Count/Verify or Manual Physical counting workflows.
  
  Slot Count/Verify vs. Manual Physical Counts
  Slot Count/Verify is a system-guided counting process where Inspired ERP prompts users to verify inventory in specific bins or slots. 
  
  Key characteristics:
  • System-directed counting by bin/location
  • Often used for routine cycle counts
  • Focuses on verifying existing system quantities
  • Typically performed using RF scanning workflows
  • Ideal for high-frequency or targeted inventory checks
  
  Slot Count/Verify is commonly used to maintain ongoing accuracy in active warehouse locations without interrupting daily operations.
  
  Manual Physical Counts
  Manual Physical counts are user-initiated inventory counts that allow greater flexibility in selecting areas and viewing item details. In Inspired ERP, Manual Physical counts are accessed via:
  
  

  Key features include:
  • Area selection from a dropdown menu
  • Option to count inventory in “Blind” mode or “With Content” mode
  • Ability to filter by warehouse location attributes such as:
  - Area
  - Aisle
  - Row
  - Level
  - Class
  
  Blind vs. With Content Modes
  • Blind mode:
  - Does not display system quantites or item details
  - Used to reduce bias during counting
  - Recommended for audit-level accuracy
  
  
  • With Content mode -
  Displays detailed inventory information, including:
  - Items
  - Lots
  - Unit counts
  - Weight (if applicable)
  - Pallet information
  • Useful for research, validation, and discrepancy resolution
  
  
  Area Configuration in Inspired ERP
  Warehouse areas available in Manual Physical counts are defined per company and configured by Inspired I.T. As a result:
  • Area names and structures vary by company
  • Users can only select from areas configured for their organization
  
  How Cycle Counts Support Inventory Accuracy
  By combining Slot Count/Verify and Manual Physical counting methods, organizations using Inspired can:
  • Perform frequent targeted counts (Slot Count/Verify)
  • Conduct flexible, in-depth inventory reviews (Manual Physical)
  • Reduce reliance on disruptive full physical inventories
  • Improve overall warehouse data integrity
  
  Key Differences Between Slot Count/Verify + Manual Physical Counts
  Slot Count/Verify:
  • System-directed counting process focused on specific bins or slots.
  • Typically used for routine cycle counts to maintain ongoing inventory accuracy.
  • Best suited for frequent, operational inventory checks.
  
  Manual Physical Counts:
  • User-initiated counting process with flexible selection criteria.
  • Allows users to select areas, aisles, rows, levels, and classes.
  • Can be performed in Blind mode or With Content mode.
  • With Content mode displays detailed inventory information such as items, lots, units, and pallet data.
  • Best suited for audits, investigations, and broader inventory reviews.

• Miscellaneous Weights
  Scan or gather weights for a particular item/sku, order or for any other miscellaneous purpose into a stand-alone misc. weights batch. 
  
  

  Creating a Misc. Weights Batch

  
  1. Go to the RF Menu and click on the Misc. Weights Sub-Menu 
  
  
  
  2. Click on the New Batch Button 
  
  
  
  3. Fill in the item number and description, then click on the Save & Details Button 
  
  Note: A "start/end" weight option can be specified to denote the "start" or "end" result of a process.
  
  
  
  4. Either enter the weight manually within the Weight Field, or scan a barcode containting the weight within the Scan Field 
  
  *Repeat until all weights have been added to the batch 
  
  
  
  5. Click the All Entries Button to view a list of all the weights 
  
  
  
  6. Use the Show All Button and the Download Table link to download an excel spreadsheet of the table 
  
  
  
  7. Use the Delete Buttons to remove unwanted weights 
  
  
  
  8. Click the Back Button until editing the main batches screen, then select the Save & Exit option to save the batch 
  
  
  
  
  
  
  
  
  

  Disabling a Misc. Weights Batch

  
  1. Click on the Disable Weight Batch icon and select OK on the pop-up prompt 
  
  
  
  2. The Misc. Weights Batch is now located under the disabled batches 
  
  Note: Misc. Weights Batches can be disabled but not deleted 
  
  
  
  
  

  Activating a Misc. Weights Batch

  1. Locate the Misc. Weights Batch under the list of disabled batches 
  
  
  
  2. Click on the Edit Weights icon 
  
  
  
  3. Select Active from the Status Dropdown and save the batch