Cycle Counts

Regular inventory counts help maintain accuracy and compliance. GreenPOS makes counting easy with multiple count types and variance tracking.

Cycle Count Dashboard

Access from Inventory → Cycle Counts.

Count Types

Type	Description	Best For
Full Count	Count all inventory	Monthly audit
Category Count	Count one category	Weekly rotation
Product Count	Count specific products	High-value items
Spot Count	Random sample	Daily verification

Creating a Count Session

Step 1: Start New Count

1. Click New Count
2. Select count type
3. Choose options:
   • Blind Count: Hides expected quantities
   • Non-Blind: Shows expected for reference
4. Click Create Session

Step 2: Count Inventory

For each item in the count:

1. Scan package tag or search by name
2. Enter counted quantity
3. Add notes if needed
4. Move to next item

Blind Counts

Blind counts are more accurate because staff can't see expected quantities. Use for monthly audits.

Step 3: Review Variances

After counting all items:

1. Click Complete Count
2. Review variance report:
   • Items with discrepancies highlighted
   • Positive variance (over)
   • Negative variance (under)

Step 4: Finalize

Choose how to handle variances:

Accept All

• Adjust inventory to match counted quantities
• Creates adjustment records for each variance

Review Individually

• Accept or reject each variance
• Add investigation notes
• Recount specific items if needed

Variance Report

The variance report shows:

Column	Description
Product	Item name
Tag	Package tag number
Expected	System quantity
Counted	Physical count
Variance	Difference
% Off	Percentage variance

Variance Thresholds

Configure alerts in Settings:

Threshold	Alert Level
< 2%	No alert (acceptable)
2-5%	Warning
> 5%	Critical

Scheduling Counts

Set up recurring counts:

1. Go to Cycle Counts → Schedules
2. Click New Schedule
3. Configure:
   • Name (e.g., "Weekly Flower Count")
   • Count type
   • Frequency (daily/weekly/monthly)
   • Time of day
   • Assigned user
4. Save schedule

Scheduled counts send reminders to assigned staff.

Mobile Counting

Use the GreenPOS mobile app for easier counting:

1. Open mobile app
2. Go to Cycle Counts
3. Select active session
4. Scan barcodes with phone camera
5. Enter quantities
6. Counts sync automatically

Best Practices

1. Count during slow hours: Minimize sales during counts
2. Use blind counts: More accurate results
3. Investigate variances: Don't just adjust without understanding why
4. Rotate categories: Weekly rotation covers everything monthly
5. Document everything: Notes help with compliance

Compliance

All count activities are logged for compliance:

• Count start/end times
• Who performed the count
• All variances and adjustments
• Investigation notes
• Approval signatures

Metrc Comparison

After completing a count, compare with Metrc:

1. Click Compare with Metrc
2. View three-way comparison:
   • Your expected quantity
   • Your counted quantity
   • Metrc quantity
3. Identify and resolve discrepancies

Next Steps

• Products & Packages - Manage inventory
• Inventory Reports - View stock reports