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How to Perform a Cycle Count
How to Perform a Cycle Count

Use Cycle Counts to audit your inventory.

Jason Visenberg avatar
Written by Jason Visenberg
Updated over a week ago

Available On: Business Plus


Streamline your inventory management process by conducting regular, systematic counts of your assets. From optimizing stock levels to ensuring accuracy in your records, UpKeep's Cycle Counts empowers your maintenance operations with precision and control.


How to Start a Cycle Count

  1. Navigate to the Parts Module

  2. Select the Cycle Counts Tab

  3. Select Create Cycle Count

  4. Add in the information for your Cycle Count

    1. Name

    2. Inventory Location

    3. Start Date

    4. Due Date

    5. Parts to Count

  5. Select Create Cycle Count


How to Process Your Cycle Count

  1. Navigate to the Parts Module

  2. Select the Cycle Counts Tab

  3. Select the Cycle Count you want to process

  4. View the details and select Count

  5. Enter in your counts and select Save Counts

  6. Select Submit once counts are completed

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