How to run an audit / cycle count in WMS?

TB WMS · count · Last updated August 17, 2026 · Version 1

This process works in apps: TB WMS

This article will teach you how to start a count session, enter physical quantities, and finalize variances.

Audit / Count sessions reconcile physical stock to system quantities bin by bin. Finalizing applies approved variances according to your permissions and keeps WMS aligned with Books when adjustments post financially. Count targeted aisles during slow periods rather than freezing the entire warehouse unless required.

Steps

• Open Audit / Count in WMS.
• Confirm the active location.
• Start a count session for the location or targeted bins.
• Scan bins and enter counted quantities for each SKU.
• Review variances on the summary screen before finalize.
• Recount large unexplained swings before posting.
• Finalize to apply approved variances.

Conclusion & best practices

Count what you can finish in one session for cleaner variance review. Large unexplained swings deserve a recount before posting. Routine cycle counts beat annual “surprise” adjustments that shock Books valuation.