Cycle Count Reason Codes

How to select reason codes when approving cycle counts and related inventory adjustments in Flexe. 

IN THIS TOPIC

• Completing Cycle Counts
• Reason Code Guide 

Cycle count reason codes are used when approving cycle counts in Flexe. If an inventory adjustment is needed after the count is submitted, you'll be prompted to select the most relevant reason code for the adjustment. 

These codes help to track and analyze adjustments in the system, so there is better understanding around when and why adjustments are made.  

Completing Cycle Counts 

After a count is submitted from a Flexe mobile device, it must be reviewed and approved in the Flexe web platform. Select Complete to open the Complete Cycle Count window.

To complete the count you'll need to:

• Select a Reason Code from the dropdown. Scroll down to view the full list of options. 
• Add Notes 
• Specify the Purchase Order Id the goods arrived on (only required for the Adjust Past Receipt reason code). 

Once you've entered all required information, select Submit to complete the cycle count.

Reason Code Guide

Here's an overview of all reason codes available in the Select Reason Code dropdown menu. It includes guidance on when to select a particular code, as well as information to enter in the Notes section. 

Note: If your account has specific requirements, some codes may not be approved for use. Please consult your Flexe Logistics Analyst for a list of approved reason codes. 

Reason Code	When to use	What to enter for Notes
Cycle Count / Inventory Count	This can be used as a default when the adjustment reason is unknown, or when your scenario is not defined by any of the other reason code options.	Add detailed information about why the adjustment occurred, including Cycle Count ID and what led you to find the discrepancy.
Adjust Past Receipt	Use if you are adjusting inventory after an inbound delivery (PO receipt).	Add comments about why the warehouse under/over received, as well as the impacted inbound ID & Purchase Order (PO) number Note: You'll also be required to enter the PO number in the Purchase Order Id field.
Quality Disposition	Use if you have damaged inventory/material the shipper has provided a damaged disposition for.	Include comments about the nature of the disposition.
Factory Error (Concealed Overages or Shortages)	Use for overages or shortages found during cycle counts that were not visible until the pallet was broken down or the manufacturer box was opened.	Add as much detail as possible, including the inbound ID & PO number if they are available. If possible, also contact us at [e-mail] to create a ticket about the issue.
Product Swap/Changeout	Use when a SKU is changing from one thing to another (also known as SKU change). Note: Do not use this code for kitting.	Include detailed information about why the SKU is being changed.
Kitting	Use if you are instructed by Flexe or the shipper to kit material.	Include detailed information about the kitting project.
Warehouse Damaged	Use if there is damage to the item(s) caused by the warehouse.	If damage is significant, make sure to escalate to the Flexe Operations team. Contact us at [e-mail], or reach out to your Flexe Logistics Analyst.
Warehouse Theft	Use to depreciate merchandise if the warehouse has identified internal theft.	Any instance of this should be escalated to the Flexe Operations team. Contact us at [e-mail], or reach out to your Flexe Logistics Analyst.
Warehouse Salvage	Use if a shipper has approved damaged material to be salvaged.	Add as much detailed information as possible, including any related tickets or the shipper’s instructions.
Vendor Overage	Use if there's an overage at inbound (noted at the point of receipt).	Add as much relevant information about the inbound as possible, including the Inbound ID, PO number, Vendor, etc.
Vendor Damaged	Use if damage was discovered at inbound, and the material is still factory-sealed.	Add as much relevant information about the inbound as possible, including the Inbound ID, PO number, Vendor, etc.
General (other)	Use if the cycle count results in moving inventory from one location to another.	Add detailed information about why the inventory needs to be moved via cycle count.
Return to Shipper	Use if there's an overage from a return sent by another warehouse without an associated order.	Add as much relevant information as possible, including the warehouse the material came from, trailer number, etc.
Outbound Warehouse Transfer	Use if you are shipping inventory to a Flexe warehouse, and the shipment is not supported within the Flexe system.	Add detailed information about why the transfer is occurring (e.g. shipper request, Flexe request, Retail not enabled).
Manual Order/Shipment	Use if you are shipping inventory to a non-Flexe warehouse, and the shipment is not supported within the Flexe system.	Add detailed information about why the transfer is being sent to a non-Flexe warehouse/outside of the Flexe system (e.g. shipper request, Flexe request).
Liquidation	Use if there is an established and agreed-upon exit occurring, and material cannot be sent back to the shipper via the Flexe system.	Add the trailer number, seal number and destination warehouse.