Cycle counts

A physical count of inventory at one location, compared with system quantities to find differences.

Fields

The API name is what the API, MCP and the CLI use.

NameAPI nameTypeRequiredDescription
IDidRecord IDYes
NamelabelText
Count numberuidTextThe number is a human-readable, unique identifier for the record.
UseruserIdUser
ModemodeConstantYesBlind is the default. Guided is stored on the count. Both modes hide the book quantity.
ResultresultConstantYesCount outcome: pending, no discrepancies, or adjusted.
LocationsitelocationIdReference
ZonesiteareaIdReference
TagstagIdsTags
DescriptiondescriptionText Area
Created bycreatedByUser
Created atcreatedAtDate and TimeYes
Updated byupdatedByUser
Updated atupdatedAtDate and TimeYes
Started bystartedByUser
Started atstartedAtDate and Time
Ended byendedByUser
Ended atendedAtDate and Time
Posted byprocessedByUser
Posted atprocessedAtDate and Time
Closed byclosedByUser
Closed atclosedAtDate and Time
Canceled bycanceledByUser
Canceled atcanceledAtDate and Time
Blocked byblockedByUser
Blocked atblockedAtDate and Time
Archived byarchivedByUser
Archived atarchivedAtDate and Time

Relations

Owned records (solid line) are deleted with their owner. Grouped records (dashed line) can exist alone.

FieldPoints toKind
User userIdUsersreference
Location sitelocationIdSite locationsreference
Zone siteareaIdSite areasreference
Tags tagIdsTagsreference

Actions

What you can do with a record. Every action also sends the webhook event inventorycyclecounts.<action>. Reads (find, get, count) work on every table.

NameAPI nameDescriptionWhere
CreatecreateAdd a new cycle count.App · API · MCP · CLI
EditupdateSave changes to this cycle count.App · API · MCP · CLI
StartstartBegin the count and capture the opening book at this location.App · API · MCP · CLI
Post differencesprocessPost the differences. This action is irreversible.App · API · MCP · CLI
EndendComplete the observation set and fill missing zero lines.App · API · MCP · CLI
ClosecloseStop new references to this cycle count. It stays, and existing documents stay. Unclose to allow new references again.App · API · MCP · CLI
ReopenuncloseAllow new references to this cycle count again.App · API · MCP · CLI
CancelcancelReverse the posted effect of this cycle count.App · API · MCP · CLI
Set uncounted to 0zeroUncountedSet uncounted baseline lines to quantity 0.App · API · MCP · CLI
BlockblockStop edits and deletion of this cycle count. It stays visible and can still appear on existing documents. Unblock to edit again.App · API · MCP · CLI
UnblockunblockAllow edits and deletion of this cycle count again.App · API · MCP · CLI
ArchivearchiveRetire this cycle count from daily use. It leaves active lists and pickers, and most actions stop. Unarchive to restore it.App · API · MCP · CLI
RestoreunarchiveReturn this cycle count to active lists and actions.App · API · MCP · CLI
DeletedeleteDelete this cycle count and the data that belongs with it. This cannot be undone.App · API · MCP · CLI

States

How a record moves from state to state. Archive and block can happen in any state.

StartCancelEndCancelClosePost differencesCancelCloseReopenCloseCancelCloseReopenReopenCloseReopenReopenCreatedStartedCanceledStarted · EndedStarted · CanceledClosed · CanceledStarted · Processed ·EndedStarted · Ended ·CanceledStarted · Closed ·CanceledStarted · Processed ·Ended · ClosedStarted · Processed ·Ended · CanceledStarted · Ended · Closed ·CanceledStarted · Processed ·Ended · Closed · Canceled