Keep the count manageable
Build an event around the materials and locations that need attention. Use the scheduler and configured cycle-planning reports to organize a repeatable workload.
NEPTUNE SOLUTIONS · FOR JOBBOSS
Cycle Count
Paperless counting. A clearer path from the floor to JobBOSS.
Plan focused count events, collect quantities in a browser and review the results in one desktop workspace. Neptune Cycle Count brings inventory teams and managers into the same process, with selected updates, recounts and estimated value impact to support the decisions.
Training guide: PDF · 25 pages. Shared inventory webinar: GoTo Webinar registration asks for your name and email address.
THE BUSINESS CASE
Make stock checking
a working routine.
Move beyond printed count sheets and re-entered totals. Cycle Count organizes inventory by count event, lets the team record quantities where the stock is, and brings the results back to the manager for review. Choose the material types, classes and locations that fit the work instead of making every exercise a full inventory count.
The normal reviewed workflow separates count collection from inventory posting. Compare recorded quantities with expected stock and eligible movement, investigate differences, request a recount and update the intended rows. Completed count sets remain available for reporting, supporting a regular inventory routine rather than a one-off spreadsheet exercise.
PRACTICAL CAPABILITIES
Count at the stock. Review the result.
Enter quantities at the stock
Give counters a browser workflow for the started event. Search by material, vendor alias, location or lot; type identifiers or use compatible barcode input.
Review more than a variance
Bring count differences, eligible movement and estimated inventory value impact together. Recount selected items or post selected rows once the review is complete.
ONE UTILITY · TWO WORKING INTERFACES
Bring the office and counting team together.
The desktop manager and browser counter are components of the same Cycle Count workflow, not separate editions.
Desktop manager
Plan and start events, maintain count rows, investigate quantities and estimated value impact, request recounts, update selected inventory and complete count sets.
Browser counter
Open Cycle Count Mobile at your company’s configured site, enter an employee ID, choose a started event and record quantities in the stocking unit. The screen identifies the material, location and lot and shows expected quantity.
Choose when counts become inventory updates. Keep Direct Inventory Update off for the normal manager-reviewed workflow. Optional Direct Inventory Update, also called Auto-update, posts through the browser immediately and bypasses desktop approval. Event options are selected before START EVENT.
Looking for paper count sheets and an Excel-based inventory update? See the separate Physical Inventory / Inventory Assistant utility.
GENERAL USAGE
From a focused event to verified stock.
The normal reviewed workflow keeps Direct Inventory Update off. Use the illustrated guide for the working controls and optional event behaviors.
- 01
Plan and start the event
Define the material and location scope, date and event options. Use START EVENT when the team is ready; a scheduled date alone does not start counting. An ordinary event captures its expected stock when it starts.
- 02
Capture the physical quantities
Enter counts through the browser or desktop, confirming the stock identity and stocking unit. Record an explicit zero when the count is complete and no stock is present. With Direct Inventory Update off, entries remain available for manager review.
- 03
Review differences and recount
Reload the event’s current data in Count Review & Approval. Check counted, not-counted and mismatch views, eligible movement and estimated value impact. Use RECOUNT SELECTED for items that need another look.
- 04
Update, verify and complete
Review the selected rows, transaction date, reason and posting Costing Method before UPDATE SELECTED. Verify JobBOSS balances and transactions, settle recounts, then COMPLETE EVENT to remove that count set from active work and retain its records.
COUNT REVIEW & APPROVAL
Understand the difference before posting it.
Bring the operational and financial questions into the same review. Decide which rows are ready to update and which need another count.
Quantities and movement
Compare Expected and Counted quantities, the displayed Differential and the proposed adjustment against current stock. The desktop workflow uses recorded count times and eligible inventory movement.
Estimated financial impact
Prioritize the proposed adjustment by value as well as quantity. The review uses Standard Cost for manufactured materials and Last Cost for purchased materials; missing unit values need attention.
Review outside the utility
EXPORT TO EXCEL carries count and valuation detail for the whole selected count set, not just visible or checked rows. The estimated impact and the posting Costing Method are separate settings to understand.
The value estimate concerns the proposed adjustment, not the total stock counted. Check missing costs and differing stocking and costing units before relying on it; the estimate is not a general-ledger posting.
MORE THAN A COUNT SHEET
Handle the work around the count.
Use the event options and supporting workflows that match your process. The training guide explains their setup, review and posting behavior.
The current four-column count-import template is supplied with the implementation. A historical three-column material list or a count-review export is not an import-ready substitute.
LEARN THE TOOL · KEEP THE REFERENCE
Training and downloads, together.
Introduce the process with the overview, train counters and managers with the illustrated guide, and revisit the shared inventory demonstration.
PDF · 4 pages · 377 KB · November 2026
Product overview
See how the desktop manager and browser counter work together. Explore focused count events, review and recounts, estimated value impact and the supporting inventory workflows.
PDF · 25 pages · 1090 KB · November 2026
Illustrated training guide
Follow event planning, browser and desktop entry, movement and financial review, posting and completion. Includes recounts, cumulative counts, found stock, WIP observations, transfers, Excel count import and recurring plans.
SHARED INVENTORY WEBINAR
See the paperless workflow in context.
The recording covers both Physical Inventory / Inventory Assistant and Cycle Count. Use its Cycle Count sections for desktop management and browser counting. The current guide explains later features and the four-column count-import format.
Watch the recorded webinar
Opens GoTo Webinar in a new tab. Registration asks for your name and email address. This shared recording covers both inventory utilities.
A QUICK WORKING REFERENCE
Common questions.
Is this the same as the paper Physical Inventory utility?
Cycle Count uses planned events, a desktop manager and browser quantity entry. The separate Physical Inventory / Inventory Assistant utility follows a paper count-sheet and Excel update workflow. They share a webinar, but their screens and operating steps differ.
Are the manager and browser separate editions?
They are the two working components of Cycle Count. Cumulative Update, User Can Add Material and Direct Inventory Update are event options, not product editions. The browser connects to your company’s configured Cycle Count site.
Will the scheduled date start my count automatically?
No. Save the date for planning, then use START EVENT when the team is ready. Browser counters see started events. Starting an ordinary event captures expected stock for its selected scope; User Can Add Material starts empty. Event options are locked after start.
When does a submitted count change JobBOSS?
With Direct Inventory Update off, submissions are count records until the manager reviews them and uses UPDATE SELECTED. Direct Inventory Update, also called Auto-update, is an optional immediate browser-posting mode that bypasses desktop approval and uses a separate posting path.
Can inventory activity continue while the count is reviewed?
The desktop review and posting workflow uses recorded count times and eligible movement information. Review the displayed Differential and current stock before posting, especially when activity has continued. Confirm the installed movement rules for your process; Auto-update uses a different posting path.
What if a count is wrong or the browser response is unclear?
Check the recorded result before submitting again: cumulative entries add to the total. The manager can correct an unprocessed desktop count or request a recount. RECOUNT SELECTED creates a new count-number set and retires the selected old results from further processing. If posting may have begun, inspect processing status and JobBOSS records before retrying.
Does validation decide whether a count is reasonable?
Validation checks supported values and record references. Review quantities, explicit zeros, units and significant value differences before posting. The Excel count importer uses completed whole-number counts, not an uncounted selection list; never add zero counts merely to import a list of materials.
What does Complete Event do?
COMPLETE EVENT removes the selected count-number set from active work and retains its records for reporting. It does not post remaining rows or reverse previous inventory changes. Finish the intended review, posting and recount work first.
Need help with the count workflow? Contact Neptune with your utility and JobBOSS versions, event and count number, enabled options, affected material/location/lot and the exact message or unexpected result. Sales@NeptuneNetworking.com
IS THIS THE RIGHT TOOL?
A good fit for
Inventory leaders, warehouse teams and finance staff who want focused, paperless counting with a repeatable review, recount and inventory-update process.
Talk through your use caseWhat we’ll review together
- The materials, locations, count frequency and movement practices in scope.
- Browser access, employee IDs and the event options your team will use.
- The manager’s quantity and value review, installed reports and first training event.
We’ll confirm the applicable version, configuration and installation scope for your JobBOSS environment.
START WITH YOUR WORKFLOW
Make the next count easier to manage.
Tell us how your team counts today and where the handoff needs to improve. Your inquiry will already identify Cycle Count.