Cycle Count Scheduler

Keep your inventory in check with automatically generated cycle counts based on velocity, location, item criteria and frequency.

Cycle Count Scheduler by Insight Works revolutionizes inventory management for Dynamics 365 Business Central users. The app auto-generates schedules based on item velocity, location, type, and counting frequency. Alongside Advanced Inventory Count, it simplifies counts, enhances reporting, and aids in meeting compliance. With customization and automatic distribution of counts, it adjusts to counting progress and user availability, optimizing operations for single or multiple locations.

  • Optimized Accuracy and Efficiency: Enhances precision and streamlines operations by automating cycle counts based on key factors, freeing resources for other tasks.
  • Effective Stock Control: Manages inventory effectively by identifying fast-moving items and custom cycle counts, minimizing costly overstocks and stockouts.
  • Actionable Insights: Offers valuable real-time analytics on inventory trends to guide strategic decisions and prioritize counts based on specific needs.
  • Cost and Time Savings: Simplifies the counting process, reducing operational costs and time while enabling quick anomaly detection to mitigate potential losses.
  • Improved Collaboration and Proactivity: Enhances team coordination with multi-user capabilities and proactive management through automated reminders for upcoming counts.

What you can expect from Cycle Count Scheduler

  • Automated Scheduling: Configures cycle counts based on item characteristics, location, velocity, and frequency.

  • Multiple Schedules per Location: Enables defining multiple cycle count schedules for each location and specification of base and custom calendars for each schedule.

  • Schedule Generation: Allows for manual or automatic generation of schedules via a job queue and merges count sheet configurations and sheets.

  • Full Coverage Configuration: Provides setting of full count coverage and cycle count frequencies to determine the number of items on cycle counts within each full coverage period.

  • Item Selection: Defines the full coverage item list with options to filter by count period codes, item/SKU card fields, item activity, and on-hand inventory status.

  • Email Count Sheets: Automatically emails generated count sheets in PDF or Excel format.

  • Velocity-Based Calculation: Determines cycle count intervals using inventory movement speed to optimize stock levels.

  • Location-Specific Scheduling: Performs cycle counts depending on the location, ideal for multi-warehouse businesses.

  • Item Criteria Filtering: Schedules cycle counts based on specific item characteristics, ensuring accuracy for important inventory.

  • Frequency Customization: Allows for defining count frequencies per business needs, weekly, monthly, or quarterly.

  • Real-Time Analytics: Provides up-to-the-minute reports on cycle count performance and inventory status.

  • Integrated Notifications: Sends automated reminders about upcoming cycle counts to prevent missing schedules.

  • Easy Prioritization: Allows setting up priority levels for cycle counts based on business needs.

  • Exception Handling: Identifies and alerts anomalies in inventory levels for immediate correction.

  • Multi-User Capability: Allows multiple staff members to participate in cycle counts simultaneously, speeding up processes.

Cycle Count Schedule Card
Cycle Count Scheduler


Licensing: Subscription

Cycle Count Scheduler is a free app however it does require the Advanced Inventory Count app which is subscription-based.

Microsoft Partners click here for more information.
Business Central/NAV Compatibility

Dynamics 365 Business Central On-Premise
Dynamics 365 Business Central Cloud

Typical User

Inventory Managers and those tasked with performing cycle counts.

Release Date

Coming soon

Related Apps

Self-install via AppSource or Extension Marketplace. Microsoft Partner support not typically required.


Coming soon to the Insight Works Knowledge Base.


App is support is coming to the Insight Works’ Knowledge Base and Forum. For one-on-one support, Insight Works support plans are available or you can contact your Microsoft Partner.

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