Counting Tasks

Counting tasks are specialized tasks designed for inventory cycle counts. They make it easy to count products on the shelf and compare your counts to expected quantities.

How Counting Tasks Work
Section titled “How Counting Tasks Work”A counting task contains a list of products, each with an expected quantity. Your job is to physically count the items on the shelf and record what you find. FastQuery compares your count to the expected quantity and highlights any discrepancies.
Performing a Count
Section titled “Performing a Count”- Open the counting task from your My Tasks tab
- The counting interface shows the list of products to count
- Use the barcode scanner to scan each item — the app automatically records your count
- Swipe through items to move to the next product
- When you’ve counted everything, finalize the count to generate a report
Understanding the Color Indicators
Section titled “Understanding the Color Indicators”As you count, color-coded indicators help you see your progress at a glance:
- Green — Your count matches the expected quantity. You’re all set.
- Orange — The item hasn’t been counted yet, or the count is below the expected quantity. Keep counting.
- Blue — The item has been counted to zero.
- Red — Your count is higher than expected. Double-check for errors or misplaced items.
Navigation
Section titled “Navigation”Items in a counting task are sorted by shelf location, making it easy to work through your count aisle by aisle. This way you can walk the store in a logical order instead of jumping around.
Creating Counting Tasks
Section titled “Creating Counting Tasks”There are several ways counting tasks can be created:
From Inventory Selection
Section titled “From Inventory Selection”- Open the inventory grid in the web app
- Apply filters to narrow down the products you want to count
- Click Create Tasks in the toolbar and choose the counting task type
- The task is created with the filtered products and their expected quantities
Automatic Creation from Shelf Scanning
Section titled “Automatic Creation from Shelf Scanning”If your store uses Zippedi shelf-scanning robots, counting tasks can be created automatically when the robot detects discrepancies between what’s on the shelf and what’s expected. This lets your team focus on verifying and resolving issues rather than finding them.
From POS Discrepancy Reports
Section titled “From POS Discrepancy Reports”When your point-of-sale system flags inventory discrepancies — for example, an item that sold but shows zero stock — counting tasks can be generated to verify the actual quantities on the shelf.
Finalizing a Count
Section titled “Finalizing a Count”When you’ve finished counting all items in the task, tap Finalize to close the count. This:
- Records your final counts
- Generates a summary report showing matches and discrepancies
- Marks the task as complete