Set up cycle stocktaking
/visma-net-erp/help/inventory/manage-stocktaking-counts/set-up-cycle-stocktaking
section
Instead of conducting a full stocktaking, organisations may use cycle counting.
2026-02-19T17:09:06+01:00
# Set up cycle stocktaking
Instead of conducting a full stocktaking, organisations may use cycle counting.
In this approach, all items are assigned to specific cycles, and separate stocktaking counts are carried out for the items within each cycle at a suitable frequency. Cycle counts offer a quicker alternative that is less disruptive to daily operations. Additionally, they can be customised to suit various business types.
The following sections describe how to set up cycle stocktaking.
## Create a stocktaking cycle
For the cycles that you planned, perform the following steps:
1. Go to the [Stocktaking cycles (IN208700)](/visma-net-erp/help/inventory/inventory-windows/stocktaking-cycles-in208700/) window.
1. Click .
1. In the **Cycle ID** column, type the unique identifier for the new cycle.
1. In the **Description** column, type a brief description.
1. In the **Stocktaking per year** column, enter the integer indicating how many times in a year the items of the cycle should be counted.
1. Click .
## Assign a stock item to a stocktaking cycle
1. Go to the [Stock items (IN202500)](/visma-net-erp/help/inventory/inventory-windows/stock-items-in202500/) window.
1. For each stock item to be assigned to a specific cycle, do the following:
1. Select the stock item by its item ID.
1. On the **General information** tab, in the **Stocktaking cycle** field, select the appropriate stocktaking cycle.
1. Click .
## Create a stocktaking type for a stocktaking cycle
For each cycle, create a stocktaking type as follows:
1. Go to the [Stocktaking types (IN208900)](/visma-net-erp/help/inventory/inventory-windows/stocktaking-types-in208900/) window.
1. Click .
1. In the **Type ID** field, type the unique identifier for the new stocktaking type.
1. In the **Description** field, type a brief description.
1. In the **Generation method** field, select **By cycle**. The **Stocktaking cycle selection** tab is displayed.
1. On the **Stocktaking cycle selection** tab, select an appropriate stocktaking cycle.
1. On the **Assignment order** tab, specify the assignment order to be used on the stocktaking sheets by selecting one of the following options in each of the fields: **By location**, **By item ID**, **By item description**, or **By lot/serial number**. (Some of the options appear only if the appropriate functionalities are enabled in your system.)
1. Optional: Specify how many blank lines to add to the stocktaking sheets.
1. Click .
## Create a stocktaking type for stocktaking by frequency
For stocktaking to be performed for multiple cycles at once, create a stocktaking type as follows:
1. Go to the [Stocktaking types (IN208900)](/visma-net-erp/help/inventory/inventory-windows/stocktaking-types-in208900/) window.
1. Click .
1. In the **Type ID** field, type the unique identifier for the new stocktaking type.
1. In the **Description** field, type a brief description.
1. In the **Generation method** field, select **By cycle**. The **Stocktaking cycle selection** tab is displayed.
1. On the **Stocktaking cycle selection** tab, make sure the **By frequency** check box is selected.
1. On the **Assignment order** tab, specify the assignment order to be used on the stocktaking sheets by selecting one of the following options in each of the fields: **By location**, **By item ID**, **By item description**, or **By lot/serial number**. (Some of the options appear only if the appropriate functionalities are enabled in your system.)
1. Optional: Specify how many blank lines to add to the stocktaking sheets.
1. Click .
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