Cycle Count Operations
Operational access for cycle-count program staff: read and maintain authorized records, interact with app pages, and no administrative authority.
Can
- Access assigned records
Starts on: Stock Request Board
- SCM with Cycle Counting
- Roles and access
Who can do what in SCM with Cycle Counting
Assign counting, review, physical effects and oversight to named people.
How permissions work
Assigned work
Cycle Count Operations works with authorized assigned records.
Independent review
Give the decision on a submitted count to a person other than its preparer.
Bounded setup
Admin maintains organization, item, location and team identities before transactions use them.
Who can do what
| Role | Stock requests | Count sessions | Stock position | Reservations | Review and evidence | Organization setup |
|---|---|---|---|---|---|---|
| Cycle Count Operations | — | — | — | — | — | — |
| Inventory Coordinator | Edit | Edit | View | View | Edit | View |
| Inventory Reviewer | View | Approve | View | — | Edit | — |
| Warehouse Operator | View | View | Edit | Edit | — | View |
| Program Manager | View | View | View | View | View | View |
| Admin | Edit | View | Edit | Edit | Edit | Edit |
Each role in detail
Inventory Coordinator
Prepares stock requests, records count evidence and submits count sessions for review.
Can
- Manage stock requests, count sessions, record attachments
- View stock items, stock lots, storage locations, stock movements, stock reservations, operation receipts
Starts on: Stock Request Board
Inventory Reviewer
Makes independent revision-specific decisions and examines reconciliation exceptions.
Can
- Manage review decisions
- View stock requests, count sessions, record attachments, stock movements, operation receipts
Reviews and approves
- Approve count sessions
Starts on: Count Sessions Awaiting Review
Warehouse Operator
Records physical stock handling and checks item, lot and location before issue.
Can
- Manage stock movements, stock reservations
- View stock requests, stock items, stock lots, storage locations, count sessions
Starts on: Active Reservations
Program Manager
Monitors counted stock, pending decisions and unresolved operation receipts.
Can
- View stock requests, count sessions, review decisions, stock movements, stock reservations, operation receipts, Organizations, team members
Starts on: Count Sessions Awaiting Review
Admin
Maintains organization, item, location and team setup for the program.
Can
- Manage Organizations, stock items, stock lots, storage locations, team members, Users
- View stock requests, count sessions, review decisions, operation receipts
Set up SCM with Cycle Counting your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.