1. Prepare for Cycle Counting
   
   • If removing containers from shelves, do so in small groups rather than one at a time.
   • Before weighing, make sure your scale is tared (set to zero).
2. Weigh and Scan Containers
   
   • Place a container with inventory onto the scale.
   • Scan the CloudBox label (RFID, barcode, or QR code).
   • When the “Container Detected” screen appears, CloudBox automatically updates the inventory quantity in the system.
   • You can immediately remove that container and move to the next, just scan and swap each one in sequence.
   • Each time a container is scanned, the new inventory quantity is recorded and saved to the CloudBox database in real time.
3. Using the Mobile App for Manual Counts
   
   • Some containers may have easily visible unit quantities that don’t require weighing.
   • For these cases, you can use the CloudBox mobile app on any smartphone or tablet.
   • Tap the Link icon, then select Continue Without Scale.
   • Scan the QR code on the CloudBox label and manually enter the quantity of units in the container.
   • The SKU’s updated quantity will be saved immediately to the CloudBox system.
   • This feature provides flexibility: use the scale for precise weight-based counts, or manually enter data when it’s faster and practical.
4. Reviewing Your Cycle Count in the Web App
   
   • After completing your cycle count, open the CloudBox web app.
   • Go to Inventory → Cycle Count.
   • Here you can review the cycle count results and identify any discrepancies between CloudBox data and your compliance system (e.g., METRC, BioTrack, or POS exports).
5. Reconciling Discrepancies
   
   • To reconcile, upload a CSV file of your external inventory data.CloudBox will prompt you to map the columns to match its database.
   • CloudBox will prompt you to map the columns to match its database.
     
     1. Example:
        
        • Product → Name
        • Tracking ID → External Package ID (METRC/BioTrack)
        • Current Weight → Weight Mode Column
        • Units → Unit Count Column
   • If you used the CloudBox CSV template, the mapping happens automatically.
   • You can also set a discrepancy tolerance threshold if minor variations are acceptable.
     
     1. For instance, if a SKU has 20 units and you set a 10% threshold, CloudBox will only flag discrepancies greater than 2 units.
   • Once mapped, click Start.
   • Discrepancies will appear instantly allowing you to reconcile, export, or start a new count as needed.

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• Always tare your scale before weighing each new container.
• Group containers by product type or location to improve efficiency.
• Use the manual entry option in the mobile app for quick visual counts.
• Double-check METRC or BioTrack tracking IDs to ensure proper data mapping.
• Keep your tolerance thresholds realistic, tight enough to catch issues, but flexible enough to avoid false flags.
• After reconciling, export your updated count report and store it for compliance or internal records.