Section 5: Cycle Counts (Tablet)

Cannabis

Mobile/Tablet

Introduction

In this section, you’ll learn how to perform a cycle count using the CloudBox Link tablet app for cannabis businesses. CloudBox makes it easy to update your real-time inventory across all containers and SKUs while syncing directly with systems like METRC or BioTrack. This process helps you identify discrepancies quickly and keep your compliance reporting accurate.

Step-by-Step Tutorial

Prepare for Cycle Counting
- If removing containers from shelves, do so in small groups rather than one by one to stay organized and efficient.
- Before weighing, ensure your scale is tared (set to zero).
Weighing and Scanning Containers
- Place a container with inventory on the scale.
- Scan the CloudBox label (RFID, barcode, or QR code) attached to the container.
- Once you see the “Container Detected” screen appear, CloudBox will automatically update the inventory quantity in real time.
- You can then swap containers quickly: simply remove the container from the scale, place the next one on, and scan the next label.
- Each scanned container automatically saves its updated unit or weight value in the CloudBox database.
Manual Entry (No Scale Needed)
- Sometimes, you may encounter a container where the quantity is easy to identify without weighing (for example, sealed packages or small batches).
- For these cases, open the CloudBox app on your tablet or mobile device.
- Tap the Link icon, then select Continue Without Scale.
- Scan the QR code on the CloudBox label and manually type in the quantity of units for that SKU.
- CloudBox will save the new unit count instantly.
- This gives you flexibility: choose between manual entry for quick updates or use the scale for automated precision.
Reviewing and Reconciling Cycle Counts
- Once your cycle count is complete, open the CloudBox web app and navigate to Inventory → Cycle Count.
- This section displays your completed count alongside any discrepancies between CloudBox data and your METRC, BioTrack, or POS system.
- To reconcile, upload your external inventory CSV file.
- CloudBox will automatically map the columns if you used our template.
- If you’re using a file exported from systems like METRC, or BioTrack, you may need to manually map:
  1. Product → Name
  2. Tracking ID → External Package ID (METRC/BioTrack)
  3. Current Weight → Weight Column
  4. Units → Unit Count Column
Adjusting Tolerances and Resolving Discrepancies
- You can apply a discrepancy tolerance threshold to avoid flagging small differences.
- For example, if a SKU has 20 units and you set the tolerance to 10%, CloudBox will only flag discrepancies of 2 units or more.
- Once mapping and tolerance settings are complete, click Start.
- CloudBox will display any discrepancies found and allow you to reconcile, export, or start a new count.

Tips & Tricks

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.

Still Need Help?

If you are having trouble setting up your CloudBox Link please don't hesitate to email us at: support@cloudboxapp.com and a team member will assist you.