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Stocktaking: The Ultimate Guide to Creating Your Very Own Customised Stocktake Procedure

This ultimate guide of the stocking is a result of 13 years of experience in planning, executing and analyzing annual stocktakes. 

This guide is 40 pages long with a word count of 6752. 

I have made this guide available in both PDF and Microsoft Word document, so you can chop, change and adapt to your business! 

The Table of Content is:


Section A: Roles and Responsibilities

A1. General Roles, Responsibilities & Expectation of all Stocktake Personnel

A2. Duties of Inventory / Stocktake Personnel

A2.1 Duties of a Store / Site / Warehouse Controller

A2.2 Duties of a Counter

A2.3 Duties of a Ticket Writer

A2.4 Duties of Checker

A2.5 Duties of an Auditor

A2.6 Duties of a Ticket Controller

Section B: Preparation Prior to Stocktake

B1. Pre-Emptive Preparation: Date, Site and Personnel

B2. Pre-Emptive Preparation: To Inventory or To Not Inventory…..

B3. Pre-Emptive Preparation: Warehouse / Stockroom Cut-Off Timetable

B4. Documentation – The Stocktake Pack

Section C: Implementing the Stocktake

C1. Monitoring Inventory Activities

Section D: Reconciliation and Concluding the Stocktake

D1. Reconciling and Investigating the Results

D2. Release of Sections and Site

D3. Review and Develop Product Loss Procedures

D4. Set up Review Dates

D5. Conclusion

Section E: Appendices

E1. Sample tickets and forms.

You will find my blog "Inventory Rationalization: Observations made, lessons learned. [Expert View]" - https://www.scmdojo.com/inventory-rationalization/ useful.

Supplementary Inventory Management Policies & Procedure You Should have in your SCM Policy Book.

If you choose to download these materials, you'll be added to my mailing list. You can unsubscribe at any time, but I hope you'll stick around. 

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  • PDF and Microsoft Word Files to adopt to your business
  • Guide$20


Stocktaking: The Ultimate Guide to Creating Your Very Own Customised Stocktake Procedure

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