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:
Introduction
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.
- Excess and Obsolete Inventory Policy Guide – Revised & Updated
- The Ultimate Guide to Inventory Planning Methods
- Best Warehouse Audit Tool to Improve Performance
- The Ultimate Guide to Demand Forecasting
- Cycle Counting Procedure Made Simple: A Step-by-Step Guide
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