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
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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