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Floor Inventory Stocktake

Preparation Phase

Define the date and time for the stocktake.

Choose a date that minimizes disruptions.
Select a time when inventory movement is low.
Confirm the date with all stakeholders.
Update the stocktake calendar accordingly.

Notify all relevant personnel about the stocktake schedule.

Send an email announcement to all staff.
Post the schedule in common areas.
Provide a detailed agenda of the stocktake.
Encourage feedback or questions from personnel.

Ensure all inventory records are up-to-date prior to the stocktake.

Review existing inventory records for discrepancies.
Update records with any recent transactions.
Conduct a preliminary count of critical items.
Confirm that all adjustments are documented.

Prepare necessary tools and equipment (e.g., scanners, counting sheets).

Gather all required tools in advance.
Test scanning equipment for functionality.
Print counting sheets and ensure they are organized.
Have backup tools available in case of malfunctions.

Assign roles and responsibilities to team members participating in the stocktake.

Identify key roles needed for the stocktake.
Assign team members based on strengths and experience.
Clearly communicate each person's responsibilities.
Provide a briefing session to align expectations.

Inventory Count Process

Clear the floor of any unnecessary items to avoid confusion.

Organize inventory items by category or location for easier counting.

Conduct a pre-count to identify and resolve any discrepancies in inventory.

Begin counting inventory systematically, section by section.

Record counts accurately using designated tools or systems.

Data Verification

Cross-check counted items with existing inventory records.

Investigate and resolve any discrepancies found during verification.

Ensure all team members review their counts for accuracy.

Compile final counts and compare them with the previous inventory records.

Post-Stocktake Review

Analyze discrepancies and investigate causes (e.g., pilferage, data entry errors).

Update inventory management systems with the final counts.

Prepare a report summarizing the stocktake results and any issues encountered.

Conduct a debriefing session with the team to discuss the stocktake process and areas for improvement.

Plan for any necessary adjustments in inventory management practices based on findings.

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