The Stocktaking Procedures Written for the Way Warehouse Teams Actually Count
The essential guide to stocktaking procedures, helping businesses ensure inventory accuracy, streamline operations and maximize profit margins. Written from the perspective of a medium-sized company with multiple sites, it gives you the practical steps and training guidance to customise to your own business needs.
Instant download · E-Book (PDF) · 40 pages · Lifetime access
Most stocktakes go wrong before anyone
picks up a counting ticket.
A procedure that assigns every role, every cut-off and every re-count in advance
This eBook is the essential guide to stocktaking procedures, helping businesses ensure inventory accuracy, streamline operations and maximize profit margins. Written from the perspective of a medium-sized company with multiple sites and staff, it takes account of a wide range of scenarios and variables, giving you the flexibility to customise the process to your own business needs.
It serves as both a stocktaking procedures manual and a training guide, providing everything you need to reduce discrepancies, improve stock control and train staff effectively.
Everyone involved in stocktaking should follow the same steps to achieve the objectives set out. Applied consistently, you gain confidence in the results, reduce the need for repeated physical re-counts through the Reconciliation Process, and improve efficiency year after year.
Over time your business experiences fewer discrepancies, more accurate inventory returns, and stronger operational control — the direct line to better margins and cash flow.
How do I prepare?
Date, site and personnel are settled in advance, along with the warehouse and stockroom cut-off timetable.
Who does what?
Six roles are defined: Controller, Counter, Ticket Writer, Checker, Auditor and Ticket Controller.
What do we count?
Pre-emptive preparation decides what is inventoried and what carries a DO NOT INVENTORY ticket.
What if it does not match?
The Reconciliation Process investigates the result before the site is released and review dates set.
Five sections that take you from role definition to a signed-off count
Forty pages and 6,752 words, written so the whole counting team works from one procedure. Read it once, then hand the relevant section to each role.
Roles and responsibilities
Section A defines the general expectations of all stocktake personnel, then the duties of each role.
Six named stocktake roles
Store, Site or Warehouse Controller, Counter, Ticket Writer, Checker, Auditor and Ticket Controller.
Pre-emptive preparation
Section B covers date, site and personnel, and the decision of what to inventory and what to exclude.
The cut-off timetable
A warehouse and stockroom cut-off timetable so nothing moves while the count is running.
Documentation and the stocktake pack
What the Stocktake Pack contains and who issues it, so no counting team improvises on the day.
Implementing the stocktake
Section C monitors inventory activities while the count is in progress, not after it.
Reconciliation and investigating results
Section D reconciles the numbers, investigates the gaps, then releases the sections and the site.
Appendices and audit forms
DO NOT INVENTORY tickets, inventory tickets, the warehouse ticket record and the re-count / identification audit.
A clear look at what the stocktaking guide covers
The cover, and the contents page straight from inside the e-book, where the five sections and the appendices are laid out in order.
Built by a planner who has run
multi-site stocktakes, not just read about them.
Six roles, clearly assigned
Controller, Counter, Ticket Writer, Checker, Auditor and Ticket Controller, each with their own duties written down.
Preparation before the day
Date, site and personnel settled in advance, with a cut-off timetable for the warehouse and stockroom.
Ticket-based counting
Inventory tickets, DO NOT INVENTORY tickets and a warehouse ticket record, so the count stays auditable.
A real reconciliation process
Results are reconciled and investigated, then sections and the site are formally released.
Stock loss made visible
Assess levels of stock loss across business sites and build product loss procedures around what you find.
A manual and a training guide
Forty pages, 6,752 words. Procedures to run the count, plus the guidance to train the people running it.
Five moves from an unprepared warehouse to a released site
Settle date, site and personnel
Pre-emptive preparation fixes when the count happens, where, and who is on it, before anything is counted.
Decide what to inventory
Decide in advance what is counted and what is not, so excluded stock carries a DO NOT INVENTORY ticket.
Apply the cut-off timetable
Freeze movement in the warehouse and stockroom on the agreed timetable so the count stays valid.
Monitor while counting
Inventory activities are monitored during the count, so problems surface while there is still time to act.
Reconcile, then release
Reconcile and investigate the results, release the sections and site, then set the review dates.
Built for everyone responsible for
whether the count can be trusted
Run the count without stopping the site
A cut-off timetable and defined roles, so the warehouse keeps moving around the count instead of around it.
Get records you can actually rely on
Ensure records held for inventory are accurate and reliable, and create a solid basis for stock control.
Assess stock loss across every site
Compare levels of stock loss across business sites and build product loss procedures on the evidence.
Train staff who have never counted before
Six role descriptions and checklists turn a first-time counter into a trained one within a single count.
Every stocktaking question people ask,
answered by one procedure
Warehouse managers, inventory controllers and supply chain professionals searching for stocktaking guidance ask these exact questions. This guide gives you a documented answer to all of them.
Section B covers pre-emptive preparation: the date, the site, the personnel, and the warehouse and stockroom cut-off timetable that freezes movement during the count.
Six roles are defined: the Store, Site or Warehouse Controller, the Counter, the Ticket Writer, the Checker, the Auditor and the Ticket Controller.
The guide treats timing as part of pre-emptive preparation, set alongside the cut-off timetable so the count lands on a workable window rather than a busy one.
Section B answers this before the count begins. Anything excluded carries a DO NOT INVENTORY ticket, so nothing ambiguous is left on the floor.
The step where results are reconciled and investigated before the sections and the site are released, which is what reduces the need for repeated physical re-counts.
The guide doubles as a training guide, with six role descriptions, checklists and appendices of blank tickets your team can work through.
Before you buy
What exactly is included in this purchase?
The Stocktaking Procedures guide, a 40-page e-book covering roles and responsibilities, preparation, implementation, reconciliation and the appendices. Available to download immediately after checkout.
What format is the e-book in?
PDF. It reads identically on a laptop, tablet or phone, needs no special software, and prints cleanly if you want to take the ticket forms to the warehouse floor.
Who is this e-book written for?
Warehouse managers, supply chain professionals, inventory controllers, retail and operations managers, and anyone responsible for stocktaking and inventory accuracy.
Does it include the forms and tickets?
Yes. The appendices contain a DO NOT INVENTORY ticket, inventory tickets, a warehouse ticket record and a physical inventory re-count / identification audit form.
How long is the e-book?
Forty pages and 6,752 words, across five sections plus the appendices.
Can it be used to train new staff?
Yes. It serves as both a procedures manual and a training guide, with a defined set of duties for each of the six stocktake roles.
What will I receive after purchase?
Instant access to the e-book from your account, plus a download link sent to your email address.
Stop counting on good intentions and run a procedure.
Get the SCMDOJO Stocktaking Procedures e-book and give your controllers, counters and checkers one documented way to count, reconcile and release the site, starting with your next stocktake.
Instant download · E-Book (PDF) · 40 pages · Lifetime access · No subscription
