Inventory stocktake checklist
Checklist template
- Business
- Location
- Date
Monthly stocktake
At the end of each month
| Done | Task | Time | Initials |
|---|---|---|---|
| Prepare | |||
| Pick a time with no picking or receiving, or pause stock movements | |||
| Put away all received stock and returns | |||
| Print or load the count sheets by location | |||
| Count | |||
| Count every item in each location and record the countCount in pairs for valuable stock. | |||
| Set aside damaged, expired or unsellable stock and record it | |||
| Check and adjust | |||
| Compare the counts with the system | |||
| Recount any item that differs by more than your limit | |||
| Adjust the system for confirmed differences, with a reason | |||
| Report the total shrinkage and the biggest differences | |||
- Completed by
- Checked by (manager)
- Date
- Notes
