Checklists
⏱️ Time to Complete: 15–90 minutes (varies by store condition)
👤 Who this is for:
- Store Managers
- Inventory Controllers
- Department Managers
- Team leader setting up stocktake
- All staff using PDE devices
- Casual/counting team
Pre-Stocktake Checklist
Sections created and clearly named Store mapped logically Stock On Hand report reviewed ...
Setup Checklist
Stocktake created Correct date set Only ONE stocktake exists Naming conventions agreed
Counting Checklist (PDE)
Correct stocktake selected Input named clearly (Dept + Person) Section selected correctly ...
Validation Checklist
Input report reviewed Valuation summary checked High-value discrepancies flagged High/lo...
Finalisation Checklist
All inputs completed Manual corrections applied Reports reviewed for errors Stocktake cl...