# 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
- [ ]  Negative stock investigated
- [ ]  Out-of-stocks verified
- [ ]  Departments checked for accuracy

# 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
- [ ]  Products scanned accurately
- [ ]  “Add” pressed on final item
- [ ]  No duplicate counting

# Validation Checklist

- [ ]  Input report reviewed
- [ ]  Valuation summary checked
- [ ]  High-value discrepancies flagged
- [ ]  High/low quantity errors checked
- [ ]  Reports filtered by department if needed

# Finalisation Checklist

- [ ]  All inputs completed
- [ ]  Manual corrections applied
- [ ]  Reports reviewed for errors
- [ ]  Stocktake closed
- [ ]  Stock count set