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