Stocktake Best Practices

⏱️ Time: 5–10 minutes
👤 Who: All staff involved in stocktake / Especially useful for training

Naming Matters

• Always use clear, consistent naming
• Include department and person

Section Quality

• Sections should reflect real store layout
• Must allow easy re-checking

High–Low Investigation Method

• Run valuation detail report
• Sort by quantity

Check:

• Highest values → detect major errors
• Lowest values → detect small mistakes

Ongoing Improvement

• Run reports regularly (not just at stocktake)
• Keep stock clean throughout the year