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Stocktake Best Practices

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