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Warehouse User Guide

Inventory Counts

Conducting physical inventory counts

Inventory Counts Guide

How to conduct accurate physical inventory counts.

Types of Counts

TypeWhenScope
Cycle CountRegularSample of items
Full CountPeriodicAll inventory
Spot CountAs neededSpecific items

Before Counting

Preparation

  1. Get count assignment
  2. Review items to count
  3. Gather counting tools
  4. Clear the area

What You Need

  • Count sheet or device
  • Pen/clipboard
  • Calculator
  • Good lighting

Counting Process

Step-by-Step

  1. Go to assigned location
  2. Identify first item
  3. Count quantity carefully
  4. Record count
  5. Move to next item
  6. Continue until complete

Counting Tips

  • Count in one direction
  • Mark counted items
  • Don't assume quantities
  • Re-count if unsure

Recording Counts

Entering Results

  1. Open count in system
  2. Enter quantities counted
  3. Note any issues
  4. Submit count

What to Record

FieldInformation
QuantityActual count
ConditionGood, damaged
NotesObservations

Handling Discrepancies

When Counts Don't Match

  1. Recount to verify
  2. Check nearby locations
  3. Document finding
  4. Report to supervisor

Common Causes

CauseCheck
MiscountRecount
Wrong locationCheck other bins
Pending transactionCheck system
Actual varianceDocument

After Counting

Submitting Results

  1. Review all entries
  2. Confirm completeness
  3. Submit for approval

Follow-Up

  • Answer any questions
  • Help investigate variances
  • Participate in adjustments

Best Practices

Accuracy

  • Count carefully
  • Don't rush
  • Ask if unsure
  • Document everything

Thoroughness

  • Check all locations
  • Count all items
  • Note all conditions
  • Report all findings

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