13 important considerations of stocktaking

  • Plan, Plan, Plan
  • Be organised – stocktaking is a hectic and process driven activity
  • Safety first – bringing in contractors, heavy items, using lifting gear etc
  • Adequate supervision – always be on hand to resolve any issues or clarify any areas of concern
  • Clean and tidy
  • Prepare resources and equipment
  • Training to staff who will be counting
  • Pre Meeting with staff to ensure roles and responsibilities
  • Post Meeting to review and identify areas of improvement
  • Notify your customers
  • Document the process
  • Check equipment such as barcode terminals are working
  • If renting barcode equipment order well in advance