How to inventory in stock
Video: How to create simple IN and OUT Inventory System in Excel 2024, July
When conducting a full inventory at the warehouse, one should be guided by a pre-compiled plan that involves the implementation of this activity once a quarter, once every six months or annually. The basis for the inventory is the contract or initiative of the owner. Prior to the inventory, a set of preparatory measures is required.
Instruction manual
1
Reconcile warehouse and owner accounting systems.
2
Organize the arrangement of the goods to provide access to it for identification and recounting.
3
Goods belonging to different accounting zones must be geographically isolated (goods from the main warehouse; goods prepared for repair; defective goods, etc.).
4
Select miscalculation zones in the warehouse and number them. Mark the extreme points of the zones to exclude their intersection.
5
Clean the warehouse.
6
No later than the set time, record all the documents on the movement of goods.
7
Prepare and issue an order (order) on the organization and conduct of inventory in the warehouse.
8
Prepare and print data from the accounting system on the balances, filling them out in the form of statements. In the statement, indicate the time and date of its preparation, article number, product name, model or type, number of defective products, storage location. Sheets of goods balances are signed by responsible persons.
9
Ensure that the movement of goods in the warehouse ceases for the duration of the full inventory, starting from the time specified in the order.
10
Designate the employees involved in the recount, dividing them into two shifts and inventory groups. There should be two people in the inventory group - one carries out identification and miscalculation of the goods, and the second fills in the inventory. Control the actions of shifts, instruct a special employee to carry out, giving him the appropriate authority.
eleven
Assign inventory zones to inventory groups to ensure complete miscalculation across all warehouse zones. For each zone, create a separate inventory inventory. The inventory area is calculated only by one inventory group.
12
According to the results of the miscalculation, the inventory group provides a single copy. The list is signed by all members of the group and is handed over to the responsible person. The responsible person draws up a register of inventories indicating the time of their submission and the persons who compiled the inventory.
