Workflow Templates: Cycle Counting Checklist

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Cycle Counting Checklist

Pre-Count Preparation

Review the master inventory list to identify items for cycle counting.

Ensure all necessary equipment and materials are available, such as scanners and tally sheets.

Notify staff involved in the cycle count, specifying roles and responsibilities.

Verify that all inventory movements have been recorded prior to the count.

Organize the warehouse or storage area to facilitate easy access to the items being counted.

Conducting the Cycle Count

Assign specific counting areas to each team member to ensure no overlap.

Conduct the count during a time when inventory movement is minimal.

Double-check counts for any discrepancies noted during the process.

Record quantities accurately using the appropriate data collection method.

Ensure all counted items are properly marked or tagged as counted.

Post-Count Reconciliation

Compare counted results with system records to identify variances.

Investigate and document reasons for any discrepancies found.

Make necessary adjustments in the inventory management system.

Generate reports summarizing the cycle count results for review.

Review and refine future cycle counting procedures based on findings.

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