Workflow Templates: Stock Replenishment Checklist

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Stock Replenishment Checklist

Inventory Assessment

Review the previous day's sales reports to determine stock levels

Conduct a physical inventory count to verify stock quantities

Compare physical count to system inventory levels and investigate any discrepancies

Shelf Replenishment

Identify and prioritize items that are low in stock or out of stock on the shelves

Retrieve the necessary products from the backroom or storage area

Restock shelves, ensuring products are neatly organized and front-facing

Backroom Management

Update inventory management system with new stock quantities after replenishment

Organize backroom to ensure fast and efficient access to products

Set up a process for regular backroom inventory checks to maintain accurate stock information

Ordering and Receiving

Review stock levels and sales trends to determine if additional stock is needed

Place orders with suppliers for products that are low in stock or in high demand

Inspect and verify the accuracy of shipments received against purchase orders

Product Rotation and Expiry

Rotate stock to ensure older products are sold before newer ones

Check expiration dates and remove expired or nearly expired goods from shelves

Update pricing or promotions for products that are approaching their sell-by date to encourage sales

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