Inventory Count Checklist

Run a stocktake that produces numbers you can trust.

Checklist steps

  1. Freeze stock movements

    No deliveries or transfers during the count.

  2. Prepare count sheets and zones

    Assign owners to each area.

  3. Count in pairs

    One counts, one records. Blind counts where possible.

  4. Recount variances

    Anything outside tolerance gets counted again.

  5. Investigate the causes

    Theft, damage, mis-scans or receiving errors.

  6. Post adjustments

    Approved by a manager with a reason code.

  7. Sign off and report

    Shrinkage percentage and actions for next time.

Frequently asked questions

How long does this take?

Around 420 minutes end to end once the team knows the steps. Times per step are listed above.

Can I edit this checklist?

Yes. Save it to LemPlates and you can add, remove or reorder steps, assign owners and set due dates.

How often should this be run?

Run it every time the process happens and review the steps at least every six months.