Where it usually breaks
And how to keep it from happening.
- A large variance is written off without finding the cause.
- Counts happen while picks are still in progress in the bin.
- The same bin is counted twice and adjusted twice.
- Supply Chain
- Process
- Cycle count to adjustment
Cycle count to adjustment
Count scheduled bins, post small variances as adjustments, review large ones and close each count.
Step by step
-
Schedule Inventory Manager
Inventory Manager schedules counts by zone, bin or product and assigns the counter.
- Count at Scheduled
- Updates Cycle counts
-
Count Warehouse Operator
Warehouse Operator records the counted quantity against the book quantity. The count is Counted.
- Scheduled → Counted
- Updates Cycle counts
-
Post or route Warehouse Operator
A variance within tolerance posts an adjustment movement and the count is Adjusted. A larger variance goes to Pending Review.
- Counted → Adjusted, or Counted → pending review
- Updates Cycle counts, Stock movements
-
Review Inventory Manager
Inventory Manager investigates the large variance, orders a recount or corrects the cause, and approves the adjustment.
- Pending review → Adjusted
- Updates Cycle counts, Stock movements
ApprovalA person approves before the work moves on. -
Close Inventory Manager
The count is Closed once the stock is right.
- Adjusted → Closed
- Updates Cycle counts, Inventory
Who does what
Roles and permissions- Warehouse Operator
- , Inventory Manager.
Set up Supply Chain your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.