Define the scope
Choose the warehouse and products for the count. Confirm who is responsible and which storage areas are included.
Preserve the baseline
Create the count snapshot before recording results. Coordinate warehouse activity so your team understands how movements during the count should be handled.
Record and investigate
Enter physical quantities and review differences against the snapshot. Recheck unexpected variances before seeking approval.
Approve and post
An authorized reviewer approves the count. Posting records the resulting stock adjustment in the inventory ledger; review the final balances and retain the count record.