How to Weekly Inventory Count

6 steps 30 min Intermediate

Systematic process for conducting accurate weekly inventory counts and maintaining stock levels.

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Step-by-Step Instructions

1

Step 1: Schedule and Prepare for Count

Set consistent day/time weekly, gather count sheets, ensure all deliveries are received and put away.

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Inventory Count Sheet Templates

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2

Step 2: Conduct Physical Count by Section

Systematically count all items in each area (dry storage, refrigeration, freezer, supplies) and record quantities.

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Handheld Barcode Scanner

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Inventory Management App Subscription

Mobile app for digital inventory tracking

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3

Step 3: Enter Data into Inventory System

Input all counted quantities into your inventory management software or spreadsheet accurately.

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Excel Inventory Template Pro

Advanced Excel template with automatic calculations

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4

Step 4: Compare Against Expected Quantities

Review variances between actual count and system records to identify discrepancies or shrinkage.

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5

Step 5: Investigate and Document Variances

Research significant differences, note reasons (waste, theft, errors), and update records accordingly.

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Variance Investigation Log

Template for documenting and tracking inventory discrepancies

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6

Step 6: Generate Reports and Adjust Orders

Create inventory reports, calculate usage rates, and adjust upcoming purchase orders based on findings.

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Inventory Analytics Software

Advanced reporting and forecasting tool

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