How to plan an inventory
The inventory aims to ascertain whether the historical or stock record corresponds, in fact, with what is physically available. The process is accomplished through physical count of items and at the end of the counting and verification of data, identifies the accuracy of the stock, making the necessary adjustments, which result in the equivalence between the recording of inventory with the physical inventory and inventory tax.
When we think about inventory, automatically associate the word “accuracy”. The divergence in the stock is caused by errors in the warehouse processes such as receiving, storage, picking and shipping. The most common practice among businesses is the realization of this General when preparing the balance sheet of the company. The General Inventory is primarily engaged in the preparation of financial statements. It is not a legal requirement, but is a requirement of shareholders and company accountants.
Normally, completion of General Inventory requires disrupting operations of the warehouse and the factory, because the physical inventory matches the count of all the company’s inventories, validating the physical versus registered.
Noting the difficulties that arise in the implementation of an inventory and observing best practices in the market, the inventory planning must possess the steps outlined below.
Operating procedures should be performed before the inventory. Within this topic, should contain the plan of action that determines the organization of addresses physically verify that all addresses are properly identified the warehouse and check if the products are duly noted.
The second step is the mapping of risks. Like all planning, risks should be singled out and thought. We can cite as examples of risks that situations such as high rate of absenteeism on weekends, power outage, pre-inventory procedure (physically fits the addresses) must be mapped not be realized and even the barcode of products being handled, among other processes.
Following comes the definition of resources, which is planned a schedule with shifts that must be shared among all who perform the inventory. Example of resources that are used in forklifts and inventories are the operators, terminals desktop, data collectors, batteries reservations counters (operating), as well as teams of logistics management, accounting, auditing and IT, among others. Also within this topic is important to perform the mapping of areas to be inventoried and divide them into teams.
In the definition of processes and responsible step should be to appoint employees responsible for steps such as planning, execution committee, coordinating the organization of addresses that will be inventoried, supervisors counts, staff and inventory analysis inventory.
For the methodology is decided the counting method and procedures to be performed during the inventory. This material will be used in the training of the teams before the inventory.
In the case of the support material, which serves to investigate the results of the inventory, we can cite as examples the reports initial stock position, the final position of stock, the reports of divergence and balance of product, among others.
It is important to use a warehouse management system (WMS), and monitoring of a WMS consultant. Time is the biggest challenge in inventory. In order to perform an inventory without unforeseen, you can use a schedule of General Inventory consists of a period of one to three months to carry out the planning, 15-30 days for operational preparation and, finally, one to three days to the execution of the inventory.
Source: http://corporate.canaltech.com.br/
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