WorkingPerson Wall To Wall Inventory

The key to a successful inventory is the quality of the planning effort.

Participants• ?- Count Captain Day 1&2• ?- Team Leader Day 1• ?- Team Leader Day 1• ?- Team Leader Day 2• ?- Team Leader Day 2• ?- Barcode Commander• Josh- Upload, Scanner Support

Mission

• To provide an accurate beginning inventory balance for the fiscal year by executing a process that does not exceed 12 hours per physical location.

Roles• Planning Committee

– Plan all aspects of the inventory, train and act as team leaders.

• Control Desk (BDO)– Visual inspection of the process.

• Count Captain & Team Leaders – Accountable for accuracy of counting teams.– Tags scanned areas and investigates large discrepancies.

• Counting Teams– Two person team that scans product in assigned areas.

• Barcode Commander & Recon Team– Repair bad barcodes and ensures the file is updated.– On hand to print missing barcodes and to assist the BRT.

• Scanner Upload– Upload data from scanners to the data file.

Best Practices

• Items will not be moved, sold, consumed or received during the physical inventory process.

• Items on each rack are to be counted in a systematic manner- left to right and top to bottom.

• Indicate counted items by tagging the areas initialed by the count team

• Two person teams- scanner, product mover.

Cutoff Procedures• Shut down normal business operations.

– Turn off phones, notice on retail door(s) one week prior to event

• No sales, shipping, receiving, returns or exchanges are to occur during the count.

• Notify finance to provide all inventory related activity as of the inventory date and date to reconcile sales and receipts to be agreed upon during the planning stage.

Product Mutilation

• Product that cannot be resold cannot be counted (dirty or damaged).

• Returns not worthy of being awarded a vendor credit will not be counted.

• Product that has no market value cannot be counted and will be transferred out of inventory and donated prior to the count.

Pricing

• Each item must have an accurate cost entered prior to they physical inventory.

• The inventory team will review their respective brands prior to the count to ensure related items represent the current manufacturer’s cost(s). – Randomly tested by the Count Captain two

weeks prior.

Pre Inventory Count Activities

• Organize inventory and spot check stocking accuracy. (24 Hours Prior)

• Spot check application of barcodes. (72 Hours

Prior)

• Pre count slow moving items. (24 Hours Prior)

• Confirm counting map accuracy. (48 Hours Prior)

• Test scanners and product/UPC lookup file on the server. (48 Hours Prior)

Inventory/Count Maps

• Depictions of the rack configurations will be drawn/updated 72 hours prior to the count.

• Count order will be indicated on the maps to provide direction to the team leaders and a point of reference to the Control Desk and Barcode Commander.

Training• Count Captain & Team Leaders

– Review of best practices 72 hours prior.– Confirm accuracy of the count maps.– Confirm staffing commitments.

• Day Of Count– Instruct on use of scanners.– Protocol for counting.– Bad skew lookup and missing barcode protocol.– Importance of integrity- controlling the oops factor.

Staff Schedule• Staff schedule will be started two weeks prior to

the count.– Sign up sheets are not permitted. The Count Captain

will recruit staff for each available time slot.

• Staff schedule will be published one week prior to the count via email and physically posted on bulletin boards and doors frequented by staff in all physical locations.

• An additional shift will be scheduled and on the ready in preparation for the application of Murphy’s Law.

Record Retention

• Support for the inventory (any count sheets, product/count maps, tags, staffing schedule) will be maintained for two years.