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How to plan and carry out your inventory efficiently Print page
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As soon as the summer holidays are over, Christmas decorations are already appearing in many supermarkets. Rarely are you already in the mood for gingerbread and chocolate Santas at this point. And yet every time it is amazing how quickly the end of the year suddenly approaches. Is what seems to be the premature appearance of Christmas decorations possibly a perfect example of excellent planning instead?

How well is your company prepared for the challenges it faces every year? Recurring tasks at the end of the year, such as stocktake, should not come as a big surprise for many companies. And yet in most companies, the time before the end of the year in particular is characterised by time pressure and stress. Why don't you prepare yourself for regular stocktaking earlier this year?

This feature tells you everything you need to know for efficient planning and trouble-free performance of your stocktake. First, we are answering some frequently asked questions about stocktake.

Why do an stock take?

Why does it advisable to carry out an stock check?

Am I obliged to carry out an inventory check in my business?

Is it mandatory for the Stocktake to be carried out on the last day of the year?


Stocktake types

There are different types of stocktakes that you can carry out. However, make sure you find out which type of stocktake is suitable for your company. For deferred stocktake types, you should ensure that your inventory management system is kept accurate. An ongoing stocktake must not be used for recording perishable goods.

Annual stocktake

Ongoing stocktake

Deferred Stocktake


Expert tips

This is how to succeed at planning and carrying out the Stocktake

You will find some practical tips for optimal planning and carrying out your next stocktake below:

1. Choose the right time

2. Allow enough time

3. Assign your employees optimally

4. Define rules for carrying out stocktake



The optimal work flow when carrying out stocktakes

There's still plenty of time left until the annual reporting date? You should not, however, underestimate the benefits of good preparation. The following checklist will help you plan your next stocktake process efficiently.

1. Some months before the inventory check

2. Some days before the inventory check

3. On the day of the stocktake

4. After the stocktake

If you have any other questions, you can reach us by calling the following free telephone number 1 800 677 300 . Or send an email to sales@kaiserkraft.ie .

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