Veikt krājumu inventarizāciju un saskaņot to

Kad izmantot

A scheduled quarterly count, or an on-demand count before money.annual-report-lv, money.loan-application or ops.insurance-review. Not for a single item that went missing — record it as a one-off adjustment and investigate; a full count is for proving the whole list. Not for ordering what the count reveals to be low — that is ops.purchase-approval after this playbook closes.

Pirms sāc

• The scope and date are decided by the owner; receiving and shipping are paused or cut off at a stated time.
• The book stock list is exported per location the evening before.
• Counters are named; each location has one counter who does not count a location they alone control, where possible.

Ko izpilde pieprasa3

Ceļš8 soļi

1. S1

   Freeze movements and cut offaģents

   Note the cut-off time; nothing is received, shipped or moved between locations from that moment until the count closes.

   Izdarīts, kad the cut-off time is written on the count sheet and staff know.

2. S2

   Prepare count sheetsaģents

   From the book list, produce sheets per location: item, code, unit, book qty (hidden or on a separate column — blind count), empty column for counted qty.

   Izdarīts, kad every in-scope location has a sheet and the sheets together cover the whole scope.

3. S3

   Countaģents

   Physical count, blind (counters do not see book quantities). Two people count high-value items independently.

   Izdarīts, kad every line has a counted quantity and the counter's name.

4. S4

   Compute differencesaģents

   Enter counted quantities; produce the difference list with book value per difference and a first-pass cause guess (in transit, unrecorded sale, breakage, theft, unit error).

   Izdarīts, kad the difference list is complete with values.

5. S5

   Decide correctionsīpašnieksvajag apstiprinājumu · īpašnieks

   Apstiprinājums · S5 · īpašnieks — izpilde apstājas, līdz nosaukts cilvēks ieraksta lēmumu

   Walk the differences: accepted as explained (e.g. in transit at cut-off), corrected in the books, or written off. Write-offs above a set value need the owner's explicit yes.

   Izdarīts, kad every difference line has a decision: explain · correct · write-off.

6. S6

   Recount disputed linesaģents

   Any line the owner questions, or any large difference, is recounted by a different person before books change.

   Izdarīts, kad each recounted line has a second count and a final figure.

7. S7

   Apply correctionsaģentsvajag apstiprinājumu · īpašnieksneatgriezenisks

   Apstiprinājums · S7 · īpašnieks — izpilde apstājas, līdz nosaukts cilvēks ieraksta lēmumu

   Neatgriezenisks solis · S7 — aģents to nekad nenoslēdz viens

   Update book stock per the decisions; write-offs are recorded with reason and value so they land in the right period's accounts.

   Izdarīts, kad book stock equals counted stock for every closed line and the write-off list is dated and signed off.

8. S8

   Record and follow upaģents

   Archive the count sheets and the difference list; open a task for each unexplained difference above threshold (bc tasks add "Investigate stock difference: <item>"); note repeat offenders (same item shrinking twice).

   Izdarīts, kad the archive link and the task list are sent to the owner.

Pārbaudes — kā zinām, ka izdevās

• Sum of counted value + explained differences = book value before the count (read the totals back, not "it balances").
• Every difference line has a decision and, for write-offs, a reason and value.
• No location in scope has an empty sheet; no counted line lacks a counter name.
• Book stock after S7 matches counted stock line by line for corrected items.

Ja noiet greizi

Ko atstāj katrs solis

1. S1the cut-off time is written on the count sheet and staff know.
2. S2every in-scope location has a sheet and the sheets together cover the whole scope.
3. S3every line has a counted quantity and the counter's name.
4. S4the difference list is complete with values.
5. S5every difference line has a decision: explain · correct · write-off.
6. S6each recounted line has a second count and a final figure.
7. S7book stock equals counted stock for every closed line and the write-off list is dated and signed off.
8. S8the archive link and the task list are sent to the owner.

Ko saglabāt

Count sheets per location with counter names and date · the cut-off time · the difference list with values · the owner's decisions in S5 (who, when) · write-off records with reason and value · the archive link.

Kā šī procedūra uzlabojas

After every 4 runs (one year) ask: did unexplained difference value fall? Which location or item repeats? How long did counting take per location, and would a different cut-off time (e.g. end of day vs mid-morning) remove goods-in-motion noise? A new version changes the step that caused the repeat or the wait, and says so in its change note.