Physical Inventory Preparation Checklist

Warehouse Preparation (2 Weeks Prior to Inventory Count)

• Create Warehouse Locations in Menu 9.20.20
• Print Warehouse Location labels and attached to each location.
• Print Labels for each bin location from Menu 34.8.1
• Attach labels to each bin location.
• Inventory will go quicker if the product, bin box and shelf location are all marked with the product bar code.
• Use Menu 34.7 to cross the manufacture numbers to the Johnstone part numbers (used if the Johnstone part number is not known).
• Make sure the warehouse is neat and orderly.
• Go through the small parts shelves and make sure everything is in the correct boxes.
• Get zip lock baggies and pre-count excess fittings.
• Purchase construction tape or post-it pads to mark off shelves that have already been counted.
• Purchase dots to tag equipment as it gets counted.

Hardware Preparation

• Charge extra batteries for handhelds and move chargers to the physical inventory warehouse.
• Bring up handhelds from other stores and set the IP address and WAP access code and company number.
• Turn on backlights on handhelds.
• Confirm laptops, Wyse terminals and PC ports that will be used during the scanning process are set to login to the correct company (Menu 12.10).

Inventory Preparation (24 hours Prior to beginning the inventory)

• Create a spreadsheet of all warehouse locations.  Print and have available so inventory counter can sign-off on a location.  This helps to keep track of the locations being counted.
• Run Negative On-hand Report, Menu 9.20.3
• Password protect Menu 9.20 using Menu 12.1.14.
• Call customers and have them pick up their orders.

Staff Preparation

• Arrange for temporary staff  (if needed)
• Arrange for food and drinks for staff
• Prepare employee sign in/out sheet
• Create and post a sign that the store will be closed for inventory (only needed if closing during normal business hours)
• Email staff with inventory start times (usually start early and end late)
• Assign one person as the “go to” person.  It’s recommended that the “go to” person not scan or have any involvement with the day-to-day operations during the inventory process.  The “go to” person should be notified if an item is sold from a scanned area or received into stock.  The “go to” person is responsible for making all adjustments to the inventory counts through Menu 9.20.4.