Physical and Cycle Count- Not Auto-ID-Enabled

Context of U

Scope

Conducting physical or cycle counts within a site

Level

Summary

Primary Actor

Warehouse Staff.

Stakeholders and Interests

• Warehouse Manager (May be off site):  Inventory accuracy;
• Warehouse Operations Manager (On site):  Inventory accuracy;
  Sales:  Current, accurate inventory to fulfill sales orders;
• Accounting:  Financial impacts to inventory discrepancies
• Inventory Control (Auditing of Inventory):   Accuracy of inventory before and  during the audit
• IT Manager:  Ensure ICS is operating as required to  support the business.
• Process Governance Lead: Develop process documentation and ensure its operational application.
• Customer: Product in stock and ready for delivery;
• Manufacturing division within the receiving company:  Inventory Accuracy and supply chain impacts
• Warehouse Staff:  Accurate recording of location, product and qty.
• Safety / Regulatory Management Group: Compliance .

Preconditions

1. Product      must physically be in the facility
2. Location      control may or may not be implemented in the facility.
3. If      location control is implemented locations stickers or placards must be      installed with bar code and human readable characters
4. Product      defined in the master inventory list with company SKU cross referenced to      product GTIN for available package sizes.
5. Bar      code-enabled ICS is in place.  
6. Bar      code equipment is in place and integrated with ICS.
7. Product      is bar coded or a bar code catalog is available
8. Product      qty does not equal zero.
9. Product      is showing inventory level not equal to zero in the ICS.
10. “Physical      Inventory or Cycle Count” Procedures are in place.
11. Count      can be generated out of the ICS.
12. Warehouse      staff must be authorized to conduct “Physical Inventory or Cycle Count”.
13. Warehouse      staff has ability to access system/reports to address any variances.
14. No inventory transactions are taking place

Minimal Guarantees

Success Guarantees

1. Accurate      inventory tracking in facility.
2. Real-Time      inventory transactions in ICS.
3. Correct      product, quantity, and lot number (where applicable) have been accurately      recorded in the ICS.
4. All      applicable stakeholders have been notified or have ability to report on      adjustments before, during and after “Physical Inventory or Cycle Count”
5. Ability      to locate product more efficiently.
6. Ability      to update On-Hand Inventory qty’s
7.  

Trigger

.

Main Success Scenario

1. Inventory      manager generates a Physical or Cycle Count in ICS for relevant inventory      to count.
2. Warehouse      Staff will locate product.
3. Warehouse      Staff scans product GTIN.
4. Warehouse      Staff enters count into ICS.
5. (If      Location control is implemented, Warehouse Staff scans from Location at      appropriate time in the process.)
6. Warehouse      staff repeats this process until all counts are entered.
7. Warehouse      Staff/ Inventory manager runs a variance report.
8. Warehouse      Staff/Inventory manager researches variance prior to updating count to      ICS.
9. Warehouse      Staff/Inventory manager updates count to ICS.
10. Transaction      is completed

Extensions

Technology and Data Variations

Notes

Related Resources

Contributors