Cycle Counting SOP templates
Inventory accuracy is a process, not an annual event. These procedures cover daily cycle counts, ABC count programs, full physical inventory, and how adjustments get investigated and approved.
Any of these can be generated for your own facility, on plans from $79 a month per building, or you can start a 14-day free trial first with no card.
4 of 105 templates
- Cycle CountingRev 1
ABC Cycle Count Program
Designing and running an ABC classified cycle count program, covering how items are classified into A, B, and C by velocity, value, and criticality, how count frequency by class is set so every item is counted a planned number of times a year, count coverage tracking against plan, variance thresholds by class, and reclassification as demand moves.
- Regulatory references
- 5 CFR refs
- Sections
- 9 sections
- Review cadence
- annual review
- Cycle CountingRev 1
Daily Cycle Counting
Daily cycle counting of assigned storage locations, covering count list generation, blind count discipline, recount rules and variance thresholds, safe access to upper rack locations without climbing, and the approval required before an inventory adjustment is posted.
- Regulatory references
- 2 CFR refs
- Sections
- 8 sections
- Review cadence
- quarterly review
- Cycle CountingRev 1
Inventory Adjustment and Reconciliation
Controlling inventory adjustments from evidence through approval to posting, covering the evidence standard required before an adjustment is prepared, root cause reason coding, tiered approval authority and separation of duties, reconciliation of the perpetual inventory to the financial record, and the audit trail that has to survive a review.
- Regulatory references
- 2 CFR refs
- Sections
- 9 sections
- Review cadence
- quarterly review
- Cycle CountingRev 1
Physical Inventory Wall-to-Wall Count
Planning and executing the annual wall to wall physical inventory, covering the receipt and shipment cutoff and transaction freeze, pre-count housekeeping and count tag preparation, paired blind count teams with auditor recounts, the rule that every location in book inventory is counted including holds, damage, returns, and trailers, safe equipment-based access to upper locations, the variance and recount loop, the reconciliation and adjustment posting with finance sign-off, external auditor observation, and the post-count review that feeds root causes back into the cycle count program.
- Regulatory references
- 5 CFR refs
- Sections
- 9 sections
- Review cadence
- annual review
Browse all 105 warehouse SOP templates or jump to another category from the library index.
Generate Cycle Counting SOPs for your facility
Answer the facility questionnaire once and any of these come back with your equipment, your job titles, and your sign-off sheet attached.
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