PlanSmith01 / Blind count

Parts stocktake count sheet

Record physical observations first. Keep expected quantities on the separate review sheet. One line per SKU, bin and unit; use extra sheets when needed.

Count ID:

Sheet ___ of ___

Location:

Date:

Included SKUs / areas:

Cutoff time / timezone:

Counter:

0 = checked and none found. Blank = not counted. Include overflow areas. Record unlisted stock on a new line and identify it before posting any correction.

#	SKU / description	Bin / area	Unit	First count	Count time	Initials
1
2
3
4
5
6
7
8

Movements and exceptions during counting

#	Time	SKU / location	In or out / qty	Before or after SKU count? Job / receipt / exception reference
1
2
3

Outstanding areas / unidentified items / next action:

Counter sign-off / time:

Returned to reviewer / time:

PlanSmith02 / Reconciliation

Review before adjusting stock

Use after the first count. Bring expected balances and physical observations to the same point in time. Combine bin counts only within the same tracked location and unit.

Count ID:

Reviewer:

Cutoff snapshot / movement log / count-sheet references:

Residual difference = confirmed count − expected at count time. Expected at count time = cutoff balance + receipts − issues, including verified transfers/other movements up to that count. Do not treat blank counts as zero.

#	SKU / location / unit	Cutoff balance	Net moves to count time	Confirmed count	Residual +/−	Decision / evidence ref
1
2
3
4
5
6

Recount and approval record

#	SKU / original line	Recount / time / counter	Explanation or unresolved cause	Approval / time / posted reference
1
2
3

Closing checks

□ Scope, units and timing agree; missing movements recorded once.
□ Each residual difference reviewed; approved corrections posted once.
□ Posted movements and resulting balances read back.
□ Original counts, snapshot, movement log and approval evidence saved.

Status: □ complete □ partial

Closed / reviewed at:

Outstanding lines / owner / next action: