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Preparing a Warehouse for an Independent Count

· Inventory · 4 min read

Preparing a Warehouse for an Independent Count

A tidy warehouse is counted faster and disputed less. What the operator, the owner and the counting team each prepare in the days before the visit.

The counting team arrives in the morning and finds aisles blocked with pallets, opened cartons, mixed goods and torn labels, and nobody knows where one customer's goods were put. Half the day goes on tidying instead of counting, and then the result is open to dispute because the conditions of the count were not controlled. A tidy warehouse is not only counted faster; its result is also argued about less. Most of what is needed can be done in the days before the visit, with reasonable effort.

What the operator prepares

The operator or warehouse manager knows the place, so the larger part of the preparation falls on that side:

  • Put every item in its declared location, and merge part-filled pallets where possible without mixing batches.
  • Separate damaged, returned and quarantined goods and other owners' goods in visible zones with clear status labels.
  • Renew location labels: row, bay and level, in lettering that can be read from a distance.
  • Settle the paperwork: post everything received and dispatched up to the last day before the cut-off, and close delivery notes that are still pending.
  • Assign an escort who knows the locations and can answer questions, and provide ladders, a forklift and enough lighting.
  • Arrange access: gate passes, working hours and a place to keep belongings and papers.

What the owner and the counting team prepare

The owner's part starts with the balance list. Get it in advance with its date and hour, and keep your own copy. Then tell the operator in writing the date and the scope of the work, and make clear that the count is a normal procedure, not an accusation. Name who will represent you during the count, whether in person or by video call. And write down the cut-off moment and make sure everyone knows it, because it is the point at which all figures are measured.

The counting team, for its part, prepares count sheets and zone assignments so that no location is counted twice and none is forgotten, and brings its tools: cameras, scanners, labels and markers. It is good practice to hold a short meeting at the start of the day with the warehouse staff to explain the method. The team then photographs the state of the locations before touching anything, so that it cannot be credited with a rearrangement it did not make.

A suggested timetable

  1. One week before: agree the date and scope, and send the preparation list to the operator.
  2. Three days before: the operator starts tidying and separating, and postpones non-urgent deliveries away from count day where possible.
  3. One day before: a short walk-through of the site, in person or by video call, and confirmation of passes and equipment.
  4. Count day: a meeting of 15 minutes, the cut-off fixed, and zones assigned.

When choosing the date, allow for local public holidays and for the working hours, breaks and prayer times of both teams. In the month of Ramadan working hours usually change, so ask for the actual hours before you book the count.

A worked example (conditional figures)

A warehouse has 600 locations and is counted by 4 counters. In a tidy warehouse each counter completes about 20 locations an hour, so the work takes 600 ÷ (4 × 20) = 7.5 hours. In an untidy one a counter manages no more than 12 locations an hour because of opening cartons and rearranging, so the time becomes 600 ÷ (4 × 12) = 12.5 hours. The difference is five hours, which in practice means a second working day, with its cost and its disruption of the warehouse. These figures are for illustration only, but the direction is usually right.

Tidy, but do not beautify

Tidying has limits worth keeping in mind. Its purpose is to make counting easier, not to hide the condition of the stock. Do not move doubtful goods somewhere remote, do not remove an awkward movement from the records, and do not hide old pallets behind a wall of new cartons. If the team finds a problem, that is not a failure of preparation; it is the reason for the count in the first place. The truer the picture, the stronger the result.

In short

Good preparation saves everyone hours and reduces disputes. WarehouseDepo works with the operator and the owner before the visit on a clear preparation list, and then its team does the counting, the photographs and the report on site.