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Inventory Checklist

Inventory Checklist Guide


Pre-Inventory:

  • Charge your phone (IOS or Android) in the wall for at least one full hour
  • Change scanner batteries (if necessary)
  • Make sure all your wines/cases/bins are labeled/stickered
  • Make sure all your scan sheets are updated
  • Print scan sheets
  • Add items in inventory categories- Categorize the items in your inventory tree
  • Make sure any open POs are closed (only if product/delivery has been received)
  • Enter in any applicable invoices (It's best to do this the day before your inventory count)

Post-Inventory:

  • Review Variance Report (you want to look for any mismatched items/products and make a list)
  • Review daily sales matching and rematch if necessary
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