TACTIXProcess templates
Stock Count Process Template
Without agreed rules a stock count turns into days of argument. This template shows the count steps from planning to report, the difference path and the approval.
Free. Lanes, steps and approvers come ready; you can change everything.
Process flow
Each row is a role (swimlane); steps run left to right.
| Warehouse lead | 1 · StartPlan the count | 3 · DecisionAny difference? | 6 · EndClose the count report | |||
|---|---|---|---|---|---|---|
| Count team | 2 · StepCount | 4 · StepRecount the difference | ||||
| Accounting | 5 · DocumentApprove the adjustment |
Step by step
Plan the count
- Areas assigned
- Movements frozen
Count
Any difference?
- No → Step 6: Close the count report
- Yes → Step 4: Recount the difference
Recount the difference
Approve the adjustment
Close the count report
Who does what? (RACI summary)
R: responsible · A: approves
| Step | Warehouse lead | Count team | Accounting |
|---|---|---|---|
| Plan the count | R | ||
| Count | R | ||
| Any difference? | R | ||
| Recount the difference | R | ||
| Approve the adjustment | A | R | |
| Close the count report | R |
When to use it
- You are preparing a year-end or periodic count
- Count differences are never adjusted
- You want to give the count team step-by-step instructions
Tips
- Make freezing movements a check in the planning step.
- Let the warehouse lead approve the adjustment.
- TACTIX describes the process; stock quantities stay in your warehouse system.
More process templates
Run the process with your team on one map
Open the template, give each step an owner and a date, and send it to your field team as step-by-step instructions and QR labels.