您的业务有时会遇到订单执行延迟的情况吗, 导致客户不满意? 你有没有尝试过使用一个复杂的库存管理软件, 结果发现你的计数仍然不准确? If your inventory count does not consistently match what you physically have in your warehouse, 你的公司可以从循环计数中获益.
Cycle counting is a process that replaces comprehensive annual inventories with smaller counts conducted on a continuous basis throughout the year. 该流程发生在正常的业务操作期间, 减轻了每年停工的需要.
而产品, process complexity and volume can determine whether cycle counting is right for your business, 各种规模的公司都能从这一过程中受益. Here’s how investing in a cycle counting inventory system now can create savings for your business in the long run.
如果整顿库存系统是一个复杂的过程, 实现循环计数更加微妙. While you will most likely need to employ a multi-pronged solution that includes your auditor, 银行家和团队, 这里有一些建议让你开始.
Work with your team to gain a comprehensive understanding of all steps that affect inventory. 绘制实际工作流程, and document how the processes should work – down to the individual task level for each position involved in the process. 这包括采购，接收，储存，订单处理，履行和运输. 工作流中的步骤应该包括完成和处理文书工作, 通过自动扫描技术或在工作站手动输入数据, 并对库存进行必要的监控检查.
定义和分配库存人员的角色. 以保持透明度和数据完整性, have the counting staff report to the accounting department rather than the manager of the facility where the count is taking place.
Communicating the reasons for the change in inventory process and your expectations for results is vital. Ensuring your employees are properly trained will help them gain a solid understanding of the workflow and how one process affects another. Set up training sessions for your team to review inventory processes and individual responsibilities.
Consider customizing your training so new employees receive more extensive training while more experienced employees receive periodic refresher courses as processes change. 测试你的员工对执行预期任务的知识和能力, 并为纠正错误提供建设性的指导.
Software should take a snapshot of inventory at the start of a cycle count and then allow adjustments based on what is found in the physical count. 对这些调整进行跟踪、积累和核算至关重要.
Begin cycle counting small parts of your inventory daily while doing one last physical inventory; then compare physical counts against the levels shown in your inventory management system.
开始 对照组周期计数. 选择一个由库存的横截面样本组成的控制组. 然后计算控制组，并将其与您的库存管理系统数据进行比较. Rotate your control groups according to an established schedule to ensure that all inventory in the warehouse is counted at least annually.
在你实施了对照组循环计数之后, identified any sources of inventory accuracy problems and put the necessary solutions in place, 开始实施 随机周期计数. Take a random mathematical sampling of your inventory to assess conformance against inventory accuracy expectations and then infer accuracy relative to your entire inventory.
一旦你有了这些过程, 你可以选择如何循环计数, 根据需要. 例如, 你可以每天计算你最快移动的股票的百分比, 而不那么频繁地计算其他项目. 您还可以选择计数一种类型的所有项, 不管他们在哪里, 或者你可以在一个地方计算所有的项目, 无论类型.
您对错误的容忍度可能取决于对任何给定项目的需求程度. You also may want to adjust your error rates down after you’ve made progress identifying process errors and human mistakes, 并纠正他们. 定期地, 例如，识别和报告库存不准确, 不当数, 数据输入错误, 或因偷窃而损失的货物, 损坏或瓦解. 从利润损失的角度来解释这些不准确的含义.
持续改进是必须的. Regularly review your operational workflows with your staff to pinpoint broken process areas and identify solutions for reducing errors. Frequent and routine assessments will allow you to incorporate enhancements or new processes as business needs change.
Try to batch together several process improvements at one time to avoid confusing employees with multiple process iterations. Then roll out the changes through formal training sessions to ensure everyone is on the same page.
开始计算并测量结果!
如果不准确的库存计数是你公司的一个问题, 你需要尽快采取纠正措施. 不采取积极的措施可能会导致客户流失和利润减少. 如果你需要帮助弥补库存不准确, LBMC的专家团队可以帮助您走上正确的道路.
约翰马克麦克道格，注册会计师, is Shareholder-in-charge – accounting and assurance services and lead Shareholder – manufacturing/distribution industry, 在LBMC. 可以联系到他 jmcdougal@sepon-boutique-resort.com or .
