Undertake stock checks and record the results in logistics facilities

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This standard is about undertaking stock checks and recording the results, in logistics facilities, as part of a planned audit, or as requested.

It includes identifying the individual roles and responsibilities involved and using the organisational reporting procedures when checking stock.

This standard is relevant to all operatives at every level in logistics operations. Operatives could, for example, be working in warehousing and storage, transport or freight forwarding.

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1. confirm the purpose and timescale for undertaking the stock check in the logistics facility and how to record the results

2. confirm which resources are available to complete the stock check

3. confirm that colleagues taking part in the stock check know their individual roles and responsibilities
4. communicate the progress of the stock check to the relevant colleagues
5. confirm that the results of the stock check are recorded and collated, in accordance with organisational procedures
6. compare the findings of the stock check against stock records to identify any discrepancies
7. identify and respond to any issues or discrepancies identified by the stock check
8. identify security issues relating to the stock check and the actions arising from them
9. produce and distribute your stock check report to the relevant colleagues
10. comply with organisational procedures and all the relevant environmental legal, safety and operating requirements relating to a stock check

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1. ​the importance of undertaking stock checks in logistics facilities, and how often they are required by your organisation
2. the format, structure, and content of the stock check reports required by your organisation
3. the resources required to undertake a stock check, and how to obtain these
4. how to identify any discrepancies between stock check figures and stock records
5. the stock control systems used in your organisation
6. the types of issues with a stock check and how to respond to these
7. the reporting responsibilities and recording systems used by your organisation for maintaining records
8. the roles and responsibilities of colleagues in logistics operations
9. the organisational procedures and the relevant environmental legal, safety and operating requirements relating to a stock check

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1. ​Stock check: audit, count, recount, reconciliation
2. Stock control systems: manual, computerised, warehouse
3. management systems, radio frequency
4. Colleagues: permanent, temporary, agency staff, external, line manager, supervisor, customer/clients
5. Legal, safety and operating requirements: safety regulations, codes of practice, load restrictions, working-time regulations, transport regulations

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2

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2027

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Current

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Original

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Lantra

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SFLWS34

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Elementary Goods Storage Occupations, Goods Handling and Storage occupations, Managers in Distribution, Storage and Retailing, Retailing and Wholesaling, Warehouse and Distribution

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9251

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check; stock; levels; records

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