Performing an Effective Stocktake

Topics covered

  • Branch Physical Preparation
  • Generating and Printing Check Files
  • An explanation of stock classes and how we use them
  • Amending Bin Locations
  • Freezing Your Stock
  • Branch Stocktake Administrative Procedures
  • Inputting Stock items
  • Inputting non Stock items
  • Accounting for Discrepancies
  • Completing and Updating The Count
  • Archiving the Count

This is a ¾ day course and is intended to be attended by Branch and Regional Management teams or any member of staff nominated as having an integral role in the branch stocktake organisation team.

The training material is comprised of demonstrations by the trainer, followed by hands on exercises to reinforce the learning process. This is backed up by a PowerPoint slide presentation of the important points and a User reference guide for the delegates to take away for future reference.

Target Audience

  • Branch Managers, Assistant Branch Managers, Area Managers, Project Managers, Regional Management Teams


  • Delegates should have a good working knowledge of Kerridge and some understanding of the administrative procedures surrounding stock management and stock take.
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