Beginner

Inventory observation plan and count instruction checklist

Creates an inventory observation plan, count instructions, and an exception log template. Useful for audits with physical inventory counts and multi-location logistics.

Prepare an inventory observation plan for {client_name}.

Inputs:
- Locations and dates: {locations_dates}
- Inventory types and valuation method: {inventory_types_valuation}
- Prior count issues: {prior_count_issues}
- Cut-off procedures for shipping/receiving: {cutoff_procedures}
- Reliance on perpetual system? {perpetual_system}

Deliver:
1) Observation plan (staffing, timing, location strategy, safety/logistics).
2) Count instruction checklist (client instructions + auditor steps).
3) Test count selection approach (high value, high movement, judgmental picks).
4) Exception log template (item, location, system qty, counted qty, variance, follow-up).
5) Post-count reconciliation steps (final rollforward, cut-off tests).

Keep it fieldwork-practical.

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