Blog/Retail

Cycle counting a shop without closing it

One department a week beats one long night once a year. Here is the schedule, and what to do about the customer standing in the aisle you are counting.

TSThe trakr team··5 min read
The rotation
Fast moversWeekly
Everything elseOnce a quarter
Session lengthTwenty to forty minutes
ShopStays open

The annual stocktake is a tradition rather than a method. It costs a night of wages, it produces numbers that are accurate for about a week, and it tells you nothing about the eleven months in between. Cycle counting replaces it with something smaller and far more useful: a slice of the shop, every week, while you trade.

Build the rotation around movement, not geography

Divide the shop into sections, then decide how often each one deserves attention. The fast-moving, high-value fixtures — the ones where a discrepancy costs real money — go weekly. The long tail goes on a rotation that covers everything once a quarter. That is usually four or five short sessions a week rather than one long one.

A category count is the right tool when you are checking a range across the shop; a storage count is right when you are walking one fixture. Most weeks you want the second.

Numbers that are roughly right all year beat numbers that are exactly right for one week in twelve.

Counting while customers are in the aisle

  • Count early. The first hour after opening is quiet nearly everywhere, and the shelves are in the state the closing shift left them.
  • Take one fixture at a time. You can step away from a fixture mid-count to serve someone; trakr keeps the progress and you pick it up where you stopped.
  • Do not block the aisle with a trolley. A phone in one hand is the entire kit. That is the point of counting on the device you already carry.

Blind counts keep people honest

If the expected quantity is on screen, people see twelve and count twelve. Hiding the expected number means staff count what is in front of them, and the variance you get afterwards is real information rather than a confirmation of what the system already believed.

What the variance is telling you

A section that comes out right every time is a section you can count less often — move it to the quarterly rotation and spend the time elsewhere. A section that is always short is not a counting problem; it is a shrink, receiving or process problem, and counting it more often will not fix it but will tell you how big it is.

The schedule is the product

Write the rotation down and put it on the same day each week. Cycle counting fails for one reason, which is that it stops happening. Twenty minutes on a Tuesday morning, every Tuesday, will beat any amount of good intentions about a thorough count next month.

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