Thorough Preparation
Before starting a stock count, it’s crucial to get everything tidy and in order. Knowing the storage layout and confirming the contents of storage areas with the client helps ensure a complete and accurate count. Using digital tools for collecting purchase and revenue information online, will make the process faster and easier for everyone.
Methodical Counting
With digital aids like iPads, the counting starts systematically, moving from left to right along each shelf. Every item, including kegs, receives detailed attention to ensure accuracy. Visually double-checking shelves and sections minimises errors, ensuring nothing is missed.
Each barrel is counted individually using a KegCheck, even the empty ones. The total number of barrels in the cellar is then cross-checked with the number of counts made to ensure none have been missed.
Efficient Verification
After counting the stock, the next step is to verify the accuracy of the recorded data. Cross-referencing delivery notes against the invoices previously downloaded will help to quickly spot any discrepancies or non-delivered items, ensuring accurate billing, reducing errors and speeding up the audit process.
Maximising Time and Resources
By using online technology and eliminating manual data entry, we save valuable time and resources for both the client and their staff. This efficiency allows clients to minimise their involvement in preparing and managing the auditing process so they can concentrate on other critical aspects of their business operations.
Driving Growth Through Partnership
What makes my approach unique is my focus on client engagement. Instead of just delivering a stock result and leaving, I prioritise meaningful discussions with my clients. Addressing their questions, offering actionable insights, and working together to find areas for improvement which builds transparency and trust.
Having a proprietary online-based stock auditing system allows me to design specific reports that a client may need to see and allows them to generate them whenever they need the information, such as a price analysis or a sales volume report. This empowers them to make informed decisions or supply breweries or PubCos with the information they need.
Choosing me as your auditor means more than just getting a printed stock report. It’s about forming a partnership focused on driving efficiency and boosting business growth. With a commitment to precision and integrity, I ensure that stock audits not only meet compliance requirements but also contribute to the overall success of the business.
Are you getting accurate audits?
If your current stock auditor insists on having a big pile of invoice paperwork ready for them on audit day, then sits in your bar for six hours doing data entry, and then delivers a huge surplus or deficit result, you should probably consider looking for a new stocktaker. If your stocktaker only completes the audit using what they are given on the day and isn’t telling you what is missing then they are not carrying out successful or accurate stocktake.
A stock surplus is as bad, if not worse, than a stock deficit! You shouldn't be celebrating being told that you have excess money after selling your products!
My focus and priority as an auditor is to ensure that at the beginning of stocktake day, everything is complete except for the count. This allows much more time to investigate what might be missing after the count and ensure your stocktake is as accurate as possible.