Workshop and tools · WT-07

Stock Take Sheet

A free printable stock take sheet — item, code, location, expected quantity, counted quantity, variance and who counted it, ruled for handwriting.

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One page. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.

Print it and write on it

A4 44 kB US Letter 44 kB

Fill it in type and save

A4 120 kB US Letter 120 kB

The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.

What this sheet is for

Count stock area by area and see the variance beside the count, so a stock take produces a number you can act on rather than a vague reassurance.

Who it is for

Small shops, workshops, stores, bars, kitchens, hire firms and anyone counting their own stock rather than running a system that counts it for them.

How to use it

Use one sheet per area and number the sheets before you start.
Count what is physically on the shelf first, then fill in the expected figure.
Write the variance on every line, including the zeros.
Give damaged or unusable stock its own line and say so in the notes.
Have a second person check and sign the sheet before the figures are entered.

What is on the sheet

One page, top to bottom:

Printed under the title: A counting sheet for a stock take — item, location, what the records say, what is actually on the shelf, and the difference between the two.

How to use this sheet

Count what is physically there first, then write the expected figure beside it.
One area per sheet, and number the sheets as you go.
Write the variance even when it is zero — a blank means nobody counted it.

Write-on lines: Business / store · Area counted · Date · Sheet no. · Counted by · Checked by · Started · Finished

Count — put damaged or unusable stock on its own line and say so

Table, 11 rows: Code · Item · Location · Unit · Expected · Counted · Variance · By

Questions

Why count before looking at the expected figure?

Because a figure you have already read is very hard to unsee. Counting blind first, then comparing, is what turns a stock take into a check rather than a confirmation.

What should I do with a large variance?

Recount that line before anything else — most large variances are counting errors, wrong units or stock sitting somewhere else. Only investigate further once the count has been repeated.