Fieldwork
What happens between freeze and final tag bag
Inventory valuation audits live or die on count-day discipline. This guide shows how we structure observation days so reconciliation stays possible the same week.
Use this as a preview of our on-site rhythm. Every engagement letter still customizes freeze times, sample sizes, and which sites run first.
Brief the floor
Warehouse leads receive maps, tag colors, quarantine rules, and a list of bins that must not move. Goods-in-transit and consignment cages are labeled before the freeze.
Open the count
We confirm freeze start, attend the kickoff huddle, and watch the first aisles while counting teams settle into pace. High-value SKUs get early spot checks.
Test cut-off
Last receipts and shipments around the freeze are traced. Exceptions—partial pallets, customer-owned materials, returned lots—are logged before tags are sealed.
Reconcile while memories are fresh
Perpetual differences are investigated the next business day. Valuation work—costing layers and NRV candidates—continues at the desk with schedules tied to floor notes.
What you prepare
- Latest perpetual listing with locations
- Open PO and goods-receipt reports
- Floor maps and shift contacts
- Prior year count packets if available
What we deliver after fieldwork
For a full inventory valuation audit: findings memo, schedules, and a management walkthrough. For observation-only work: a concise letter describing procedures and exceptions.
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