Engagement stages for inventory control work

Consulting for multi-location wholesalers runs in clear stages so warehouse leads, branch managers, and ownership know what happens each week.

1. Scope call

We learn how many branches you stock, which SKUs drive most sales, and where counts currently diverge. You leave with a document request list and a proposed visit sequence.

2. Desk review

Transfer sheets, cycle-count history, and receiving logs come first. Patterns in pack sizes, returns, and open tickets tell us which floors to visit and which can wait.

3. Floor days

On selected sites we walk aisles with your managers, watch a receiving or transfer moment when possible, and note storage limits that paper never shows.

Team reviewing warehouse planning papers around a meeting table

4. Findings workshop

We present ranked risks—pack definitions, count calendars, transfer discipline, slow-moving piles—and pressure-test each recommendation with the people who must live with it.

5. Control plan and follow-up

You receive a written 90-day plan with owners and cadences. One follow-up session helps managers adjust after the first counting cycle under the new rules.

  1. Scope call and document list
  2. Desk analysis of counts and transfers
  3. Branch and warehouse observation
  4. Findings workshop
  5. Plan delivery and follow-up

What we need from you

Engagements move faster when decision-makers can approve policy wording and when branch visits are scheduled during ordinary receiving hours—not only after a full stocktake shutdown.

Do you work only in Taoyuan?

Our office is in Tayuan Hsiang, Taoyuan Hsien. Field days travel to your branches across Taiwan when the engagement requires it. Travel time is reflected in the estimate.

Can you combine workshops with an audit?

Yes. Many wholesalers run the Multi-Location Inventory Audit first, then book a Stock Policy Workshop to lock the new rules with branch heads.

Will you take over weekly counting?

No. We design and coach the control habits; your staff own the ongoing counts and transfers.