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Process Write Up

The document describes the rental cycle count procedure with the following key points: 1. The cycle count process ensures inventory accuracy and availability for customers by counting rental equipment twice per year at each location. 2. The operations department schedules cycle counts and local warehouse staff perform and report counts to ensure promised equipment is available. 3. Tasks include scheduling counts two weeks in advance, delaying shipping/receiving during counts, and completing paperwork before counts.

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Basmalla Mcrmy
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47 views7 pages

Process Write Up

The document describes the rental cycle count procedure with the following key points: 1. The cycle count process ensures inventory accuracy and availability for customers by counting rental equipment twice per year at each location. 2. The operations department schedules cycle counts and local warehouse staff perform and report counts to ensure promised equipment is available. 3. Tasks include scheduling counts two weeks in advance, delaying shipping/receiving during counts, and completing paperwork before counts.

Uploaded by

Basmalla Mcrmy
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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4.1.

6 Perform Cycle Count Rental Procedure

(This is a fictitious example and there


would be many additional steps with
more detail and flow than what is
presented here; this is just set up to
show how a process flow may look)

Version 1.X
Update xx/xx/xx
Table of Contents

1.0 Sub-Process Description..................................................................................2


2.0 Purpose.................................................................................................................3
3.0 Frequency.............................................................................................................3
4.0 Who Performs......................................................................................................3
5.0 Task Steps & Procedures.................................................................................3
5.1 Schedule rental cycle count........................................................................3
5.2 Delay shipping and receiving......................................................................3
5.3 Process paperwork........................................................................................4

Appendix

Appendix A Process Map & Matrix.................................................................................5


1.0 Sub-Process Description

The sub-process “4.1.6 Perform Cycle Count” is part of the process step “4.1
Provide Availability”. To perform cycle counts is one of the most basic steps in
ensuring proper inventory availability.

2.0 Purpose

To ensure that the inventory stored in system is correct and accurate. This will
serve two major priorities; one, customer satisfaction levels remain high in that
when a piece of equipment is promised through the software system that it is
delivered to the customer on time. The second major priority this serves is to
maintain proper control our rental fleet both financially and logistically. That is we
know how much inventory is on the books and we know when and how to move
the equipment in and out of warehouses and the fleet in particular.

3.0 Frequency

A complete and accurate count of the rental fleet is completed twice per year at
each rental fleet location.

4.0 Who Performs

The schedule is developed and maintained by operations and the actual count is
conducted by the local warehouse personnel. The final report is developed by
the warehouse personnel and forwarded to operations.

5.0 Task Steps & Procedures

The following task steps should be reviewed in conjunction with the process map
and process matrix contained in Appendix A.

5.1 Schedule rental cycle count

Task Step 4.1.6.1:

The rental cycle count schedule is maintained at the operations level by the
Director of Warehouse Operations. The Director of Operations will inform the
local warehouse operations team of the cycle count 2 weeks prior the scheduled
count.
5.2 Delay shipping and receiving

Task Step 4.1.6.2:

Upon acknowledgement of the upcoming cycle count, the warehouse operations


will try and schedule all shipping, and receiving of rental equipment around the
day of the actual count. This will simplify the actual count. The coordination of
these activities should be started at least 5 days prior to the scheduled count to
ensure proper activity levels on the rental floor.

5.3 Process paperwork

Task Step 4.1.6.3:

The day before the cycle count ensure all paperwork is complete and updated in
the system:

 Reservations
 Returns
 Transfers

Because contracts should not be created until the customer actually picks up the
unit(s) the request for rental contacts should NOT be done the day before. Given
the relatively low volume of transactions individual pickups should be
controllable. The key is monitoring what activity is occurring.

In general, the following is acceptable in practice:

 Reservations--Convert Reservations to Contracts within 1 hour of the unit


leaving with a customer
 Returns--Process Contract Returns within 1 hour of the unit being
returned
 Transfers--Process transfers (in and out) within 1 hour of arrival or
departure
Keep describing your process
Appendix A Process Map & Matrix

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