Workshops & Templates

Practical inventory training and tools for small manufacturers and distributors. The same methods ClearCount uses with clients, packaged so your team can run them.

Templates

ABC Analysis Tool

$39

Find the few items that drive most of your inventory dollars. Paste in 12 months of usage, and the tool ranks every item, assigns A, B and C classes, and summarizes how your spend splits. That shows you where to put your counting and purchasing effort.

What's included

  • Excel tool (up to 250 items, automatic ranking, classes and summary, adjustable cutoffs)
  • PDF worksheet with step-by-step instructions and a worked example.

Cycle Count Planner

$49

Count a little every day instead of shutting down for a physical. The planner schedules counts by ABC class, flags what's overdue, logs every count, and calculates your inventory record accuracy by class.

What's included

  • Excel planner with count plan, count log and accuracy report
  • PDF guide with daily count sheets and a variance and root-cause log.

Fastener & Hardware Reorder Point Calculator

$49

Never stop the line for a 9-cent nut again. Set safety stock, reorder points and order-up-to levels for bolts, nuts, washers, screws and anchors from your real usage and lead times, all rounded up to the box quantity your supplier sells.

What's included

  • Excel calculator with automatic box rounding and order suggestions
  • PDF worksheet with formulas, worked example and two-bin setup guide.

Receiving SOP Template

$29

Most inventory errors walk in through the dock door. This fill-in-the-blank standard operating procedure covers unloading, verifying against the PO, inspection, posting receipts, labeling, putaway and handling every type of discrepancy.

What's included

  • Fill-in-the-blank PDF SOP to print and complete, with discrepancy rules, daily controls and measures
  • One-page receiving checklist to post at the dock.

Complete Template Bundle — $99

Save $67

All four templates: ABC Analysis Tool, Cycle Count Planner, Fastener & Hardware Reorder Point Calculator, and Receiving SOP Template.

Buy now

Recorded Workshops

Lesson 1 of each recorded workshop is a free preview on Payhip.

Workshop 01: Cycle Counting & Inventory Accuracy

$149

Trust your numbers again, without shutting down for a physical. Learn why record accuracy drives on-time delivery, cash and planning; how to set count frequency by ABC class; a blind count and root-cause routine your team will follow; and how to measure accuracy the right way.

What's included

  • Four video lessons (about 17 minutes) with live Excel demos
  • Slide deck and participant workbook with exercise and 30-day action plan
  • Cycle Count Planner (Excel + PDF).

Lesson 1 is a free preview on Payhip.

Enroll

Workshop 02: ABC Analysis & Reorder Points

$149

Stock what you need, stop buying what you don't, and stop running out of cheap parts. Run an ABC analysis, choose a control approach for each class, and calculate safety stock and reorder points from real usage and lead times, rounded to pack quantities.

What's included

  • Four video lessons (about 16 minutes) with live Excel demos
  • Slide deck and participant workbook with exercise and 30-day action plan
  • ABC Analysis Tool and Fastener & Hardware Reorder Point Calculator (Excel + PDF).

Lesson 1 is a free preview on Payhip.

Enroll

Workshop 03: Receiving & Putaway Done Right

$149

Most inventory errors walk in through the dock door. Stop them there. A receiving routine that catches errors before they enter the system, one clear rule for every discrepancy, same-day posting, labeling and putaway, and how to measure the dock.

What's included

  • Four video lessons (about 12 minutes)
  • Slide deck and participant workbook with exercise and 30-day action plan
  • Receiving SOP Template (PDF).

Lesson 1 is a free preview on Payhip.

Enroll

Workshop 04: Scrap & Variance Control

$149

Find the material your shop is losing and get the system to tell the truth about it. Separate planned scrap, unplanned scrap and unreported consumption, report scrap against the job, issue replacements correctly, and trace variances to their cause.

What's included

  • Four video lessons (about 12 minutes) with a live Excel demo
  • Slide deck and participant workbook with exercise and 30-day action plan
  • Cycle Count Planner (Excel + PDF).

Lesson 1 is a free preview on Payhip.

Enroll

Recorded Bundle — $449

All four recorded workshops (16 video lessons) plus all four templates.

Enroll

Free downloads

Workshops & Templates catalog

Download catalog PDF

Inventory Health Check

A free 15-question self-assessment for small manufacturers and distributors.

Take the Health Check

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    Workshops & Templates | ClearCount Consulting