INT-ADMIN-2.1.2

Stocktaking, Min/Max Levels and Reorder Points

Covers full, rolling and spot stocktakes, and how to set minimum, maximum and reorder points using average consumption, lead time and safety stock.

Mid-season, the purser asks why the interior spent double last month. You do not know. You have receipts but no counts, so you cannot tell whether you bought more, used more, or lost more. The stocktake you skipped in April is the answer you cannot give.

Why the interior counts

A stocktake gives you three things a receipt cannot:

  • Consumption data — what the boat actually uses per guest-day
  • Loss visibility — the gap between what you bought and what you used
  • Purchasing accuracy — the ability to order once, correctly

The three counts

Count When Purpose
Full stocktake Start and end of season, at crew changeover Baseline; reconciles against the books
Rolling / cycle count A category a week, all season Catches drift early without a shutdown
Spot count Before and after every charter Charter consumption and charter billing

Rolling counts are the professional habit. A full stocktake once a year tells you that something went wrong; a weekly cycle count tells you when.

Min/max and the reorder point

Three numbers govern every stocked item:

  • Minimum — the level you never want to go below; hitting it means you are into your safety buffer
  • Maximum — the most you can sensibly store and use before it expires or degrades
  • Reorder point — the level that triggers an order, calculated so that stock arrives before you reach minimum

The reorder point is not the minimum. It is the minimum plus everything you will consume while the order is in transit:

Reorder point = (average daily use x lead-time days) + safety stock

Lead time on a boat is elastic. A Med port might resupply in 48 hours; a remote anchorage might be two weeks and an agent. Set lead times honestly for the itinerary you are actually doing.

Running the count itself

  • Count before you restock, never after, or you are counting the delivery.
  • Two people, or one person counting and one recording. Solo counts drift.
  • Count in a fixed order matching the physical layout of the locker so nothing is missed.
  • Freeze movement while counting. If a stew pulls three bottles of shampoo mid-count, the number is fiction.
  • Record in the same units you buy in — bottles, cases, or single items, but consistently.

Onboard Notes

  • Reconcile the count against purchases and known usage. An unexplained gap is a finding, not an embarrassment — report it rather than adjusting the sheet to make it balance.
  • Never adjust a stock record to match the shelf without a note explaining why. That note is the audit trail.
  • Beware the second store. Overflow stock in a lazarette, a crew cabin or a tender garage that is not on the sheet will always be found by someone else, at the worst time.
  • Set max levels against expiry as well as space. Amenities, sunscreen and anything with a shelf life go out of date faster than you use them.
  • Digital inventory apps are only as good as the discipline behind them. A spreadsheet updated the day it changes beats an app updated never.

Practice questions

5 questions
recallcore

recall · core

Name the three types of stock count and what each is for.

recallcore

recall · core

Define minimum, maximum and reorder point, and give the reorder-point formula.

recallcore

recall · core

Give four rules for running a stock count accurately.

scenariostretch

scenario · stretch

Your count of guest shampoo comes up 18 bottles short against the records. What do you do, and what do you not do?

oralstretch

oral · stretch

The purser asks why the interior spent double last month and you cannot answer. Explain what a stocktake would have given you that a receipt cannot.

Independent study. xplor is not an IAMI- or PYA-accredited GUEST training provider. This course covers the ground assessed in GUEST Unit 34; it awards no GUEST unit, certificate or Certificate of Competency and does not count toward one.

School