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Do a stocktake with your phone in half the time
The year-end stocktake means clipboards, miscounts and a spreadsheet nobody trusts. Set up a phone form so two people can count at once and the totals add up automatically.
The prompt · ChatGPT
Help me plan a stocktake using a phone form. My stock: [types and rough number of lines] Where it's kept: [areas, shelves, storeroom] Who will count: [number of people] How I value stock: [cost price list, or don't know] First ask me up to 4 short questions. Wait for my answers. Then: 1. A counting plan by area, so nothing gets counted twice. 2. The form questions: counter, area, item (dropdown), quantity, notes. 3. A totals sheet layout: quantity by item and value at cost, with formulas. 4. A check for big differences from what I expected, and how to recount. 5. What my accountant will want, to ask them about. Only use what I've told you, leave blanks for anything I haven't given, and don't invent facts or figures. UK English. Stay in this ChatGPT chat. Do not turn on apps or connectors, and do not use memory from another chat.
A short example
Fill the blanks, then paste. types and rough number of lines: a short note you already have. areas, shelves, storeroom: a short note you already have. Leave the rest of the prompt as written.
This does not give tax advice. The books stay in the accounting system.
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