Workflow Templates: Wine and Beverage Inventory Checklist

Verify the quantity of wine and beverage cases delivered against the purchase order

Inspect the quality and condition of the products upon arrival

Ensure proper documentation of the inventory received, including date, time, and supplier

Sort wines and beverages by type, varietal, and vintage

Store wine bottles horizontally to keep the cork moist and preserve the wine quality

Place the newer stock behind the older stock to follow the first-in, first-out (FIFO) method

Record the opening inventory at the beginning of the period

Track daily sales and usage to adjust inventory levels

Conduct a physical inventory count at the end of the period to compare with recorded inventory

Regularly inspect bottles for signs of spoilage or damage

Rotate stock and check for any past sell-by dates

Maintain proper storage conditions, including temperature, light, and humidity control

Analyze sales data to identify trends and adjust ordering quantities

Establish par levels for each wine and beverage to trigger reordering

Build relationships with suppliers for reliable delivery and potential bulk discounts

Implement security measures to prevent theft

Train staff on proper pouring techniques to control portions

Reconcile discrepancies between physical inventory and sales records promptly

Wine and Beverage Inventory Checklist