Free Checklist Templates for Inventory

Inventory

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Cycle Counting Checklist

Pre-Count Preparation

Pull the ABC cycle count list from ERP

Freeze inventory movement in the count zone

Confirm all transactions are posted

Stage scanners, count sheets, and labels

Brief counters on assignments and tolerance

Conducting the Count

Perform the blind count by location

Verify lot and heat traceability

Recount any variance over tolerance

Tag completed locations

Variance Investigation

Investigate root cause of variances

Document findings and disposition

Open a CAR for systemic variance patterns

Adjustment and Closeout

Post inventory adjustments in ERP

Generate the cycle count summary report

Sign off on the cycle count

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Daily Inventory Checklist

Dry Storage Inventory

Count staple grains against par

Verify FIFO rotation on canned goods

Inspect dry goods for pest activity

Document pest evidence and notify the GM

Refrigerated Inventory

Log walk-in and reach-in temperatures

Confirm whether any unit is out of range

Relocate TCS product and call refrigeration service

Count dairy against the par sheet

Inspect meat, seafood, and poultry

Produce Inventory

Inspect produce for spoilage and bruising

Count fresh herbs and salad greens

Verify seasonal and special-menu items

Beverage Inventory

Count non-alcoholic beverages

Verify liquor and beer par at the bar

Confirm coffee and tea levels

Cleaning and Sanitation Supplies

Test three-bay sink sanitizer concentration

Review detergent, degreaser, and hand-soap stock

Count disposables and PPE

Smallwares and Build the Order

Count plates, glassware, and flatware

Pull chipped or damaged service items

Count takeout containers and to-go ware

Submit the consolidated order to vendors

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Inventory Accounting Close Checklist

Pre-Close Inventory Setup

Confirm receiving and shipping cut-off

Freeze inventory adjustments in the ERP

Pull the perpetual inventory listing

Cycle Counts and Physical Verification

Schedule cycle counts by ABC classification

Reconcile count sheets to the perpetual listing

Review variances against materiality threshold

Document recounts in the count workpaper

Sub-Ledger Reconciliation

Tie inventory sub-ledger to the GL control account

Reconcile in-transit and consignment inventory

Verify freight-in and landed-cost capitalization

Valuation and Costing Review

Confirm costing method consistency

Analyze standard cost variances

Apply lower of cost or net realizable value

Reserves and Write-Offs

Identify slow-moving and obsolete SKUs

Calculate the obsolescence reserve adjustment

Post the shrinkage write-off entry

Post the obsolescence reserve entry

Reporting and Controller Sign-Off

Generate the inventory roll-forward schedule

Prepare turnover and days-inventory-on-hand metrics

Controller review and sign-off

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Inventory Management Checklist

Demand Planning and Forecasting

Pull sell-through and weeks-of-supply by SKU

Review GMROI and inventory turn by department

Adjust the forecast for seasonal demand

Submit replenishment POs to the buyer

Receiving and Putaway

Count cartons against the BOL before signing

Scan UPCs and reconcile to the PO

File a vendor claim for shortage or damage

Receive stock into the inventory system

Tag with EAS sensors before stockroom putaway

Stockroom Organization

Bin new SKUs to assigned stockroom locations

Rotate stock using FIFO for dated product

Sweep stockroom aisles and inspect for damage

Cycle Count and Variance Review

Run the weekly cycle count for high-velocity SKUs

Investigate variances over the dollar threshold

Post inventory adjustments to the GL

Shrink and Loss Prevention

Open a shrink investigation with loss prevention

Review the POS exception report for refund fraud

Test EAS gates and deactivators at the entrance

Markdown and Reporting

Identify aged inventory for markdown

Sign off on the weekly inventory report

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Inventory Management Checklist

Receiving and Putaway

Match the ASN to the inbound PO

Inspect cartons for damage and shortages

Scan units against PO line items

Update the OMS with received quantities

Put stock away to designated bin locations

Multi-Channel Stock Sync

Verify the OMS pushed on-hand to Shopify and Amazon

Set per-channel safety stock buffers

Reconcile FBA sellable, reserved, and unfulfillable

Cycle Counts and Variance

Pull this week's ABC cycle count list

Perform a blind count on A-class SKUs

Root-cause variances over the 2% tolerance

Adjust the inventory ledger with reason codes

Replenishment Forecasting

Pull 90-day sales velocity by SKU

Calculate days of supply against supplier lead time

Flag SKUs below the reorder point

Confirm Q4 and CNY lead-time buffers with suppliers

Loss Prevention and FBA Reconciliation

Review the shrinkage report against the monthly threshold

Reconcile FBA lost and damaged units

File FBA reimbursement claims with proof

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Inventory Reconciliation Checklist

Count Preparation

Freeze receiving and transfers

Pull the par sheet from MarginEdge

Assign counters by storage zone

Verify scales and measuring tools

Physical Count

Count walk-in and reach-in coolers

Count freezer inventory

Count dry storage and paper goods

Count bar liquor, beer, and wine

Submit the completed count sheet

Variance Review

Match counts against theoretical usage

Review recent vendor invoices for posting errors

Flag any item with variance over the threshold

Investigate flagged variance items

Post Adjustments and Reporting

Log waste, spoilage, and comps

Post final counts to the inventory system

Reconcile COGS to the GL

Publish the period food and beverage cost report

Corrective Action and Next Count

Assign owners to each root-cause finding

Update recipe yields and pars in the system

Schedule the next inventory count

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Inventory Reconciliation Checklist

Pre-Count Preparation

Schedule the count outside trading hours

Freeze receiving and transfers in the system

Print count sheets or load handheld scanners

Assign zones to count teams

Confirm count type for this cycle

Physical Count Execution

Scan units zone by zone

Capture stockroom and back-of-house holds

Tag damaged or unsellable units for RTV

Submit completed count to the manager

Variance Reconciliation

Run the variance report against POS on-hand

Recount any SKU outside the variance threshold

Determine whether material shrink was found

Document root cause for each variance

Loss Prevention Review

Pull CCTV for high-shrink SKUs

Audit refund and void exception report

File an LP incident report

System Adjustment and Sign-Off

Post the inventory adjustment in the POS

Reconcile shrink to the GL in QuickBooks

Unfreeze receiving and transfers

Capture store manager sign-off

District Reporting and Controls

Submit the variance summary to the district manager

Update the cycle count calendar for next month

Refresh receiving and counting SOPs as needed

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Inventory Replenishment Checklist

Stock Level Review and Forecasting

Pull days-of-supply report from the OMS

Flag SKUs below the 30-day buffer

Reconcile FBA reserved versus sellable units

Forecast demand from 90-day sales velocity

Mark SKUs with seasonal or promo lift

Reorder Decision

Calculate reorder quantity per SKU

Confirm whether this cycle includes FBA

Verify supplier MOQ and lead time

Check open POs and in-transit stock

Purchase Order Creation

Issue the PO to the primary supplier

Lock incoterms and payment terms

Set the production and ship-by dates

Capture the signed PO confirmation

FBA Inbound Shipment Prep

Create the shipment plan in Seller Central

Print FNSKU labels for every unit

Prep units per category requirements

Schedule the Amazon-partnered carrier pickup

Receiving and Reconciliation

Inspect inbound cartons for damage

Update the OMS with received quantities

File lost or damage claims with the carrier

Reconcile the supplier invoice against the PO

Close the replenishment cycle in the OMS

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Logistics Coordination Checklist

Inventory Management

Run the weekly cycle count

Reconcile cycle-count variance against on-hand

Investigate variances over $250 or 2%

Generate replenishment POs from demand forecast

Receiving and Putaway

Verify piece count against the PO

Confirm whether the shipment matches the PO

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Non-Perishables Restocking Checklist

Inventory Count

Pull the dry-goods par sheet

Count dry storage, paper goods, and chemicals

Enter counts in the inventory system

Flag items below par for reorder

Variance Review

Compare actual count to theoretical usage

Investigate high-variance SKUs with the chef

Order Preparation

Confirm reorder quantities against next week's cover forecast

Cross-check vendor pricing against the bid sheet

Build the purchase order in the inventory system

Get GM approval before sending the PO

Receiving

Verify the delivery against the invoice line-by-line

Request credit from the vendor rep

Inspect packaging for damage or contamination

Photograph the delivery for the receiving log

Storage and Safety

Rotate stock using FIFO

Store chemicals on the designated low shelf

Verify all containers are labeled and dated

Close-Out and Records

File the signed invoice in the AP folder

Update the inventory system with received quantities

Review food-cost impact with the GM

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Product Discontinuation Checklist

Discontinuation Decision and Inventory Plan

Confirm the SKU and parent ASIN to retire

Pull current on-hand and in-transit counts

Choose a sell-through path for remaining units

Set the discontinuation effective date

Channel and Listing Wind-Down

Disable replenishment in the OMS

Close the FBA listing or convert to FBM

End eBay, Walmart, and Etsy listings on the effective date

Update the Shopify product page with a discontinuation banner

Set 301 redirects from the retired product URL

Marketing and Ad Pull-Down

Pause Amazon PPC campaigns targeting the ASIN

Pull the SKU from Google Shopping and Meta catalogs

Remove the SKU from Klaviyo flows and segments

Brief the influencer and affiliate program

Customer and CX Communication

Identify active subscribers on the SKU

Send subscriber swap-or-cancel email

Publish the discontinuation announcement to customers

Brief Gorgias / Zendesk with macros and FAQs

Supplier and Vendor Closeout

Notify the supplier and cancel open POs

Negotiate buyback or RTV terms for excess stock

Confirm component spares for warranty obligations

Financial Reconciliation and Close

Update the SKU-level forecast and S&OP plan

Book inventory write-downs and disposal costs

File final FBA reimbursement claims

Document the discontinuation and post-mortem

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Product Restocking Checklist

Inventory Assessment

Pull last week's sell-through report

Run a cycle count of A-velocity SKUs

Compare on-hand to min/max levels

Investigate cycle-count variances

Ordering Process

Build the replenishment list by vendor

Submit POs against vendor lead times

Confirm PO acknowledgment and ship date

Receiving and Processing

Inspect the delivery against the BOL

Record receiving outcome

Variance Resolution

File a vendor short/damage claim

Issue an RTV for damaged units

Stockroom Intake

Receive units into the POS or OMS

Apply source tags or EAS hard tags

Stage stock by floor zone

Shelving and Merchandising

Restock shelves to current planogram

Rotate stock front-to-back by date

Refresh price tags and promo signage

Photograph end-caps for the visual recap

Monitoring and Sign-Off

Mid-week walk of high-velocity zones

Reconcile system to physical on flagged SKUs

Manager sign-off on the restock cycle

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Purchase Order Management Checklist

Purchase Order Creation

Pull replenishment report from the OMS

Confirm SKU min/max and weeks-of-supply

Select vendor from approved supplier list

Confirm cost, MOQ, and lead time with the vendor

Draft the purchase order in the OMS

Approval and Vendor Confirmation

Route the PO for internal approval

Obtain director sign-off for high-value POs

Transmit the PO to the vendor

Capture the vendor PO acknowledgment

Order Tracking

Communicate ETA to the receiving team

Follow up on overdue shipments

Record on-order status in the OMS

Receiving and Inspection

Count cartons against the BOL before signing

Verify piece count against the packing slip

Inspect for damage and quality defects

File the discrepancy claim with the vendor

Receive units into the OMS

Invoice Match and Payment

Run the three-way match

Resolve the invoice variance with the vendor

Approve the invoice for payment

Schedule payment per vendor terms

Close-Out and Vendor Scorecard

File the PO packet for audit

Update the vendor performance scorecard

Review sell-through against the buy plan

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Receiving Shipment Checklist

Pre-Arrival Preparation

Pull the open PO from the inventory system

Clear and sweep the receiving dock

Stage pallet jack, box cutters, and scanner

Capture the PO number for this run

Freight Arrival and Unloading

Inspect pallet wrap and cartons before signing the BOL

Photograph any visible carton damage

Record freight condition on arrival

Unload pallets to the staging zone

Damage Claim Workflow

Note damage on the BOL before the driver leaves

File a freight claim with the carrier

Notify the buyer of the damaged shipment

Piece Count and Quality Inspection

Scan each carton against the PO line

Count units inside each carton against the packing slip

Inspect units for defects, mis-picks, or wrong color

Confirm whether the count matches the PO

Shortage and RTV Resolution

Log the shortage SKUs and quantities

Open a chargeback ticket with the vendor

Tag defective units for RTV and segregate

System Receipt and Stocking

Receive the PO in the inventory system

Apply source tags or EAS sensors to ticketed SKUs

Move replenishment to the floor per planogram

Shelve overstock to its stockroom location

File the signed BOL and packing slip

Receiving Sign-Off

Break down cartons and recycle dunnage

Manager signs off the receiving log

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Restaurant Inventory Count Checklist

Pre-Count Setup

Print count sheets from MarginEdge

Lock receiving and pause deliveries

Brief the count team on station assignments

BOH Food Count

Count walk-in proteins by case and weight

Count produce against the par sheet

Count dairy, eggs, and butter

Count freezer items in FIFO order

Count dry storage and canned goods

Bar & Beverage Count

Count liquor bottles by tenths

Count beer kegs and bottled stock

Count wine by bin location

Supplies & Smallwares

Count paper goods and to-go packaging

Count chemicals and sanitizer concentrate

Log tableware breakage and smallwares

Restock first aid and safety supplies

Variance Review & Closeout

Enter counts into MarginEdge or R365

Review food cost variance vs theoretical

Investigate variance line by line

Escalate to GM and ownership

Sign off on the inventory count

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Stock Replenishment Checklist

Inventory Assessment

Pull yesterday's sell-through report

Walk the floor and flag empty facings

Cycle count flagged SKUs

Investigate variances over threshold

File a shrink incident report

Shelf Replenishment

Build the pick list by aisle

Pull product from the backroom

Restock shelves to planogram

Photograph reset end-caps and promo zones

Backroom Management

Update on-hand counts in the system

Re-stage the backroom by velocity

Schedule the next cycle count

Ordering and Receiving

Check weeks-of-supply against reorder point

Submit POs to vendors

Count freight against the PO before signing

Open a vendor claim or RTV

Rotation and Expiry

Rotate stock FIFO on the shelf

Pull expired and near-expiry SKUs

Apply markdown on near-expiry units

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Stock Replenishment Checklist

Inventory Assessment

Run the ERP reorder-point report

Reconcile MRP demand against on-hand and on-order

Investigate cycle-count variances over tolerance

Recount and adjust before releasing POs

Flag obsolete and slow-moving SKUs

Supplier Coordination

Confirm AVL status for each replenishment line

Verify lead times against blanket PO terms

Request RFQ for items above MOQ threshold

Surface supply-chain risk on long-lead items

Order Processing

Cut purchase orders in the ERP

Route POs for buyer-manager approval

Transmit POs and confirm acknowledgment

Expedite past-due and at-risk POs

Schedule receiving dock appointments

Receiving and Incoming Inspection

Verify packing slip against PO at the dock

Capture lot, heat, and cert numbers for traceability

Perform incoming inspection per sampling plan

Open NCR and segregate rejected material

Notify the supplier and request RMA disposition

Putaway and Stock Management

Label and barcode received material

Putaway to bin location using FIFO

Post receipt in ERP and reconcile to PO

Update kanban cards and reorder points

Review supplier scorecards and turnover ratios

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Vendor Order Checklist

Vendor Verification

Confirm the vendor account is current

Pull last four weeks of invoice variances

Flag any open credits or short-ship disputes

Select the vendor for this order

Inventory Count and Par Build

Count walk-in, dry storage, and freezer

Compare on-hand counts against the par sheet

Adjust pars for upcoming covers and specials

Cross-check the build sheet against the menu

Purchase Order and Pricing

Build the PO in MarginEdge or R365

Compare unit prices against last week's invoice

Flag any line item with greater than 8% price jump

Confirm the order total against the weekly food budget

Budget Escalation

Review over-budget lines with the chef

Document the variance approval

Submit Order and Schedule Delivery

Submit the PO before the vendor cutoff

Confirm the delivery window with the rep

Assign the receiving cook for the drop

Receiving and Quality Check

Match each case to the PO line by line

Temp-check refrigerated and frozen items

Inspect produce, protein, and dairy quality

Record the receiving outcome

Issue Resolution

Open a credit request with the rep

Source the shorted items from the backup vendor

Stocking and Record Keeping

Rotate stock FIFO into walk-in and dry storage

Reconcile the invoice against the PO

Post the invoice to MarginEdge or R365

File the receiving packet for the weekly close

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Warehouse Organization Checklist

Safety and Compliance

Verify OSHA postings and 300A log

Walk the floor for slip, trip, and rack hazards

Offload and isolate the red-tagged rack bay

Confirm forklift and PIT operator certifications

Review the PPE station and refill consumables

Inventory Accuracy

Pull the cycle count assignment from the WMS

Execute the blind cycle count

Investigate variances over the dollar threshold

Escalate suspected shrink to loss prevention

Post adjustments and reconcile the WMS

Slotting and Layout

Review velocity report for slotting moves

Execute the re-slot plan

Refresh aisle, rack, and bin labels

Photograph the updated layout

Equipment Maintenance

Run the daily forklift pre-shift inspection

Schedule the repair vendor for tagged-out equipment

Inspect conveyors, pallet jacks, and dock equipment

Update the equipment maintenance log

Receiving and Shipping Flow

Count inbound freight against the PO before signing the BOL

File the freight or vendor claim

Put away inbound to assigned bin locations

Release the day's pick waves

Stage outbound and reconcile against manifests

Housekeeping and Close

Sweep aisles and clear pick paths

Bale cardboard and process waste streams

Process RTV and damaged-goods staging

Sign off on the end-of-shift warehouse close

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Weekly Inventory Management Checklist

Pre-Count Preparation

Pull last week's count sheet from R365

Reconcile the week's invoices in MarginEdge

Stage count sheets by station

Confirm walk-in and freezer temps before counting

Cooler Pull and Hold for Out-of-Range Unit

Quarantine TCS items from the affected unit

File a refrigeration service ticket

BOH Count

Count proteins and high-value items first

Count walk-in produce, dairy, and prep

Count freezer and dry storage

Log waste and 86s for the week

Bar Count

Tenth-out open liquor bottles

Count kegs, draft lines, and bottled beer

Count wine BTG and bottle list

Variance Review

Enter counts into MarginEdge or R365

Pull the variance report and flag outliers

Document the variance investigation

Deep-Dive Variance Investigation

Recount high-variance items with a second counter

Pull POS comp and void reports

Review portion sizes on the line

Ordering

Build the Sysco and produce orders against par

Build the liquor and beer orders

Submit POs and confirm delivery windows

Close-Out and Sign-Off

Update pars based on this week's depletion

GM sign-off on the weekly inventory report

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Weekly Sales and Inventory Review

Sales Performance Review

Pull weekly sales by department and SKU

Compare comp sales to prior year

Review UPT, ATV, and conversion rate

Identify top and bottom 10 SKUs

Evaluate active promotions and GWP

Inventory Position

Run on-hand vs. on-order report

Calculate weeks of supply by category

Flag aged and obsolete inventory

Verify cycle count variances from this week

Markdown and Clearance Decisions

Build the markdown candidate list

Review margin floor before approving cuts

Escalate below-cost markdowns to district manager

Update price tags and POS at register

Replenishment and Reorders

Build the reorder list from low-WOS SKUs

Submit POs to vendors or DC

Process return-to-vendor on defective stock

Weekly Close and Reporting

Document customer feedback themes

Submit weekly summary to district manager

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Wine and Beverage Inventory Checklist

Receiving and Check-In

Match the invoice against the purchase order

Count cases and bottles before signing the BOL

Inspect bottles for breakage, leakage, and label damage

Log shorts, damages, and credit requests

File the credit request with the distributor

Cellar Organization

Lay still wines horizontally to keep corks moist

Sort by varietal, region, and vintage

Rotate new stock behind existing stock (FIFO)

Verify cellar temperature and humidity

Physical Count

Print the count sheet from the POS or BinWise

Count bottles in the cellar and back bar

Weigh open spirit bottles for partial counts

Count keg inventory and partial kegs

Photograph the count sheet for the audit trail

Variance and Reconciliation

Calculate beverage cost percentage and variance

Flag SKUs with variance over 2%

Investigate variance with the bar lead

Retrain staff on pour standards and comp procedure

Reorder and Par Maintenance

Review velocity and 86 list against par

Build the reorder against par levels

Submit orders to distributor reps

Confirm the liquor license is current and posted

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