Retail Inventory Cycle Count Checklist Template
Ensure accuracy and minimize loss with our Retail Inventory Cycle Count Checklist Template! Streamline your stocktakes, identify discrepancies, and optimize your inventory management process. Perfect for boutiques, department stores, and online retailers. Download now and boost your bottom line!
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Preparation & Planning
Steps to ensure the accuracy and efficiency of the cycle count process.
Cycle Count Date
Cycle Count Type
Number of Items to Count
Department/Location
Cycle Counter(s) Assigned
Threshold for Investigation (Units)
Special Instructions / Notes
Item Selection & Verification
Process for choosing items to count and verifying their details.
Cycle Count Sequence Number
Item Category
Item SKU/Product Code
Item Description
Location Bin Number
Unit of Measure
Expected Quantity (System)
Physical Count & Documentation
Recording the actual quantity on hand for each item.
Item Quantity Counted
Condition of Item (e.g., damaged, expired)
Item Location Within Store/Warehouse
Date of Count
Time of Count
Lot Number (if applicable)
System Quantity Validation
Comparing the physical count with the recorded quantity in the inventory management system.
System Quantity on Hand
Recorded Unit Cost
Unit of Measure
Total System Value
System Accuracy Flag
Notes on System Quantity (if applicable)
Discrepancy Investigation & Resolution
Steps to identify, investigate, and correct any differences found between the physical and system counts.
Physical Count Quantity
System Quantity
Discrepancy Amount (Difference)
Possible Cause of Discrepancy (e.g., data entry error, theft, damage)
Root Cause Category
Detailed Description of Investigation Findings
Corrective Action Taken
Notes on Corrective Action and Preventative Measures
Date of Resolution
Inventory Adjustment & Reconciliation
Updating the inventory records and reconciling any discrepancies.
Quantity Adjustment
Reason for Adjustment
Adjustment Type
Variance Amount
Supporting Documentation (Notes)
Adjustment Date
Adjustment Approved By
Review & Follow-Up
Steps to analyze cycle count performance and identify areas for improvement.
Cycle Count Review Date
Total Items Counted
Number of Discrepancies Found
Percentage of Discrepancies
Overall Cycle Count Accuracy
Summary of Findings and Recommendations
Root Cause Analysis Required?
Next Review Date
Inventory Management Solution Screen Recording
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