Wine Inventory Management Checklist Template

🍷 Keep your wine cellar organized and profitable! Our Wine Inventory Management Checklist Template ensures accurate stock levels, minimizes waste, and helps you delight your customers with the perfect vintage, every time. Download now and raise a glass to efficient inventory! 🥂

This Template was installed 3 times.

Initial Stocktake & Setup

1 of 9

Preparing for the inventory process – ensuring accuracy from the start.

Stocktake Date

Stocktake Start Time

Stocktake Team Member Count

Stocktake Method

Specific Areas Included in Stocktake

Inventory Management System Used

Inventory Control Personnel Initial

Wine Receiving & Inspection

2 of 9

Documentation and quality control upon delivery of wine.

Delivery Date

Pallet Count Received

Bottle Count Received

Shipping Carrier

Condition Upon Arrival

Delivery Notes (e.g., Special Handling Instructions)

Supporting Documents (e.g., Packing Slip)

Cellar Storage Conditions

3 of 9

Verification of ideal storage conditions (temperature, humidity, light).

Temperature (Celsius)

Temperature (Fahrenheit)

Humidity (%)

Light Exposure

Date of Last Temperature Check

Time of Last Humidity Check

Notes on Cellar Conditions (e.g., ventilation, odors)

Bottle Count & Identification

4 of 9

Physical count and verification of labels, vintages, and bottle sizes.

Bottle Count - Red Wine (Vintage)

Bottle Count - White Wine (Vintage)

Bottle Count - Rosé Wine (Vintage)

Bottle Count - Sparkling Wine (Vintage)

Label Condition (Red Wine)

Vintage Confirmation (Red Wine)

Notes on Bottle Condition/Identification

Case Count

Inventory Record Reconciliation

5 of 9

Comparing physical counts with digital inventory records.

Expected Quantity (from records)

Actual Quantity (physical count)

Discrepancy (Expected - Actual)

Discrepancy Explanation (if any)

Reconciliation Status

Reconciliation Date

Investigated By (if applicable)

Corrective Actions Taken (if applicable)

Damaged or Defective Wine

6 of 9

Identifying and documenting any bottles with faults.

Number of Damaged Bottles

Type of Damage

Description of Damage (if 'Other' selected above)

Photo Evidence of Damage (Optional)

Action Taken

Notes/Comments Regarding Damage and Action Taken

Security & Loss Prevention

7 of 9

Reviewing security measures to minimize theft or damage.

Security Camera Functionality Check - Last Inspection Date

Alarm System Status

Entry Point Security Checks

Date of Last Security Audit

Any Recent Security Incidents? Describe.

Employee Awareness Training

Reporting & Discrepancy Resolution

8 of 9

Documenting any discrepancies and initiating corrective actions.

Discrepancy Quantity

Description of Discrepancy

Reason for Discrepancy (Suspected)

Affected Wine Types

Date of Discrepancy Noted

Corrective Action Taken

Resolution Status

Investigating Employee Name

Record Keeping & Updates

9 of 9

Ensuring accurate and complete record maintenance for traceability.

Date of Inventory Update

Time of Inventory Update

Total Bottles Counted

Number of Discrepancies Found

Notes on Discrepancies & Resolution

Inventory System Used

Supporting Documentation (e.g., Receiving Slips)

Inventory Manager Signature

We can do it Together

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