Inventory Accuracy Audit (Cycle Count) Checklist

Boost your logistics efficiency! Our Inventory Accuracy Audit (Cycle Count) checklist ensures precise stock levels, minimizes costly errors, and optimizes warehouse operations. Download now for a streamlined and accurate inventory process. #inventoryaccuracy #cyclecount #logistics #warehousemanagement #auditchklist

This Template was installed 4 times.

Planning & Preparation

1 of 6

Ensuring proper planning and setup before commencing the cycle count.

Cycle Count Date

Cycle Count Type

Location Type

Number of Items to be Counted

Product Categories Included in Cycle Count

Specific Count Instructions (if any)

Team Lead

Count Execution

2 of 6

Detailed steps for physically counting inventory and recording data.

Storage Location Counted

Item Quantity Counted

Lot Number (if applicable)

Item Description (Verify)

Condition of Item (Physical Inspection)

Notes on Item Condition/Other Observations

Date of Count

Time of Count

Data Reconciliation

3 of 6

Comparing physical counts with system records and investigating discrepancies.

System Quantity

Physical Count

Quantity Variance

Variance Type (Over/Under)

Discrepancy Notes (if applicable)

Resolution Status

Resolution Details (if resolved)

Root Cause Analysis

4 of 6

Identifying and documenting reasons behind inventory inaccuracies.

Describe the initial discrepancy observed (e.g., item, quantity difference)

Possible Root Causes (Select all that apply)

Detailed explanation of the identified root cause(s).

Estimated monetary value of the inventory discrepancy.

Severity Level of the Root Cause (Impact on Operations)

Supporting documentation/evidence to validate the root cause (e.g., receiving reports, screenshots).

Date the issue was first identified (if known).

Corrective Actions & Improvements

5 of 6

Implementing changes to prevent future inventory errors.

Describe specific process changes implemented to address identified errors.

Target reduction in cycle count discrepancy rate (percentage).

Which areas of training are required for staff?

Was a change made to the bin location strategy?

Date of implementation for corrective actions.

Describe any changes to WMS configuration or system integration.

Upload supporting documentation (e.g., revised SOPs, training materials).

Number of staff members retrained on revised procedures.

Documentation & Reporting

6 of 6

Maintaining records of the audit process and reporting findings.

Audit Start Date

Audit End Date

Summary of Findings

Total Items Counted

Number of Discrepancies Found

Overall Accuracy Rating (e.g., Excellent, Good, Fair, Poor)

Supporting Documentation (e.g., photos, reconciliation sheets)

Recommendations for Process Improvement

Auditor Signature

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