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Pharmaceutical Inventory Management Checklist

Ensure accurate stock levels, minimize waste, and maintain regulatory compliance with our Pharmaceutical Inventory Management Checklist. Streamline your pharmacy or pharmaceutical facility operations and reduce the risk of shortages or expired medications. Download now and optimize your inventory control process!

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Receiving & Verification

1 of 10

Steps for receiving pharmaceutical shipments and verifying accuracy.

Receipt Date

Purchase Order Number

Quantity Received

Condition of Shipment (Packaging)

Shipping Documentation Review Notes

Verification Status

Discrepancy Details (if applicable)

Receiving Personnel Signature

Storage Conditions

2 of 10

Checks related to temperature, humidity, and security of storage areas.

Storage Area Temperature (°C)

Storage Area Humidity (%)

Light Exposure

Ventilation

Last Temperature Monitoring Date

Notes on Storage Conditions (e.g., any deviations observed)

Security System Functioning

Inventory Rotation (FIFO/FEFO)

3 of 10

Ensuring proper rotation of stock based on First-In, First-Out (FIFO) or First-Expiry, First-Out (FEFO).

Date of Rotation

Quantity Rotated (Units)

Rotation Method

Product Code (Rotated)

Lot Number (Rotated)

Description of Rotation Activity

Signature of Person Performing Rotation

Stock Level Monitoring

4 of 10

Regularly checking stock levels against par levels and reorder points.

Current Quantity on Hand

Par Level

Reorder Point

Status (Above/Below Par)

Date of Monitoring

Notes/Comments (e.g., reasons for low stock)

Days Until Reorder (Estimated)

Expiration Date Monitoring

5 of 10

Tracking expiration dates and identifying products nearing expiration.

Date of Expiration Date Check

Number of Medications Checked for Expiration

Expiration Date Check Method

Number of Medications Nearing Expiration (within 30 days)

Notes on Medications Nearing Expiration (e.g., disposition plan)

Disposition of Nearing Expiration Medications

Details of 'Other' Disposition Method (if selected)

Controlled Substance Handling

6 of 10

Specific procedures for handling, record-keeping, and accountability of controlled substances.

Inventory Count - Narcotic A

Inventory Count - Narcotic B

Date of Inventory Count

Time of Inventory Count

Explanation for Discrepancies (if any)

Witness Signature Required?

Authorized Personnel Signature

Attach Inventory Sheet/Log

Temperature Excursions

7 of 10

Documentation and corrective actions for temperature deviations outside acceptable ranges.

Date of Excursion

Start Time of Excursion

End Time of Excursion

High Temperature (°C/°F)

Low Temperature (°C/°F)

Description of Event

Possible Cause(s)

Corrective Actions Taken

Product Impacted

Reviewer Signature

Waste Disposal

8 of 10

Proper disposal of expired or damaged medications following regulatory guidelines.

Date of Waste Disposal

Description of Waste (e.g., expired, damaged, returned)

Quantity Disposed (Units)

Disposal Method

If 'Other' Disposal Method Selected, Please Specify:

Supporting Documentation (e.g., disposal manifest)

Signature of Person Disposing Waste

Record Keeping & Documentation

9 of 10

Ensuring accurate and complete records of all inventory transactions.

Record Creation Date

Description of Inventory Adjustment (if applicable)

Quantity Received

Quantity Dispensed

Quantity Destroyed/Discarded

Reason for Adjustment/Discrepancy

Supporting Documentation (Receiving Reports, Batch Records)

Authorized Personnel Signature

Security & Loss Prevention

10 of 10

Measures to prevent theft, diversion, and unauthorized access to pharmaceuticals.

Alarm System Status (0 = Off, 1 = On)

Last Security System Inspection Date

Summary of Security System Inspection Findings

Access Control Measures in Place (Select all that apply)

Number of Unauthorized Access Attempts Logged (Recent Month)

Description of any Security Breaches or Near Misses (if applicable)

Security Personnel Presence (If Applicable)

Security Camera Footage Review Log (Date & Time Reviewed)

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