INVENTORY ACCURACY AUDIT (CYCLE COUNT)

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--- PLANNING & PREPARATION ---
[ ] Cycle Count Date
[ ] Cycle Count Type (Manual Count, Weighted Count, Random Count)
[ ] Location Type (Warehouse, Distribution Center, Staging Area, Cross-Dock)
[ ] Number of Items to be Counted
[ ] Product Categories Included in Cycle Count (Raw Materials, Finished Goods, Packaging Materials, Spare Parts)
[ ] Specific Count Instructions (if any)
[ ] Team Lead

--- COUNT EXECUTION ---
[ ] Storage Location Counted
[ ] Item Quantity Counted
[ ] Lot Number (if applicable)
[ ] Item Description (Verify)
[ ] Condition of Item (Physical Inspection) (Excellent, Good, Damaged, Obsolete)
[ ] Notes on Item Condition/Other Observations
[ ] Date of Count
[ ] Time of Count

--- DATA RECONCILIATION ---
[ ] System Quantity
[ ] Physical Count
[ ] Quantity Variance
[ ] Variance Type (Over/Under) (Over, Under, No Variance)
[ ] Discrepancy Notes (if applicable)
[ ] Resolution Status (Investigated, Resolved, Pending Investigation)
[ ] Resolution Details (if resolved)

--- ROOT CAUSE ANALYSIS ---
[ ] Describe the initial discrepancy observed (e.g., item, quantity difference)
[ ] Possible Root Causes (Select all that apply) (Receiving Errors, Picking Errors, Packing Errors, Shipping Errors, Data Entry Errors, System Integration Issues, Process Breakdown, Lack of Training, Damage/Loss, Theft)
[ ] Detailed explanation of the identified root cause(s).
[ ] Estimated monetary value of the inventory discrepancy.
[ ] Severity Level of the Root Cause (Impact on Operations) (Low, Medium, High)
[ ] Supporting documentation/evidence to validate the root cause (e.g., receiving reports, screenshots).
[ ] Date the issue was first identified (if known).

--- CORRECTIVE ACTIONS & IMPROVEMENTS ---
[ ] 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? (Receiving Procedures, Putaway Procedures, Picking Procedures, Cycle Counting Procedures, WMS System Navigation, Barcode Scanning, Inventory Management Principles)
[ ] Was a change made to the bin location strategy? (Yes, No, Needs Further Investigation)
[ ] 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 ---
[ ] 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) (Excellent, Good, Fair, Poor)
[ ] Supporting Documentation (e.g., photos, reconciliation sheets)
[ ] Recommendations for Process Improvement
[ ] Auditor Signature

--- END OF TEMPLATE ---
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