INVENTORY CARRYING COST OPTIMIZATION CHECKLIST 2026

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--- INVENTORY HOLDING COST AUDIT ---
[ ] Total Monthly Warehouse Rent/Lease Cost
[ ] Monthly Insurance Premium for Inventory
[ ] Included Holding Cost Categories (Utilities (Electricity, Heating, Cooling), Warehouse Staffing/Labor, Security & Surveillance, Packaging & Maintenance Supplies, Depreciation of Storage Equipment)
[ ] Inventory Damage Observations
[ ] Audit Completion Date
[ ] Supporting Financial Statements

--- CAPITAL COST & OPPORTUNITY COST ANALYSIS ---
[ ] Annual Cost of Capital (WACC) Percentage
[ ] Total Value of Average Inventory on Hand
[ ] Opportunity Cost Assessment Notes
[ ] Primary Financing Method (Internal Cash Flow, Short-term Credit/Lines of Credit, Inventory Financing/Factoring, External Debt)
[ ] Identified Capital Drain Factors (Excess Safety Stock, Over-purchasing/Bulk Discounts Overestimation, Inaccurate Demand Forecasting, Extended Lead Times)
[ ] Financial Audit Date

--- INVENTORY OBSOLESCENCE & SHRINKAGE REVIEW ---
[ ] Total Value of Obsolete Stock
[ ] Primary Causes of Shrinkage (Administrative Errors, Theft/Pilferage, Supplier Shortages, Damage during Handling, Perishability/Expiration)
[ ] Mitigation Action Plan
[ ] Last Physical Audit Date
[ ] Inventory Discrepancy Report

--- STORAGE & SPACE UTILIZATION EFFICIENCY ---
[ ] Total Warehouse Square Footage Utilized
[ ] Average Bin/Rack Occupancy Percentage
[ ] Primary Storage Method (Pallet Racking, Shelving/Bin Storage, Automated Storage and Retrieval System (AS/RS), Bulk Floor Stacking)
[ ] Identified Inefficiencies (Obstructed Aisles, Underutilized Vertical Space, Poor Slotting Logic, Excessive Dead Stock Blocking Access)
[ ] Space Optimization Action Plan
[ ] Warehouse Heat Map or Layout Diagram

--- ORDER PROCESSING & HANDLING COSTS ---
[ ] Average Cost per Order Processed
[ ] Primary Handling Bottlenecks Identified (Manual Picking Errors, Inadequate Packaging Materials, Slow Labeling Processes, Inaccurate Scanning/System Delays, Labor Shortages)
[ ] Packaging Waste Assessment
[ ] Order Processing Cost Report
[ ] Last Process Audit Date

--- INVENTORY TURNOVER & AGING METRICS ---
[ ] Current Inventory Turnover Ratio
[ ] Average Days Sales of Inventory (DSI)
[ ] Inventory Aging Category (0-30 Days, 31-60 Days, 61-90 Days, 90+ Days (Obsolete Risk))
[ ] Analysis of Slow-Moving Stock
[ ] Last Audit Completion Date
[ ] Inventory Aging Report Attachment

--- DATA ACCURACY & SYSTEM INTEGRATION ---
[ ] Current Inventory Management System (IMS) in Use (SAP ERP, Oracle NetSuite, Microsoft Dynamics 365, Custom/Legacy System, Other)
[ ] Inventory Record Accuracy (IRA) Percentage
[ ] Integration Touchpoints Monitored (Warehouse Management System (WMS), Enterprise Resource Planning (ERP), Sales/E-commerce Platform, Supplier/Vendor Portal, Logistics/TMS Integration)
[ ] Date of Last Physical Cycle Count
[ ] Identified Data Discrepancy Root Causes
[ ] Inventory Audit Discrepancy Report

--- SUPPLIER LEAD TIME & REORDER POINT OPTIMIZATION ---
[ ] Primary Supplier Name
[ ] Current Average Lead Time (Days)
[ ] Safety Stock Level Target
[ ] Supplier Reliability Rating (High, Medium, Low)
[ ] Lead Time Risk Factors (Logistics Delays, Raw Material Shortage, Customs Bottlenecks, Production Backlogs)
[ ] Last Lead Time Audit Date

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