RETAIL INVENTORY CYCLE COUNT CHECKLIST TEMPLATE

Created by ChecklistGuro (https://checklistguro.com)


--- PREPARATION & PLANNING ---
[ ] Cycle Count Date
[ ] Cycle Count Type (Full Cycle Count, Partial Cycle Count, Spot Check)
[ ] Number of Items to Count
[ ] Department/Location
[ ] Cycle Counter(s) Assigned
[ ] Threshold for Investigation (Units)
[ ] Special Instructions / Notes

--- ITEM SELECTION & VERIFICATION ---
[ ] Cycle Count Sequence Number
[ ] Item Category (Clothing, Electronics, Home Goods, Food & Beverage)
[ ] Item SKU/Product Code
[ ] Item Description
[ ] Location Bin Number
[ ] Unit of Measure (Each, Case, Pound, Dozen)
[ ] Expected Quantity (System)

--- PHYSICAL COUNT & DOCUMENTATION ---
[ ] Item Quantity Counted
[ ] Condition of Item (e.g., damaged, expired)
[ ] Item Location Within Store/Warehouse
[ ] Date of Count
[ ] Time of Count
[ ] Lot Number (if applicable)

--- SYSTEM QUANTITY VALIDATION ---
[ ] System Quantity on Hand
[ ] Recorded Unit Cost
[ ] Unit of Measure (Each, Case, Bundle, Pound, Ounce)
[ ] Total System Value
[ ] System Accuracy Flag (Accurate, Needs Review)
[ ] Notes on System Quantity (if applicable)

--- DISCREPANCY INVESTIGATION & RESOLUTION ---
[ ] Physical Count Quantity
[ ] System Quantity
[ ] Discrepancy Amount (Difference)
[ ] Possible Cause of Discrepancy (e.g., data entry error, theft, damage)
[ ] Root Cause Category (Data Entry Error, Receiving Error, Picking Error, Shipping Error, Theft/Loss, Damage, Other)
[ ] Detailed Description of Investigation Findings
[ ] Corrective Action Taken (Manual Adjustment, Process Review, Employee Training, Security Enhancement, Other)
[ ] Notes on Corrective Action and Preventative Measures
[ ] Date of Resolution

--- INVENTORY ADJUSTMENT & RECONCILIATION ---
[ ] Quantity Adjustment
[ ] Reason for Adjustment
[ ] Adjustment Type (Increase, Decrease, Correction)
[ ] Variance Amount
[ ] Supporting Documentation (Notes)
[ ] Adjustment Date
[ ] Adjustment Approved By

--- REVIEW & FOLLOW-UP ---
[ ] Cycle Count Review Date
[ ] Total Items Counted
[ ] Number of Discrepancies Found
[ ] Percentage of Discrepancies
[ ] Overall Cycle Count Accuracy (Excellent, Good, Fair, Poor)
[ ] Summary of Findings and Recommendations
[ ] Root Cause Analysis Required? (Yes, No)
[ ] Next Review Date

--- END OF TEMPLATE ---
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