WINE INVENTORY MANAGEMENT CHECKLIST TEMPLATE

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

--- INITIAL STOCKTAKE & SETUP ---
[ ] Stocktake Date
[ ] Stocktake Start Time
[ ] Stocktake Team Member Count
[ ] Stocktake Method (Full Count, Cycle Count)
[ ] Specific Areas Included in Stocktake
[ ] Inventory Management System Used (Spreadsheet, Dedicated Software)
[ ] Inventory Control Personnel Initial

--- WINE RECEIVING & INSPECTION ---
[ ] Delivery Date
[ ] Pallet Count Received
[ ] Bottle Count Received
[ ] Shipping Carrier (UPS, FedEx, DHL, Local Carrier)
[ ] Condition Upon Arrival (Excellent, Good, Fair, Damaged)
[ ] Delivery Notes (e.g., Special Handling Instructions)
[ ] Supporting Documents (e.g., Packing Slip)

--- CELLAR STORAGE CONDITIONS ---
[ ] Temperature (Celsius)
[ ] Temperature (Fahrenheit)
[ ] Humidity (%)
[ ] Light Exposure (Dark, Indirect Light, Direct Light)
[ ] Date of Last Temperature Check
[ ] Time of Last Humidity Check
[ ] Notes on Cellar Conditions (e.g., ventilation, odors)

--- BOTTLE COUNT & IDENTIFICATION ---
[ ] Bottle Count - Red Wine (Vintage)
[ ] Bottle Count - White Wine (Vintage)
[ ] Bottle Count - RosÃ© Wine (Vintage)
[ ] Bottle Count - Sparkling Wine (Vintage)
[ ] Label Condition (Red Wine) (Excellent, Good, Fair, Poor)
[ ] Vintage Confirmation (Red Wine) (Matches Record, Discrepancy - Record Update Needed)
[ ] Notes on Bottle Condition/Identification
[ ] Case Count

--- INVENTORY RECORD RECONCILIATION ---
[ ] Expected Quantity (from records)
[ ] Actual Quantity (physical count)
[ ] Discrepancy (Expected - Actual)
[ ] Discrepancy Explanation (if any)
[ ] Reconciliation Status (Reconciled, Requires Investigation, Lost/Damaged)
[ ] Reconciliation Date
[ ] Investigated By (if applicable)
[ ] Corrective Actions Taken (if applicable)

--- DAMAGED OR DEFECTIVE WINE ---
[ ] Number of Damaged Bottles
[ ] Type of Damage (Cracked Bottle, Leaking Bottle, Broken Label, Cork Damage, Wine Discoloration, Other)
[ ] Description of Damage (if 'Other' selected above)
[ ] Photo Evidence of Damage (Optional)
[ ] Action Taken (Quarantine for Review, Discounted Sale, Return to Supplier, Disposal)
[ ] Notes/Comments Regarding Damage and Action Taken

--- SECURITY & LOSS PREVENTION ---
[ ] Security Camera Functionality Check - Last Inspection Date
[ ] Alarm System Status (Active, Inactive, Maintenance Required)
[ ] Entry Point Security Checks (Door Locks Checked, Window Locks Checked, Gate/Fence Secure, Loading Dock Secured)
[ ] Date of Last Security Audit
[ ] Any Recent Security Incidents? Describe.
[ ] Employee Awareness Training (Completed within last year, Completed more than a year ago, Not completed)

--- REPORTING & DISCREPANCY RESOLUTION ---
[ ] Discrepancy Quantity
[ ] Description of Discrepancy
[ ] Reason for Discrepancy (Suspected) (Shipping Error, Data Entry Error, Theft/Loss, Damage, Other)
[ ] Affected Wine Types
[ ] Date of Discrepancy Noted
[ ] Corrective Action Taken
[ ] Resolution Status (Resolved, Pending Investigation, Requires Manager Approval)
[ ] Investigating Employee Name

--- RECORD KEEPING & UPDATES ---
[ ] Date of Inventory Update
[ ] Time of Inventory Update
[ ] Total Bottles Counted
[ ] Number of Discrepancies Found
[ ] Notes on Discrepancies & Resolution
[ ] Inventory System Used (Manual Spreadsheet, Dedicated Wine Inventory Software, Other)
[ ] Supporting Documentation (e.g., Receiving Slips)
[ ] Inventory Manager Signature

--- END OF TEMPLATE ---
Transform this text into a digital, automated, and trackable mobile app!
Visit: https://checklistguro.com/templates/inventory-management/wine-inventory-management-checklist-template
(Click "Install Template" to launch your digital inspection tool immediately)