WMS INVENTORY SHRINKAGE PREVENTION & INVESTIGATION CHECKLIST 2026

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--- PRE-AUDIT & PREPARATION ---
[ ] Audit Scheduled Date
[ ] Warehouse Zone/Aisle Under Audit
[ ] Audit Type (Routine Cycle Count, High-Value Discrepancy Investigation, Quarterly Full Inventory Audit)
[ ] Required Audit Tools (Handheld RF Scanners, Printed Bin Maps, WMS Tablet/Terminal, Physical Count Sheets)
[ ] Lead Auditor Name
[ ] Pre-Audit WMS Inventory Report

--- PHYSICAL INVENTORY VERIFICATION ---
[ ] Inventory Audit Date
[ ] Warehouse Zone/Aisle Number
[ ] SKU/Item Identifier
[ ] System-Recorded Quantity
[ ] Physical Count Quantity
[ ] Discrepancy Status (Match, Surplus, Shortage)
[ ] Observation of Physical Condition
[ ] Auditor Verification Signature

--- WMS TRANSACTIONAL AUDIT ---
[ ] Audit Execution Date
[ ] Discrepancy Type (Unrecorded Receipt, Unrecorded Shipment, Unauthorized Inventory Adjustment, Incorrect Bin Transfer, System/Physical Mismatch)
[ ] Total Discrepancy Value ($)
[ ] Transaction Log Findings
[ ] Audited Transaction Modules (Inbound/Receiving, Internal Transfers, Outbound/Picking, Cycle Counting, Returns/RMA)
[ ] WMS Error Report Export
[ ] Auditor Verification

--- SECURITY & ACCESS CONTROL REVIEW ---
[ ] Audit Date
[ ] Security Areas Inspected (Loading Docks, High-Value Cage, Returns Processing Area, Main Warehouse Floor, IT/Server Room)
[ ] WMS User Access Review Status (All permissions verified, Discrepancies found, Action required)
[ ] CCTV Footage Review Logs
[ ] Security Incident Observations
[ ] Security Supervisor Verification

--- RECEIVING & PUTAWAY INTEGRITY CHECK ---
[ ] Date of Receiving Audit
[ ] Dock Door/Receiving Bay Number
[ ] PO (Purchase Order) Status Verification (Matched, Discrepancy Found, Partial Receipt)
[ ] Quantity Discrepancy Count
[ ] Identified Putaway Errors (Incorrect Bin Assignment, Unscanned Items, Labeling Errors, Damaged Goods at Receipt)
[ ] Notes on Receiving Anomalies
[ ] Upload Photo of Discrepant Shipment
[ ] Warehouse Supervisor Verification

--- DAMAGE & WASTE DOCUMENTATION ---
[ ] Date of Damage Discovery
[ ] Type of Damage (Packaging Compromised, Product Spillage/Leakage, Expired/Perished, Crushed/Compressed, Contaminated)
[ ] Quantity of Damaged Units
[ ] SKU / Item Number
[ ] Detailed Damage Description
[ ] Photo Evidence of Damage
[ ] Supervisor Approval Signature

--- DISCREPANCY INVESTIGATION & ROOT CAUSE ANALYSIS ---
[ ] Primary Discrepancy Category (Unrecorded Damage, Data Entry Error, Theft/Pilferage Suspected, Misplaced/Wrong Bin Location, Inaccurate Receiving Quantity, System/Sync Error)
[ ] Root Cause Description
[ ] Value of Discrepancy (USD)
[ ] Involved Personnel/Departments (Receiving Team, Picking Team, Inventory Control, External Carriers)
[ ] Date of Discrepancy Discovery
[ ] Supporting Evidence (Photos/Logs)
[ ] Investigating Manager Approval

--- CORRECTIVE ACTION & SYSTEM UPDATE ---
[ ] Date of Correction Completion
[ ] Root Cause Identified
[ ] Corrective Actions Implemented (Updated Warehouse SOP, Retrained Staff Member, WMS System Configuration Change, Physical Security Enhancement, Vendor/Supplier Notification)
[ ] Detailed Summary of Preventative Measures
[ ] Proof of Inventory Adjustment/Document
[ ] Warehouse Manager Approval

--- END OF TEMPLATE ---
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