Cycle Count Discrepancy Investigation Form

Form for documenting a cycle count variance, recount results, suspected root cause, reason code, and approval before an inventory adjustment is posted.

Submission Notice

• What happens after I submit?
• Anonymous submission
  Select if you want to submit without your name. If anonymous is selected, follow-up may be limited.

Investigation Overview

• Cycle count date
• Warehouse / storage location
• Item SKU
• Item description
• Expected quantity
• Counted quantity
• Variance quantity

Recount and Verification

• Was a recount performed?
• Recount date
• Recount quantity
• Recount result
• Verification notes

Root Cause and Reason Code

• Reason code
• Suspected root cause
• Contributing factors
• Evidence summary

Corrective Action and Approval

• Proposed adjustment quantity
• Adjustment justification
• Supporting evidence
  Upload only relevant evidence such as count sheets, photos, or transaction reports.
• Approver name
• Approval status
• Approval comments