3PL Customer Inventory Reconciliation Audit

Inspection template for auditing 3PL customer inventory reconciliation between WMS records and physical counts, including variance review and customer reporting.

Audit Scope and Inventory Snapshot

• Customer account and warehouse location identified
• Audit date, time, and auditor recorded
• Inventory population and SKU scope defined
• WMS snapshot time captured for reconciliation
• Physical count method identified

WMS Record Review

• On-hand quantity in WMS matches the latest approved snapshot
• Open receipts, picks, transfers, and adjustments reviewed for cutoff timing
• Inventory status codes reviewed for hold, damaged, quarantine, or unavailable stock
• Lot, serial, or expiration attributes verified where applicable
• Negative inventory, duplicate SKU records, or master data anomalies identified

Physical Count Verification

• Count team followed approved count procedure
• Count sheets or handheld count records completed for sampled SKUs
• Sampled physical count quantity recorded
• Recount performed for out-of-tolerance or disputed counts
• Count conditions supported accuracy
  Rate whether aisle access, labeling, segregation, and count visibility supported an accurate physical count.

Variance Analysis and Adjustments

• Variance calculated for each sampled SKU
• Variance percentage calculated
• Variance root cause identified
• Inventory adjustment approved by authorized personnel
• Adjustment audit trail includes reason code, timestamp, and user ID

Customer Reporting and Communication

• Reconciliation report prepared for customer review
• Report includes WMS quantity, physical count, variance, and variance percentage
• Exceptions and corrective actions documented clearly
• Customer notification sent within required SLA
• Final auditor signature