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Run: 3PL Customer Inventory Reconciliation Audit

Audit 3PL customer inventory against WMS records and physical counts to catch variances early, support accurate adjustments, and deliver clear customer repor...

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Audit Scope and Inventory Snapshot

Customer account and warehouse location are correctly identified critical (required)

Reconciliation date and reporting period are documented critical (required)

Inventory population included in the audit is clearly defined

Verify whether the audit covers all SKUs, a specific customer, a location, or a defined inventory status.

WMS on-hand snapshot was captured at the correct cutoff time critical (required)

Yes No N/A

Any excluded items or locations are documented

Yes No N/A

WMS Record Review

On-hand quantities in WMS match the expected inventory status critical (required)

Yes No N/A

Open receipts, picks, transfers, and adjustments were reviewed

Note (optional)

Inventory holds, quarantine, or blocked stock are properly excluded or identified critical (required)

Yes No N/A

Lot, batch, or serial-controlled inventory was reconciled at the correct level

Yes No N/A

WMS transaction history supports the ending balance

Physical Count Verification

Physical count was performed by authorized personnel critical (required)

Yes No N/A

Count method used was appropriate for the inventory type

Note (optional)

Count sheets or device scans were completed and retained critical (required)

Yes No N/A

Damaged, obsolete, or unsellable inventory was identified separately

Yes No N/A

Physical count results were independently verified

Variance Analysis and Adjustments

All quantity variances were calculated accurately critical (required)

Yes No N/A

Variance percentage is within acceptable tolerance critical (required)

Root cause for each material variance was documented critical (required)

Yes No N/A

Inventory adjustments were approved according to procedure critical (required)

Yes No N/A

Any recurring variance patterns were identified

Customer Reporting and Communication

Customer reconciliation report includes WMS balance, physical count, and variance critical (required)

Yes No N/A

Report is clear, accurate, and consistent with source data

Customer was notified of significant variances within the required timeframe critical (required)

Yes No N/A

Supporting documentation was attached or referenced

Note (optional)

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