Template

Inventory Client Pre-Engagement Checklist

by Terrence Walmsley, from the Community

Assess client inventory operations with this pre-engagement checklist from Inventory Academy. Evaluate stock policies, risk management, and system setup across ERP/WMS platforms such as SAP, Oracle, JD Edwards, Pronto, Manhattan, Exceed, and more. Review KPIs including stock turns, months on hand, excess and obsolete inventory, DIFOT/DOT, empty pick faces and reserves, and stocktake progress. Confirm master data ownership, reporting exports, and spreadsheet reliance. Check communication and training cadence, purchasing roles, MIN/MAX controls, and CI practices like 5S, Lean, and Six Sigma. Inspect warehouse layout, slotting, pick paths, traffic management, racking, MHE and safety compliance.

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Night inventory
Inventory
by Alfredo Valenzuela, from the Community
Downloads: 40+
Get
Template
Operations Excellence Audit Checklist
This Operations Excellence Audit template helps logistics and warehouse teams assess performance across key areas: work instructions and document control, visual management and 5S, health, safety and environment, security, KPI definition and communication, continuous improvement, internal and external communication, training and skills matrices, employee engagement, organizational readiness and business continuity, quality management and audits, supplier management, flow and resource scheduling, customer satisfaction, financial controls, facility maintenance, IT and data security (incl. ISO 27001), project management, compliance, inventory, and SAP/ERP practices.
by Oliver Stenzel, from the Community
Downloads: 20+
Get
Template
5S Audit for Level 3 Pick and Dispense Area
This Level 3 5S audit checklist supports inspections of pick and dispense areas in manufacturing and warehouse environments. It covers exit route visibility and access, adherence to min and max inventory limits, housekeeping standards, and organization of cages, racks, bins, cabinets, and fixtures. The form guides checks on computers, printers, scanners, and cable management; fan and lighting cleanliness and adequacy; and electrical panel condition with required 3-foot clearance. Additional sections verify clean floors, stairwells, and areas under conveyors; presence and condition of mutilation protection; upkeep of painted surfaces, walls, and columns; proper MAFACT signage for cells and stations; clearly defined min and max inventory levels; shadowboxing or signage for movable items; and accurate lane signage at the sequence centre.
by Nick Martin, from the Community
Downloads: 10+
Get
Template
Kanban Area 5S Audit Checklist (Form 5045B)
Use this Kanban Area 5S Audit to assess cleanliness, organization, labeling, inventory min/max adherence, and safety across production and warehouse zones. Checklist items cover painted surfaces, floors, signage, racks, unused tools, trip hazards, waste removal, electrical panel clearance, empty skids, sorting and pick areas, charging stations, communication boards, and component pick screens. Ensure material handling equipment is debris-free and that standards are visible and up to date.
by Nick Martin, from the Community
Downloads: 10+
Get

Inventory Client Pre-Engagement Checklist

About author

You might also like

Night inventory

Operations Excellence Audit Checklist

5S Audit for Level 3 Pick and Dispense Area

Kanban Area 5S Audit Checklist (Form 5045B)

You might also like

Night inventory

Operations Excellence Audit Checklist

5S Audit for Level 3 Pick and Dispense Area

Kanban Area 5S Audit Checklist (Form 5045B)