Checklist template

Device inventory and serialized stock controls for wireless stores

A ready-to-use checklist with 119 items in 6 sections, covering Daily counts, Safe storage, Receiving, Demo devices, Returns, Variances. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 119 Items
  • 98 Yes / No checks
  • 6 Scored ratings
  • 128 Points

Use this template How audits work

1. Daily counts 20 items

  1. All serialized devices (phones, tablets, watches, hotspots) were counted at opening today Yes / No 1 pt
  2. All serialized devices were counted at closing yesterday Yes / No 1 pt
  3. The count is made by scanning each IMEI or serial number, not by counting boxes Yes / No 1 pt
  4. Two employees take part in each count Yes / No 1 pt
  5. Each count sheet is signed by the counter and by a manager Yes / No 1 pt
  6. Count records for the last 30 days are on file Yes / No 1 pt
  7. The opening count is reconciled to the system on-hand quantity before the first sale Yes / No 1 pt
  8. SIM cards are counted on the schedule set by company policy Yes / No 1 pt
  9. High-value accessories (earbuds, smartwatch bands, premium cases) are counted on the schedule set by company policy Yes / No 1 pt
  10. Devices reserved for customers are labeled with the order number Yes / No 1 pt
  11. Devices reserved for customers are included in the count Yes / No 1 pt
  12. Devices waiting to go back to the warehouse are included in the count Yes / No 1 pt
  13. 10 IMEIs picked from the system on-hand list were all found in the store Yes / No 1 pt
  14. 10 boxes picked from the safe are all on hand in the system at this location Yes / No 1 pt
  15. Factory seals are intact on the 10 boxes sampled Yes / No 1 pt
  16. No empty device box, or box holding a dummy device, is found in the safe or the back room Yes / No 1 pt
  17. Serialized devices on hand according to the system Number
  18. Serialized devices counted by the inspector Number
  19. Days in the last 30 with no count on file Number
  20. Count discipline over the last 30 days Rating
    • Two counts every day, signed 5 pts
    • A few counts missing or unsigned 3 pts
    • Counts often missing or made by box 1 pt

2. Safe storage 19 items

  1. All new boxed devices are in the locked safe or inventory cage, with none on open back-room shelves Yes / No 1 pt
  2. The safe was locked when the inspector arrived Yes / No 1 pt
  3. The time-delay lock on the safe is active Yes / No 1 pt
  4. The time-delay notice is posted where customers can see it Yes / No 1 pt
  5. Only the keyholders on the written list hold the safe key or combination Yes / No 1 pt
  6. The combination was changed after the last keyholder left the store Yes / No 1 pt
  7. Date the safe combination was last changed Date
  8. The safe room door closes and locks by itself Yes / No 1 pt
  9. The safe room door was not propped open during the visit Yes / No 1 pt
  10. A camera covers the safe door Yes / No 1 pt
  11. Recorded video of the safe door from 7 days ago can be played back Yes / No 1 pt
  12. Only the device being sold is brought out of the safe to the sales floor Yes / No 1 pt
  13. No boxed device is kept under the sales counter Yes / No 1 pt
  14. Devices in the safe are arranged by model with the barcodes facing out Yes / No 1 pt
  15. The safe is bolted to the floor or the wall Yes / No 1 pt
  16. Customer repair devices are stored locked, apart from new stock, each tagged with the customer's name Yes / No 1 pt
  17. The tracking decoy box is in the safe as the company program requires Yes / No 1 pt
  18. The back door is locked during business hours Yes / No 1 pt
  19. Security of device storage Rating
    • Locked, limited access, on camera 5 pts
    • One control missing 3 pts
    • Devices outside the safe or access not controlled 1 pt

3. Receiving 21 items

  1. Device shipments are signed for only by employees authorized to receive Yes / No 1 pt
  2. The carton count is checked against the carrier's delivery record before signing Yes / No 1 pt
  3. Cartons are checked for retaping or damage before signing Yes / No 1 pt
  4. Carton damage is written on the carrier's delivery record Yes / No 1 pt
  5. Device cartons are opened in the back room under camera, not on the sales floor Yes / No 1 pt
  6. Every IMEI is scanned into inventory on the day of delivery Yes / No 1 pt
  7. Differences between the packing list and the scan are reported to the distribution center the same day Yes / No 1 pt
  8. Devices go into the safe as soon as they are scanned Yes / No 1 pt
  9. Packing lists for the last 30 days are on file Yes / No 1 pt
  10. Devices transferred in from another store are received in the system by IMEI scan on arrival Yes / No 1 pt
  11. Devices transferred out are scanned out before the package is sealed Yes / No 1 pt
  12. The courier's signature or tracking number is on file for each transfer out Yes / No 1 pt
  13. Each transfer out is approved by a manager in the system before it is shipped Yes / No 1 pt
  14. Ship-to-store customer orders are logged on arrival Yes / No 1 pt
  15. Device-branded shipping cartons are defaced or flattened inside out before they go to the mall trash room Yes / No 1 pt
  16. Delivery drivers do not enter the safe room Yes / No 1 pt
  17. Launch stock is kept sealed and counted separately until the release date Yes / No 1 pt
  18. SIM card shipments are counted against the packing list Yes / No 1 pt
  19. Transfers in transit longer than company policy allows Number
  20. Shipments in the last 30 days with a reported discrepancy Number
  21. Receiving practice Rating
    • Scanned and secured on delivery day 5 pts
    • Delays or gaps in paperwork 3 pts
    • Shipments left unscanned or unsecured 1 pt

4. Demo devices 18 items

  1. The list of demo devices assigned to the store (model, IMEI) is on file Yes / No 1 pt
  2. Every device on the demo list was found in the store Yes / No 1 pt
  3. Demo devices are held in the system as demo inventory, separate from sellable stock Yes / No 1 pt
  4. Demo devices are checked off by position on the opening checklist Yes / No 1 pt
  5. Demo devices are checked off by position on the closing checklist Yes / No 1 pt
  6. Alarm keys for the security stands are carried by a manager or kept in a locked key box Yes / No 1 pt
  7. The number of alarm keys matches the key log Yes / No 1 pt
  8. Replaced demo devices were returned as the recall notice instructs, with the tracking number on file Yes / No 1 pt
  9. No retired demo device is kept in a drawer or cabinet Yes / No 1 pt
  10. Demo devices are locked to the company's retail account so they cannot be activated Yes / No 1 pt
  11. The remote locate and lock feature is active on a sample of 3 demo devices Yes / No 1 pt
  12. Demo devices are locked away at night where company policy requires it Yes / No 1 pt
  13. Each cut or damaged tether in the last 90 days has an incident report Yes / No 1 pt
  14. Each demo device missing in the last 12 months has an incident report with a police report number Yes / No 1 pt
  15. Non-working dummy phones are counted on the fixture checklist Yes / No 1 pt
  16. Demo devices on the assigned list Number
  17. Demo devices found by the inspector Number
  18. Control of demo devices Rating
    • List current and every device found 5 pts
    • List out of date but devices found 3 pts
    • Devices missing or no list 1 pt

5. Returns 20 items

  1. The IMEI of a returned device is matched to the original receipt before the refund Yes / No 1 pt
  2. The device inside a returned box is checked against the IMEI on the box label Yes / No 1 pt
  3. Returned devices are inspected for damage and liquid contact using the return checklist Yes / No 1 pt
  4. The customer's account lock is removed from the device before a return is accepted Yes / No 1 pt
  5. Returned devices are tagged open-box or defective Yes / No 1 pt
  6. Returned devices are stored in the safe apart from new stock Yes / No 1 pt
  7. Returned and defective devices are shipped to the returns center on the schedule set by company policy Yes / No 1 pt
  8. Return shipments list every IMEI on the manifest Yes / No 1 pt
  9. The tracking number of each return shipment is recorded Yes / No 1 pt
  10. Device refunds above the limit set by company policy carry a manager approval Yes / No 1 pt
  11. Both IMEIs are recorded on exchange transactions Yes / No 1 pt
  12. The IMEI of a trade-in device is checked in the trade-in tool for lost or stolen status before credit is given Yes / No 1 pt
  13. The customer's identification is checked for trade-ins as required by local regulation and company policy Yes / No 1 pt
  14. Trade-in devices are stored locked until shipped Yes / No 1 pt
  15. The trade-in credit matches the condition grade recorded on 3 trade-ins reviewed Yes / No 1 pt
  16. The defective unit is collected when a warranty replacement is handed over Yes / No 1 pt
  17. Defective units are tagged with the fault reported Yes / No 1 pt
  18. Returned devices on hand longer than company policy allows Number
  19. Trade-in devices on hand at the time of the visit Number
  20. Handling of returns and trade-ins Rating
    • Verified, tagged and shipped on time 5 pts
    • Some steps missed 3 pts
    • Returns unverified or aging in the store 1 pt

6. Variances 21 items

  1. Each count variance in the last 30 days was investigated before the next shift Yes / No 1 pt
  2. Each variance was reported to the district manager within the time set by company policy Yes / No 1 pt
  3. The variance log lists the IMEI, the date, the finding and the resolution Yes / No 1 pt
  4. The IMEI of each missing device was submitted for blocking Yes / No 1 pt
  5. Video was reviewed for each missing device that was not found Yes / No 1 pt
  6. Only manager-level users can enter inventory adjustments Yes / No 1 pt
  7. Each adjustment in the last 30 days has a written reason Yes / No 1 pt
  8. Each adjustment in the last 30 days was approved by the district manager Yes / No 1 pt
  9. Sales where the IMEI sold differs from the IMEI handed over were corrected in the system, not adjusted Yes / No 1 pt
  10. The negative on-hand report was reviewed this week Yes / No 1 pt
  11. The report of activations without a matching sale was reviewed this week Yes / No 1 pt
  12. Employee device purchases are rung up by a manager Yes / No 1 pt
  13. The result of the last full physical inventory is on file Yes / No 1 pt
  14. Corrective actions from the last inventory audit are completed Yes / No 1 pt
  15. An employee asked can explain what to do when the count is short Yes / No 1 pt
  16. Devices currently unaccounted for Number
  17. Inventory adjustments entered in the last 30 days Number
  18. Date of the last full physical inventory Date
  19. Name of the manager on duty Short text
  20. Overall control of serialized stock Rating
    • Every device traced, counts and records complete 5 pts
    • Minor record gaps, every device traced 4 pts
    • Record gaps and devices still being investigated 3 pts
    • Devices missing without explanation 1 pt
  21. Comments and corrective actions Comments

About this template

This checklist is part of the InspectLoop template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In InspectLoop you can add photos, assign corrective actions, require sign-off and compare results across sites.

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