Checklist template

Floor sample and inventory accuracy for furniture stores

A ready-to-use checklist with 104 items in 6 sections, covering Floor samples, Counts, Sold tags, Transfers, Damages, Variances. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 104 Items
  • 81 Yes / No checks
  • 6 Scored ratings
  • 111 Points

Use this template How audits work

1. Floor samples 19 items

  1. The store can print a floor sample listing from the inventory system showing every piece assigned to the showroom Yes / No 1 pt
  2. Each floor sample carries an inventory label or barcode with its SKU Yes / No 1 pt
  3. Ten floor samples picked on the floor were each found on the floor sample listing Yes / No 1 pt
  4. Ten pieces picked from the listing were each found on the floor Yes / No 1 pt
  5. The location shown in the system for each sampled piece matched where it stood Yes / No 1 pt
  6. Floor samples are received into inventory as showroom stock, not as saleable warehouse stock Yes / No 1 pt
  7. A floor sample can be sold only with a manager's approval recorded on the order Yes / No 1 pt
  8. Floor samples sold "as is" are sold on the floor sample SKU or serial, not on a new-stock SKU Yes / No 1 pt
  9. The floor sample listing shows the date each piece went on the floor Yes / No 1 pt
  10. Discontinued models still on the floor are flagged for sell-off on the listing Yes / No 1 pt
  11. Vendor-owned or consignment samples are identified as such on the listing Yes / No 1 pt
  12. Display accessories used as props are either in inventory or recorded as store-use Yes / No 1 pt
  13. Pieces used in offices, the break room or the customer lounge are recorded as store-use assets, not showroom stock Yes / No 1 pt
  14. No floor sample has been lent or taken home by an employee without written authorization Yes / No 1 pt
  15. Each multi-piece sample (sectional, bedroom group, dining set) has all its pieces on the floor Yes / No 1 pt
  16. Floor samples on the system listing Number
  17. Sampled floor pieces not found on the listing Number
  18. Sampled listing lines not found on the floor Number
  19. Agreement between the floor and the floor sample listing Rating
    • Full agreement 5 pts
    • One or two differences 3 pts
    • More than two differences 1 pt

2. Counts 18 items

  1. A full physical count of the showroom and warehouse was taken on the company schedule Yes / No 1 pt
  2. Date of the last full physical count Date
  3. Cycle counts are scheduled by location or category and are up to date Yes / No 1 pt
  4. Count sheets or scanner batches from the last count are kept at the store Yes / No 1 pt
  5. Counts are taken blind, without the system quantity shown to the counter Yes / No 1 pt
  6. Each count is done by a person who does not control the stock in that location Yes / No 1 pt
  7. Boxed furniture with several cartons per SKU (for example box 1 of 3) is counted as complete sets Yes / No 1 pt
  8. Incomplete carton sets are recorded separately at the count Yes / No 1 pt
  9. High-value small items (mattress protectors, adjustable base remotes, lamps, rugs) are included in cycle counts Yes / No 1 pt
  10. Customer-owned merchandise awaiting pick-up or delivery is counted separately from store stock Yes / No 1 pt
  11. Receiving and shipping were stopped or cut off while the last count was taken Yes / No 1 pt
  12. Count differences were recounted by a second person before any adjustment Yes / No 1 pt
  13. Every warehouse rack location and floor zone has a location label used in the count Yes / No 1 pt
  14. Five warehouse SKUs counted during the visit matched the system quantity Yes / No 1 pt
  15. No merchandise is stored in a trailer, container or off-site unit that is missing from the count Yes / No 1 pt
  16. Warehouse SKUs counted during the visit Number
  17. Warehouse SKUs counted that did not match the system Number
  18. Discipline of cycle counting Rating
    • On schedule and documented 5 pts
    • Behind schedule or partly documented 3 pts
    • Not done 1 pt

3. Sold tags 18 items

  1. Every floor piece sold "as is" and awaiting pick-up or delivery carries a sold tag Yes / No 1 pt
  2. The sold tag shows the sales order number Yes / No 1 pt
  3. Each sold-tagged piece checked has at least the minimum deposit paid on its order Yes / No 1 pt
  4. Each sold tag checked matched an open order in the point-of-sale system Yes / No 1 pt
  5. No sold tag remains on a piece whose order was cancelled Yes / No 1 pt
  6. Sold floor samples are removed from the floor within the time set by company policy Yes / No 1 pt
  7. Sold floor samples kept on display until a replacement arrives are signed "sold" on the price tag Yes / No 1 pt
  8. Five orders picked from the open order report were each found in the warehouse hold area Yes / No 1 pt
  9. Sold tags are prenumbered or printed from the system, not blank slips Yes / No 1 pt
  10. Only sales and warehouse staff can apply or remove a sold tag Yes / No 1 pt
  11. Hold tags placed for a customer without a deposit expire within the time set by company policy Yes / No 1 pt
  12. No piece is held under an employee's name without a paid order Yes / No 1 pt
  13. Sold pieces older than 30 days are reviewed weekly with the customer contact recorded Yes / No 1 pt
  14. Pieces picked up by customers are signed for on the order copy Yes / No 1 pt
  15. Sold-tagged pieces checked against open orders Number
  16. Sold tags with no matching open order Number
  17. Sold pieces held longer than 30 days Number
  18. Accuracy of sold tags Rating
    • Every tag matches an open order 5 pts
    • One or two unmatched 3 pts
    • Several unmatched or untagged 1 pt

4. Transfers 17 items

  1. Every transfer of merchandise to another store or the distribution center has a transfer document from the system Yes / No 1 pt
  2. The transfer document lists each piece by SKU and quantity Yes / No 1 pt
  3. The driver signs for the pieces loaded on the transfer document Yes / No 1 pt
  4. The receiving store confirms the transfer in the system on the day of receipt Yes / No 1 pt
  5. Transfers in transit for more than the number of days set by company policy are investigated Yes / No 1 pt
  6. Transfers received are checked piece by piece against the document before signing Yes / No 1 pt
  7. Shortages on a transfer are reported to the sending location the same day Yes / No 1 pt
  8. Floor samples transferred between stores stay coded as floor samples in the receiving store Yes / No 1 pt
  9. Transfers out are authorized by a manager Yes / No 1 pt
  10. Merchandise moved from the warehouse to the showroom is recorded as a location change Yes / No 1 pt
  11. Showroom pieces sent back to the warehouse are recorded as a location change Yes / No 1 pt
  12. Vendor returns leave the building only with a return authorization number Yes / No 1 pt
  13. Pieces sent out for repair or upholstery cleaning are logged with the date out and the expected return Yes / No 1 pt
  14. Transfer documents are numbered, and voided ones are kept with the reason Yes / No 1 pt
  15. Open transfers on the in-transit report Number
  16. Open transfers older than the limit set by company policy Number
  17. Control of transfers Rating
    • All documented and confirmed on time 5 pts
    • Some confirmed late 3 pts
    • Transfers undocumented or long open 1 pt

5. Damages 16 items

  1. Damaged merchandise is kept in a designated, marked area separate from saleable stock Yes / No 1 pt
  2. Each damaged piece carries a tag stating the damage, the date and the SKU Yes / No 1 pt
  3. Damaged pieces are moved in the system to a damaged or non-saleable status Yes / No 1 pt
  4. Write-offs are approved by a manager other than the person who recorded the damage Yes / No 1 pt
  5. Pieces written off are disposed of, donated or sold "as is" in line with company policy Yes / No 1 pt
  6. Disposal of written-off furniture is witnessed by a second employee Yes / No 1 pt
  7. Written-off pieces are not given or sold to employees except through the employee purchase procedure Yes / No 1 pt
  8. Parts taken from a damaged piece to complete another are recorded Yes / No 1 pt
  9. Pieces repaired by the touch-up technician are returned to saleable status only after inspection Yes / No 1 pt
  10. Each damage report states the cost of the piece so the write-off amount can be checked Yes / No 1 pt
  11. "As is" sales of damaged pieces show the reason and the approving manager Yes / No 1 pt
  12. The damaged area was walked during the visit and every piece in it was on the damaged stock report Yes / No 1 pt
  13. No piece has stayed in the damaged area longer than the time set by company policy Yes / No 1 pt
  14. Pieces in the damaged area at the time of the visit Number
  15. Write-offs recorded in the last period (dollars) Number
  16. Handling of damaged merchandise Rating
    • Segregated, tagged and recorded 5 pts
    • Segregated but records incomplete 3 pts
    • Mixed with saleable stock or unrecorded 1 pt

6. Variances 16 items

  1. Inventory variance at the last full count (% of inventory value) Number
  2. Unexplained shortages at the last full count (pieces) Number
  3. The variance report from the last count was reviewed and signed by the store manager Yes / No 1 pt
  4. Each variance above the threshold set by company policy was investigated before adjustment Yes / No 1 pt
  5. Inventory adjustments can be entered only by employees authorized in the system Yes / No 1 pt
  6. Adjustments entered since the last count carry a reason code Yes / No 1 pt
  7. The adjustment report is reviewed each period by someone who cannot enter adjustments Yes / No 1 pt
  8. Negative on-hand quantities are listed and cleared weekly Yes / No 1 pt
  9. Open sales orders with merchandise marked delivered but not invoiced are reviewed weekly Yes / No 1 pt
  10. Receipts not matched to a purchase order are investigated Yes / No 1 pt
  11. Repeated variances on the same SKU or location are reported to loss prevention Yes / No 1 pt
  12. Missing floor samples are reported to loss prevention when discovered, not held until the next count Yes / No 1 pt
  13. Corrective actions from the previous inventory audit have been completed Yes / No 1 pt
  14. Name of the store manager Short text
  15. Overall accuracy of floor sample and inventory records Rating
    • Reliable 5 pts
    • Some errors 3 pts
    • Unreliable 1 pt
  16. Corrective actions required 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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