Checklist template

Receiving and stockroom operations for department stores

A ready-to-use checklist with 105 items in 6 sections, covering Receiving, Processing and ticketing, Stockroom organization, Replenishment, Transfers, Housekeeping. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 105 Items
  • 91 Yes / No checks
  • 5 Scored ratings
  • 116 Points

Use this template How audits work

1. Receiving 20 items

  1. The delivery schedule for the week is posted at the dock Yes / No 1 pt
  2. The dock door is closed and locked between deliveries Yes / No 1 pt
  3. A receiving employee is present for the whole unload Yes / No 1 pt
  4. Drivers stay in the dock area and do not enter the stockroom Yes / No 1 pt
  5. The trailer seal number is compared with the manifest before the seal is cut Yes / No 1 pt
  6. Cartons are counted or scanned against the manifest as they come off the truck Yes / No 1 pt
  7. The carton count is signed by both the driver and the receiver Yes / No 1 pt
  8. Shortages and overages are written on the carrier's delivery receipt before the driver leaves Yes / No 1 pt
  9. Damaged or retaped cartons are opened and checked in front of the driver Yes / No 1 pt
  10. Each carton is scanned into the store's inventory on the day it arrives Yes / No 1 pt
  11. Cartons for other stores are set aside and reported the same day Yes / No 1 pt
  12. Direct-from-vendor deliveries are checked against a purchase order before they are accepted Yes / No 1 pt
  13. High-value cartons (fine jewelry, fragrance, handbags, watches) are received by two employees Yes / No 1 pt
  14. High-value cartons go straight from the dock to the locked cage Yes / No 1 pt
  15. Garments on hangers are unloaded onto rolling racks, not laid on cartons Yes / No 1 pt
  16. Online-order and customer special-order cartons are separated at the dock Yes / No 1 pt
  17. The receiving log shows the date, carrier and carton count for each delivery in the last 7 days Yes / No 1 pt
  18. Cartons received on the last delivery Number
  19. Cartons received but not yet scanned in at the time of the visit Number
  20. Accuracy of receiving on the last three deliveries Rating
    • Counts matched, discrepancies documented 5 pts
    • Small discrepancies, partly documented 3 pts
    • Counts not done or not documented 1 pt

2. Processing and ticketing 19 items

  1. Cartons are opened in the order of the priority list (advertised items, new floor sets, replenishment) Yes / No 1 pt
  2. All freight from the last delivery was processed within the company time standard Yes / No 1 pt
  3. Box cutters with a guarded blade are used so merchandise is not cut Yes / No 1 pt
  4. Units in each carton are checked against the packing slip on a sample basis Yes / No 1 pt
  5. Each unit carries a price ticket showing the department and class on the packing slip Yes / No 1 pt
  6. Tickets printed in the store are attached at the location the ticketing guide shows for the item type Yes / No 1 pt
  7. Garments are hung on the hanger type specified for the category Yes / No 1 pt
  8. Size markers on the hangers match the size on the garment label Yes / No 1 pt
  9. Garments are steamed before going to the floor where the brand standard requires it Yes / No 1 pt
  10. Security tags are attached at the position shown in the tagging guide Yes / No 1 pt
  11. Ink tags are not placed where removal would damage the fabric Yes / No 1 pt
  12. Items in sets (bedding, luggage, dinnerware) are checked for all pieces Yes / No 1 pt
  13. Vendor defects found in processing are tagged and set aside for a claim Yes / No 1 pt
  14. Polybags and tissue are removed before the item goes on a floor fixture Yes / No 1 pt
  15. Processed rolling racks are labeled by department and floor Yes / No 1 pt
  16. Markdown price changes are ticketed in the stockroom before the stock goes to the floor Yes / No 1 pt
  17. Cartons waiting to be processed at the time of the visit Number
  18. Date of the oldest unprocessed delivery in the stockroom Date
  19. Processing backlog Rating
    • Nothing older than one day 5 pts
    • Up to three days of freight waiting 3 pts
    • More than three days of freight waiting 1 pt

3. Stockroom organization 18 items

  1. Stockroom aisles are labeled by department or brand Yes / No 1 pt
  2. Shelf and rail locations carry a location label Yes / No 1 pt
  3. Back stock is stored in the location assigned to its department Yes / No 1 pt
  4. Shoe boxes are shelved by style, then color, then size Yes / No 1 pt
  5. Shoe boxes face out with the label visible Yes / No 1 pt
  6. Hanging back stock is sized on the rail from small to large Yes / No 1 pt
  7. Cartons are marked with the contents on the side facing the aisle Yes / No 1 pt
  8. Heavy cartons are stored between knee and shoulder height Yes / No 1 pt
  9. Nothing is stored within 18 in (45 cm) of sprinkler heads Yes / No 1 pt
  10. Cartons are stored off the floor on shelves or pallets Yes / No 1 pt
  11. The fine jewelry and fragrance cage is locked Yes / No 1 pt
  12. Access to the locked cage is recorded in a key log Yes / No 1 pt
  13. Customer holds, layaway and alterations are kept in a marked area with the customer's name and date Yes / No 1 pt
  14. Holds older than the period set by company policy have been returned to stock Yes / No 1 pt
  15. Seasonal carry-over stock is boxed, labeled with its contents and dated Yes / No 1 pt
  16. Fixtures, mannequins and visual props are stored apart from merchandise Yes / No 1 pt
  17. Five items picked at random from the stock locator were found in their location Yes / No 1 pt
  18. Ease of finding back stock Rating
    • Any item found in under 2 minutes 5 pts
    • Found after searching 3 pts
    • Could not be found 1 pt

4. Replenishment 15 items

  1. The replenishment or sell-through report is printed or pulled on the handheld every morning Yes / No 1 pt
  2. Stock on the replenishment report is pulled to the floor before the store opens Yes / No 1 pt
  3. A second replenishment run is made in the afternoon on weekends and sale days Yes / No 1 pt
  4. Size runs on the floor are complete where the size is available in back stock Yes / No 1 pt
  5. Shoe sizes requested by customers are retrieved from the stockroom in under 3 minutes Yes / No 1 pt
  6. Sales associates can request an item from the stockroom by radio or handheld Yes / No 1 pt
  7. Advertised items are filled on the floor before non-advertised items Yes / No 1 pt
  8. Back stock exists only for items whose floor fixture is full Yes / No 1 pt
  9. Stock taken to the floor is moved from its stockroom location in the system, where locations are tracked Yes / No 1 pt
  10. Rolling racks are emptied on the floor and returned to the stockroom the same shift Yes / No 1 pt
  11. Empty hangers are collected from the registers and sorted by type every day Yes / No 1 pt
  12. Fitting room go-backs do not come back to the stockroom in place of the floor Yes / No 1 pt
  13. New receipts for a floor set are held until the set date shown in the directive Yes / No 1 pt
  14. Sizes missing on the floor but found in back stock, out of 10 styles sampled Number
  15. Flow of stock from stockroom to floor Rating
    • Floor full, back stock minimal 5 pts
    • Some gaps on the floor with stock in back 3 pts
    • Many gaps on the floor with stock in back 1 pt

5. Transfers 15 items

  1. Transfer requests in the system are checked at least once a day Yes / No 1 pt
  2. Outbound transfers are picked and shipped within the company time standard Yes / No 1 pt
  3. Each outbound unit is scanned to the transfer before the carton is sealed Yes / No 1 pt
  4. Transfer cartons carry a label with the destination store and the transfer number Yes / No 1 pt
  5. Sealed transfer cartons are kept in a marked outbound area Yes / No 1 pt
  6. The carrier signs for the number of transfer cartons collected Yes / No 1 pt
  7. Inbound transfers are scanned by unit, not accepted by carton count alone Yes / No 1 pt
  8. Discrepancies on inbound transfers are reported to the sending store within one business day Yes / No 1 pt
  9. Return-to-vendor shipments are packed with the vendor authorization inside the carton Yes / No 1 pt
  10. Return-to-vendor merchandise leaves the store by the date on the authorization Yes / No 1 pt
  11. End-of-season consolidation transfers are shipped by the date in the directive Yes / No 1 pt
  12. Customer orders shipped from the store are packed and sealed the day they are picked Yes / No 1 pt
  13. Damaged merchandise sent to salvage or the return center is scanned out of inventory Yes / No 1 pt
  14. Open outbound transfers older than the company time standard Number
  15. Transfer cartons waiting for carrier pickup at the time of the visit Number

6. Housekeeping 18 items

  1. Stockroom aisles are clear to the width needed for a rolling rack to pass Yes / No 1 pt
  2. Emergency exits in the stockroom are unlocked from the inside Yes / No 1 pt
  3. The path to each emergency exit is free of racks, cartons and trash Yes / No 1 pt
  4. The floor space in front of electrical panels is kept clear to the marked line, or as required by local regulation Yes / No 1 pt
  5. Fire extinguishers are visible, with nothing stored in front of them Yes / No 1 pt
  6. Cardboard is flattened and taken to the baler or bin during the shift, not stacked in aisles Yes / No 1 pt
  7. Polybags and hanger waste are separated for recycling, where the program exists Yes / No 1 pt
  8. The baler is operated only by trained employees of the age required by local regulation Yes / No 1 pt
  9. The baler key is removed when the baler is not in use Yes / No 1 pt
  10. Ladders and step stools are stored in their designated place, not left in the aisles Yes / No 1 pt
  11. The dock plate and dock floor are free of debris and oil Yes / No 1 pt
  12. Trash is removed from the dock at the end of each receiving shift Yes / No 1 pt
  13. Floors are swept at the frequency on the stockroom cleaning checklist Yes / No 1 pt
  14. All lights in the stockroom are working Yes / No 1 pt
  15. No food or open drinks are in the processing area Yes / No 1 pt
  16. Cleanliness and order of the stockroom and dock Rating
    • Clean, clear aisles, nothing on the floor 5 pts
    • Some clutter, exits clear 3 pts
    • Cluttered, with blocked aisles or exits 1 pt
  17. Name of the receiving or stockroom lead on duty Short text
  18. 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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