Surplus and Disposal Checklist

Remove material from active inventory with approval, traceability and a valid disposition route.

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Inventory Management Explained
Surplus and Disposal Checklist

Date: ____________________
Location: ____________________

Identify item, quantity, status and location
Confirm surplus, obsolete, damaged or uneconomical condition
Check transfer, supplier return, resale or redeployment options
Identify privacy, safety, environmental or regulated constraints
Obtain required approval
Segregate and secure pending disposition
Record recipient or disposal method
Complete physical and system transactions together
Retain supporting records
Remove obsolete planning or reorder settings

Notes, variances and follow-up

Adapt this checklist locally.
It does not replace workplace procedures, audit requirements, technical instructions, contracts, law, safety rules or authorization.

Inventory Management Explained
Plan, control, count, investigate and reconcile stock.

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