Inventory System Cutover Checklist

Reconcile legacy balances, physical stock, open transactions and new-system mappings.

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Inventory Management Explained
Inventory System Cutover Checklist

Date: ____________________
Location: ____________________

Define the cutover window and transaction rules
Map item numbers, units, locations and statuses
Identify duplicates and obsolete records
Reconcile open purchase orders, transfers, allocations and repairables
Count or verify sensitive stock
Approve opening-balance adjustments
Load quantities by location and status
Validate totals and sample items
Test receipts, issues, returns and reversals
Retain conversion and reconciliation evidence

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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