Check each delivery against the order. Separate accepted, rejected, and held quantities, carry forward partial-delivery balances, and assign someone to resolve shortages and credits. Download the blank checklist or a clearly labeled fictional example.
Pack definition and quantity unit; ordered total, previously accepted, and this delivery’s accepted, rejected, and held quantities
Unaccepted balance: ordered minus previous and current accepted quantities, floored at zero — review this balance before reordering
Catchweight with weight unit, measured temperature with unit, condition checks, and discrepancy notes
Exception owner, next action, status, and follow-up date; credit requested, issued, and applied with the supplier reference
How to use it
Use one copy per delivery. For printing, open the CSV in a spreadsheet, wrap headers and notes, and choose landscape.
Use the same quantity unit across each line. Delivered must equal accepted plus rejected plus held. Record catchweight separately with its weight unit, and follow your site policy for checks.
Enter the balance manually: ordered total minus quantities accepted before and now, floored at zero. A balance is unresolved work, not an automatic reorder; review held stock and any overdelivery too.
Record each discrepancy and its evidence, then assign an owner and follow-up date. Confirm delivery, replacement, or cancellation with the supplier before closing the order balance.
Keep requested, issued, and applied credits separate. An issued credit is not necessarily applied, and it does not resolve a held item or missing delivery automatically.
