WHAT DOES AN INVENTORY CLERK DO?
Published: Oct 13, 2025 - The Inventory Clerk maintains accurate inventory levels through regular counts, variance audits, and documentation of issues and resolutions. This role supports the management of obsolete and excess inventory, including donations, write-offs, and disposal processes. The clerk also ensures quality inspection, restocking, and coordination of distribution and warehouse activities to optimize operational efficiency.

A Review of Professional Skills and Functions for Inventory Clerk
1. Inventory Clerk Duties
- Inventory Management: Perform cycle counts, reconcile inventory and recommend corrective actions
- Transaction Monitoring: Monitor all inventory transactions for potential system problems
- Feedback Delivery: Provide feedback to the appropriate parties
- Report Generation: Run daily and month-end reports and processes
- Policy Development: Prepare policies and procedures for the effective control of inventory items
- Project Assistance: Assist the warehouse manager and the inventory analyst with reports and projects
- Meeting Participation: Attend inventory accuracy meetings and provide a summary of current problem or improvement trends
- Inventory Support: Assist in internal as well as outside inventories
- Regulatory Compliance: Complies with all federal, state, and local laws and regulations
- Rule Compliance: Follows all Company rules and regulations, including health and safety rules
- Employee Interaction: Successfully interacts with employees at all levels
- Performance Reliability: Regular, reliable performance of all job duties
2. Inventory Clerk Details
- Order Fulfillment: Assembling and filling requests for materials by picking parts to fulfill customer orders, sales orders, or part requests, to determining items to be moved from receiving or storage areas to production or to other designated areas
- Material Sorting: Sorting and placing materials or items in designated storage areas on racks, shelves, or in bins according to predetermined sequence, such as size, type, style, color, or product code
- Item Counting: Weighing and counting items for distribution within the plant to ensure conformance to company standards
- Area Maintenance: Organizing, sweeping, dusting, and mopping the work area for orderliness at all times
- System Entry: Entering, documenting, tracking, etc, through the MRP system
- Receiving Support: Assist in receiving, unloading trucks, checking in merchandise, and opening containers matching purchase orders for processing
- Inventory Counting: Assisting in the counting of physical inventory
- Cross Collaboration: Work effectively with all departments for material needs to support production as well as Customer Service
- Cycle Counting: Conducts inventory cycle counts and physical inventory counts to ensure data is accurate
- Record Maintenance: Compiles and maintains records of all inventory expected and actually received
- Discrepancy Resolution: Perform thorough research and document inventory discrepancies and identify the need for recounts
- Inventory Planning: Work closely with the wave planning team to manage inventory needs pursuant to work orders and production schedules
- Order Review: Review work orders and release inventory accordingly
- Report Delivery: Provide regular reports on the results of cycle counts
- Daily Reporting: Run daily reports, including morning report, daily work order club count, etc.
- Monthly Reporting: Run reports for the end of the month, making sure all work orders are accurately closed and any WIP is accounted for
3. Inventory Clerk Responsibilities
- Shelf Restocking: Restocking Central Service storage shelves with supplies received
- Cycle Counting: Performing periodic cycle counts and annual physical inventory
- Supply Maintenance: Maintaining adequate amounts of supplies (CS/IV and Nursing units) to meet patient care area needs
- Device Utilization: Utilizing PMM handheld devices and the PMM requisitioning module
- Equipment Handling: Pick up, clean, and put away equipment
- Equipment Cleaning: Cleaning of equipment based on Infection Control Policies and Procedures
- Order Pulling: Pulling PMM, CS, and Meditech-generated orders
- Request Assistance: Assisting staff in making requests via the walk-up window
- Phone Fulfillment: Filling phone orders promptly
- Item Labeling: Sticker Patient chargeable items
- System Navigation: Utilize PMM functions to navigate through requisitions, edit par forms and handheld modules
- Material Distribution: Distribute delivered materials
4. Inventory Clerk Job Summary
- Function Processing: Completing administrative and electronic functions for and materials received and issued
- Inventory Counting: Inventory preparation and cycle counting
- Issue Communication: Communicate problems with the supervisor or the warehouse manager
- Area Cleanliness: Maintaining the cleanliness of the material staging area
- Machinery Operation: Operate forklift, guillotine cutters, other machinery and various hand tools
- Department Support: Assisting in other warehouse areas or departments
- Order Verification: Pulling IMS orders, verifying part numbers, promotions, and quantities
- Signage Counting: Cycle count any signage with less than 10 left in inventory, including and up to the last sign
- Email Communication: Sending Box approval and IMS shortage emails
- GTR Handling: Pulling GTRs and debiting promptly
- Signage Relocation: Pulling customer-supplied signage and relocating remaining signage to the customer's designated FG area
- Inventory Storage: Putting away new inventory and overage promptly
- Reship Fulfillment: Pulling reship orders accurately and promptly
- Overage Management: Ensuring overage is tagged and put away in the designated rack for each customer
- Request Handling: Handling special requests from Account Managers
- Asset Monitoring: Monitoring the Asset Manager for requests from customers
- Issue Resolution: Tracking down missing signage from overage and resolving any issues
- Signage Entry: Entering new signage into inventory when overage signage is purchased by the customer
5. Inventory Clerk Accountabilities
- Inventory Accuracy: Responsible for accurate counts of all inventory items on hand
- Inventory Coordination: Responsible for organizing, planning, coordinating, facilitating and managing all aspects of physical inventory and storage area
- System Operation: Operates computer terminal and other computer-related equipment relevant to job duties
- Product Movement: Responsible for moving product and warehousing of all items regarding inventory accuracy
- Process Improvement: Responsible for identifying areas of improvement and establishing and updating existing work procedures and practices regarding inventory accuracy
- Cycle Counting: Conduct daily cycle counts and reconcile all counts
- Data Reporting: Establish spreadsheets, reports and communications of inventory accuracy
- Equipment Maintenance: Ensuring warehouse equipment is maintained and in proper working order
- Tool Maintenance: Ensure proper maintenance of all equipment used
- Forklift Operation: Operate a forklift to move inventory
- Team Leadership: Leads and directs the work of other employees
- Task Management: Working independently and managing multiple tasks simultaneously
6. Inventory Clerk Functions
- Item Storage: Storing items in an orderly and accessible manner in warehouses, tool rooms, supply rooms, or other areas
- Item Packing: Packing and unpacking items and stocking them on shelves in stockrooms, warehouses, or storage yards
- Inventory Control: Managing inventory control utilizing RFP scanners
- Merchandise Inventory: Inventorying merchandise and identifying items to be ordered and restocked
- Order Completion: Completing customer orders
- Data Verification: Verifying inventory computations and investigating discrepancies or adjusting errors
- Stock Labeling: Labeling stock items and preparing merchandise for shipment
- Inventory Accuracy: Perform and control cycle counts, physical inventory, discrepancy research and sanitation
- Work Coordination: Plan, organize, schedule and coordinate work to meet production schedules
- Process Enhancement: Maintain current and implement plans, procedures, programs and strategies to enhance performance, accuracy levels and interdepartmental perceptions
- Problem Resolution: Researches and resolves inventory and/or system problems
- Client Liaison: Serve as the departmental liaison with account management, operations, external/internal accounting auditors and clients
- Issue Response: Respond to issues by email, phone or direct communication promptly and perform other related duties
7. Inventory Clerk Job Description
- Inventory Reconciliation: Compares and reconciles physical inventory counts to those maintained in the inventory system every period
- Financial Reconciliation: Reconciles physical and financial inventories in M3
- System Maintenance: Completes necessary system maintenance to ensure accurate inventory accountability
- Documentation Finalization: Finalize all required cycle count documentation with appropriate signatures
- Discrepancy Reporting: Perform thorough research and document inventory discrepancies and report them to the appropriate managers
- Weekly Recap: Recap cycle count losses or gains weekly to the Plant Manager / Production Manager / Plant Office Supervisor
- Report Monitoring: Reviews and monitors daily reports including Negative Report, Production Report, Cycle Count History, Measures
- Inventory Adjustment: Process Inventory adjustments
- Order Review: Reviewing all sales orders completed
- Cycle Completion: Ensure the inventory process is complete for each monthly cycle count
- Report Generation: Run completed cycle count period end reports
- Office Assistance: Assist with general office duties including backup for other office staff for vacations and absences
- Visitor Management: Assist with greeting visitors who come to the front office and ensure GMP policies are enforced before entering the plant
8. Inventory Clerk Overview
- Inventory Maintenance: Maintain manufacturing inventory
- Record Organization: Organizes and maintains accurate records of manufacturing inventory data and information
- Stocking Execution: Perform inventory restocking and perform inventory acceptance sampling
- Cycle Counting: Perform inventory cycle count
- Label Assurance: Ensure all inventory is clearly labeled
- Form Verification: Verify and maintain material inventory forms and sample request forms
- Transaction Processing: Process manufacturing inventory transactions manually and electronically
- Level Monitoring: Monitors and maintains current inventory levels and processes purchasing orders
- Order Tracking: Tracks orders and investigates problems
- Stock Reconciliation: Records purchases, maintains database, performs physical count of inventory, and reconciles actual stock count to computer-generated reports
- Goods Receiving: Receives, unpacks, and delivers goods
- Shelf Restocking: Restocks items and labels shelves
- Return Processing: Processes and documents returns following established procedures
- Clerical Support: Performs routine clerical duties, including data entry, answering telephones, and contacting vendors
- Team Relations: Relate to team members, supervisor and manager in an ethical manner
- Workplace Cleanliness: Maintain a clean and orderly work area
- Issue Identification: Perceive problems as they develop and communicate them to the Manufacturing Manager and/or Supervisor
9. Inventory Clerk Details and Accountabilities
- Inventory Posting: Counts material, property, equipment, merchandise or supplies and posts totals to inventory/property records
- Count Verification: Verifies record computations against the physical count of inventory
- Discrepancy Adjustment: Adjusts errors in computation or count or investigates and reports reasons for discrepancies
- Inventory Comparison: Compares inventories to office records or computes figures from records such as sales orders, production records or purchase invoices to obtain current inventory
- Inventory Compilation: Compiles information on receipt or disbursement of material, equipment, merchandise or supplies and computes inventory balance, price and cost
- Report Preparation: Prepares reports such as inventory balance, price lists and shortages
- Depletion Review: Prepares a list of depleted items and recommends a survey of defective or unusable items
- Machine Operation: Operate various office machines
- Material Issuing: Stock and issue materials or merchandise
- Record Accuracy: Ensuring accurate records of all inventory within the facility in the WMS system
- Damage Reporting: Reports damages to customer service for timely disposition with supporting pictures
- Instruction Following: Following the instructions of the warehouse supervisor or site manager
- Deadline Compliance: Consistently meeting deadlines for the completion of assigned tasks
- Stock Handling: Proper storage and handling of the received stock
- Inventory Organization: Ensuring cleanliness and proper organization of the inventory
- Product Tagging: Making sure all product has appropriate tags and are in the system correctly
10. Inventory Clerk Tasks
- Material Coordination: Compiles and maintains material and parts inventory and status information to expedite movement of material and parts between production areas, according to predetermined production schedules and order priorities
- Schedule Reading: Reads production schedules, inventory reports and work orders to define the type and quantity of materials required, availability of stock and order priority
- Supervisor Communication: Confers with department supervisors to define overdue material and parts, and to inform supervisors of material status
- Material Distribution: Locates and distributes materials to specified production areas, manually or using a handcart, hand truck, or forklift
- Inventory Recording: Records and maintains perpetual inventory of quantity and type of materials and parts received, stocked, and distributed, manually or using a computer
- Record Compilation: Compiles and maintains records, like material inventory records, production records
- Material Inspection: Examine the material received, verify part numbers, and check discrepancies, like damaged or unmarked parts
- Specification Comparison: Compare work ticket specifications to the material used at work stations to verify appropriate assignment
11. Inventory Clerk Roles
- Inventory Placement: Put all finished goods into inventory as per their assigned locations (HPLC, GC, SPE, and accessories)
- Order Pulling: Pull domestic, international, and subsidiary sales orders from inventory
- System Transactions: Perform inventory transactions on the computer system
- Accuracy Maintenance: Maintain 99% or better inventory accuracy
- FIFO Management: Maintain FIFO system in HPLC, GC, and SPE finished goods to ensure inventory is accurate and up-to-date
- Report Implementation: Work with the Planning department to implement annual/semi-annual analysis reports promptly (min/max and stock/non-stock changes)
- Issue Communication: Communicate with the Planning department any inventory issues (items over max, new products, changes to packaging, etc.)
- Goods Transport: Transport finished goods between buildings
- Team Collaboration: Maintain superior teamwork effort and attitude
- Safety Compliance: Work safely, adhering to all Phenomenex policies
- Inquiry Response: Answer telephone and email inquiries
- Area Cleanliness: Keep warehouse area clean, neat and organized
- Work Accuracy: Ensures all work is accurate and free of errors/defects
12. Inventory Clerk Additional Details
- Perform prompt and accurate inventory recording activities, i.e., input pricing sheet, input new pricing / PV / BV, and substitution
- Conduct input Purchase Order and GRN into the system for incoming product
- Conduct a verification process for all inventory transactions
- Conduct the in-transit and confirmation process for the warehouse transfer order
- Monitor BO at ADC / APC and inform the Planner and the related department regularly
- Monitor and ensure the availability of free items at ADC / APC
- Perform an accurate stock reconciliation as per the timetable
- Ensure damage/shortage/request/employee order adjustment is done timely and correctly
- Ensure the filing system is well implemented
- Provide customer support
13. Inventory Clerk Essential Functions
- Inventory Recording: Perform prompt and accurate inventory recording activities, i.e., input pricing sheet, input new pricing / PV / BV, and substitution
- PO Entry: Conduct input Purchase Order and GRN into the system for incoming product
- Transaction Verification: Conduct a verification process for all inventory transactions
- Transfer Confirmation: Conduct the in-transit and confirmation process for the warehouse transfer order
- Backorder Monitoring: Monitor BO at ADC / APC and inform the Planner and the related department regularly
- Free Item: Monitor and ensure the availability of free items at ADC / APC
- Stock Reconciliation: Perform an accurate stock reconciliation as per the timetable
- Adjustment Handling: Ensure damage/shortage/request/employee order adjustment is done timely and correctly
- File Management: Ensure the filing system is well implemented
14. Inventory Clerk Role Purpose
- Material Handling: Receives incoming materials or prepares materials for shipment, ensuring quantities of incoming and outgoing shipments are correct
- Shipping Duties: Performs a combination of manual and clerical shipping and receiving duties, uses a computer system for tracking, logging, verifying and reporting
- Quantity Verification: Verifies quantity, weight, and conformance of materials to stated identifications
- Item Logging: Logs receipt of items on the system, packing sheets, and other documents
- Material Inspection: Uses various measuring devices and testing equipment with predetermined methods, operations, setups and prescribed specifications to inspect visually raw materials
- Unit Rejection: Accepts or rejects defective or malfunctioning units or systems using blueprints, diagrams, dial indicators, preset micrometers, scales, fixtures, customer specifications, drawing or inspection instructions and checklists
- Line Clearance: Performs line clearances after each lot to ensure all materials from the previous lot have been removed
- Schedule Review: Assists in reviewing the production schedule to determine possible and actual shortages and alerts the buyer of potential problems
- Damage Notification: Takes appropriate action to notify the buyer when damaged material or shortages are identified
- Production Support: Provides support in manufacturing operations
- Machine Operation: Set up and operate automatic or semiautomatic machines and related equipment in a continuous production/processing operation
15. Inventory Clerk General Responsibilities
- Logistics Support: Involved in shipping, receiving, inventory control, or storage of products
- Task Execution: Established and productive individual contributor
- Work Supervision: Works under moderate supervision, with general supervision and instructions given for routine work and detailed instructions for new activities
- Equipment Knowledge: Knows operating equipment and established operational procedures
- Clerical Tasks: Works on clerical assignments in the inventory room
- Judgment Application: Performs intermediate activities requiring judgment and decision-making in manufacturing/production operations or the inventory room
- Routine Problem: Problems faced are routine and typically exist in current work processes and systems
- Internal Communication: Communicates typically with internal contacts within and outside of the immediate team
- Information Exchange: Obtains and provides information requiring some explanation or interpretation
- Employee Guidance: Provide guidance and assistance to new or entry-level employees
16. Inventory Clerk Key Accountabilities
- Safety Compliance: Maintain a safe working environment and maintain all Penske policies and processes
- System Utilization: Utilize LOGICS WMS and SAP to evaluate inventory accuracy
- Personnel Communication: Communication with Penske/Whirlpool inventory personnel
- SOX Verification: Completion and verification of SOX required paperwork (reports, documentation, etc)
- Report Completion: Completion of various reports daily
- RF Operation: Utilize LOGICS RF equipment for a variety of functions
- Data Monitoring: Monitor and verify the accuracy of data entry
- Issue Reporting: Report any operational, systemic, or other items that impede the successful tracking of inventory to the supervisor
- Merchandise Handling: Loads/unloads merchandise or material from cars or trucks
- Order Processing: Packs and unpacks shipments, processes, scans and shelving of parts, pulls orders, and data entry into computerized inventory control systems
- Transaction Verification: Processes and verifies inventory movement transactions, and maintains the overall accuracy of inventory levels
- Space Planning: Plans layout, maintenance and upkeep of stockroom and other storage areas and consolidates existing stock to maximize space utilization
- Lift Operation: Operates all lift equipment safely to ensure personal protection and to ensure the protection of other personnel and company property
- Area Housekeeping: Maintains housekeeping in and around the back stock storage areas
- Inventory Entry: Uses a scanner and a computer to enter data and maintain inventory
17. Inventory Clerk Roles and Details
- Inventory Review: Review and apply inventory activities, including movements and deletions
- Record Maintenance: Maintain and update inventory records including item replenishment and storage
- Discrepancy Reconciliation: Reconcile inventory discrepancies
- Stock Reporting: Report any stock issues to management and place product orders
- Product Survey: Prepare a list of depleted products and a survey of unusable products
- Goods Accounting: Properly accounting for the location of incoming goods
- Damage Prevention: Assuring no damaged items are sent or received
- List Comparison: Comparing packing lists to company purchase orders and ensuring that the products in each delivery match the packing list
- Inventory Update: Updating the product inventory as products are received and added to the inventory
- Product Return: Packaging products for return to vendors and filling out any paperwork
- Quantity Verification: Verifying the accuracy of the quantity of incoming deliveries
18. Inventory Clerk Responsibilities and Key Tasks
- Product Labeling: Labeling every product and placing them accordingly
- Item Identification: Identifying and locating the right products during the delivery process
- Stock Tracking: Keeping a well-maintained and updated account of stock and inventory
- Return Handling: Handling returns by completing technical documentation and other required communication
- Issue Resolution: Collaborating with internal departments to locate missing packages, fix incorrect deliveries and replace damaged products
- Order Picking: Picking out ordered items from storage shelves in the warehouse
- Equipment Operation: Operating sit-down and stand-up handling equipment according to industrial safety regulations
- Inventory Updating: Updating stock inventory after each item is retrieved
- Warehouse Duties: Performing general warehouse duties
- Safety Compliance: Perform all work in accordance with all applicable safety procedures
19. Inventory Clerk Duties and Roles
- Count Support: Support the coordination and completion of regular inventory counts
- Audit Support: Support and complete audits for SKUs with significant variances
- Issue Documentation: Document issues found or variances resolved
- Assembly Support: Support frame and salvage assembly based on inventory needs and excess part inventory
- Inventory Removal: Support the removal of obsolete inventory
- Donation Management: Manage resulting donation shipments
- Writeoff Documentation: Support the documentation for the inventory write-off of frames and parts to support accounting requirements
- Inventory Disposal: Manage the disposal of write-off inventory
- Audit Execution: Support daily audits of high usage SKUs
- Inventory Gatekeeping: Act as a gatekeeper for inventory stored in bulk warehouses
- Quality Inspection: Support the quality inspection of existing inventory
- Lab Restocking: Complete the restocking of Labs every week
- Task Assistance: Support Distribution tasks on an as-needed basis
20. Inventory Clerk Roles and Responsibilities
- Inventory Completion: Completing daily inventory assignments
- Location Maintenance: Organizing and maintaining inventory locations in the warehouse
- Order Pulling: Pulling parts for orders or part inquiries
- Station Organization: Organizing and maintaining the assigned inventory station
- Warehouse Upkeep: Maintaining the warehouse
- Parts Issuing: Responsible for supplying issue parts and making corresponding adjustments in the system
- Safety Compliance: Maintain general food safety and plant safe housekeeping within designated areas
- Stock Review: Collaborate with warehouse management staff to review current stock and obsolete stock to ensure a consistently relevant and useful shelf stock
- Cycle Counting: Cycle count the production warehouses and review necessary adjustments with warehouse management for approval
- SAP Processing: Performing all SAP-related aspects on inventory control to include goods issues, posting changes, batch mergers, reconciling COGIs and technically complete process orders after backflush procedure
- Discrepancy Resolution: Reviewing goods issues for raw materials and finished goods, resolve and process discrepancy transactions
- COGI Handling: Performing COGI resolution
- Log Organization: QA/QC, organize, and store production logs and HACCP forms for food safety compliance
- Order Completion: Completing technical process orders
- Counter Assistance: Assisting Inventory Counters and liaising with Purchasing for supplies/equipment
- Forklift Training: Learning to drive a stand-up forklift to be able to count materials in the warehouse
Relevant Information