Area manager branch review

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Standards

• Counters

• Uniforms

• Offices/desks/trade service area

• Vehicles

• Cleanliness of branch

Marketing review for month

• Trade leader promo- enough stock and impacting

• Trade offer displays- are they all up and impacting

• Store promo's

Inventory

• Merchandising review

• Stock, range, stock outs

Health and safety

• Safety culture discussion

• Review of risk manager and near miss reporting

Sales

• Sales by group and segment mtd

• Targets trackers

• Pending quotes

Margin

• Buyins

• Manual overrides

• CSQ management

Freight

• Inwards freight review

• Recovery and charges

• Specific actions to gain freight

Opex

• Review by expense line

Team

• Discuss staff issues

• Poor performers, plans?

Difot

• Daily DIFOT and root cause analysis