Information

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  • Document No.

  • Report Name ("Ride Along -- Rep Name and City")

  • Conducted on

  • Blackhawk Field Manager Name

  • Store Address (you can use GPS Locate to help find it, but may have to correct the store street address number)
  • Please explain if this visit is for a specific reason or due to a special request

Merchandiser And Store Information For Each Store Visited With Rep During Ride Along (Required)

Merchandiser Information

  • Field Merchandiser Name

  • Company merchandiser works for

  • If other, please enter company name

Stores Visited During Ride Along

  • First Store Visit with Merchandiser Distribution Partner

  • Store Number:

  • Second Store Visit with Merchandiser Distribution Partner

  • Store Number:

  • Third Store Visit with Merchandiser Distribution Partner

  • Store Number:

Login Sheet For Each Store Visited With Merchandiser During Ride Along

First Store Visited with Merchandiser Login Sheet

  • Has the rep been signing in and out of the log book/sheet?

  • Enter the date of the last logged visit

  • Login Sheet Photo

Second Store Visited with Merchandiser Login Sheet

  • Has the rep been signing in and out of the log book/sheet?

  • Enter the date of the last logged visit

  • Login Sheet Photo

Third Store Visited with Merchandiser Login Sheet

  • Has the rep been signing in and out of the log book/sheet?

  • Enter the date of the last logged visit

  • Login Sheet Photo

General Overview of Store Fixtures / Backstock / OOS / POG

Instructions

  • PLEASE NOTE: The ride along call report is an overview of the DAY, with up to 3 store visits with the merchandiser. The questions below are NOT store specific.

  • Please use the questions below to document good examples of the work of the merchandiser or areas of possible concerns.

BACKSTOCK

  • Is the backstock organized? (if not please share any backstock notes of interest)

  • Backstock Photo 1

  • Backstock Photo 2

  • Backstock Photo 3

GENERAL FIXTURES CONDITION

  • What fixtures are in the store? (Select all that apply)

  • If Other, please describe:

  • Are the fixtures generally set to Planogram? (if no, please explain)

  • Any fixture damage, if so please describe:

  • Any missing hooks or trays?

  • If yes, how many are missing?

  • How many OOS?

  • Is there any POP missing?

  • If Yes, what POP is missing

  • Fixture Photo 1

  • Fixture Photo 2

  • Fixture Photo 3

  • Fixture Photo 4

  • Fixture Photo 5

  • Fixture Photo 6

TEMPORARY SHIPPERS

  • Are any temporary shippers placed within the store?

  • If so, please describe the shipper and location

  • Shipper Photo 1

  • Shipper Photo 2

  • Shipper Photo 3

Merchandising Competencies

Instructions

  • PLEASE NOTE: This page is the core of the ride along call report. ALL QUESTIONS AND COMMENTS BELOW ARE REQUIRED.

  • It is recommended that you share your review below with the merchandiser, with an eye towards continually improving them as a Blackhawk Field Merchandiser.

MERCHANDISER REVIEW

  • Please rate merchandiser's dress code on a scale of 1-4, 4 being the best

  • Please rate merchandiser's knowledge of the product and DP on a scale of 1-4, 4 being the best

  • Please rate Store Manager's recognition of the merchandiser on a scale of 1-4, 4 being the best

  • Please rate merchandiser's overall store condition on a scale of 1-4, 4 being the best

  • Please rate merchandiser's overall performance on a scale of 1-4, 4 being the best

  • What is the merchandiser doing well?

  • What is the biggest training opportunity or improvement opportunity for the merchandiser?

  • Date to follow up on improvement goal or training opportunity with merchandiser

  • Did you add this date into your iPad Calendar to ensure you follow up with the Merchandiser?

  • Additional comments or concerns about the store merchandiser

Ride Along Wrap Up and Red Alerts

RIDE ALONG WRAP UP

  • What action did the Blackhawk manager and merchandiser take in the store during the visit, if any?

  • Any additional action required?

  • Please add any other comments you want to provide regarding this ride along...

RED ALERTS

  • PLEASE NOTE: The red alerts in this call report are not automatically shared. You will need to export and email this report to all those who need to be aware of the issue in the store.

  • Were there any continuity program issues in this store you would like to call out to Merchandising?

  • Please describe:

Additional Store Photos

ADDITIONAL PHOTOS (only if needed)

  • Store Photo 1

  • Store Photo 2

  • Store Photo 3

  • Store Photo 4

  • Store Photo 5

  • Store Photo 6

  • Store Photo 7

  • Store Photo 8

Exporting Ride Along Report

EXPORTING AND EMAILING THE CALL REPORT INSTRUCTIONS

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The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.