Site

  • Does the security of the site appear adequate?

  • Is the site tidy and adequate warehouse area?

  • Does the site appear safe and no obvious hazards present?

  • Is the signage adequate?

Facilities and Equipment

  • Note any capital expenditures over $5000 in the reporting period

  • Are there any planned capital expenditures in the next 3 months?

  • Note any major repairs undertaken or required?

Inventory Procedures

  • Do the procedures for checking and recording inventory receipts appear to be working properly?

  • Have all obsolete and slow moving stock been removed from the warehouse?

  • Are the procedures for periodic stock takes adequate?

  • Do procedures appear adequate to ensure all shipments out are invoiced?

Sales

  • Are the procedures for recording all customer orders and shipments working properly?

  • Are all cash receipts banked promptly and in tact?

  • Is customer access to warehouse areas restricted?

Computer equipment

  • Is access to computer terminals restricted by passwords?

Staffing

  • Note the number of employees at the branch?

  • Adequate time recording procedures are in place?

  • Leave and other paid absences are properly authorised?

Branch Reporting

  • Is the petty cash float being maintained on an imprest basis and regularly reconciled?

  • Are records required to be kept by the branch being filed and stored appropriately?

  • Are there any outstanding claims from customers or employees?

  • Latest management report shows comprehensive and accurate reporting?

  • Note any other issues raised during site visit

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