Document Header
-
Document No.
-
Start Date & Time
-
Prepared by
-
Business Partner Name
-
Tour ID
RR Preperation
ROUTE RIDE PREPERATION
-
Before completing a Route Ride, it is important to check if the BP and Dispatch team are collaborating and ensuring visits are based on Customer Requirements and/or Classification.
This may also assist in some topics of discussion that need to be addressed. -
Reviewed Space to Sales Opportunities?
-
Have Route Action List printed?
-
Prioritized Visit Sequence?
-
Have you received feedback from Dispatch Team?
-
General Notes on Feedback:
-
Have you reviewed previous Route Ride Information?
-
Highlights/Opportunities since last Route Ride?
-
Cash Variance information
Note: if the BP has a cash Variance greater than -0.05% of Revenue, take a minimum of 2 examples to talk through with BP. -
BP Cash Variance LAST MONTH as a % of Revenue.
-
BP Current Fill Compliance
-
SMART OBJECTIVES: From the information gathered write some SMART objectives:
-
Add drawing
Route Riding
THE ROUTE RIDE
-
Cash Float for Mech Replenishment Audited?
-
BP Cash Float Value?
-
In mech tube denominations?
-
The next few questions ask for a rating between 1 and 5...
1 = Performance Management Required
2 = Training Required
3 = Coaching Required
4 = Adequate Competency (Desired Level)
5 = BP taught me a thing or two... -
Comment:
-
Comment:
-
Comment:
-
Comment:
-
Comment:
-
Comment:
-
Comment:
-
Comment:
-
Comment:
-
BP STOCK AUDIT
(Vehicle & Storage Location) -
Did you Perform a Stock Audit?
-
What was the Nett Stock Variance?
-
What was the Product with the greatest variance?
-
BP Explanation of the Variance?
-
Add drawing
OH&S Review
OH&S CHECK LIST
-
Must Be Completed On Every Route Ride
-
Insert Photo of BP Current Drivers License
-
Enter Vehicle Load Weight Limit:
-
Enter Current Tour Out Stock Weight:
-
Was or is the truck OVERLOADED?
-
Is the Stock appropriately restrained to Vehicle?
-
Does the BP feel Pressured to Speed to complete daily schedule?
-
Does BP have the appropriate OH&S materials?<br>E.g. Safety Boots, HiVis Vest, Site Inductions and Passes
-
Any identified risks? Enter details here...
-
Insert Photo's of any Risks Identified
-
Add drawing
Route Ride Completion
ROUTE RIDE COMPLETION
-
ROUTE RIDE SUMMARY
capturing activities that will be reflected in the V5 HHT Transaction Manager for Post Analysis -
Did you Route Ride the entire BP Tour?
-
Number of Fills you Witnessed?
-
Did you see a Flavour Changed Performed?
-
Did you see any Price Changes Performed?
-
Did you see 'Opens' or 'Closes' performed?
-
Discussions about OH&S, Dispatching, Cash & Stock Variances, Equipment Types, Route Commander and Data Entry may highlight further coaching or a need for DM to gather additional information.... Capture these below and have BP sign.
-
BP Questions I need to Investigate further:
-
Identified Coaching Opportunities
-
General Comments:
-
Route Ride Completed at:
-
DM Signature
-
BP Signature
-
Add drawing
Visits
VISITS DETAILS
-
This Section is Optional data capture, where the route rider can record the machines visited if not present for the entire BP Tour
Add Visit
-
Enter Visited Equipment Plate Tag#
-
Location
-
General Notes:
-
Add drawing
Plan Call
PLANNED CALL
-
Capture BP Planned Call Adherence.
Tap 'Visit' to add a new planned call record
VISIT
-
Equipment Number
-
Equipment location
-
Time of Call
1. REVIEW THE HHT INFORMATION
-
Check Dispatcher Comments in 'Notes'
-
Check for 'Errors and Warnings'
2. ENTER CUSTOMER PREMISES
-
Adhere to Safety Requirements
-
Personal Cleanliness
-
Load Trolley with Stock & Equipment
-
Personal Impact - Helpful Persona
3. MERCHANDISE THE EQUIPMENT
-
External Wipe-over (including top)
-
Internal Wipe-over ( including base plate)
-
Condenser Cleaned
-
Coin Mech/ Note Reader Cleaned
-
Price & Flavour Labels to Standard
-
No Expired POS on Machine
-
No External Damage to Machine
4. CHECK MACHINE IS WORKING
-
Ensure All Payment Options are Working
-
Action all Errors & Warnings/Dispatcher Notes
-
Resolve and Clear Errors in Machine
-
Check IBM & Price Differences
-
Review Service Card Comments &Update
-
Check for Column Jams
-
Ensure Even Selldown Activated
-
Note Potential Space 2 Sales Opportunities
-
No Columns with Mixed Product
5. FILL THE VENDER
-
Press the VIU Button
-
Capture Accurate Meter Readings (Vends)
-
Float Coin Mechanisim
-
Execute Scheduled Price & Flavour Changes
-
Rotate Stock & Check OOD
-
Capture Inventory Levels (where required)
-
GFV - Face up Product in each column
6. HHT DATA ENTRY
-
Ensure Data Capture is Complete
7. CLEAR THE CASH
-
Collect the Cash
-
Cash Bag Kept Secure at all Times
8. SECURE THE EQUIPMENT
-
Nothing Blocking Coin Chute
-
Machine is Locked Correctly
9. FINAL EQUIPMENT WORKING TEST
-
Coin Test Vend & Reject
-
Check Bill Validator is Working
-
Tap Credit Card Reader
10. LEAVE & FOLLOW UP
-
Clean EQ Surrounds of Rubbish & Debris
-
Report any Follow Up with DM or BDE
-
Confirm Service Progress with Customer
-
'Thank You' & Sign Out from Site
-
BP Truck has not exceeded any Time Restrictions
ADDITIONAL INFORMATION (OPTIONAL)
-
Photo - if required
-
Comments Field
END OF PLANNED CALL
Keystone
-
Keystone a Machine
Keystone
-
Equipment Number
-
Capture Photo (if required)
-
Location
EXTERNAL
-
No OOO or OOS & Lights On
-
Customer Details are Correct
-
EQ # & NCC Contact Correct
-
Buttons & Facia Acceptable
-
Current POS (Flavour & Promotional)
-
Even Sell Down Activated
-
Approved Flavour Range
-
Price Obvious
-
Clean Outside
-
Do you want to Complete the INTERNAL KEYSTONE SECTION ?
INTERNAL
-
Fluro Working
-
Clean Inside (Condenser & Vend Chute)
-
Button Mapping Correct
-
Correct VIU Linked & Working
-
Service Card Maintained
-
Float OK
-
Coin Mech Clean
-
No Out-of-Date Products
-
General Comments Area
-
Add drawing
Sales Opportunities
ADDITIONAL SALES OPPORTUNITIES
-
New Sales Opportunity
Sales Opportunity
-
Name
-
Capture Photo (if required)
-
Add location
-
Select Opportunity
- Neverfail
- Coffee
- Snack Vending
- Price Change
- Flavour Change
-
General Market Pricing
-
Additional Information (Contact, Locations...etc)
-
Add drawing
