Document Header

  • no label
  • BP Name

  • BP Business Name

  • Tour ID

  • Document No.

  • Start Date & Time

  • Prepared by

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 FOR THIS ROUTE RIDE? 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...

  • BP Planned Visit Sequence

  • Comment:

  • Has adequate Cash Bags & Tags, Cleaning Kit & POS materials

  • Comment:

  • Review Stock Ordered & Loaded [OH&S]

  • Comment:

  • Adherence to the Planned Call

  • Comment:

  • EQ Product Column Checks

  • Comment:

  • 3 Way Price Checks at Every Call

  • Comment:

  • Completes Test Vends and Captures in HHT

  • Comment:

  • General EQ Merchandising Standards

  • Comment:

  • Machine Keys are Always Kept Secure and in BP Sight

  • Comment:

  • BP Cash Bag Drop Proceedure

  • 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

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.