Document Header
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BP Name
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BP Business Name
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Tour ID
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Document No.
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Start Date & Time
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Prepared by
RR Preperation
ROUTE RIDE PREPERATION
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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?
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Have Route Action List printed?
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Prioritized Visit Sequence?
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Have you received feedback from Dispatch Team?
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General Notes on Feedback:
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Have you reviewed previous Route Ride Information?
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Highlights/Opportunities since last Route Ride?
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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.
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BP Current Fill Compliance
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SMART OBJECTIVES FOR THIS ROUTE RIDE? From the information gathered write some SMART objectives:
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Route Riding
THE ROUTE RIDE
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Cash Float for Mech Replenishment Audited?
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BP Cash Float Value?
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In mech tube denominations?
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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
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Comment:
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Has adequate Cash Bags & Tags, Cleaning Kit & POS materials
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Comment:
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Review Stock Ordered & Loaded [OH&S]
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Comment:
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Adherence to the Planned Call
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Comment:
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EQ Product Column Checks
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Comment:
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3 Way Price Checks at Every Call
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Comment:
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Completes Test Vends and Captures in HHT
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Comment:
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General EQ Merchandising Standards
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Comment:
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Machine Keys are Always Kept Secure and in BP Sight
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Comment:
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BP Cash Bag Drop Proceedure
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BP STOCK AUDIT
(Vehicle & Storage Location) -
Did you Perform a Stock Audit?
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What was the Nett Stock Variance?
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What was the Product with the greatest variance?
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BP Explanation of the Variance?
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OH&S Review
OH&S CHECK LIST
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Must Be Completed On Every Route Ride
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Insert Photo of BP Current Drivers License
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Enter Vehicle Load Weight Limit:
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Enter Current Tour Out Stock Weight:
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Was or is the truck OVERLOADED?
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Is the Stock appropriately restrained to Vehicle?
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Does the BP feel Pressured to Speed to complete daily schedule?
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Does BP have the appropriate OH&S materials?<br>E.g. Safety Boots, HiVis Vest, Site Inductions and Passes
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Any identified risks? Enter details here...
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Insert Photo's of any Risks Identified
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Route Ride Completion
ROUTE RIDE COMPLETION
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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?
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Number of Fills you Witnessed?
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Did you see a Flavour Changed Performed?
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Did you see any Price Changes Performed?
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Did you see 'Opens' or 'Closes' performed?
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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.
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BP Questions I need to Investigate further:
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Identified Coaching Opportunities
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General Comments:
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Route Ride Completed at:
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DM Signature
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BP Signature
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Visits
VISITS DETAILS
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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
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Enter Visited Equipment Plate Tag#
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Location
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General Notes:
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