DAILY TASKS

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

• Select date

  Date

Before trade

• Banking procedure completed?

  Yes

  No

  N/A

• Figures posted? Update RTRT?

  Yes

  No

  N/A

• Pos variance investigated?

  Yes

  No

  N/A

• Refunds checked against report

  Yes

  No

  N/A

• Price override checked and actioned?

  Yes

  No

  N/A

• Morning recovery actioned all departments?

  Yes

  No

  N/A

• Check on customer service resources?

  Yes

  No

  N/A

• Check and action Emails?

  Yes

  No

  N/A

Stock

• Receiving and Resett processes? Bulky product refilled everyday in all depts?

  Yes

  No

  N/A

• SIT report up to date?

  Yes

  No

  N/A

• NSOH completed daily in all departments?

  Yes

  No

  N/A

• Goods receipting and FIE completed for the day?

  Yes

  No

  N/A

• Credit claims completed?

  Yes

  No

  N/A

Managers daily

• Daily floor walk completed?

  Yes

  No

  N/A

• Customer Service standards in place all departments?

  Yes

  No

  N/A

Afternoon tasks

• Action store notes

  Yes

  No

  N/A

• Has afternoon recovery been completed all depts?

  Yes

  No

  N/A

• Are finished ad tickets removed in all departments?

  Yes

  No

  N/A

Weekly tasks

• One on one DTL completed?

  Yes

  No

  N/A

• Check hold a sides

  Yes

  No

  N/A

Monday prior 9.30am

• Audit POS float completed?

  Yes

  No

  N/A

• Has change been ordered?

  Yes

  No

  N/A

• Exception report completed and sent?

  Yes

  No

  N/A

• Store email sent to Lesley and RTRT?

  Yes

  No

  N/A

Tuesday

• Has change been ordered?

  Yes

  No

  N/A

• CM Meeting

  Yes

  No

  N/A

• Action Z5 listings

  Yes

  No

  N/A

Wednesday

• DTL Meeting

  Yes

  No

  N/A

• Complete roster and prep store email

  Yes

  No

  N/A

Thursday prior 10am

• Has change been ordered?

  Yes

  No

  N/A

• Check costing report

  Yes

  No

  N/A

• Email Lesley overspends

  Yes

  No

  N/A

• Layby audit completed?

  Yes

  No

  N/A

Friday prior 12pm

• Has change been ordered?

  Yes

  No

  N/A

Monthly tasks

Week 1

• Paperwork archived? <br>Out of date paper work destroyed

  Yes

  No

  N/A

• Invoice destruction completed

  Yes

  No

  N/A

• Petty cash reconciled by 3rd

  Yes

  No

  N/A

Week 2

• Have supplies been ordered?

  Yes

  No

  N/A

• Clearance progressive markdown been actioned?

  Yes

  No

  N/A

• Financial and ledger completed

  Yes

  No

  N/A

Week 3

• Store safety audit completed

  Yes

  No

  N/A

• Training completed

  Yes

  No

  N/A