Title Page

  • Store Number

  • Store Name

  • Store Manager

  • Shrinkage Result FY17

  • Conducted on

  • Prepared by

  • Follow Up Date

Front of Store

1. Front of Store

1.1 E.A.S. Systems

  • Has the "Weekly EAS Test Log" completed, tested and recorded daily?

  • Action Completion date

  • Are EAS alarms being acknowledged?<br>Ask 2 team members what they would do if the EAS alarm is activated

  • Action Completion date

  • Are detaches available for removal of Lexcaps at each register? Are they secure?

  • Action Completion date

  • Are all customer entry gates operating correctly? (wanzel/auto gates)

  • Action Completion date

1.2 Registers

  • Are all unattended registers secure with a belt? If no belt, select N/A.

  • Action Completion date

  • Are the registers including the Kiosk, free from all team member belongings?

  • Action Completion date

  • Are cigarette cabinets locked when not in use?

  • Action Completion date

  • Check visitors book. Is there evidence of guests signing in and out correctly?

  • Action Completion date

  • Do all team member purchases have the receipt attached to the product as per process?

  • Action Completion date

  • Is the authorised cash limit ($1500) on registers being followed as per process?

  • Action Completion date

  • Pull all register drawers out. Are they free of any cash?

  • Action Completion date

  • Are spot checks completed on all operated registers two times per day as per process?

  • Action Completion date

  • Are the register keys secured and not left unattended?

  • Action Completion date

  • Are the daily register markdowns reviewed, actioned and appropriately followed up as per process?

  • Action Completion date

  • Are the daily voids and refunds reviewed, actioned and appropriately followed up as per process?

  • Action Completion date

  • Are the daily no sales, spot check summary and pick up & change report reviewed, actioned and appropriately followed up as per process?

  • Action Completion date

  • Are the unrecalled saved transactions reviewed, actioned and appropriately followed up as per process?

  • Action Completion date

1.3 Customer Transactions

  • Are team members completing item counts when processing transactions at the registers?

  • Action Completion date

  • Is there eye contact between the team member and the customer when serving at the registers?

  • Action Completion date

  • Ask a team member to explain the bag check process. Did they answer correctly?

  • Action Completion date

1.4 Click and Collect

  • Is the picking of stock accurate?

  • Action Completion date

  • Observe a Click and Collect transaction. Is it being completed correctly as per the process?

  • Action Completion date

Product Security

2. Product Security

  • Is the Lexcap process being adhered to, including off location displays?

  • Action completion date

  • Is there an allocated storage place at the registers for detached Lexcaps?

  • Action completion date

  • Are glass cabinets secured?

  • Action completion date

  • Test wine hoop locks and/or prolocs. Are they in good working order?

  • Action completion date

  • Are the keys to the cabinets and hoops secured by a team member

  • Action completion date

Stockroom

3. Stockroom

3.1 Receiving

  • Are security seals on the truck being checked by team member and reconciled to the paper work prior to the seals being broken?

  • Action completion date

  • Review the receiving process visually or via CCTV. Are the number of pallets being reconciled to the delivery docket?

  • Action completion date

  • Is the DC load received in full?

  • Action completion date

  • Review IBT's in ISIS. Are these up to date?

  • Action completion date

  • Is the stockroom key secured and not left in the roller door unattended?

  • Action completion date

  • Is the roller door down and locked when not in use?

  • Action completion date

  • Review orders by expected date - Are all orders within 2 weeks?

  • Action completion date

  • Are drivers/couriers and visitors not loitering within the stockroom?

  • Action completion date

  • Are keys/pin codes only assigned to authorised team members within the stockroom?

  • Action completion date

3.2 High Risk Stock

  • Is the fine wine/security room locked and secured when unattended?

  • Action completion date

  • Are the keys to the fine wine/security room secured at all times?

  • Action completion date

  • Is security stock not being left unsecured in the stockroom? Example, high end wines/spirits and cigarettes

  • Action completion date

  • Are tasting bottles recorded, secured and maintained?

  • Action completion date

3.3 Stockroom General

  • Is the outside dock area and store perimeter free from fire hazards including pallets, cardboard bales and plastic?

  • Action completion date

  • Have all invoices been received and stamped appropriately?

  • Action completion date

  • Is the cleaning area clear of all breakages?

  • Action completion date

  • Is the general waste bin locked?

  • Action completion date

Administration

4. Administration

4.1 Cash Office

  • Are authorised key holders only accessing the cash office?

  • Action completion date

  • Is the cash office free of all personal belongings?

  • Action completion date

  • Are daily safe checks conducted as per process?

  • Action completion date

  • Are store funds at an acceptable limit as per process?

  • Action completion date

  • Are two team members escorting the pick ups to the cash office as per process?

  • Action completion date

  • Was the safe combination changed after the last management change as per process?

  • Action completion date

4.2 WBS

  • Review the previous week's WBS. Are there any shorts/overs that require further investigation?

  • Action completion date

4.3 Cash Handling

  • Is the safe locked when the cash office is unattended?

  • Action completion date

  • If applicable - Is the capsule (cash tubes) cabinet locked when the cash office is unattended and the key secured in the safe?

  • Action completion date

4.4 Cash Office General

  • Review the key register - Are all keys signed in and out daily?

  • Action completion date

  • Is the standard of the cash office clean and tidy?

  • Action completion date

4.5 Stock Adjustments, Maintenance and Governance

  • Is the short dated stock process (5,5,5) being implemented and actioned correctly?

  • Action completion date

  • Are the negative SOH reports being actioned on a daily basis?

  • Action completion date

  • Are the daily SOH adjustment logs (stock markdowns) being reviewed, actioned and sign off by management?

  • Action completion date

  • Is the correct RTC process being followed for products close to date?

  • Action completion date

  • Is the store performing the weekly cyclical counts as per the online schedule instructions?

  • Action completion date

  • Has the cyclic stocktake results been recorded, reviewed and appropriate actions been implement?

  • Action completion date

  • Does the store follow the correct stock rotation process and are regular checks performed?

  • Action completion date

Management and Team Members

5. Management and Team Members

5.1 Management Rosters

  • Is there an appropriate level of management coverage rostered during peak times?

  • Action completion date

5.2 Team Member Awareness and Training

  • Have Team members completed VITWP and 5C's training program?

  • Action completion date

  • Can team members explain how to proceed when encountering suspicious customer/s in reference to VITWP?

  • Action completion date

  • Can team members explain how to de escalate aggravated customer/s in reference to VITWP?

  • Action completion date

Overall

Overall and General Review

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.