DM - Store Visit

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• District Manager's Name

• Store Manager's Name

Stock Take Result

• Last Result

• New Result

• Last Shrink Result:

Status & Comments

• CURRENT STATUS - red - critical - below 60%, amber - satisfactory 61%-89% , Green - Good 90% - 100% <br>

  Red

  Amber

  Green

• Comments & Actions

Store Performance

• Commerciality

• Customer service

• Wholesale Report Review & Retail Update follow up

• Planograms/ Stock Levels

• Marketing/POS

• Local activities/ Centre review

• KPI's- ATV, UPT, sales, Conversion, targets set- agreed actions to achieve

• Health & Safety

• Team Development/ Vacancies

COMPLIANCE - Cash Handling

• Is the safe float correct?

  Yes

  No

  N/A

• Are all banking slips correctly completed and tally to bankings?

  Yes

  No

  N/A

• Cash collection taken place and receipts retained?

  Yes

  No

  N/A

• Till check completed and match x read?

  Yes

  No

  N/A

• Petty cash/credit card purchases checked and being adhered to?

  Yes

  No

  N/A

COMPLIANCE - Damages

• Are all damages being correctly disposed of?

  Yes

  No

  N/A

• Is there a designated area for damages?<br>

  Yes

  No

  N/A

• Are damages written off via the till by management (records kept)?<br>

  Yes

  No

  N/A

Refunds

• Are all refunds being witnessed by management?

  Yes

  No

  N/A

• Are all refunds present?<br>

  Yes

  No

  N/A

• Are all Price overrides/no sales being witnessed?<br>

  Yes

  No

  N/A

Security

• Are visitors being signed in?

  Yes

  No

  N/A

• Are bag/apron checks being conducted and signed off daily?

  Yes

  No

  N/A

• Do all staff have lockers?

  Yes

  No

  N/A

• Random locker check completed? <br>

  Yes

  No

  N/A

• Are all keys assigned to management in store?

  Yes

  No

  N/A

• Stockroom keys secured in safe every night?

  Yes

  No

  N/A

• Does Kronos match the rotas?<br>

  Yes

  No

  N/A

Front Of House

• Is the VM checklist being completed weekly?

  Yes

  No

  N/A

• Planogram being adhered to?<br>

  Yes

  No

  N/A

• Shelves - gap fill and depth?

• Comments

• Bestsellers anchored and staff aware?<br>

  Yes

  No

  N/A

• Deployment rota in use?

  Yes

  No

  N/A

Operations

• Are all staff wearing the correct uniform and their badge?

  Yes

  No

  N/A

• Staff discount records completed and up to date?

  Yes

  No

  N/A

• Staff saves in designated area and dated (Max 1 week)

  Yes

  No

  N/A

• Holidays checked and are being controlled?<br>

  Yes

  No

  N/A

• Is there a handover book and is it being used effectively?

  Yes

  No

  N/A

• Was there a team brief?

  Yes

  No

  N/A

• Have all team read and signed the retail update?<br>

  Yes

  No

  N/A

• Have all points in retail update been actioned?

  Yes

  No

  N/A

• Is the till area tidy and clean and replenished?<br>

  Yes

  No

  N/A

• Are the team aware of target for the day, week and how tracking v F2?<br>

  Yes

  No

  N/A

Stock

• Are general exceptions been validated with the store Manager?<br>

  Yes

  No

  N/A

• Deliveries checked off and filed?

  Yes

  No

  N/A

• Discrepancies reported via email?

  Yes

  No

  N/A

• Uplifts completed and filed?

  Yes

  No

  N/A

• Manual orders raised for fast selling lines?

  Yes

  No

  N/A

• Weekly conference call taking place with merch?

  Yes

  No

  N/A

• Stockroom v shopfloor check?<br>

  Yes

  No

  N/A

Marketing

• Is all POS consistant?<br>

  Yes

  No

  N/A

• Is correct POS on display to relevant promotion?<br>

  Yes

  No

  N/A

• Are we in line with centre marketing calendar?

  Yes

  No

  N/A

Shrinkage

• Is store carrying out ad hoc line checks on 5 lines per week for stockfile accuracy?

  Yes

  No

  N/A

• Is Jarloc/soft tag in place where applicable?

  Yes

  No

  N/A

• Security sensors randomly checked and in working order?

  Yes

  No

  N/A

Promotions and Pricing

• Are the current promotions active and correct?

  Yes

  No

  N/A

• Till pricing correct?

  Yes

  No

  N/A

• Is the stock correctly priced after random check?

  Yes

  No

  N/A

Customer Service

• Is there a greeter?<br>

  Yes

  No

  N/A

• Are staff actively approaching and advising customers?

  Yes

  No

  N/A

• Is the store managing queue's efficiently? (3's a queue)<br>

  Yes

  No

  N/A

• Are add on's being suggested at the till point?

  Yes

  No

  N/A

Back of House

• Does the notice board have all required information? (figures up to date for the week, rotas for 4 weeks, best sellers, daily sales)<br>

  Yes

  No

  N/A

• Is the stockroom organised and tidy? <br>

  Yes

  No

  N/A

• Are all back areas clean and tidy?<br>

  Yes

  No

  N/A

KPI's

• Conversion target achieved?<br>

  Yes

  No

  N/A

• ATV target achieved?

  Yes

  No

  N/A

• Sales target achieved?<br>

  Yes

  No

  N/A

• P & L being controlled?

  Yes

  No

  N/A

Health & Safety

• Fire exits clear?<br>

  Yes

  No

  N/A

• Fire test completed and recorded?

  Yes

  No

  N/A

• Safety knives stored securely?<br>

  Yes

  No

  N/A

• Hazardous substances locked away?<br>

  Yes

  No

  N/A

• Safety gloves in store?<br>

  Yes

  No

  N/A

• Fire extinguishers tested and accessible?<br>

  Yes

  No

  N/A

• Signature

  Sign

• Date

  Date