Information

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

  • Select date

Customer Evaluation

  • Type of account

  • Account Number

  • Customer Evaluation Sales

  • Customer Evaluation Delivery

  • Customer Evaluation Merchandisers

  • Overall Team evaluation

Display

  • 100% Execution of Display Ad/proper POS

  • Incremental displays above share

Distribution

  • Core package distribution

Merchandising

  • POS Execution

  • Out of stock - shelf

  • Partner set up account for success

Pricing

  • Pricing accurate and tagged properly

  • Pricing = to or less than competition

Quality

  • Product Quality

Space Management

  • Cooler space = to or better than share

  • Cooler set integrity

  • Out of stocks -Account

  • % back room space = to market share

  • Signature

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.