FDC Account Audit -Small/Large Format

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

• Select date

  Date

Customer Evaluation

• Type of account

  small format

  large format

• Account Number

• Customer Evaluation Sales

• Customer Evaluation Delivery

• Customer Evaluation Merchandisers

• Overall Team evaluation

Display

• 100% Execution of Display Ad/proper POS

  Yes

  No

  N/A

• Incremental displays above share

  Yes

  No

  N/A

Distribution

• Core package distribution

  Yes

  No

  N/A

Merchandising

• POS Execution

  Yes

  No

  N/A

• Out of stock - shelf

  yes

  no

• Partner set up account for success

  Yes

  No

  N/A

Pricing

• Pricing accurate and tagged properly

  Yes

  No

  N/A

• Pricing = to or less than competition

  Yes

  No

  N/A

Quality

• Product Quality

  Yes

  No

  N/A

Space Management

• Cooler space = to or better than share

  Yes

  No

  N/A

• Cooler set integrity

  Yes

  No

  N/A

• Out of stocks -Account

  yes

  no

• % back room space = to market share

  Yes

  No

  N/A

• Signature

  Sign