Site Information
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Site Name:
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Symphony Week:
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Week Audited:
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Conducted on
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Audit conducted by:
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Retailer/ Manager on Duty:
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Admin Clerk on duty:
Admin Daily Duties
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Admin Clerk Daily Duties & General Store info
Profit Report
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Opening Stock
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Closing Stock:
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Sales
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Shortages:
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Trading GP:
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Waste:
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Purchases:
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Total GP
End Of Day Rports
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Is the admin clerk checking the EOD Sales Reprint Daily for any GP discrepancies?
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Does the admin clerk print the EOD Exception Report Daily?
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Does Symphony and Namos Sales match?
Stock Take
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Has the entire store been counted within a 30 day period?
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Was all the variances investigated?
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Comments:
Negative Stock Report & Top 20
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Has the negative SOH report been checked?
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Does the admin clerk check Top 20 Ascending & Descending Profit Report Daily?
HO Deleted Items
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Has the Deleted Items been checked and cleared?
Recipes
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Has the Recipe Summary report been check for any discrepancies?
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Was the admin clerk informed of their mistake and showed how to fix their mistake?
Auto Generated Ordering
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Is the store using automated ordering?
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Is the store capturing invoices using Purchase Orders?
Waste & SOH Adjustments
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Is the store capturing Waste Daily?
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Is the admin clerk filing a blank waste sheet on days that have no waste?
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Is the admin clerk following up and capturing SOH adjustments/ Transfers daily?
GRN Book
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Is the store using the GRN book?
Promotions
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Are all promotions loaded on Namos?
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Is the admin clerk deleting old promotions?
General
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Comments:
Monday Checks
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Monday Checklist
(Please mark all N/A if store is visited on any other day except for Monday, but still discuss all questions with the store)
Before Week Roll Over
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Has the admin clerk captured all waste, transfers, invoices and stock take for the previous week?
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Is the Symphony/ Namos tokens correct and Symphony giving the roll over message?
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Has the admin clerk printed the top 20 Ascending and Descending Closing Stock Report and rectified any issues?
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Has the admin clerk printed the Profit Report (Group Suppressed) and checked for abnormalities?
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Remind the store to back up Symphony before Roll Over
After Week Roll Over
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Has the admin clerk/ manager completed the declaration?
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Has the declaration been submitted to Kathrine Dernier & BC?
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Does the admin clerk print the No Sales Report and delete all items on it?
Signatures
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I the retailer/ manager & admin clerk hereby accept and confirm that all the information contained in this report is correct at the time it was completed.
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Retailer/ Manager
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Admin Clerk
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FS Admin Manager
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Store BC
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Date