Site Information

  • Site Name:

  • Symphony Week:

  • Week Audited:

  • Conducted on

  • Audit conducted by:

  • Retailer/ Manager on Duty:

  • Admin Clerk on duty:

Admin Daily Duties

  • Admin Clerk Daily Duties & General Store info

Profit Report

  • Opening Stock

  • Closing Stock:

  • Sales

  • Shortages:

  • % to Sales (Shortage/ Sales x 100)

  • Trading GP:

  • Trading %

  • Waste:

  • % Waste to Sales (Waste/ Sales x 100)

  • Purchases:

  • % Purchases to Sales (Purchases/ Sales x 100)

  • Total GP

  • Total GP %

End Of Day Rports

  • Is the admin clerk checking the EOD Sales Reprint Daily for any GP discrepancies?

  • Does the admin clerk print the EOD Exception Report Daily?

  • Does Symphony and Namos Sales match?

Stock Take

  • Has the entire store been counted within a 30 day period?

  • Was all the variances investigated?

  • Comments:

Negative Stock Report & Top 20

  • Has the negative SOH report been checked?

  • Does the admin clerk check Top 20 Ascending & Descending Profit Report Daily?

HO Deleted Items

  • Has the Deleted Items been checked and cleared?

Recipes

  • Has the Recipe Summary report been check for any discrepancies?

  • Was the admin clerk informed of their mistake and showed how to fix their mistake?

Auto Generated Ordering

  • Is the store using automated ordering?

  • Is the store capturing invoices using Purchase Orders?

Waste & SOH Adjustments

  • Is the store capturing Waste Daily?

  • Is the admin clerk filing a blank waste sheet on days that have no waste?

  • Is the admin clerk following up and capturing SOH adjustments/ Transfers daily?

GRN Book

  • Is the store using the GRN book?

Promotions

  • Are all promotions loaded on Namos?

  • Is the admin clerk deleting old promotions?

General

  • Comments:

Monday Checks

  • 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

  • Has the admin clerk captured all waste, transfers, invoices and stock take for the previous week?

  • Is the Symphony/ Namos tokens correct and Symphony giving the roll over message?

  • Has the admin clerk printed the top 20 Ascending and Descending Closing Stock Report and rectified any issues?

  • Has the admin clerk printed the Profit Report (Group Suppressed) and checked for abnormalities?

  • Remind the store to back up Symphony before Roll Over

After Week Roll Over

  • Has the admin clerk/ manager completed the declaration?

  • Has the declaration been submitted to Kathrine Dernier & BC?

  • Does the admin clerk print the No Sales Report and delete all items on it?

Signatures

  • 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.

  • Retailer/ Manager

  • Admin Clerk

  • FS Admin Manager

  • Store BC

  • Date

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