Inventory Evaluation Audit

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Pre Inventory

• AM/ SM aware of SP and OI 4a Full Inventory: All staff procedure?

  Yes

  No

  N/A

• Is inventory marked on store rota and enough staff organised?

  Yes

  No

  N/A

• Is the warehouse organised as per procedure?

  Yes

  No

  N/A

• Is the Non Food Faulty box maintained? Has the Faulty NF been written off & returned to RDC?

  Yes

  No

  N/A

• Each store has individual YTD target. Is SM aware of store target?

  Yes

  No

  N/A

• Has the ACD been flowed and inventory markers been set up?

  Yes

  No

  N/A

• Is inventory preparation as per SP and OI 4a Full Inventory: All staff?

  Yes

  No

  N/A

• Is there a short inventory meeting with all staff present before counting begins?

  Yes

  No

  N/A

• Are inventory focus cards in use?

  Yes

  No

  N/A

• Are there enough staff present in store to count the store/ prepare the inventory?

  Yes

  No

  N/A

• Are the relevant documents for the inventory preparation available to the inventory store (e.g. Inventory Focus List)?

  Yes

  No

  N/A

• Is the warehouse prepared and counted?

  Yes

  No

  N/A

• Does the SM/ AM check the stock which is located in the warehouse/ office for accuracy?

  Yes

  No

  N/A

• Write offs for the day processed before inventory begins?

  Yes

  No

  N/A

• Is the shop floor prepared e.g. all items returned to their point of sale and no stock fallen behind shelving?

  Yes

  No

  N/A

• No overspill at the RDC?

  Yes

  No

  N/A

During Inventory

• Inventory procedure followed as per SP and OI 4a Full Inventory All Staff?

  Yes

  No

  N/A

• Store Manager and Area Manager are present in store?

  Yes

  No

  N/A

• No stock is moved between the warehouse & shop floor once the counting process has begun?

  Yes

  No

  N/A

• Are all returns/ recall/ prepared on but dated after the inventory date, included in the inventory count?

  Yes

  No

  N/A

• Has the AM spot-checked Warehouse ACD entry?

  Yes

  No

  N/A

• SM personally checks counts on NF and alcohol before inputting into the ACD?

  Yes

  No

  N/A

• Has AM checked/ spot-checked Alcohol and Non Food ACD entry?

  Yes

  No

  N/A

• Are all high value counts double checked by the SM?

  Yes

  No

  N/A

• Is a 15 bay check of the SM ACD input undertaken by the AM?

  Yes

  No

  N/A

• Are miscounts corrected and discussed with the staff?

  Yes

  No

  N/A

• If numerous miscounts are found in a section - is the entire section recounted?

  Yes

  No

  N/A

• Has the AM verified 10% of all Inventory Focus List item ACD entry?

  Yes

  No

  N/A

• Counts only entered into ACD by the SM and ASM?

  Yes

  No

  N/A

• Are the picklists/ allocations for the inventory day entered into the ACD (if not worked)?

  Yes

  No

  N/A

• Is the inventory transmitted to one ACD device before the duplicate and zero checks are conducted?

  Yes

  No

  N/A

• Does the SM go to an item physically when checking zero counts?

  Yes

  No

  N/A

• Is the inventory transmitted to the RDC immediately after the nil quantities check has been completed?

  Yes

  No

  N/A

• Is day end run on the inventory day?

  Yes

  No

  N/A

Post Inventory - Store

• Are the till roll strips left on items until the Plausi Check has been completed? <br><br>

  Yes

  No

  N/A

• Is the plausibility check carried out prior to the store opening?

  Yes

  No

  N/A

• Are Inventory Focus Cards returned to the overview folder to be re-used?

  Yes

  No

  N/A