Title Page
-
Document No.
-
LKB Operational store visit report
-
Client / Site
-
Conducted on
-
Prepared by
-
Location
-
Personnel
OPERATIONAL SYSTEMS
-
Customer linking - watch and review. Spot check information.
-
Lost sales recorded?
-
Y Receipt offered? Discus report results.
-
Store active - team aware and offering service? Discus report results.
-
Check in/out in use? Check.
-
Management aware of IT support process flow chart - up to date?
-
Email housekeeping - inbox under 200, deleted empty?
-
Manager email address confidential? Checked regularly?
BANKING AND ADMINISTRATION
-
Banking books/ safe - books completed correctly, nothing left in safe where applicable?
-
Do float check. As expected?
-
Givex - secure and logged correctly?
-
Petty cash - review reports and receipts are attached to last 4 weeks.
-
Check cash refunds, have they been authorised?
-
Manual trading - box set up easily to hand and team aware of process.
-
Weekly communication email printed, read, actioned and signed.
-
Folders in office set up to standard expected, including day file to guidelines?
-
Are notice boards correct and current, including H&S?
HR
-
Discount cards - policy followed. Spot check.
-
Holiday cards completed for team. On schedule for the time of year?
-
Target cards and tracker - completed and underperform arts managed as per guidelines.
-
Rota - review month, fully completed correctly - correct format.
-
Reviews/ appraisals - calendar in use?
-
HR Admin checklist in use?
-
Attendance forms - in use, under performers managed as guidelines.
HEALTH AND SAFETY
-
Health and safety checks up to date and procedures followed.
-
Have all employees read H&S guide and signed declarations.
STOCK MANAGEMENT
-
Check stockroom running order is correct. Ask a team member to explain. 35 + 42 clearly on display and matching bags.
-
Smallest to largest - correctly in use.
-
Delivery/Transfers - any outstanding on till?
-
Open distribution report - anything over 14days query.
-
Faulty stock processed correctly and in timely manner? D21/outlet sales/New life.
-
Check Hold rail current.
SECURITY
-
Authenticity light for cash in use? Cash double counted and checked against value on screen.
-
Are bag checks happening any time staff leave store?
-
Lockers - numbered and keys - lockers open at end of night.
-
Key holder lost updated.
-
Buddy store keys, which store. Check store has a set.
HOUSEKEEPING
-
Back areas clean and tidy (kitchen/fridge/microwave/kettle)
