Title Page

  • Document No.

  • Outlet Name

  • Licensee/Manager

  • Conducted on

  • Retail Rewards Month

  • Prepared by

Pre-Audit preparation

Pre-Audit Preparations

  • Retail Rewards

  • Revenue Report

  • LiPoms Data Report

  • Scanning Compliance Report

  • MyPost Report

  • Security Compliance Report

  • Discrepancy Report

  • Passport and ID&V Error Reports

Retail essential measures

RETAIL ESSENTIAL MEASURES

  • Public Liability Insurance confirmed.

  • Mandatory Training up to date.

  • Office is Security Compliant

  • Cash Management Plan compliance

  • Stock Credit Account compliance

Retail performance measures

RETAIL PERFORMANCE MEASURES

  • Sales Challenge result - % against last years sales + 1%

  • Retail Services - % against last years sales + 1%

  • Customer Satisfaction - score out of 10 - Target 9.2.

  • Identity Services Processing - Target 98%

  • Scanning Compliance - Target 97.5%

  • Mail Streaming - are mail streaming arrangements in place

Outlet observations

OUTLET OBSERVATIONS

  • Is outlet Stand-alone - if in-conjunction, note type of business and lines stocked.

  • Local Issues - are there any local issues?

  • Customer Complaints - is level of complaints satisfactory?

  • Shop Presentation reviewed

  • Maintenance of Building including painting

  • External Signage

  • General appearance

  • PO Box Installation ok and sufficient boxes available.

  • Photo of front of building

  • Photo of PO Boxes

  • Merchandising reviewed

  • Presentation of stock

  • Pricing of stock

  • Presentation of impulse stock

  • Stock levels

  • Photo from front door

  • Photo from Counter

  • Monthly Promotional Planners utilised

  • Top 10 customers for outlet.

  • Best selling lines

  • Best local product

  • School/Club or Nursing home visits planned.

  • Business Development Ideas discussed.

  • Changes to customer traffic or buying patterns

  • Changes to local demographics

  • Are there any external factors effecting business - drought/business closures etc.

  • In Rural and Regional locations, note other retail outlets in town.

  • Does the LPO have Contractors operating from the outlet. If so, how many operated by Licensee

  • Involvement in local promotions, sponsorships, business or community groups

  • Office safety plan

  • MyPost - outlet participation

  • Number of Concession Card applications YTD

  • Number of MyPost Delivery card applications YTD

  • Number of Digital Receipts YTD

  • Number of Business 250 membership registrations YTD

  • Confectionery program participation

  • Soft drinks or water

  • Peters Icecream

  • Extended range of FMCG

Financial performance

FINANCIAL PERFORMANCE

  • Review LiPoms and Business Payment reports

  • Does office have a Business Plan

  • Error Notices - no outstanding e/n and frequency satisfactory

Other discussion points

OTHER DISCUSSION POINTS

  • Does the Licensee have any concerns about their Licence.

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