Merchandiser Checklist

• Trainee Name

• Client / Site

• Conducted on

  Date

• Prepared by

Safety

• Did he/she stretch before starting shift?

  Yes

  No

  N/A

• Does he/she have his gloves and work boots on?

  Yes

  No

  N/A

• Does trainee have tape and a box cutter?

  Yes

  No

  N/A

• Does the Trainee have his Harbor Trainee shirt on?

  Yes

  No

  N/A

• Did the trainee get instructed to sign up to CRS and track his miles until he does so?

  Yes

  No

  N/A

Phone

• Did Trainee clock in and go On Site properly?

  Yes

  No

  N/A

• Did Trainee set an alarm for for when to take his lunch break? (4hr-4.5hr mark)

  Yes

  No

  N/A

• Does Trainee know how to read phone info? Acct. Mngr and Driver #, load info, notes etc.

  Yes

  No

  N/A

• Did Trainee call the account manager for instructions before he entered the account?

  Yes

  No

  N/A

• Did the trainee ask the account manager all needed questions?

  Yes

  No

  N/A

Inside Account

• Does the trainee know all the merchandising terminology? (Sidestack,waterfall,wingstack, etc.)

  Yes

  No

  N/A

• Did Trainee walk entire account to look for out of department displays?

  Yes

  No

  N/A

• Did Trainee check in with store contact?

  Yes

  No

  N/A

• Did Trainee take a proper list of cold box and displays? (Using abbreviations)

  Yes

  No

  N/A

• Did Trainee look for a pallet jack(if allowed) U-boat or 2-wheeler in that order to transport product?

  Yes

  No

  N/A

• Does Trainee use his list and checks off product pulled in back room?

  Yes

  No

  N/A

• Did Trainee avoid using waisted motion while pulling product?

  Yes

  No

  N/A

• Did the Trainee condense and organize the back room?

  Yes

  No

  N/A

• Did Trainee rotate as he filled cold box and displays?

  Yes

  No

  N/A

• Did Trainee take in the proper coupons and POS if needed?

  Yes

  No

  N/A

• Did Trainee walk the cooler to check for missing items before leaving?

  Yes

  No

  N/A

• Did Trainee check out with store contact before leaving?

  Yes

  No

  N/A

• Trainee Signature

  Sign

• Trainer Signature

  Sign