Information
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Document No.
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Audit Title
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Client / Site
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Conducted on
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Prepared by
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Location
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Personnel
Count Supplier Status Update
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How many staff has the supplier provided to complete the counts on schedule?
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Question answered
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How many next steps were the store given on the supplier's pre-visit?
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Question answered
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Will all departments be covered by the blind counts?
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Are the store correctly completing the 1-2-1 counts and are the sheets being attached to the locations for review?
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Have they been made aware of any left offs?
Stock Take Champion Status Update
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What is the store format?
- 120 Extra
- 100 Extra
- 80 Extra
- 60 Extra
- 40 Super
- 20 Super / Metro
- <10 Metro
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What phone number can the Store Champion be contacted on?
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How many staff have the store made available for completing counts and checks? Supplier require the additional amount of staff available at each time slot.
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Does the store have staff available until the end of the count (after 12:00) to complete the variance checks?<br><br>Express importance of quality of staff to complete variance checks.
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Check the store are aware of the correct 1-2-1 count process. 1-2-1 counters should be helping and validating counts and not just security. Note the areas that the store have allocated as 1-2-1 areas.
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1-2-1 Areas designated by store.
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Check that store are aware blind counts should be completed across all departments.
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Remind store that all reports need to be kept and filed at the end of the day for review in the upcoming audit. Full Store Variance, Top 50 Gains/Losses should be filed 1-4p stock, 1-1 checks, and Store Variance checks should be worked and filed.
Store Preparation Counts
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Check with the Stocktake Champion or an appropriate member of staff that the store has pre-counted all agreed SBO areas:
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Postage stamps from all locations (CSD, Checkouts, Cash Office)
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ISB in previous week
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Mobile Top Up cards
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Fireworks
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Check with Stocktake Champion or an appropriate member of staff, the store has pre-counted all agreed non-SBO areas, which are:
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Candy King
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Pharmacy Non SBO
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Opticians Non SBO
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Ask for the reports and the RP388 book to complete the non SBO data sheets.
Delivery Confirmation
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Ask the Stocktake Champion if there has been any delivery issues and if so how they've been resolved.
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08:00 Are the target count times being met and do the store / supplier have any concerns?
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Review the SBO delivery screens to validate the accuracy of the delivery confirmations and inform the Stocktake Champion of any additional issues which you have identified.
Periodic Status Updates
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08:00 Are the target count times being met and do the store / supplier have any concerns?
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10:00 Are the target count times being met and do the store / supplier have any concerns?
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12:00 Are the target count times being met and do the store / supplier have any concerns?
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08:00 What is the blind count completion rate and what is the accuracy?
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10:00 What is the blind count completion rate and what is the accuracy?
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12:00 What is the blind count completion rate and what is the accuracy?
Location Review
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Walk the Shopfloor
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Sample check areas where blended stock could be an issue. Canned & Packet items in particular, checking that aligned products are the same as the facing one, flag concerns to count team and store champion.
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Identify if all stock has been identified for counting, eg card drawers, OFDs, and stacks.
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Walk the Warehouse
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Walk all warehouses and back areas to identify if all stock has been identified for counting eg Pharmacy/Phone Shop lock-ups, Plant Rooms, etc.
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Check all post 4am deliveries have been segregated and marked "not to be counted". Eg Bread, Milk, News & Mags
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Check that all the Entertainment returns have been segregated and marked "not to be counted".
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Check that the Withdraw and Hold areas have been segregated and marked "not to be counted".
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Check that all Saltley license plated returns have been segregated and marked "not to be counted".
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Check that locations for the Sin Bins have been allocated
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Sin Bin A - These are loose products or uncoded products, which if they are "Not on File" must be segregated and the store must follow the "Not on File" process.
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Sin Bin B - These are products which have a value of 1-4p. These products should be segregated and wasted as per company policy.
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Check that any other stock which should not be counted such as Card returns which have already been processed on DSS have been segregated and marked "not to be counted".
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From the checks above and communication with the Store Champion how many locations have been identified as not counted or missed by the supplier? A location is defined as a mod or a cage.
Count Compliance
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When initial counts have been completed.
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Do a sample check of the shopfloor and warehouse 1-2-1 areas for evidence of store validation.<br><br>(1-2-1 Sheets should be attached to locations and signed by a Tesco checker).
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Check with the count company that the store has completed the agreed amount of "blind counts". 1 in 20 locations should be checked (including back rooms) and should not be more than 10% or less than 3%.
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Do the blind checks completed cover a representative cross section of the store in both sales floor and warehouse locations?
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Check a sample of 1-2-1 variances have been amended on the count supplier's screen.
Non SBO
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Obtain the store's and supplier's non SBO count reports.
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Fill in the non SBO tabs by obtaining the non SBO values, NSTD values from the count supplier (interim reports can be requested) and the store non SBO count details (eg Candy King, Pharmacy non SBO, Opticians, Tesco Mobile Top-Up cards, local lines) from the Stock Take Champion
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Check if the store are holding any Grey Market or Local / Regional non SBO lines and if they have been identified and counted by the store.
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Get the Bakery and Coffee Shop stockholding values by reviewing the RGX193COST report on SAR.
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List the last two weeks' RP388s on the front sheet.
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Sense check the values against the last Non SBO count and communicate any issues to the Stocktake Champion
Variance Reports
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Encourage and guide the store to complete the variance checks effectively and promptly
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Review the worked copies of the Top X Departmental Variance Report,
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Note the number of lines requiring adjustment on each department variance report. These amendments need to be validated as actioned against the adjustment reports.
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Clothing
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Fish Counter
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Frozen
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Grocery
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Hardware
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Health & Beauty
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Horticulture
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Household
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Meat & Meat Counter
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Mobile
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News/Mags/Other
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Plant Bakery & Bread
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Poultry
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Produce
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Provisions Cabinet
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Provisions Counter
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Tesco Direct / Jewellery
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Tobacco
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Wines and Spirits
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Non SBO (not entered on report)
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PFS (not entered on report)
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Check that any discrepancies in the counts identified on the Top X Departmental Variance Report have been processed by the Count Supplier. Compare the reviewed Top X Departmental Variance reports against amendments made reports that are attached to the worked Top X Departmental Variance reports, to identify if any amendments have not been processed.
Count Sign Off and Performance
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Refer to Excel spreadsheet for this section.
