Information
-
Store #
-
Conducted on
A. Cash Controls
-
Review 5 Daily Summaries with variances greater than $5 within the past 30 days. Are unexplained cash variances in excess of $5 documented on the Cash O/S Tracking Log and Daily Summary along with supporting documentation and explanations?
-
Day 1.
-
Day 2.
-
Day 3.
-
Day 4.
-
Day 5.
B. Loading Invoices - Documentation
-
Review 3 days of completed loading tickets chosen at random from the past 7 days.
-
Day 1 number of tickets from journal.
-
Day 1 number of tickets in file.
-
Day 1 number of tickets not properly documented.
-
Day 2 number of tickets from journal.
-
Day 2 number of tickets in file.
-
Day 2 number of tickets not properly documented.
-
Day 3 number of tickets from journal.
-
Day 3 number of tickets in file.
-
Day 3 number of tickets not properly documented.
-
Total missing tickets.
-
Total improper loading references.
-
Total photocopies of estimates used.
-
Total delivery documentation errors.
-
Total open loads.
-
Total not signed by customer or N/A checked.
-
Total altered loading tickets.
-
Total with substituted items.
-
Total incorrect Postloads.
-
Total documented in pencil.
-
Total with incorrect MR documentation.
-
Total other issues.
-
Issues found:
C. Loading Invoices - Postloads
-
Review 3 days from the final week of the previous fiscal month.
-
Day 1 number of tickets in file.
-
Day 1 number of Postloads.
-
Day 2 number of tickets in file.
-
Day 2 number of Postloads.
-
Day 3 number of tickets in file.
-
Day 3 number of Postloads.
-
Total from Installed Sales.
-
Total from Delivery.
-
Total from Seasonal / Garden.
-
Total from Appliances / Cabinets.
-
Total from Flooring.
-
Total from Paint / Home Decor.
-
Total from Hardware / Tools.
-
Total from Lumber.
-
Total from Millwork.
-
Total from Plumbing.
-
Total from Electrical.
D. Merchandise Returns
-
Review the last 10 MRs created within the last 30 days. We're more than 80% approved same day as created, had comments entered if voided, properly utilized and accounted for all product returned to the location?
-
1.
-
2.
-
3.
-
4.
-
5.
-
6.
-
7.
-
8.
-
9.
-
10.
E. Internet Sales
-
Review the 5 newest stock orders from 15.1 that are still due to the customer. DO NOT REVIEW IF THERE ARE NOT 5 WITHIN THE LAST 30 DAYS.
-
1.
-
2.
-
3.
-
4.
-
5.
-
Review the number of orders in the past 2 weeks not executed within 45 minutes. If the question fails by 1 order, review an additional 2 weeks orders in the sample.
-
Did the store have less than 5% Internet orders that were not assigned, picked, tagged and staged within 45 minutes?
-
Review Internet orders within the last 30 days in the 15.1 screen.
-
We're more than 80% of Internet orders assigned to a store associate for follow up in order management?
F. Scheduling / Readiness
-
Review next week's schedule from Kronos.
-
Does the schedule look appropriate, meaning adequate front end personnel available and WE Team in place to provide exceptional service, particularly on the weekend?
-
Review the front end break / lunch schedule and the Code 3/50 board.
-
Are front end breaks scheduled and covered adequately?<br>
-
Is there adequate coverage for Code 3/50?
-
Are associates aware they are designated as Code 3/50?
-
Take note of Code 3s and front end service during the course of the review.
-
We're all Code 3 opportunities addressed promptly?
