Information
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Store #
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Conducted on
Missing Prices
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Note any missing prices found while walking the selling floor.
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Were there 4 or less missing prices?
Order Management - ORDERED-SOS
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Review up to 10 Ordered action items.
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Cash Controls
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Review 5 DS with variances > $5 within the past 30 days.
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Internet Sales - Product Staging
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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.
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Internet Sales - Order Assignment
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Review Internet orders within the last 30 days in the 15.1 screen.
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Were more than 80% of Internet orders assigned to a store associate for follow up in order management?
IRP Store Process 2
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Reviewing the same previous day IRP worksheets, validate that management initialed 5 “Y” and 5 “N” indicating their validation.Item’s selected for review should have a $25 value or greater. (If the validating manager validated more than 5 of both Y and N, still award credit, however determine why the store is doing this recommend they “tend their garden”).
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Did management validate 5 “Yes” and 5 “No” on the previous day worksheets?
IRP - Store Process 3
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Reviewing the same IRP worksheets randomly select 20 items from the worksheets that were marked with an “N”. If there are not 20 to choose from review all that are available to review. ACCESS 5.1 to validate the selected 20 items were actually billed out.
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IRP - Store Performance 2
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Select 20 items marked “Y” from the previous day’s IRP worksheet.
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Exchange process - Temporary Accounts
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Additionally, the use of Temporary Account Worksheets is not required by policy, although it is beneficial for the sake of setting up and monitoring accounts. Therefore, whether the store is or is not using worksheets cannot be considered when marking the question as 'yes' or 'no'. Please reference the "A/R Account" Section of Policy FE-16 for additional information.
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Total number of accounts
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Number of accounts handled correctly
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Review open temporary accounts, are 80% or more correct and used for the correct purpose?
Front End EPP/ RP 1
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Determine if the ASMA or DMCS is actively reviewing the EPP/RP reporting found in Store Dart that lists activity by dept and associate.
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Is the ASMA or DMCS actively involved?
Front End EPP / RP 2
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Utilizing the SOP, identify the bottom 3 cashiers. Review the performances with the ASMA and if possible with the cashier to further communicate the importance and solicit feedback to determine challenges they are facing.
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Did you review each of these with the ASMA (or DM) to ensure expectations have been communicated?
Front End EPP / RP 3
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Visually observe a transaction that offers EPP to identify if the cashier is actively offering EPP to the customer. (If unavailable to observe a transaction, inquire with at least 3 cashiers on their understanding of how they offer EPP to the customer).
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Is the store actively promoting and offering EPP on applicable merchandise?
Customer Paid Outs - Install Accounts 1
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Utilizing Dart, review the previous month's 202 paid outs (892000).
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Have all outstanding installer debits been approved by the FSM & RFSD and processed in the PO Tool?
Customer Paid Outs - Install Accounts 2
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Utilizing Dart, review the previous month's 278 paid outs (892401).
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Has each paid out received an RA and was the RA processed under 88970?
Customer Paid Outs - Install Accounts 3
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Utilizing Dart, review the previous month's 209 paid outs (892400).
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Was training provided to the associate that created the error?
Customer Paid Outs - Install Accounts 4
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Review the previous month's Dash 7.
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Has store management reviewed and corrected any complaints that were processed to the incorrect acct?
Customer Paid Outs - Install Accounts 5
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Review the last 5 exception payments that were approved (1.13.11-F5).
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Were they allocated to the correct acct?
