Information

  • Store Contact Name

  • Account Name:

  • Location:
  • Conducted On:

  • Prepared By:

Type of Account

  • Is this a Gold account?

  • Is this a Silver account?

  • Is this Bronze account

POS

  • Is all pos(visibility) clean, current correct?

Displays

  • Is this a displayable account?

  • Is this a Drive Thru account?

  • Display Photo

  • Display Photo

  • Display Photo

  • Display Photo

Quality

  • Are all HUSA brands with code date window.

  • Shelf items in proper rotation?

  • Are all HUSA packages in sellable condition (not ripped or torn)?

Cold Box

  • Are all tags up and accurate?

  • Is schematic accurate?

  • Are HUSA products in proper section?

  • Are HUSA products brand consolidated/ brand blocked on the cold shelf?

Distribution

  • Types and Sizes . How many MANCORE items does this account have?

  • How many new PODs did you sell on this visit?

Pricing

  • Are HUSA brands at parity with competition price?

Follow Up Objectives

  • Any followups objectives or request?

  • Follow Up Photo

  • Follow Up Photo

  • Follow Up Photo

  • Follow Up Photo

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.