Information
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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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Merch-only or a Delivery
Merchandiser's Name
Preparation
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Does the merchandiser stretch before he begins each stop?
Lifting
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Does the merchandiser avoid bending at the waist?
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Does the merchandiser hold product close to his/her body?
Equipment
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Does the merchandiser wear company issued safety shoes?
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Does the merchandiser always wear gloves when engaged in material handling processes?
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Does the merchandiser use company issued cutter?
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Does the merchandiser always avoid using damaged or faulty equipment (hand trucks, 6-wheeled carts, pallet jacks).
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Does the merchandiser maintain a clean work area with regard to equipment, dunnage, spills?
Prior to first stop or entering the store
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Does the merchandiser check in with the driver prior to first stop to ensure that it has been delivered?
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Does merchandiser clock in using GreenMile when arriving at first stop?
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Does merchandiser task in to store prior to entering the account?
After entering the account
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Does merchandiser complete the 3 minute walk around to check for all displays?
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Does merchandiser locate salesman's notes and call with any issues?
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Does merchandiser make a list of what beer is needed to fill the cooler?
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Does merchandiser work back stock prior to working the order?
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Does merchandiser rotate product being put into the cooler and displays by checking code dates?
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Does merchandiser organize and consolidate any extra product in the back stock?
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Does merchandiser clean up all trash in the account?
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Does merchandiser re-do 3 minute walk around to ensure everything is in order, all POS is applied, and pricing is correct on all displays?
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Does merchandiser check out, thank and go over any concerns with the decision maker prior to leaving the account?
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Does the merchandiser receive a signature and task out of the account when finished?
End of day
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Did they properly complete route and clock out at the end of the day?
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Did they notify their supervisor they have finished their route and to see if anyone else on the team needs help?