Information

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Merch-only or a Delivery

Merchandiser's Name

Preparation

  • Does the merchandiser stretch before he begins each stop?

Lifting

  • Does the merchandiser avoid bending at the waist?

  • Does the merchandiser hold product close to his/her body?

Equipment

  • Does the merchandiser wear company issued safety shoes?

  • Does the merchandiser always wear gloves when engaged in material handling processes?

  • Does the merchandiser use company issued cutter?

  • Does the merchandiser always avoid using damaged or faulty equipment (hand trucks, 6-wheeled carts, pallet jacks).

  • Does the merchandiser maintain a clean work area with regard to equipment, dunnage, spills?

Prior to first stop or entering the store

  • Does the merchandiser check in with the driver prior to first stop to ensure that it has been delivered?

  • Does merchandiser clock in using GreenMile when arriving at first stop?

  • Does merchandiser task in to store prior to entering the account?

After entering the account

  • Does merchandiser complete the 3 minute walk around to check for all displays?

  • Does merchandiser locate salesman's notes and call with any issues?

  • Does merchandiser make a list of what beer is needed to fill the cooler?

  • Does merchandiser work back stock prior to working the order?

  • Does merchandiser rotate product being put into the cooler and displays by checking code dates?

  • Does merchandiser organize and consolidate any extra product in the back stock?

  • Does merchandiser clean up all trash in the account?

  • 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?

  • Does merchandiser check out, thank and go over any concerns with the decision maker prior to leaving the account?

  • Does the merchandiser receive a signature and task out of the account when finished?

End of day

  • Did they properly complete route and clock out at the end of the day?

  • Did they notify their supervisor they have finished their route and to see if anyone else on the team needs help?

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.