Information

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

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 comet tracker 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 and lock carts staying 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 and thank the decision maker prior to leaving the account?

  • Does the merchandiser task out of the account when finished?

End of day

  • Did they 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?

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