Information

  • Audit Title

  • Conducted on

  • Prepared by

ABC/Regulations

  • ABC Do's and Dont's

  • ABC License - Expired/Not Posted

  • ABC Licenses - Understanding Policy of Writing Permit # and Expiration date on ALL Invoices

  • ABC/Federal Rules and Regulations

  • Discounts and Pricing

  • Employee Purchases

  • Product Pick Up

Out of Department Training

  • Driver

  • Account Manager

  • Warehouse

Field Training

  • Backstock

  • Back room Maitenance

  • Breakage - Understand ABC Law and Company Policy

  • Check Cooler for Immediate Product Needs

  • Code Dates - how to read on all brands

  • Customer Complaints - how to handle

  • Customer Satisfaction in every account

  • Customer Service

  • Display Types/Endcaps/Island/Side wing/Thematic

  • Displays - small/ large floor displays

  • Event Planning - Super Bowl, St. Patrick's Day etc.

  • Filling Cooler - working back stock, displays, and rotation

  • How to greet and thank the customer

  • How to take inventory

  • Identifying and Targeting Opportunities

  • Perfect Order

  • POS - Tour, how and when to use

  • Pricing

  • Proper and Effective Communication

  • Retail Standards

  • Rotation - How and Why

  • Selling In Features/Displays

  • Understanding of Monthly Business Objectives - MBOs

Saftey

  • Explaining of the importance of stretching before starting work and before each stop

  • Understanding Accident and Injury Reporting Procedures

  • Lifting: How to lift properly and work safely

  • Wearing of safety toe shoes and gloves

  • Proper use of safety cutter

Technology and Systems

  • Citrix - Outlook, Sharepoint and off site access

  • How to use VIC

  • iPhone - GreenMile

  • Paragon - Supply Chain Email

  • Responsibility to take care of equipment

Overall Comments

  • Training End Date

  • Trainee Signature

  • Supervisor Signature

  • Department Manager Signature

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.