PVA Merchandiser Training Checklist

• Audit Title

• Conducted on

  Date

• 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

  Date

• Trainee Signature

  Sign

• Supervisor Signature

  Sign

• Department Manager Signature

  Sign