SI Margin Improvement

• Audit Title

• Store number

• Conducted on

  Date

• Prepared by

• Manager on duty

SALES ACCOUNTABILITY

• Does the manager understand cancels and error corrects?

• Is the manager checking discounts daily? Weekly?

  Yes

  No

  N/A

• Are voided tickets logged, signed and verified by store manager w/ detailed explanations?

  Yes

  No

  N/A

• Are zero tickets logged, signed, and verified by store manager?

  Yes

  No

  N/A

• Is manager checking CC batch report for potential theft?

  Yes

  No

  N/A

• Does the OP use the My Micros app to follow up on alerts?

  Yes

  No

  N/A

F&P MANAGEMENT

• Are daily, weekly and monthly inventories completed?

  Yes

  No

  N/A

• Is the manager checking inventories for accuracy?

  Yes

  No

  N/A

• Are storage locations in Micros set up to mirror store configuration?

  Yes

  No

  N/A

• Does manager know how to delete items off inventory?

  Yes

  No

  N/A

• Does manager know hot to manage units?

  Yes

  No

  N/A

• Are inventory levels budgeted and appropriate for projected sales?

  Yes

  No

  N/A

• Does the OP understand how to use the Cos by OG and get daily/weekly variance?

  Yes

  No

  N/A

• Is the drive-in focused on Top 3/5 variances for day/week? Posted/signed?

  Yes

  No

  N/A

• Is waste being entered into Micros every day?

  Yes

  No

  N/A

• Is all trash checked by management before taken out? (Clear bags)

  Yes

  No

  N/A

• Are all truck order deliveries being checked in 100%? Credits called in?

  Yes

  No

  N/A

• Are all correct ounces of portion spoons and utensils being used?

  Yes

  No

  N/A

• Are appropriate products being pre-portioned? (According to market standards)

  Yes

  No

  N/A

• Are fryers being filtered properly and daily? Is filter equipment working?

  Yes

  No

  N/A

• Does the drive-in brix the slush machine 1X weekly?

  Yes

  No

  N/A

• Does the drive-in track overrun at minimum 2X weekly?

  Yes

  No

  N/A

LABOR MANAGEMENT

• Does the OP use the Time Card Summary to check hours/auto clock outs?

  Yes

  No

  N/A

• Is the Punch Edit report printed, signed and filed weekly?

  Yes

  No

  N/A

• Is the schedule being checked to ensure no OT is scheduled?

  Yes

  No

  N/A

• Is the manager checking service performance to check for scheduling opportinities?

  Yes

  No

  N/A

• Do all managers have thier own login for micros?

  Yes

  No

  N/A

• Comments

• Follow Date