Title Page
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Site conducted
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Before starting this audit, Conduct Measurement Check, Service Check and Stock Reconciliation on separate excel sheets
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Conducted on
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Prepared by
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Location
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Site Manager Name
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Site Manager Signature
VOLUMETRIC PERFORMANCE
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Review site volumetric performance with SM / SS
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Diesel Performance vs Target
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Cash Diesel performance vs Target
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Super Performance vs Target
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Lubricant Performance vs Target
STOCK RECONCILIATION
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Conduct Stock Reconciliation on the Excel Sheet
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Picture of Stock Reconciliation Excel Sheet
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There is no dumping in any of the products?
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PMG Dumping
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HSD Dumping
CUSTOMER SERVICE & RELATIONSHIP
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Is the SM / Dealer spending atleast 4 hours / day at forecourt to monitor customer services & relationship. <br>
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Benefits of delivering customer service and relationship are discussed in daily morning briefings
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Review registration and resolution of complaints which customers make at the site. Are all complaints closed on timely basis?
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There are no unresolved customer complaints at site
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Review night time service checks performed via camera recording
BUSINESS MANAGEMENT & SALES DEVELOPMENT
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Review plan and execution of Site Manager's market visits to transporters, vehicle stands, agencies, etc. SM Market Visits conducted as per plan?
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# of market visits conducted by SM in the last month?
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# of market visits conducted by AM in the last month?
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See how many customers have become inactive and are phone calls made to them.
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Are phone calls made to all inactive customers?
PROMOTION & MARKETING
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See if reports on competitors' activities are prepared and shared, especially with Marketing.
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Customers, team and others know about social media of the company
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Promotion and advertising of other facilities & NFR is clean and visible
STAFF MANAGEMENT
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Staff is present as per Taj Guidelines
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Site Staff Salary is as per Taj Guidelines
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Mention Attendant Salary
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Staff is regularly trained in line with TGPL Policy
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Interact with staff. Staff is aware of and apply company policies and procedures.
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SM /SS is part of opening and closing sessions of the shift.
ACCOUNTING & FINANCE MANAGEMENT
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Check all books for updates, completeness and accuracy - Cash, Charge, Dip, etc.
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DBR, DFR are sent on time, complete and accurate
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Pricing of all products especially fuels is in line with company policy.
STATION MAINTENANCE<br>
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All nozzles are working and operational?
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All nozzle measurements are checked?
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# of Excess Nozzles
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# of Accurate Nozzles
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# of Short Nozzles
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Generator is functioning properly ?
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Record of all preventive, periodic and incidental maintenance is checked and found okay
STOCK MANAGEMENT<br>
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Tank Lorry documentation is maintained on site
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Stock planning is done correctly
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3 Day Stock Cover is maintained
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Timely payments to bank ar emade
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Lubricant stock is avaiable and planning is done as per policy
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The site does not have any pending supply issues. If yes, resolve in coordination with SCD, Exceline
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UGT gain and loss is wtihin limits.
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Diesel UGT Gain / Loss % (Target 0.8%)
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Super UGT Gain / Loss % (Target 0%)
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Product samples are maintained as per policy (picture)
SOFTWARE AND HARDWARE
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All POS Hardware and Software is working properly (Diesel & PMG)
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All Office Hardware / Software is working properly (Computer, Printer, Scanner, etc)
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Internet and phone connectivity is okay
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CCTV system is operational. All Cameras functioning and back up is maintained.
SITE MANAGER RANKING
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Rate SM from 1 to 5 on their performance. Lowest = 1, Highest = 5
