Title Page
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Store
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Area Manager
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Conducted on
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Prepared by
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Address
Store Standards
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Check: Is the daily store standards book completed? Review completion with the manager (SPOM initial all checks in booklet)
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Observe: Complete customer walk (taking photos) inc. warehouse and back of house areas
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Observe: Are the store adhering to the clear desk policy, Including the Trade counter?<br>If No: Add comments in Notes.
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Does the store have a secure location for storage of data / customer files?
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Where is it?
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Check: Have the store used Russell Richardson in the last 6 months?<br>If No: Request action if needed.
Health & Safety
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Check: Fork lift visual check- Keys not left in ignition / on the truck whilst unattended, seat belt being worn, not plugged in when not in use, daily checks completed etc.
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During the visit was the FLT in use?<br>
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Was the FLT operator ensuring that Halo was implemented at all times and driving safely within the warehouse? (sounding horn etc)
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Is the Incident logger being used?
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Why not?
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Does the store have any outstanding items on the Incident logger?
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"Is the store reportng near misses?
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When was the last near miss reported?
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Why not?
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Is the warehouse tidy and of good standard? Take pictures
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Are there any H & S concerns in the warehouse?
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Please list and set actions/dates
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Is the Health & Safety Notice Board up to date? (Please see clarification on what needs to be displayed)<br>If No: Add comment and Create Action to be completed within 14 days.
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Check all fire exits - visual check, are route to and exits not blocked - Satisfactory? Take pictures.
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Please list failures and set actions/dates
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Is there evidence that the weekly fire alarm checks are being carried out?
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Can the manager complete the check? Create Action to be completed within 14 days.
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Is the Key holders information on A&S up to date?<br>If No: Create Action - to be completed within 24 hours.
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Is the store opening and closing on time? (Verify on A&S and cross check versus website details.) Are the website details accurate?
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Has the latest Halo alert been read and signed by all current store colleagues?
Energy management
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Is the current energy management policy displayed in the store?
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Is the store displaying energy saving posters / reminders instore?
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Has energy management training been conducted and documented within the last year?
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Is the store recording their energy readings?
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Is the store using less energy than last year?
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Does the store have an action plan to manage energy effectively?
Profitability
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Observe: Current Trading Profit Performance & v LY Comment
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COF Performance - Based on the latest available report is the store COF better than the National %age? State the latest number and date of report. Yes = At or below National, No = Above National <br>Regardless of Yes/No - add comment: areas of concern/areas for improvement.
Right First Time
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Complete the Right First Time file audit (separate).
Compliance
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Is the latest Compliance Report Score above 80%? State score and Yes/No <br>If No: Comment - key actions
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Is the store using Branch Stock orders in SAP correctly (should only have 3rd party products e.g. Encon) <br>If No: Add comments
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Is the store achieving an 80% Delivery & Admin Recovery? State score and Yes/No<br>If No: Comment - What is the action plan to improve? (e.g. Delivery charge included on all relevant orders EG Trade account DD)
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Does the store have any aged debt?
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List customers name, the value and the plan to resolve with timescales.
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Check last 10 Trade Invoices, are they all signed, name printed and vehicle reg. added?
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Is the store banking up to date? (Look for log-sheet being used, incoming/outgoing trays completed daily/banking report and any tray adjustments) <br>If No: Create Action and add comment - e.g. what and why?
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Is the till float correct?
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What is the difference?
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Is the Petty cash correct and being claimed at least monthly?<br>If No: Create Action and add comment
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Observe Please confirm contents of the safe.
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Are there any DD Deliveries held in store?
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List the cusomers name, the value, date delivered and action plan to onward deliver. Are there any unpaid or on finance?
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PMP- Store adherence, is the correct process being followed?
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Is the store within their 555 Budget? <br>If No: Comment in Notes
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Are all Credits completed? FOC-Check
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Are there any Open orders? (include ex stock orderbank in shops also)
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Are there any Orders with billing blocks in?
Stock Compliance
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PPI Counts- Check that the last 13 weeks of PPI counts have been completed (validate the recently completed counts).<br>Regardless of Yes/No - Add comment (investigate abnormal adjustments)
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Auditor to line check 10 items from last PPI count completed correctly - are all 10 lines correct?
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Are store adjustments since last stocktake within 0.2% of all sales?
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What is the current stock holding- State Value. Add comment - Investigate high stock holding in shops +£2,500
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What is the current value for O&D / Blocked stock? State Value (2)
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Is the store using the Good Stock Returns process?
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Have there been any chhargebacks add comment
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Ask and comment on why not.
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Have all ZPDO / ZPDA orders been correctly invoiced? <br>If Yes or No: Comment on Oldest dated, Value, Quantity.
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Have all ZFOC orders been correctly invoiced? <br>If Yes or No: Comment on Oldest dated, Value, Quantity.
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Have all STO orders been corrcetly processed both in and out? <br>If No: Create Action and add comment
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Is the Outbound Delivery Monitior accurate? <br>If No: Create Action and add comment
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SPOM Signature
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Store Manager Signature
