Stock Loss Audit SA/NT - duplicate

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

• Yes

  No

  N/A

• Select date

  Date

General

• Communication<br>Is Stock loss wall chart up to date?<br>Previous weeks result and MTD updated. Targets set

  Yes

  No

  N/A

• Inventory routines <br>What are the dashboard results Dashboard 4/5 green lights?

  Yes

  No

  N/A

• Markdown policy adhered to <br>Is the Final markdown being completed at end of day. No out of date found?<br>No out of date found,3 labels on products found that are in waste area's.?

  Yes

  No

  N/A

• Cigarettes <br>Are there losses on cigarettes? Delivery being checked off daily<br>Review procedure for checking and storing in secure area, twin packs sold as singles adjusted daily.?

  Yes

  No

  N/A

• Receiving <br>Is the orders by expected up to date No long term orders awaiting. No Warehouse delivery orders in building but not received?

  Yes

  No

  N/A

• Run rate vs. Budget<br>Is the store improving run rate vs. target review MTD to see if store reducing $ value run rate vs. budget for dumps and clearance ?

  Yes

  No

  N/A

• Stock Investigation folder<br>Is the store reviewing stock loss reports daily and filing away for the week.<br>SOH adjustment folder up to date for last 4 weeks with commentary.?

  Yes

  No

  N/A

• IDT/Returns <br>Are IDT and returns being actioned every week<br>Review Deli, bakery, staff room for Idt every week. Milk,coffee,blue tac, cream, platter stock. Are the magazine/newspaper and Milk returns being actioned weekly?

  Yes

  No

  N/A

• IDT/Returns <br>Are IDT and returns being actioned every week<br>Review Deli, bakery, staff room for Idt every week. Milk,coffee,blue tac, cream, platter stock. Are the magazine/newspaper and Milk returns being actioned weekly?

  Yes

  No

  N/A

• Business acumen <br>Are all the managers able to describe where they sit on stock loss<br>Managers able to describe $ vs. budget value for stock loss on previous wk and YTD, Dump/clearance ratio and main drivers?

  Yes

  No

  N/A

• Waste Control<br>Is the stock being recorded correctly? Are the bins locked? Is the stock in bins around the store and on back dock recorded?

  Yes

  No

  N/A

• Add signature

  Sign

Produce

• $3 dollar bags <br>Is daily spruiking happening 7 days a week, $3 dollar bag report and validate on the day?

  Yes

  No

  N/A

• AutostokR routines <br>Are the routines happening, Are there up to date green labels on all stock in cold room. <br>Are the correct reason codes in use. Is the layout correct, New load, last nights overs,workable load, LTO. ?

  Yes

  No

  N/A

• Markdown policy adhered to <br>Is the department following routine/policy. No out of date found, 2 days out and day out reductions completed. Longer life products in 555 report?

  Yes

  No

  N/A

• Floral markdowns <br>Are the routines happening. Returns completed, no out of date and markdown policy adhered to ?

  Yes

  No

  N/A

• Stock loss <br>Is the PI being maintained accurately Are the drill down screens up to date? Is there a volatile list in use and is it current? Has the stock from the quality check been adjusted?

  Yes

  No

  N/A

• Fruit for Kids <br>Is the store utilising the sampling code 55 "Full $185 ""budget"" being utilised"?

  Yes

  No

  N/A

• 10 Week average <br>Is the Department achieving dumps/clearance ratio review 10 Week average at or below 15/85 ratio?

  Yes

  No

  N/A

• Product Handling <br>Is the cold chain being followed to maintain shelf life & Quality .Right products stored at right temp, is the produce care chart being followed. Are the products being filled and handled correctly to minimise waste ?

  Yes

  No

  N/A

• Receiving <br>Is the local/direct stock being received accurately. Are all orders received on the day. Check weekend receiving ,OM accuracy and missing invoices ?

  Yes

  No

  N/A

• Active selling <br>Is the department active selling ? Is the PA being used to actively sell reductions and push high SOH lines with short code?

  Yes

  No

  N/A

• Slow selling Lines <br>Has store placed slow sellers in 5.5.5 and utilising report. Verify 5.5.5 report in place and utilised ?

  Yes

  No

  N/A

Deli

• Trace labels <br>Are the trace labels being used, Are the trace labels filled out, not more than one chub open at a time?

  Yes

  No

  N/A

• AutostokR routines <br>Are the routines happening, Are there up to date green labels on all stock in cold room. Are the correct reason codes in use. Is the layout correct, New load, last nights overs,workable load, LTO. ?

  Yes

  No

  N/A

• Markdown policy adhered to <br>Is the store following routine/policy. No out of date found, 2 days out and day out reductions completed. Longer life products in 555 report?

  Yes

  No

  N/A

• Production planner<br>Is the planner being used and adjusted for local knowledge. What is Hot chicken GP running at ? can you lay your hands on production planner?

  Yes

  No

  N/A

• Stock loss <br>Is the PI being maintained accurately Is there a volatile lines list in place and has it been actioned. Has the stock from quality check been adjusted?

  Yes

  No

  N/A

• 555 report <br>Are products entered into 555 report from delivery "Scan variety of products to check dates entered into ""use by dates"""?

  Yes

  No

  N/A

• 10 Week average <br>Is the Department achieving dumps/clearance ratio, 10 Week average at or below 15/85 ratio?

  Yes

  No

  N/A

• Cold room <br>Is the cold chain being followed to maintain shelf life & Quality. Cold chain followed, rotation of stock, is there a place for everything?

  Yes

  No

  N/A

• IDT process <br>Is the IDT process in place . Are all items used IDTd and have check seals.?

  Yes

  No

  N/A

• Active selling <br>Is the department active selling ? Is the PA being used to actively sell reductions and push high SOH lines with short code?

  Yes

  No

  N/A

Seafood

• Thaw process <br>Is the department following their thaw plan Right quantity of products pulled out for thaw?

  Yes

  No

  N/A

• AutostokR routines <br>Are the routines happening. Are there up to date green labels on all stock in the freezer. Are the correct reason codes in use. Is the layout correct, New load, last nights overs,workable load, LTO. ?

  Yes

  No

  N/A

• Markdown policy adhered to <br>Is the department following routine/policy. No out of date found, 2 days out and day out reductions completed. Longer life products in 555 report?

  Yes

  No

  N/A

• Receiving <br>Is the stock being received accurately . Are all orders received on the day. Check weekend receiving especially direct OM accuracy and missing invoices ?

  Yes

  No

  N/A

• Stock loss <br>Is the PI being maintained accurately .Is there a volatile lines list in place and has it been actioned.?

  Yes

  No

  N/A

• Day dots <br>Is the day dot routine in place. All product's have day dots displayed?

  Yes

  No

  N/A

• 10 Week average <br>Is the Department achieving dumps/clearance ratio. 10 Week average at or below 15/85 ratio?

  Yes

  No

  N/A

• Cold room <br>Is the cold chain being followed to maintain shelf life & Quality. Cold chain followed, rotation of stock, is there a place for everything?

  Yes

  No

  N/A

• Active selling <br>Is the department active selling ? Is the PA being used to actively sell reductions and push high SOH lines with short code?

  Yes

  No

  N/A

Grocery

• Inventory <br>Place for everything? Organised back room Are there up to date green labels on all stock in cold room. Are the correct reason codes in use. Is the layout correct, New load, last nights overs,workable load, LTO. .

  Yes

  No

  N/A

• Loose stock <br>Is the loose stock controlled. Repair station set up and in control , promo over's wrapped into OM and placed in LTO?

  Yes

  No

  N/A

• Markdown policy adhered to <br>Is the department following routine/policy. No out of date found, 10 days out and 5 days out reductions completed.?

  Yes

  No

  N/A

• Rotation wall chart <br>Is the rotation Check Roster being utilised. Review last months sections to check products entered into 555?.

  Yes

  No

  N/A

• Long Life bulletin <br>Is the store completing long life bulletin. Past 12 months signed and checked, stored with weekly DGMS folder in cash office.?

  Yes

  No

  N/A

• Reduced to clear bay/trolley <br>Trolley and Bay clearly marked and maintained .Shelf stripping, banners in use and clean bay/trolley?.

  Yes

  No

  N/A

• LTO perishables <br>LTO cages in place and routine happening. Audit a cage for accuracy, stock entered into 555 report?.

  Yes

  No

  N/A

• Perishables date code <br>Is there a rostered staff member completing date code input. Roster in place seven days a week capturing dates and actioning 5.5.5 report.?

  Yes

  No

  N/A

• Waste <br>Is the waste being managed daily Eggs being dumped and boxed up where possible. No damaged stock leaking everywhere. Food bank dumped using correct code. Milk returns done weekly?.

  Yes

  No

  N/A

• 10 Week average <br>Are the Department achieving dumps/clearance ratio. 10 Week average at or below 15/85 ratio for perishables?.

  Yes

  No

  N/A

• Promotion screens <br>Are the promotion screens being managed correctly. No major carry over of promotion lines into following week. Follow sales plan. Requests to carry over promotion sent off to buyer for locked screens that have high SOH carry over.?

  Yes

  No

  N/A