Store Expenses Audit

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

STORAGE

• Is the consumables storage area tidy?

  Yes

  No

  N/A

• is the consumables storage area split into count area? C2O, CR, CLEANING, CAYG, ISB, DEPT, ETC?

  Yes

  No

  N/A

• Is the shelving labelled to reflect the product splits?

  Yes

  No

  N/A

• Are products being checked prior to being Packed away?

  Yes

  No

  N/A

• Are all overstocks being reviewed on a weekly basis?

  Yes

  No

  N/A

EXPENSES FOLDER

• Is the folder set up as per the WGLL Template

  Yes

  No

  N/A

BUDGETS

• Store is aware of and can describe their weekly expenses budget and where to access it?

  Yes

  No

  N/A

• Store is aware of and can describe their weekly Click To Order Budget and where to access it?

  Yes

  No

  N/A

REPORTING

• Are the weekly expenses trackers filled in detailing current performance?

  Yes

  No

  N/A

• Is the weekly carrier bag report filed in the folder with commentary / next steps where applicable if adverse?

  Yes

  No

  N/A

• Is the weekly uniform report filed in the folder with commentary / next steps where applicable if adverse?

  Yes

  No

  N/A

• Is the weekly canteen report filed in the folder with commentary / next steps where applicable if adverse?

  Yes

  No

  N/A

• Is the weekly travel report filed in the folder with commentary / next steps where applicable if adverse?

  Yes

  No

  N/A

• Is the weekly petty cash report filed in the folder with commentary / next steps where applicable if adverse?

  Yes

  No

  N/A

• Is the weekly Cons - Equip - Packaging - PPS report filed in the folder with commentary / next steps where applicable if adverse?

  Yes

  No

  N/A

• Is the weekly stockholding report filed in the folder with commentary / next steps against the lines that are overstocked?

  Yes

  No

  N/A

• Is the weekly count compliance report being filed in the folder and being reviewed with next steps where the store is not 100% count <br>compliance and where the zero counts are over 14%

  Yes

  No

  N/A

• Is the periodic expenses report page from the SD pack filed in the folder with commentary on all measures that are averse and next steps to bring these back into line?

  Yes

  No

  N/A

• is the periodic consumables report filed in the folder highlighting what lines have been ordered where the store is adverse on any given line? This should be printed separately for PPS, EQUIPMENT, CONSUMABLES, PACKAGING

  Yes

  No

  N/A

BAR QUERY PROCESS

• Store can describe what the BAR query process is and when it should be used and who should be emailed?

  Yes

  No

  N/A

• Bar queries are filed in the relevant section of the folder detailing action taken based on feedback from BQ team?

  Yes

  No

  N/A

CLICK TO ORDER

• Store can describe the day and time C2O should be submitted?

  Yes

  No

  N/A

• Store can describe the authorisation process for free order items?

  Yes

  No

  N/A

• Store can describe the authorisation process for commercially funded items?

  Yes

  No

  N/A

• Store can describe the authorisation process for chargeable items?

  Yes

  No

  N/A

• Store can describe how to update stock management average weekly usage and when this should be completed?

  Yes

  No

  N/A

• Store can review order status on the system and understands what the order status means?

  Yes

  No

  N/A

MANAGING CR LINES

• Store can describe the routines that should be completed when CR counts are completed to manage order quantities

  Yes

  No

  N/A

SUPPORT MATERIAL

• Store can describe what is contained within the guide to managing green expenses pack and this is filed in folder

  Yes

  No

  N/A

• Store can describe what is contained within the guide to managing click to order and this is filed in the folder

  Yes

  No

  N/A

• Store can describe what other expenses guides there are and these are filed in the folder.

  Yes

  No

  N/A