Store visit notes- full version - Smarts audit items

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

store exterior

• Are balloons refreshed daily

  Yes

  No

  N/A

• Is the store exterior clean and presentable

  Yes

  No

  N/A

• Is exterior price points best possible focus for current promotion

  Yes

  No

  N/A

• Ice chest freezer is clean

  Yes

  No

  N/A

store merchandising

• Are the front window displays or front displays presenting the best possible specials for the current promotion

  Yes

  No

  N/A

• Beers displayed in front window have gap between products and are as per BWSP

  Yes

  No

  N/A

• Current promotional POS is being used in store and is attractive - inviting,

  Yes

  No

  N/A

• Beer major is located in best possible location

  Yes

  No

  N/A

• Gondola ends tied up as per wrap sheet

  Yes

  No

  N/A

• Control brand counter display as per wrap sheet

  Yes

  No

  N/A

• Opportunity in store for further private and control brand focus display

  Yes

  No

  N/A

• Coolroom hot spots are merchandised as per wrap sheet

  Yes

  No

  N/A

• Beer two for offers are current and ticketing correct for facing size

  Yes

  No

  N/A

• Cider two for offers are correct and ticketing for facing size correct

  Yes

  No

  N/A

• Photo taken of display or example of good merchandising

  Yes

  No

  N/A

• Are the beer displays on the floor products that require the volume compared to sales

  Yes

  No

  N/A

coolroom

• Tickets on wall are in line and presentable

  Yes

  No

  N/A

• No excess stock blocking coolroom floor

  Yes

  No

  N/A

• Coolroom flow in place

  Yes

  No

  N/A

• Tickets in place for all products in coolroom

  Yes

  No

  N/A

• Staff lunches or purchases not visible to customers

  Yes

  No

  N/A

• Stock height restrictions are being observed , 1.65meters - coolroom tape is in place

  Yes

  No

  N/A

• Yes

  No

  N/A

Safety

• Hazards have been found in store during. Visit

  Yes

  No

  N/A

• Hazards found in stockroom during visit

  Yes

  No

  N/A

• Unsafe behavior by staff observed during visit

  Yes

  No

  N/A

• Area strategic plan is on display in stockroom or on safety board

  Yes

  No

  N/A

• Area strategic plan displayed in front of safety folder

  Yes

  No

  N/A

• Safety packs are up to date and being filled out correctly

  Yes

  No

  N/A

• Safety minutes -( 3 months) are up to date and signed by manager

  Yes

  No

  N/A

• Store PPE-SOP cover sheet is up to date in safety folder

  Yes

  No

  N/A

• Safety alerts are signed off by all staff

  Yes

  No

  N/A

• Store safety notice board is in place and signage is current

  Yes

  No

  N/A

• Forklift users have vest on while operating vehicle

  Yes

  No

  N/A

• Forklift daily start up checklist is being signed off

  Yes

  No

  N/A

• Copy of license held in store for all forklift drivers

  Yes

  No

  N/A

• Forklift users are listed on vehicle

  Yes

  No

  N/A

• Store van log book is being filled out

  Yes

  No

  N/A

• Vehicle inspection completed

  Yes

  No

  N/A

• Vehicle clean and in good working condition

  Yes

  No

  N/A

• Vest are being worn by all staff in drive

  Yes

  No

  N/A

• Yes

  No

  N/A

auto stocker

• Check seven days gap scan is store compliant

  Yes

  No

  N/A

• Are MPLS correct

  Yes

  No

  N/A

• Does store manager know how to access information by abbreviation on rf gun

  Yes

  No

  N/A

• Are demand and display qty's in line with sales needs on gondola ends

  Yes

  No

  N/A

• Yes

  No

  N/A

• Are display Qty's set for off location displays

  Yes

  No

  N/A

• Has store manager investigated potential mpl breach products

  Yes

  No

  N/A

• Have overstocks been challenged through AQM or OVS screens

  Yes

  No

  N/A

• Are sales plans being Actioned

  Yes

  No

  N/A

• Yes

  No

  N/A

PEOPLE

• Are new staff being trained through "in store induction"

  Yes

  No

  N/A

• Is there a copy of all staff RSA certificates in store

  Yes

  No

  N/A

• Are rosters being completed and posted 2 weeks in advance

  Yes

  No

  N/A

• Is there a training opportunity observed in store

  Yes

  No

  N/A

• Are all hr posters and signage up to date

  Yes

  No

  N/A

• Are our staff in correct uniform and wearing name badge

  Yes

  No

  N/A

Customer service

• Was the customer service observed in store what we would expect , and of a high standard

  Yes

  No

  N/A

• Is the previous customer service result posted in store

  Yes

  No

  N/A

• Is there a good news story or positive experience observed while in store

  Yes

  No

  N/A

• Yes

  No

  N/A

administration

• Autostocker routines are being Actioned as required

  Yes

  No

  N/A

• Weekly stocktake schedule is being Actioned as required

  Yes

  No

  N/A

• Cleaning roster is in place and being used

  Yes

  No

  N/A

• Saved transactions checked and ok

  Yes

  No

  N/A

• Price enquiries checked and ok

  Yes

  No

  N/A

• IBT's all Actioned and closed in ISIS

  Yes

  No

  N/A

• Store users current in system

  Yes

  No

  N/A

• Cash drops are $300 or under

  Yes

  No

  N/A

• Markdowns checked and ok

  Yes

  No

  N/A

• Price enquiries checked and ok

  Yes

  No

  N/A

• Staff discounts checked and ok

  Yes

  No

  N/A