Store visit report

• Audit Title

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Store standards

• Are the products clean? Dust free, glass clean and smear free etc

  Yes

  No

  N/A

• Are the Windows clean?

  Yes

  No

  N/A

• Is the correct window display in place?

  Yes

  No

  N/A

• Are the fixtures and fittings clean, safe and in good order?

  Yes

  No

  N/A

• Are the staff appropriately dressed to the agreed standard?

  Yes

  No

  N/A

• When entering the store were the staff ready and available to greet clients

  Yes

  No

  N/A

• Is the lighting correct and fully working?

  Yes

  No

  N/A

• Is appropriate music playing at the correct volume?<br>

  Yes

  No

  N/A

• Are the TVs all on and showing appropriate agreed content

  Yes

  No

  N/A

• Are the products all set up and ready to demonstrate? Speaker groups, connected to the network etc. Test and comment

  Yes

  No

  N/A

• Is the back office tidy, functional and safe?

  Yes

  No

  N/A

• Is the stock room tidy, functional and care taken to store and move items safely?

  Yes

  No

  N/A

• Are all customer facilities being maintained to the required standard? Refreshments, toilets etc

  Yes

  No

  N/A

Administration

• Is the ROTA up to date and planned to provide suitable cover?

  Yes

  No

  N/A

• Are the holiday and sick records up to date?

  Yes

  No

  N/A

• Does the notice board display up to date relevant information?

  Yes

  No

  N/A

• Is the accident book present and located with the first aid kit?

  Yes

  No

  N/A

• Is the first aid kit in date and fully stocked?

  Yes

  No

  N/A

• Is the company handbook easily available to all staff?

  Yes

  No

  N/A

• Are customer records kept safe and a shredding policy in place?

  Yes

  No

  N/A

• Is the stock holding at the correct level? Run stock report

  Yes

  No

  N/A

• Is banking up to date/petty cash balanced?

  Yes

  No

  N/A

Sales management

• Is opportunity tracker up to date and being used correctly?

  Yes

  No

  N/A

• Can all staff deliver a KPI demo? Choose a staff member and test. Photo the result of the checklist

  Yes

  No

  N/A

• Are campaigns being followed up? Inspect call log

  Yes

  No

  N/A

• Are sales orders up to date?

  Yes

  No

  N/A

• Are staff aware of all marketing activities and current campaigns?

  Yes

  No

  N/A

• Has the store achieved 90% plus on their CSI reports for the previous month?

  Yes

  No

  N/A

• Please sign to accept that the visit report was conducted with you present and you agree to action the comments agreed on today

  Sign