Vending Optimization Audit

• Conducted on

  Date

• Prepared by

• Location
  Address

Audit Information

• Branch the audit is for

• General Manager

• What customer is this audit for

• Date of Audit

  Date

• Solutions Specialist

Reports

• (SMS) Products available offline?

  Yes

  No

  Fixed

• (SMS) Use suggested turned off?

  Yes

  No

  Fixed

• (eOMS) Machines cycled counted monthly?

  Yes

  No

  Informed

• (Branch Employee) Restock numbers entered?

  iPad

  Machine

  Not Entered

• (SMS) Are there pending restocks?

  Yes

  No

  Informed

• (Apex) Potential vending items to remove?

  Yes

  No

  N/A

• (Fastnet) Vend packs available at the same cost?

  Yes

  No

  N/A

• (Fastnet) EB opportunities?

  Yes

  No

  N/A

• (POS) Potential items from regular acct to add?

  Yes

  No

  N/A

• (Fastnet) Vend % meeting goal (75%)?

  Yes

  No

  N/A

• Vending Score

  Select Below 25% Between 25% and 50% Between 50% and 75% Over 75%

  • Below 25%
  • Between 25% and 50%
  • Between 50% and 75%
  • Over 75%

SMS

• Parts have an appropriate min/max/cap in vending tab? (Suggested max is 10 days of usage)

  Yes

  No

  Fixed

• (POS) Parts have an appropriate min/max for the store? (Suggested min is 5 weeks of usage)

  Yes

  No

  Fixed

• Discrepancies being handled correctly?

  Yes

  No

  N/A

  Informed

• Customer inventory location products match machine?

  Yes

  No

  N/A

  Informed

Branch

• Pick labels printed in location order?

  Yes

  No

  Fixed

• Vending area organized?

  Yes

  No

  Fixed

• Who generates restocks?

  Select General Manager Outside Sales Representative Account Specialist Other

  • General Manager
  • Outside Sales Representative
  • Account Specialist
  • Other

• Reviewed process of generating restocks?

  Yes

  No

  N/A

• New employees to train?

  Yes

  No

  N/A

• Need new/replacement vending labels?

  Yes

  No

  Fixed

Machine

• Tech Support Sticker?

  Yes

  No

  Fixed

• Need reconfiguration?

  Yes

  No

  Fixed

• Product below machine?

  Yes

  No

  Fixed

• FIFO turned off?

  Yes

  No

  Fixed

• Verify Vend off?

  Yes

  No

  Fixed

• Need new labels?

  Yes

  No

  Fixed

Customer

• Main Contact at location?

• Admin Role/Person at location?

• Automated reports?

  Yes

  No

  Fixed

• Reviewed with customer?

  Yes

  No

  N/A

• Customer wants to take WebEx Training?

  Yes

  No

  N/A

• Administrator Email address?

• Administrator Signature

  Sign

• Review products to remove/add?

  Yes

  No

  Informed

• Quote EB products?

  Yes

  No

  N/A

• Crib Crawl?

  Yes

  No

  N/A

Notes and follow up action items: