Checklist template

Direct store delivery route audit for consumer goods

A ready-to-use checklist with 101 items in 6 sections, covering Check-in, Delivery accuracy, Rotation, Merchandising, Credits, Customer relationship. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 101 Items
  • 81 Yes / No checks
  • 7 Scored ratings
  • 116 Points

Use this template How audits work

1. Check-in 17 items

  1. Route number Short text
  2. Name of the driver or route sales representative Short text
  3. The truck arrived inside the delivery window set by the store Yes / No 1 pt
  4. The truck is parked at the receiving door or in the spot the store assigns to vendors Yes / No 1 pt
  5. The engine is off while the truck is parked at the store Yes / No 1 pt
  6. The cargo door is locked whenever the driver is inside the store Yes / No 1 pt
  7. The driver wears the company uniform Yes / No 1 pt
  8. The driver carries the vendor identification the retailer requires Yes / No 1 pt
  9. The driver reported to the receiver before bringing any product into the store Yes / No 1 pt
  10. The driver walked the shelf before building the order from the truck Yes / No 1 pt
  11. The handheld shows this store's authorized item list Yes / No 1 pt
  12. The handheld shows this store's current price list Yes / No 1 pt
  13. The wheels and deck of the hand truck or cart are free of dirt and leaking product Yes / No 1 pt
  14. Product is brought in through the receiving door, not the customer entrance, where the store requires it Yes / No 1 pt
  15. The route's stops so far today were made in the planned sequence Yes / No 1 pt
  16. Minutes between arrival and the start of check-in with the receiver Number
  17. Arrival and check-in Rating
    • On time and by the store's rules 5 pts
    • Late or one rule missed 3 pts
    • Outside the window or receiver bypassed 1 pt

2. Delivery accuracy 17 items

  1. The delivery matches the store's order or the pre-sold quantity, item by item Yes / No 1 pt
  2. The receiver counted the product with the driver present Yes / No 1 pt
  3. The invoice quantity of 5 items sampled matches the physical count Yes / No 1 pt
  4. Every item delivered is authorized for this store Yes / No 1 pt
  5. The cost on the invoice matches the retailer's cost file for the items sampled Yes / No 1 pt
  6. The promotional allowance in effect is applied on the invoice Yes / No 1 pt
  7. The invoice or electronic receipt was signed or keyed by the receiver Yes / No 1 pt
  8. The store received its copy of the invoice, on paper or electronically Yes / No 1 pt
  9. Product is delivered in the pack sizes the store carries Yes / No 1 pt
  10. Cases are delivered free of crushing, wet spots and torn wrap Yes / No 1 pt
  11. Chilled product was moved from the truck to the store's cooler within the time set by company policy Yes / No 1 pt
  12. Temperature of chilled product at delivery (°F or °C) Number
  13. No item was left at the store without appearing on the invoice Yes / No 1 pt
  14. Items the store ordered that were not on the truck are recorded as out-of-stocks on the handheld Yes / No 1 pt
  15. Ordered items not delivered at this stop Number
  16. The truck inventory on the handheld matched a count of 3 items on the truck after the stop Yes / No 1 pt
  17. Accuracy of the delivery Rating
    • Matches order and invoice exactly 5 pts
    • Minor quantity differences corrected at the door 3 pts
    • Wrong items, wrong cost or uncounted delivery 1 pt

3. Rotation 16 items

  1. New product was placed behind the product already on the shelf Yes / No 1 pt
  2. Older product on displays was moved to the top or front before new product was added Yes / No 1 pt
  3. Date codes were checked on every facing the driver filled Yes / No 1 pt
  4. Product inside the pull window set by company policy was removed from sale Yes / No 1 pt
  5. No out-of-code product of the brand remains on the shelf after the stop Yes / No 1 pt
  6. No out-of-code product of the brand remains on displays after the stop Yes / No 1 pt
  7. Back stock in the store's back room was used before product from the truck Yes / No 1 pt
  8. Back stock was rotated so that the oldest date code is on top Yes / No 1 pt
  9. The driver could read and explain the product's date code Yes / No 1 pt
  10. Product in the store's cooler or vault was rotated from the rear loading side Yes / No 1 pt
  11. Out-of-code units pulled at this stop Number
  12. Days remaining on the shortest-dated unit left on the shelf Number
  13. Product on the truck is loaded so that the oldest date codes are delivered first Yes / No 1 pt
  14. No out-of-code product is carried among the saleable stock on the truck Yes / No 1 pt
  15. Short-dated product was reported to the route supervisor for a markdown or a transfer Yes / No 1 pt
  16. Rotation at this stop Rating
    • Every facing rotated and in code 5 pts
    • Rotated in part 3 pts
    • New product placed in front or out-of-code product left 1 pt

4. Merchandising 17 items

  1. Every authorized item is in stock on the shelf when the driver leaves Yes / No 1 pt
  2. Shelves were filled to the capacity of each facing Yes / No 1 pt
  3. Facings match the schematic the retailer approved Yes / No 1 pt
  4. Shelf tags are in place for every item the driver filled Yes / No 1 pt
  5. The driver reported missing tags to the store using the store's tag request process Yes / No 1 pt
  6. Product is fronted with the package face toward the shopper Yes / No 1 pt
  7. Secondary displays were refilled during the stop Yes / No 1 pt
  8. Displays carry a price sign that matches the store's price Yes / No 1 pt
  9. Company racks are clean and free of other suppliers' product Yes / No 1 pt
  10. Damaged racks or missing rack parts were reported on the handheld Yes / No 1 pt
  11. Promotional point-of-sale for the current period is in place Yes / No 1 pt
  12. Point-of-sale from past promotions was removed Yes / No 1 pt
  13. Product for the store's coming ad was built into a display or staged with the receiver's agreement Yes / No 1 pt
  14. Empty cases, trays and shrink wrap were taken out of the aisle Yes / No 1 pt
  15. Returnable trays, crates or shells were collected from the store Yes / No 1 pt
  16. Authorized items out of stock on the shelf at arrival Number
  17. Shelf and display condition when the driver left Rating
    • Full, fronted and signed 5 pts
    • Full but untidy or unsigned 3 pts
    • Gaps left or displays not serviced 1 pt

5. Credits 16 items

  1. Each unit credited was seen by the receiver before it left the store Yes / No 1 pt
  2. Credits are entered by item, with the quantity and a reason code Yes / No 1 pt
  3. The reason code used matches the condition of the product (out of code, damaged, recalled) Yes / No 1 pt
  4. Only product sold by the company is credited Yes / No 1 pt
  5. Credited product is kept apart from saleable product on the truck Yes / No 1 pt
  6. The credit appears on the same document the receiver signs Yes / No 1 pt
  7. The receiver signed or keyed the credit Yes / No 1 pt
  8. No credit was given for product damaged by the store, unless the company's unsaleables policy allows it Yes / No 1 pt
  9. No credit was given for product that was still in code Yes / No 1 pt
  10. The credit rate at this store is inside the range set by company policy Yes / No 1 pt
  11. Units credited at this stop Number
  12. Credits as a percentage of the delivery at this stop (%) Number
  13. Items with repeated out-of-code credits had their order quantity reduced Yes / No 1 pt
  14. Product held under a recall or withdrawal notice was picked up and tagged Yes / No 1 pt
  15. Product pulled for credit was replaced on the shelf, so that no facing was left empty Yes / No 1 pt
  16. Control of credits Rating
    • Verified, coded and signed 5 pts
    • Signed but reasons or counts loose 3 pts
    • Unsigned or unverified credits 1 pt

6. Customer relationship 18 items

  1. The receiver knows the driver by name Yes / No 1 pt
  2. The driver spoke with the department manager or the person in charge of the category during the stop Yes / No 1 pt
  3. The store has the route supervisor's phone number for service problems Yes / No 1 pt
  4. The department manager was told about out-of-stocks the driver could not fill Yes / No 1 pt
  5. The driver told the store about the next promotion and its start date Yes / No 1 pt
  6. The driver asked for a display location for the next promotion Yes / No 1 pt
  7. The next delivery day was confirmed with the store Yes / No 1 pt
  8. The store reports no missed deliveries in the last 4 weeks Yes / No 1 pt
  9. The store reports no unresolved invoice disputes Yes / No 1 pt
  10. Complaints raised by the store during the stop are recorded on the handheld Yes / No 1 pt
  11. The driver left the receiving area clear of the company's pallets and debris Yes / No 1 pt
  12. The driver did not use a personal phone on the sales floor during the stop Yes / No 1 pt
  13. Name of the receiver or manager spoken to Short text
  14. Store's rating of the route service Rating
    • Satisfied 5 pts
    • Some concerns 3 pts
    • Dissatisfied 1 pt
  15. Minutes spent at this stop Number
  16. Problems found on the previous route audit have been corrected Yes / No 1 pt
  17. Overall route execution at this stop Rating
    • Delivery accurate, shelf full and in code, credits signed 5 pts
    • One of these fell short 3 pts
    • Two or more fell short 1 pt
  18. Coaching notes and corrective actions for the driver Comments

About this template

This checklist is part of the InspectLoop template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In InspectLoop you can add photos, assign corrective actions, require sign-off and compare results across sites.

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