Conduct a retail audit in 10 steps

Hospitality and retail brands need to save time and reduce costs by implementing programmatic and brand standards. Execution is key.

a cloud-based application for automating audits, action plans and tasks. Deploy and validate brand standards, tasks and remedial actions on sites with ease. Get real-time reports, signatures, videos and photo verification.

Use the corporate calendar or Bindy’s

built-in calendar to schedule an audit. Some audits are reported to store management.

This is typically the case with merchandising audits, especially those that precede an in-store merchandising campaign or seasonal program. The intention is to prepare for upcoming important dates and implement aspects of the seasonal program as determined by headquarters.

The District Manager will arrive unannounced to conduct an on-site audit. This is often the case with services and occupational health and safety compliance. Unannounced audits assess whether the store meets standards on a typical day, without any additional preparation or training prior to the audit.

When scheduling an audit in the built-in usa whatsapp number data calendar, you can choose to mark your visits as “Announced” or “Unannounced”. When you “report” and audit, Bindy sends an email to store management. Additionally, Bindy will schedule an audit on the store’s own calendar.

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In contrast, if the visit is unannounced, the audit will only appear on the district manager’s calendar, but not on the store’s calendar. No emails are sent.

Meet the current ownership and management. Search, compare and analyze past audits to put the latest information into perspective. Identify trends, repeat unacceptable and placement within district averages. If you have any comments or questions, make them up in advance.

On the dashboard locate the selected

store and view specific details including current ownership and management.

On the store page, click on “Store similar questions people also ask Visits” to view all past visits. You can also use the Trends report to view a color-coded history of issues in a given store.

Most audits are from the outside in. Whenever possible, arrange sections to match the District Manager’s cmo email list natural visit path. Start with the exterior (parking lot if available), main windows or building facade and then work your way inwards. Walk through the aisles and into the back of the store.

 

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