Stocktake observation checklist

Template Information

Frost crane & co - stocktake observation

Category: general

Template Questions

  • Site
  • Note any capital expenditures over $5000 in the reporting period
  • Are there any planned capital expenditures in the next 3 months?
  • Note any major repairs undertaken or required?
  • Inventory Procedures
  • Sales
  • Computer equipment
  • Note the number of employees at the branch?
  • Staffing
  • Branch Reporting
  • Note any other issues raised during site visit