Forms, Records and Reports
Ver : 2.0 / AT/RS/SOP F / 18th Oct 2009

Forms

S.No / Name / Store Type / Form
Reference / Region
1.  / Store Set Up Checklist / Axiom/Fono/One Mobile / AT/RS/FRM 02 / UAE & KSA
2.  / Retail customer satisfaction survey bilingual / Axiom/Fono/One Mobile / AT/RS/FRM 03 / UAE & KSA
3.  / Inter location transfer request / Axiom/Fono/One Mobile / AT/RS/FRM 04 / UAE & KSA
4.  / Daily Store Sales Tracker / Axiom/Fono / AT/RS/FRM 05 a / UAE
5.  / DSR- to be filled and sent by retail coordinator / One mobile / AT/RS/FRM 05 b / UAE
6.  / Product Exchange / Sales Return Tracker / Axiom/Fono/One Mobile / AT/RS/FRM 06 / UAE
7.  / Demo Tracker / Axiom/Fono/One Mobile / AT/RS/FRM 07 / UAE & KSA
8.  / Daily Stock Count / Axiom/Fono/One Mobile / AT/RS/FRM 08 / UAE
9.  / Operations Visit Report and Checklist / Axiom/Fono/One Mobile / AT/RS/FRM 09 / UAE & KSA
10.  / Defective Items Tracker / Axiom/Fono/One Mobile / AT/RS/FRM 10 / UAE & KSA
11.  / TL-Store in Charge Checklist / Axiom/Fono / AT/RS/FRM 11 / UAE & KSA
12.  / Daily Opening & Closing Checklist / Axiom/Fono/One Mobile / AT/RS/FRM 12 / UAE & KSA
13.  / Cashier sales analysis / Axiom/Fono/ one mobile / AT/RS/FRM 13 / UAE & KSA
14.  / Store Coverage Plan / Axiom/Fono/One Mobile / AT/RS/FRM 14 / UAE & KSA
15.  / Daily Attendance Logsheet / Axiom/Fono/One Mobile / AT/RS/FRM 15 / UAE & KSA
16.  / Market Watch / Axiom/Fono/One Mobile / AT/RS/FRM 16 / UAE & KSA
17.  / Store Manual Invoice Tracker / Axiom/Fono/One Mobile / AT/RS/FRM 17 / UAE & KSA
18.  / Cash Handover Sheet / Axiom/Fono/One Mobile / AT/RS/FRM 18 / UAE
19.  / Daily Team Talk / Axiom/Fono /

AT/RS/FRM 19

/

UAE & KSA

20.  / Sales Tracker_0% installment Scheme / Axiom/Fono/One Mobile / AT/RS/FRM 20 / UAE
21.  / Staff Distribution List / Axiom/Fono/One Mobile / AT/RS/FRM 21 / UAE & KSA
22.  / Sample Requisition Form_Petrol stations / Axiom/Fono / AT/RS/FRM 22 / UAE
23.  / Proposal Sheet for Closing Retail Store / Axiom/Fono/One Mobile / AT/RS/FRM 23 / UAE & KSA
24.  / Closing Activities Checklist / Axiom/Fono/One Mobile / AT/RS/FRM 24 / UAE & KSA
25.  / DPRF / Axiom/Fono/One Mobile / AT/RS/FRM 25 / UAE & KSA
26.  / Retail KPI Tracker / Axiom/Fono / AT/RS/FRM 26 / UAE
27.  / DU Activation Report / Axiom/Fono/One Mobile / AT/RS/FRM 27 / UAE
28.  / Incident Reports / Axiom/Fono/One Mobile / AT/RS/FRM 28 / UAE & KSA
29.  / KPI tracker for SM and TL- new template. To be sent by Gabi. Monthly filled tracker / Axiom / Fono/ One mobile / AT/RS/FRM 29 / UAE
30.  / In-store training records - / Axiom / Fono/ One mobile / - / UAE
31.  / Monthly in-store meeting Records (Agenda + Attendance) / Axiom / Fono/ One mobile / - / UAE
32.  / Brand Scape Templates / Axiom / AT/RS/FRM 30 / UAE


Suggested Retention Period

No / Label in System / Hard Copy/Soft copy files / Form Reference / Retention Period / Forms in the Records
1 / Employee Record
( Hard Copy) / AT/RS/FRM 30 / 1yr / 1.Employee Name List with contact No’s
2.Training Records of employees
2 / Stock Receipt
( Hard Copy) / 1 yr / 1.All STI
2.STI Discrepancy Reports
3 / Stock Transfer Out
( Hard Copy) / 1 yr / 1.All STOs
2.STO Discrepancy
3.Store Transfer (Inter showroom)
4 / Commercial Reports
(Soft Copy) / AT/RS/FRM 05
AT/RS/FRM 13
AT/RS/FRM 26 / 6 months / 1.Stores Sales Tracker (monthly)
2.Cash Sales Analysis Report(daily)
3.Retail KPI Tracker
4.Store Manager/Supervisor reports
5 / Store Checklists
( Hard Copy) / AT/RS/FRM 12
AT/RS/FRM 08
AT/RS/FRM 18 / 3 month / 1.Daily Opening, Closing checklist
2.Daily Stock Count Reports
3.Cash Handover tracker
6 / Defective, Damages and Exchange
(Soft Copy) / AT/RS/FRM 10
AT/RS/FRM 07
AT/RS/FRM 06 / 3 months / 1.Defective Tracker (Monthly- Handsets & Accessories)
2.Demo Tracker Sheet (Monthly)
3.Product Exchange Tracker(Monthly- Handsets & Accessories)
4.Phone care Authorization Report
7 / Price Records
( soft copy-emails) / 1 months / 1.Price Lists
2.Price Change Requests
3.Price Change Acknowledgement Mails
8 / Planogram
(Soft Copy) / 3 months / 1.Planogram
2.Store Layout
9 / Sim Cards
(Hard Copy) / AT/RS/FRM 27 / 6 months / DU Activation Report
10 / Stocktake reports
( Hard Copy) / 1 year / Stocktake reports(Quarterly)
11 / Supervisor Records
(Soft + HardCopy) / AT/RS/FRM 14
AT/RS/FRM 28
AT/RS/FRM 21
AT/RS/FRM 19 / 1 year / 1.Rota / Store Coverage Plan
2.Incident Reports
3. Staff Distribution List
4.Daily Team Talk
5.Disciplinary Actions
6.Appraisal Records


Reports

S.No / Reports / Frequency / Prepared By / Reviewed By / Remarks
1.  / Retail Strategy Plan / Quarterly / Retail Manager / COO
2.  / Store Set Up Checklist / New Opening / Store Manger / Area Manager
3.  / Customer Feedback Form / Collection Daily
Handover on Monthly Basis / Retail Sales staff/Customer / Store Manager/Team Leader/Quality
4.  / Inter location Stock request / On Need / Team Leader/Store Manager / Team Leader/Store Manager/ Inventory Planner
5.  / Store Sales Tracker / Daily / Team Leader/Store Manager / Area Manager
6.  / Weekly Feedback Report / Weekly / Team Leader/Store Manager / Area Manager
7.  / Retail KPI Tracker / Monthly / Team Leader/Store Manager / Area Manager
8.  / Product Exchange Tracker / Daily / Cashier/Team Leader / Store Manager/ Area Manager/ Category
9.  / Staff Distribution List / Monthly / Store Manger / Finance/Area Manager
10.  / Demo Phone Tracker / Weekly / Team Leader / Store Manager/ Area Manager/ Category
11.  / Daily Stock Count / Daily / Retail Sales Advisor / Team Leader/Store Manager
12.  / Operations Visit Report and Checklist / Monthly / Area Manager / Regional Retail Manager
13.  / Daily Opening & Closing Checklist / Daily / Retail Sales Advisor / Team Leader/Store Manager
14.  / Cashier -Sales Analysis Tracker / Daily / Cashier/Retail Sales Advisor / Team Leader/Store Manager
15.  / Attendance Sheet / Daily / Retail Sales Advisor / Team Leader/Store Manager
16.  / DPRF / On need / Team Leader / Store Manager/ Category
17.  / Market Watch / Weekly / Store manager / Area manager / Brands
18.  / Store Manual Invoice Tracker / Daily / Cashier/Team Leader / Store Manager/ Quality/ Regional Retail Manager/ Finance
19.  / Store Coverage Plan / Weekly / Team Leader/Store Manager / Team Leader/ Store Manager
20.  / Store In charge Checklist / Weekly / Team Leader / Store Manager/ Area Manger
21.  / Cash Handover Tracker / Daily / Cashiers / RSA / Team Leader / Store In Charge / Store Manager