OPERATIONAL FACILITY REVIEW

Branch Number:
Branch Name:
Branch Manager:

Value of Open Orders with Waiting Customers

This queue is populated by orders that are open with available material.

Invoice Preview
This queue is populated with orders that have processed and have not been billed.

Returned Goods
This queue is populated with stock that is in a “stock type” that separates it from normal inventory making it unavailable for
sale.

Transfer Register for Disputed Transfers

Displays discrepancies between shipping & received branches.

A/R Aging Report

A/R Aging calculates the time that it takes your customer to pay for goods or services they have received.

Aged Unbilled Stock Receipts

Aged unbilled stock receipts is a measure of how much material or services you have received, however, have not been billed
for by the vendor.

Unpaid Stock Receipts

Unpaid stock receipts is a measure of how much overall money is owed to vendors for goods or services received.

Gross Margin Return On Investment (GMROI) Report

The Gross Margin Return On Investment (GMROI) report to measures your sales for any 365 day period and allows you to
analyze your return on investment.

Inventory Adjustments

Operational Facility Review 1

 OPERATIONAL FACILITY REVIEW

Branch Number:
Branch Name:
Branch Manager:

Operational Facility Review 2

 OPERATIONAL FACILITY REVIEW

Branch Number:
Branch Name:
Branch Manager:
Comments

Branch Manager Signature

Branch Manager Name
Date

Operational Facility Review 3

TIONAL FACILITY REVIEW
Select from Drop Down List or Type in
Date: 6/14/2018 5:55 Specific Type of Review
Evaluation for the period: 60 Day Review
Business Consultant

Total Revenue Gain/Loss

erial. $-

not been billed. $-

arates it from normal inventory making it unavailable for

$-
Defective
Overstock
Review

goods or services they have received.

$-
Current - 30 Days $-
31-60 Days $-
61-90 Days $-
91-120 Days $-
Over 120 Days $-

services you have received, however, have not been billed

$-

wed to vendors for goods or services received.

$-

es your sales for any 365 day period and allows you to
$-

$-
Cycle Counts $-

Operational Facility Review 4

TIONAL FACILITY REVIEW
Select from Drop Down List or Type in
Date: 6/14/2018 5:55 Specific Type of Review
Evaluation for the period: 60 Day Review
Business Consultant
AP Over/Short $-
Sub Ledger A $-
Sub Ledger B $-
Sub Ledger C $-

Grand Total $-

Operational Facility Review 5

TIONAL FACILITY REVIEW
Date:
Evaluation for the period:
Business Consultant
Select from Drop Down List or Type in
6/14/2018 5:55 Specific Type of Review
60 Day Review

Auditor/Consultant Signature
Auditor/Consultant Name
Date

Operational Facility Review 6