Branch Will-Call Counter Fulfillment Accuracy Audit

Inspection template for auditing will-call counter orders before contractor pickup to verify the correct items, quantities, colors, and system components match the order record and pick ticket.

Audit Details

• Order identifier recorded
  Enter the sales order, will-call number, or pick ticket number being audited.
• Customer or contractor name matches order record
  Verify the pickup name on the order record matches the intended recipient.
• Audit date and time recorded
  Capture when the will-call fulfillment audit was completed.
• Auditor name recorded
  Enter the name or employee ID of the person completing the audit.
• Order status is staged and ready for pickup review
  Confirm the order is in the correct stage for pre-pickup verification.

Order-to-Pick Accuracy

• All ordered line items are present
  Verify every line item on the order is included in the staged pickup.
• Item descriptions match the order record
  Confirm the physical items match the ordered product descriptions, SKU, or part numbers.
• Quantities match the order record
  Confirm the counted quantity for each line item matches the order quantity.
• Colors, finishes, or variants match the order record
  Verify color, finish, size variant, or other ordered attribute matches the ticket.
• Substitutions are approved and documented
  If any substitution was made, confirm it was approved and documented before pickup.

System Components and Completeness

• All required system components are included
  Verify kits or assemblies include all required parts, accessories, and companion components.
• Missing components identified and isolated
  If any component is missing, confirm the order is held back from release and the gap is documented.
• Compatible parts and accessories match the primary item
  Confirm accessories, attachments, or companion parts are compatible with the main product or system.
• Special order or kit components are labeled together
  Verify all components for a special order or kit are grouped and labeled as one pickup set.

Labeling, Condition, and Release Readiness

• Pickup label matches order number and customer name
  Confirm the staging label or tag matches the order number and intended pickup recipient.
• Items are undamaged and in saleable condition
  Check for visible damage, contamination, or condition issues that would prevent release.
• Order is segregated from other will-call orders
  Verify the pickup order is separated to prevent mix-ups with adjacent staged orders.
• Release instructions or exceptions are documented
  Confirm any special handling, partial release, or customer instruction is documented for the counter team.

Findings and Corrective Actions

• Deficiencies documented
  Select all deficiencies found during the audit.
• Corrective action assigned
  Describe the action taken or required to resolve any deficiency before pickup.
• Order released for contractor pickup
  Confirm the order may be released only if all critical items passed and no unresolved deficiencies remain.