Commercial Sales Desk Pre-Open Audit

Pre-open inspection template for an auto parts commercial/pro sales desk, covering workstation readiness, phone system functionality, customer service setup, safety, and compliance checks before opening.

Inspection Setup and Opening Status

• Inspection date and shift recorded
  Record the date/time of the pre-open audit and the shift being inspected.
• Commercial sales desk is scheduled to open on time
  Confirm the desk is staffed and ready for the posted opening time.
• Desk area is clean, organized, and free of trip hazards
  Check floor space, walkways, chair placement, cords, and clutter around the workstation.

Phone System and Communication Readiness

• Primary phone line is operational
  Verify the main commercial desk line can place and receive calls.
• Voicemail, hold, transfer, and conference functions tested
  Test the phone system features used for customer calls and internal routing.
• Headset or handset is functional and available at the desk
  Confirm the communication device is present, connected, and free of damage.
• Call volume and ringer settings are audible at the workstation
  Confirm incoming calls can be heard without excessive noise or distortion.

Workstation, Systems, and Order Entry

• Computer, monitor, keyboard, and mouse are powered on and functional
  Verify the workstation boots normally and all required peripherals respond.
• Access to DMS, parts catalog, and order-entry systems is available
  Confirm login access to the systems needed to quote, look up, and place orders.
• Printer, scanner, and label equipment are ready for use
  Check that any required office peripherals are connected and operational.
• Current price lists, promotions, and customer account references are available
  Verify the desk has access to current pricing and account information needed for customer service.

Safety, Fire-Life-Safety, and Compliance

• Emergency exit path from the desk is clear and unobstructed
  Confirm the route to the nearest exit is open and usable.
• Fire extinguisher is present, accessible, and inspection tag is current
  Verify the extinguisher serving the area is mounted or placed correctly and not blocked.
• Electrical cords and power strips are in good condition and not overloaded
  Check for damaged cords, loose connections, daisy-chaining, or unsafe power use at the desk.
• Any required PPE or safety materials are available for the area
  Confirm any site-required PPE or safety supplies are present and accessible for staff use.

Customer Service Readiness and Desk Presentation

• Countertop, seating, and customer-facing surfaces are clean and presentable
  Check the visible customer area for cleanliness, spills, dust, and general presentation.
• Forms, pens, order pads, and required desk supplies are stocked
  Verify the desk has the supplies needed to process calls, quotes, and orders without delay.
• Customer contact and escalation information is posted or accessible
  Confirm the desk has current contact details for supervisors, delivery, parts support, and escalation paths.
• Any open issues or deficiencies are documented and assigned for correction
  Record any non-conformance found during the audit and note the responsible party or next action.