Run Special Order Parts Will-Call Holding Shelf Audit — Free

Shelf Area Safety and Egress

Aisle in front of will-call shelf is clear of boxes, carts, and debris (minimum 28-inch clearance per NFPA 1) critical (required)

Yes No N/A

Photo evidence (optional)

Emergency exit nearest to will-call area is unobstructed and exit sign is illuminated (NFPA 101 Section 7.10) critical (required)

Yes No N/A

Nearest fire extinguisher is visible, unobstructed, and within inspection date (OSHA 29 CFR 1910.157) critical (required)

Yes No N/A

Shelf lighting provides adequate illumination — measured lux level at shelf face

Measure lux at the shelf face. OSHA 29 CFR 1910.303 and general industry guidance recommend ≥ 30 foot-candles (≈ 323 lux) in storage/parts areas.

Shelf unit is stable, anchored or braced, and shows no visible structural damage (bent uprights, cracked shelves)

Yes No N/A

Customer Hold Tagging Compliance

All items on the will-call shelf have a visible hold tag or label attached directly to the part or bag critical (required)

Yes No N/A

Photo evidence (optional)

Each tag includes customer name (first and last or business name)

Yes No N/A

Each tag includes customer contact phone number or email

Yes No N/A

Each tag includes the date the part was received or placed on hold (hold start date) critical (required)

Yes No N/A

Each tag includes the internal order or PO number for traceability

Yes No N/A

Number of items on shelf with incomplete or missing tags (enter count)

Count all items lacking one or more required tag fields. Zero is the target.

Aging and Hold Expiry Review

Store's written special order hold policy (maximum hold days) is posted or accessible to staff

Yes No N/A

Maximum hold duration defined in store policy

Record the store's official maximum hold period in calendar days.

Number of items on shelf that have exceeded the maximum hold period (enter count)

Count all items whose hold start date is older than the store's maximum hold policy. Zero is the target.

All aged/expired holds have been flagged for customer outreach or return-to-vendor processing

Yes No N/A

Parts approaching hold expiry (within 48 hours of deadline) are visually marked or separated for priority follow-up

Yes No N/A

Oldest hold date currently on shelf

Record the date on the oldest tag found on the shelf during this audit.

Shelf Organization and Inventory Accuracy

Parts are organized in a consistent, retrievable order (e.g., alphabetical by customer last name, or by order number sequence)

Yes No N/A

Physical count of items on will-call shelf matches open special order count in the POS/inventory system

Yes No N/A

Discrepancy count between physical shelf and system (enter number of mismatched records)

Enter 0 if physical count matches system. Any non-zero value requires investigation.

No non-special-order stock (regular shelf inventory, returns, cores) is mixed in with will-call holds

Yes No N/A

Hazardous Materials and OSHA Compliance

Hazardous items (batteries, flammable fluids, aerosols) on the will-call shelf are stored upright and in original sealed packaging critical (required)

Yes No N/A

Safety Data Sheets (SDS) are accessible for any hazardous chemical products held on the will-call shelf (OSHA 29 CFR 1910.1200(g))

Yes No N/A

No leaking, damaged, or open containers of fluids or chemicals are present on the will-call shelf critical (required)

Yes No N/A

Photo evidence (optional)

Documentation and Corrective Actions

Audit date and time

Auditor name and role

Total number of items on will-call shelf at time of audit

Summary of deficiencies found during this audit

List all non-conformances identified. Include item description, location on shelf, and severity.

Corrective actions assigned — responsible party and target completion date documented

Yes No N/A

Previous audit deficiencies have been resolved (N/A if first audit)

Inspector signature

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Run: Special Order Parts Will-Call Holding Shelf Audit

Shelf Area Safety and Egress

Customer Hold Tagging Compliance

Aging and Hold Expiry Review

Shelf Organization and Inventory Accuracy

Hazardous Materials and OSHA Compliance

Documentation and Corrective Actions

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