Cleveleys Morrisons Dashboard

Stocktakes are crucial for determining stock position, shrink, and updating stock records. The Store Manager is accountable for ensuring the stocktake is well-planned and executed accurately.

View Full Stocktake Guide (Google Doc)

Key Process Summary:

• Prep (-4 to -1 Weeks): Store Specific Comms, Pre-count document review, LP Stocktake Call, Weekly Google Form submissions (photos required). Warehouse prep, capping shelf sorting, waste/markdown clearance are critical.
• Count Week: Final Google Form submission. Execute Wall-to-Wall count according to schedule provided by Count Supervisor.
• Post-Count (+1 to +7 Days): Complete daily Prompted Counts (up to 50 checks on >£200 variances) via HHT by 9:45am. Await results communication (+3 Days). Complete Action Plan based on results (+7 Days).
• Key Resources: Utilise Cutover document, Google Form, What Good Looks Like standards (linked in full guide).

Ref: Operational Guidance Stocktake 2025

This audit assesses compliance with Loss Prevention standards. It's typically a 90-minute assessment aiming for an 85%+ pass mark.

View Full Q3 Audit Guide (Google Slides)

Key Q3 Focus Areas/Changes Summary:

• New - Shrink 8: Yard bin security (padlock/key control), correct waste bag usage, no food waste in skips, visible waste recorded.
• New - Online 2 (Unmarked): Amazon Driver ID check process (Amazon stores), Immediacy bag sealing/content visibility check (Immediacy stores).
• Updated - Protection 4 (Meat): Aligned wording with latest product protection guidance.
• Updated - Unknown Loss 6: Clearly identifiable waste areas (Fresh/Frozen/Ambient), pre-validation area checks, separate/tidy validated waste.
• Fail Points Added (Unknown Loss 6): No overspill waste in other areas; TGTG bags checked & waste recorded correctly.
• Removed: Protection 9 (Shelf edge POS); Security 6 (Smart gates).

Use the Self Assessment Platform to prepare. Action plans due within one week post-audit.

Ref: Q3 Shrink & Cash Loss Audit Slides

Correct product protection is essential. Always refer to the latest guidance for specific items.

View Full Tagging Guide (Google Slides)

General Principles Summary:

• Use appropriate tags (Soft Tag, Pin Tag, Spider Wrap, Safer Case, Bottlelox/Net/UFO) based on product type and value thresholds (check guide).
• Commonly tagged areas: H&B (£10+), GM (£10+/£15+/£30+ thresholds), BWS (£12+ wine, all Spirits/Champagne), High-Value Meat (£5+ joints/steaks - Yellow Soft Tag), Vapes.
• Source Tagged items generally don't need additional tags unless specified.
• Ensure tags don't obscure essential product info. Apply securely but without damaging product.
• Use Restricted Fill Extenders for high-theft lines where applicable.
• No high-value/protected stock on Capping Shelves.
• Manage Tag Recycling containers at checkouts/trolley stations.

Ref: Pocket Tagging Guide - April 2025

Accurate waste recording and timely markdowns are crucial for shrink control.

View Full Waste & Markdown Guide (Google Slides)

Key Principles Summary:

• Use Mobile Device for all waste/markdown actions.
• Follow correct markdown timings (generally 7pm day before expiry / 5pm day of expiry - see guide for exceptions).
• Use correct Waste Reason Codes.
• Process waste accurately (scan product/QR code).
• Utilise Too Good To Go and Colleague Collection where applicable (follow specific guidance).
• Handle Charity Waste correctly (approved items, logging, storage).
• Segregate waste types correctly (Food Waste pallet, General Waste, Recycling).
• Manage Damaged Stock / Split Packs according to process (Repair Station, correct wasting).
• Clearance Bays: Keep tidy, correctly labelled, action promptly.

Ref: Waste & Markdown Operating Guidance - June 2024

• **Emergency/Immediate Threat:** Dial 999 first, then LP Control Room.
• **LP Control Room (0345 611 6711):** Report major incidents - Robbery, Burglary, Aggravated Theft, Serious Assaults, Major Disorder, Data Breaches, significant cash loss (>£1k), large scale theft (>10 trolleys).
• **MySecurity App (Tablet):** Report standard incidents - Shoplifting, ASB, Drive Offs, Trolley Theft (<9), Policy Breaches, safety concerns.
• **Retail Support Centre (Option 2 for LP):** General LP queries, advice.
• **Your Regional LP Manager:** For ongoing issues, trends, advice, support. (See Contacts Page)

• **Staff Checks (Dymension):** Ensure regular checks are completed and recorded accurately. Follow up failures.
• **Cash Handling:** Adhere to all cash office procedures, till handling limits, safe procedures. Investigate discrepancies promptly.
• **Product Protection:** Apply tags correctly as per guide. Ensure EAS gates are operational.
• **Receiving Goods:** Check deliveries accurately, report shortages/damages via correct process. Secure back door areas.
• **Refunds/Voids:** Follow correct procedures, require authorisation where necessary. Monitor via dashboards.
• **Awareness:** Be vigilant for suspicious activity, scams, internal theft indicators. Report concerns.

Refer to specific guides (Cash Office, Front End, Stocktake etc.) and the Think Shrink toolkit for detailed procedures.