Cleveleys Morrisons Management Dashboard

Briefing Document: Q2 Shrink and Cash Loss Audit – FY24/25

1. Introduction

This document summarizes the key changes, focus areas, and requirements for the upcoming Q2 Shrink and Cash Loss Audit. The audit period runs from Monday, January 27th to Friday, April 25th, with a brief pause over Easter (April 14th-21st). The core objective of the audit is to assess compliance with Loss Prevention (LP) standards and drive improvements in key areas, ultimately minimizing shrink and cash loss.

2. Key Changes and Focus Areas

• Removed Question: The question regarding recording loose produce waste has been removed.
• Re-introduced Questions: Waste Management, Food to Go Pizzas, Product Protection (BWS), Scorecard (Transfers), Shrink (Tobacco Backstock).
• Updated Questions: Product Protection (BWS), Scorecard Metrics, etc.

3. Audit Process and Structure

• Duration: The audit is a 90-minute assessment.
• Scoring: A pass requires a score of 85% or higher across the 45 marked questions.
• Re-audits: Selected stores may receive a solo re-audit for either hygiene or shrink.
• Action Plans: Post-audit actions must be signed off by the Store Manager and closed within one week.
• Self-Assessment: Stores can access a self-assessment platform reflecting the Q2 changes.

4. Key Audit Questions and Criteria

The audit covers areas including Scorecard Metrics, Online Compliance, Product Protection, Aisle Capping, Restricted Fill Indicators, Security, Shrink, Unknown Loss, Cash, etc.

5. Specific Question Examples

• Unknown Loss 5 (Pizzas): Weigh 10 in-store produced pizzas using the Food to Go scales.
• Unknown Loss 6 (Waste): Visually check waste areas and segregation.
• Shrink 4 (Tobacco): Verify storage of tobacco and vape products.
• Protection 1 (BWS): Visually check BWS products' protection.
• Security 1 (CCTV): Ensure CCTV systems are fully operational.

6. Key Resources and Contacts

• Self Assessment Platform & Dashboard: Links to the self-assessment form, dashboard, and engagement pack.
• Prefilled Information: Prefilled store information available for self-assessments.
• Key Contacts: Terri Waters, Hannah Cleary, David Grey, Robert Palmer.

Health & Beauty

• Baby: All stages of infant milk £10+ require a soft tag.
• Skincare: All facial and body skincare £10+ require a soft tag. Hair removal and women's razors £10+ require a pin tag (or soft tag if pin tag is not possible).
• Sun Care: Sun care products £10+ need a soft tag, except for 'Riemann' products, which require a safer case.
• Dental: Electric toothbrushes £0 - £30 require a pin tag. Electric toothbrushes £30+ require a spider wrap. All electric toothbrush heads/refills require a pin tag. Toothpaste & whitening £10+ requires a soft tag.
• Fragrances: Fragrances £10 and over require a safer case or spider tag.
• Pregnancy/Family Planning: All pregnancy test and ovulation kits £10+ need a soft tag (unless source tagged). Lubricants £10+ require a soft tag. Condoms require a soft tag (unless source tagged).
• Nicotine Replacements: All Nicorette Quickmist lines require a spider wrap (or pin tag if spider wrap is not possible). All other nicotine products need a soft tag.
• Nutrition and Vitamins: Sports nutrition £10+ and all vitamins £10+ need a soft tag.
• Medicinal (Slimming): Dietary aids £10+ require a soft tag. Four specific XLS lines are source-tagged, and all other XLS lines require a soft tag.
• Footcare: Footcare £10 and over requires a soft tag. All Scholl products £10+ need a pin tag (or soft tag if pin tag is not possible).
• Manuka Honey: Manuka honey £10+ requires a soft tag, except for source-tagged lines.
• Jointcare: Jointcare £10+ and all Voltarol products £10+ require a soft tag.
• Men’s Toiletries: Razor blades (all) need a safer case (or pin tag if a safer case is not possible). All razor handles require a pin tag. Beard trimmers need a spider wrap (or pin tag if spider wrap is not possible). Disposable razors £10+, men’s skincare £10+, and shave care (including gels and oils) £10+ require a soft tag.

General Merchandise

• Clothing: All clothing (excluding Babywear, Footwear, Accessories, and Bags) £15+ needs a pin tag (or soft tag if pin tag is not possible). Selected stores may tag clothing at £10+.
• Paint & DIY: Folding and utility knives require a safer case (or pin tag if safer case is not possible).
• Batteries, Torches & Bulbs: All batteries £10+ and torches £10+ require a soft tag (unless source-tagged).
• JML Products: JML products £10 and over require a spider wrap. JML products £9.99 and under require a pin tag. Where a spider or pin tag won't fit, use a soft tag.
• Home Office: All ink cartridges require a pin tag. Sandisks (all) require a safer case.
• Small Electrical Appliances: All products £10+ that are not source-tagged require a spider wrap (or soft tag if spider wrap is not possible).
• WIGIGS: All lines over £10 require a soft tag. All lines over £30 require a spider tag.

Beers, Wines, & Spirits

• Spirits: All spirits (including non-alcoholic) require Bottlelox/caps. Spirits presentation boxes require a UFO tag. Bottles that won't accommodate Bottlelox require a wide neck UFO/net. Chambord requires a soft tag.
• Champagne & Wine: All champagne requires a net (in applicable stores) or UFO tag (black). All wine £12+ requires a Bottlelox. Bottles that won't accommodate Bottlelox require a UFO/Wide Neck Bottle Tag/Net.

Other Departments

• Gift Sets: Where gift sets are not already source-tagged a soft tag should be applied to those £10 or over.
• Toys: Toys £10+ require a soft tag or source tag. Toys £30+ require a spider wrap (or soft tag if spider wrap is not possible). Individual LOL dolls need a soft tag, and entire merchandising units should be spider wrapped. All Barbie and Hot Wheels toys require a soft tag.
• Meat: Beef, lamb and pork joints and steaks £5 & over require a yellow soft tag (applied to the top left of the GLP label for in-store produced items only, pre-pack products are source tagged).
• Vape: Any vape products not source tagged require a soft tag.
• Flowers: Bouquets £15 & over require a soft tag.

General Notes:

• Source Tagging: Products with a live security label do not need an additional soft tag, but may still require other forms of protection if specified.
• Restricted Fill: Restricted fill extenders should be used for spirits, champagne, smoking cessation, and skincare products.
• Capping Shelves: High value stock (lines that are product protected) should not be stored on capping shelves.
• Tag Recycling: There are recycling containers at the checkout, self-scan checkouts, and trolley stations for used product protection equipment.
• Red UFO tags: Red UFO tags need to be segregated at the checkout, placed in a cardboard-lined banana box, and stored at the checkers desk or back door.