Market Check Evaluation Pro

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1. Customer Information

Required

Date

Route

Customer ID

Customer / Store Name

Customer Address

Rep

Evaluation completed by

Store Contacts

Optional

Manager

Daily store contact

Manager Name

Manager Cell Phone

Manager Email

📞 Call ✉️ Email

Owner

Decision maker / buyer

Owner Name

Owner Cell Phone

Owner Email

📞 Call ✉️ Email

2. Store Type & Front Area

Market

Type of Store

Preferred receiving hours

Preferred service day(s)

Supervisor recommended visit frequency

Convenience store: how many aisles?

How many checkstands?

Tolteca spaces on checkstands

Where are we located?

Which companies are at the front?

Are Tolteca products displayed at checkstands?

3. Product Families & Equipment

Space

Product Families & Quantity / Hooks

Pick each product family and enter quantity/hooks. Typing quantity automatically selects the family.

How many Tolteca racks?

Rack type

Store equipment or Tolteca equipment?

Price on the hook?

Are our retail prices on the store?

Store selling prices / notes

4. Extra Space, Promotions & Condition

Quality

Products on special / promotion?

How many extra spaces?

Where are the extra spaces?

Cleanliness of displays

Relationship with customer

Customer opinion of salesperson

Store potential

Competition in store

5. Service Recommendation

Action

Overall status

Work to do

Notes

Finish Evaluation

Create Record

Save the evaluation to create a permanent record. Score Breakdown is shown after saving, not while filling the form.

Saved Evaluation Log

Search records

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Record	Saved	Customer	Route	Audit Result	Actions