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Free Download: Vendor Delivery Check-In Protocol

If your CSR signs the BOL without counting, you're paying for cases you never received. This 12-page protocol shows you (and your team) exactly how to receive a delivery in 8 minutes — and catch the 4% of vendor errors that quietly add up to thousands per store per year.

What's Inside

  • The 8-Minute Receiving Protocol: step-by-step what to check, what to count, what to photograph, and what to refuse
  • The Per-Vendor Quick-Reference Card: McLane, Core-Mark, Reyes, fuel jobber, dairy, bread, ice cream — the unique things to check for each
  • The Damage & Short-Ship Documentation Template: exact wording for the BOL annotation that protects your credit claim
  • The 'When to Refuse a Delivery' decision tree: the three situations where refusing is the right call, and how to do it without burning the vendor relationship
  • The CSR Training Module: 90-minute training plan (with quiz) you can run for any new employee in their first week
  • The Manager Audit Checklist: weekly 10-minute review to verify your team is actually running the protocol — not just signing

Who This Is For

  • C-store and gas station operators who delegate receiving to CSRs
  • Multi-unit owners who can't physically be at every delivery
  • Operators getting 3-7 deliveries per store per week from multiple vendors
  • Owners who've discovered after the fact that they paid for product that never arrived

Why It Matters

Delivery receiving is the single highest-leverage 8 minutes in your store's day. A CSR who counts properly and annotates the BOL correctly can recover $200-$600 in a single shorted delivery. A CSR who signs without looking gives that money away — permanently, because once the BOL is signed clean, you have no claim.

This protocol is written to be trainable in a single shift, repeatable by anyone, and defensible in any vendor dispute.

Disclaimer
DohAssist is an independent service provider. This protocol is provided for educational purposes only and is not legal advice. References to specific vendors are made solely to describe the industries we serve. We are not affiliated with, endorsed by, or sponsored by any of these companies. Refusing a delivery may have contractual implications with your vendor — review your supply agreements before implementing refusal protocols.

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