The document outlines the agenda and goals for a Transportation Department orientation. It introduces new employees to daily procedures and policies, including an 8-step process for route preparation, delivery, and truck return. Safety is a top priority, and employees are expected to follow uniform, stocking, paperwork, and driving standards to best serve customers. The document provides contacts and an overview of department structure to help new hires integrate into the team.
2. The Mission Statement
Monarch Beverage’s reason for
being is to efficiently provide an
ever-escalating standard of service
to its customers and to responsibly
enhance demand for its products.
3. AGENDA
Introduction / Housekeeping
Daily Procedures
Transportation Policies and Procedures
Two Wheel Hand-Truck Training
Lunch!!!
Proper Lifting Techniques
Pallet Jack Training
Dock Safety
Uncoupling / Coupling Procedures
Roadside Safety
Operations Tour
4. Department Priorities
Safely, accurately, and efficiently deliver every stop
every day
Communicate effectively with all departments
Continually improve customer service standards
Responsibly enhance demand for our products
Build a world class department through
professionalism and integrity
5. To communicate the standards, policies, and
procedures within our department
To provide you with the knowledge, tools, and
resources you need to be a successful member
of our team
To educate you on our safety standards and
training
Goals for Training
6. What should you expect to leave with?
You will know what is expected of you as a
transportation employee
You will be given the resources, tools, and
knowledge to be able to do what is expected of you
You will have an understanding of the rolls,
responsibilities, policies, and work-flow
procedures
Electric Pallet Jack Certified
7. Transportation Department Structure
Terry Williamson – Director of Transportation
Brian Eaker – Department Manager (Indy Office)
Joe Setty/Nick Farthing – Draft Service 37 techs
12. Class work
• Add the office number to your contact- 317-612-3115
• Add Ralph Burroughs to your contacts- 317-403-5714
• Add Brian Eaker to your contacts and text him
• Phone # 317-695-6599 – Cell phone
– Text this to Brian
– Good morning, Sir! This is _______________ (Your name – first and
last).
14. 8 Steps to Being a Professional
Transportation Employee
1. Time Clock
2. Gather Route Info
3. Check Truck
4. Drive Smith System
Safe
5. Enter Like a
Professional
6. Consolidate Truck
7. Park the Truck
8. Driver Check-In
15. 1st Step-Clock In
Every employee must
clock in and out each day
Sign into Omnitracs and
start your E-Logs
Prevents Payroll Errors
You will receive a
printout at the beginning
of each pay week to
check your times.
Please verify all
punches and PTO
times are correct
16. 2nd Step-Gather Route Info
Get route assignment, helper info, and trailer load
status from the TV screen in the driver’s room/Drivers
sheets.
Go to Handheld Room and collect your route manifest
paperwork and IPod/printer from your Route Box.
Ensure your stops and cases are loaded in the IPod and
print before you leave the office
Check manifest for special notes; POS to deliver,
political donation invoices, special requests, Hand
Pumps, and time windows.
18. 3rd Step-Check Truck
Complete a Pre-trip inspection and record on the tablet
in the truck.
Check inventory on the truck
Open bays to verify product
Count pallets on rear loads
Ensure load is secure
Prevents problems before they occur
Load carts, pallet jack, and/or any other tools required
depending on the specific type of route.
19. Pre-Trip Inspection
Make sure to check everything listed on the pre-trip
portion on the tablet in the truck.
Pay close attention to mirrors, fluids, tires, lights, air
lines, doors, wiper blades, horns, and gauges.
Make sure you do a proper tug test and a 4 - point brake
check prior to leaving.
Empty CNG fuel filter prior to starting your day
20. 4th Step Drive Smith System Safe
Drive like a professional and use the Smith
System 5 Keys.
Remember these tips and standards
15 second eye lead time
Scan a mirror every 5 – 8 seconds
Minimum 4 second following distance
Use your warning devices
Create space around your vehicle
S.M.O.G. when changing lanes
Signal, mirror, over the shoulder, and GO
21. G.O.A.L
GET
OUT
AND
LOOK
If you cannot see what is behind you by using your
mirrors, Get Out And Look!
If you have a helper, they must be outside of the truck
guiding the driver while backing.
22. 5th Step-Enter like a Professional
Park in the right place
Do not block front door, fuel island, or front of
the account
Preview manifest and paperwork before entering
accounts, look for special notes
Be courteous to all retailers and customers
Check-In all products to ensure an accurate
delivery
Rotate and merchandise products properly
23. Uniform Policy
Only company provided uniform attire is permitted
Shirts must be tucked in at all times
Only company provided uniform hats are permitted
Uniforms should be clean and without holes
High visibility clothing (vest, sweatshirt, or shirt) must be
worn on the outside of the uniform at all times
24. Paperwork
Make sure you have the proper invoices and product
Check IPod/invoices for payment terms, special
instructions, delivery status, and credits
Communicate out of stocks to the customer
Collect a customer signature and payment when
required
25. Stocking Accounts
Always check with the customer to make sure you
know exactly where to put all products
Drivers & helpers are to merchandise/pack-out all C-
Stores (accounts with gas pumps) and Dollar Generals
Do not leave product in an aisle
Avoid leaving short stacks on sales floors, these become
trip hazards
Do not double stack 6 packs on the top shelf
Do not leave empty boxes, plastic, or trash at an
account or on the sales floor
26. Stocking Accounts
• When delivering Sun
King make sure the
product is placed in the
cooler. This is the only
place the cold package is
to be stored.
• There is a warm package
that is delivered to
grocery.
27. Rotation
It is the responsibility of all employees to ensure
proper rotation standards are met
Use the code date on the product to know what
needs sold first (the oldest date) and placed on
top or the front of the display
All products are to be rotated whenever dates
are different
28. Rotation
Cold product of the same date or older should be on the top
when delivering to a cooler
Packaging changes should be rotated as well as date
rotation
If the cooler is out of stock on one of our products
Fill that empty sleeve in the cooler
Make all floor displays look better than our competition
Never leave an account without asking if all of their
service needs are completed
29. Be Courteous to All Customers
Customer service is always a priority
We may not always agree with our customers, but this
is a service industry and the customer is always right.
*Monarch Beverage’s reason for being is to efficiently
provide an ever-escalating standard of service to it’s
customers and to responsibly enhance demand for its
products
30. 6th Step-Consolidating Truck
Before you leave your route area consolidate your trailer
Put these like items together
Pallets
Good Product
Empty kegs
Damaged product
Pick-ups and accounted for
Ensure no product or POS was undelivered
Doing this before you leave your route will help ensure all
products were delivered and alleviate congestion at Monarch
check-in.
31. 7th Step-Parking of Truck
Clean cab and trailer of trash and debris
Vacuum cab and wash windshield
Use truck wash on assigned days
Always make sure that you park the truck in the proper location
Parking lot is marked with trailer numbers
Leave bay doors open unless instructed otherwise
DVIR and DTR are complete and accurate on the tablet inside the
truck.
Shutoff truck and ensure the air brakes are set
32. Parking of Trucks
• Do not park in the Red
shaded areas
• Blues shaded areas are
assigned by trailer
numbers
33. 8th Step-Driver Check-In
• Your paperwork should stack in this order at the end of the day.
• DTR
• DSD
• Copies of your Checks
• Printed Invoices
• Collected Checks
• Cash
• The cash should stay in your possession until you hand it to the
cashiers.
34. Always have with you
• Drivers license
– Airport, Military base
• D. O. T. Physical form
– Medical card
• Sales Permit
• Employee ID