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 fulfillment. Safety is a top priority, and employees are expected to follow transportation structure, uniform policies, stocking/rotation standards, and park trucks properly. The overall goal is to efficiently deliver products while providing excellent customer service.

1. Transportation Department
Orientation

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

8. Transportation Department Structure
Greg Riddle – Bulk Freight Supervisor
39 drivers, 3 dispatchers

9. Transportation Department Structure
Cody Fisher – Sellersburg Supervisor 10 drivers, 1 helper
Keith Acton – Evansville Supervisor 16 drivers

10. Transportation Department Structure
Mike Nelson – Routing and Second Shift Supervisor
Rod Bauer- Safety Manager Special Events with 4 drivers

11. Transportation Department Structure
Indy Supervisors
105 drivers, 26 helpers, 30 seasonal helpers
Frank Ryan Ralph John Justin Jon

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).

13. Daily Procedures
8 Steps to Success

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.

17. 2nd Step-Gather Route Info

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