Resource
What to bring to a Rosebank or regional desk session.
What to bring to a Rosebank or regional desk session. It is written for South African seller teams who need something they can defend in a supplier review, not a generic ebook.
Use this checklist before you sit down with a wholesaler, importer, or fulfilment partner. It helps your team record evidence on stock handling, dispatch cut-off times, and paperwork you may need later in a supplier review.
Bring a printed copy to the visit, not only a phone screen. Load shedding, weak signal in industrial areas, and warehouse noise can make digital note-taking unreliable when you need quick sign-off.
Complete the parts that affect landed margin, delivery promises, returns, and account risk. Write the visit date, the site address, and the person responsible for follow-up so your notes can be defended after the meeting.
Match the checklist to the supplier's catalogue, courier options, and account terms while you are still on site. When pricing sheets, warehouse answers, and sample handling tell different stories, note the mismatch there and then.
If your category needs extra checks, use the contact form to ask for a sharper version. You can also compare related operating documents in playbooks and stacks before the next supplier meeting.
What to bring to a Rosebank or regional desk session. Date it. Name an owner. Otherwise it becomes a polite PDF nobody trusts.
Focus on proof that changes cost or service levels. Capture order cut-off time, average pick pack method, damaged stock handling, and whether barcodes on cartons match what your sales channels require.
Take hard copies for Rosebank desk sessions and regional warehouse visits alike. A clipboard still works when Wi-Fi drops, when forklifts drown out conversation, or when you need someone to initial a correction.
Keep it next to a playbook and a stack for the same supplier. One note set covering commercials, operations, and risks is easier to trust than scattered documents with conflicting assumptions.
After this checklist, review Playbooks, Stacks, Channels, and Suppliers to compare the supplier against your chosen route to market. If something in the visit needs clarification, use our contact form with the exact point you want checked.
Read each line as if a buyer, ops lead, or account manager must rely on it next month. If an outsider could not tell what was seen, who said it, or what still needs proof, the note is not finished.
Use South African courier assumptions, suburb coverage realities, and channel fee maths when recording answers. A supplier that looks workable on a generic template can fall apart once Cape Town, Durban, or outlying delivery zones are priced properly.
If the supplier's latest email conflicts with what the warehouse team showed on the day, record both and flag the gap. Old PDFs and verbal assurances should not overwrite visit evidence without a named update.
Ask through our contact form if your visit involves regulated goods, expiry dates, serial tracking, or temperature-sensitive handling. Those categories usually need extra checkpoints beyond a standard seller meeting.
Send your visit-checklist questions through our contact form, or check Rosebank Trade Studio for this session point.
