No POS exports in this form.
The snapshot is for control context only. POS exports, photos, and documents are handled separately through a restricted upload process after the data-handling addendum is signed.
Profit Leak Audit intake
Complete your MarginHero Control Snapshot.
This private intake gives MarginHero the operating context behind your POS exception data: cash handling, deposit logs, register controls, CCTV coverage, inventory routines, training, and incident documentation.
Keep sensitive data out.
Do not enter full card numbers, CVV codes, bank information, Social Security numbers, passwords, payroll files, private HR files, alarm codes, or safe combinations.
Controls explain the pattern.
The answers help connect refunds, voids, no-sales, cash variances, and inventory issues to the routines that either prevent loss or let it repeat.
Audit modules
The snapshot is broken into focused steps.
You will move through one control area at a time. Each module gives MarginHero a different lens for reading the POS exception data and deciding what needs follow-up.
01
Business Basics
Store context, contact details, POS system, and the concern that matters most.
02
Cash and Deposits
Drawer routines, drops, deposits, register keys, and variance review.
03
Refunds and Voids
Approval routines for refunds, voids, discounts, no-sales, and overrides.
04
POS Access
Unique logins, manager codes, permissions, and sensitive POS actions.
05
CCTV and Controls
Camera coverage, footage retention, footage access, and high-risk products.
06
Inventory and Receiving
Receiving checks, vendor issues, damages, cycle counts, and transfers.
07
Incident Documentation
Manager reports, employee witness statements, evidence, and follow-up records.
08
Training
New-hire training, policy acknowledgments, manager coaching, and refreshers.
09
Support Materials
What redacted logs, policies, photos, or reports could be shared separately.
Control Snapshot form
Fill out the intake below.
If the embedded form does not load, open the secure Tally form directly using the link below.