Checklist template

Aisle planogram and bin tag compliance for hardware stores

A ready-to-use checklist with 119 items in 6 sections, covering Planogram, Bin tags, Fasteners and bulk, Out-of-stocks, Pricing, Condition. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 119 Items
  • 97 Yes / No checks
  • 6 Scored ratings
  • 127 Points

Use this template How audits work

1. Planogram 21 items

  1. Aisles or departments audited Short text
  2. Number of 4 ft (1.2 m) sections audited Number
  3. The current planogram of each audited section is on the handheld or in print, with its revision date Yes / No 1 pt
  4. The planogram number is posted on the upright of each section Yes / No 1 pt
  5. Peg hooks sit in the pegboard holes the planogram shows, checked on 20 hooks Yes / No 1 pt
  6. Hook lengths match the planogram Yes / No 1 pt
  7. Shelves are set in the notches the planogram shows Yes / No 1 pt
  8. Items hang in the planogram sequence from left to right on each row Yes / No 1 pt
  9. Number of items out of position in a sample of 20 Number
  10. Sizes run from smallest to largest within a family such as drill bits, hose clamps or sandpaper grits Yes / No 1 pt
  11. Plumbing fittings are separated by material (copper, PVC, PEX, brass) and then by diameter Yes / No 1 pt
  12. Electrical boxes, cover plates and wire connectors are grouped as the planogram shows Yes / No 1 pt
  13. Store-added items sit only in the flex space the planogram leaves for them Yes / No 1 pt
  14. The latest planogram revision was completed by its due date Yes / No 1 pt
  15. Resets done by vendor or service merchandisers were signed off by a store manager Yes / No 1 pt
  16. Small-parts drawer cabinets have their drawers in the labeled order Yes / No 1 pt
  17. No hook holds more pieces than its length allows without bending Yes / No 1 pt
  18. Pails, vises and sledgehammers are on the lower shelves the planogram assigns Yes / No 1 pt
  19. Threaded rod, conduit, dowels and moldings stand in vertical racks sorted by size Yes / No 1 pt
  20. Chain and rope reels are in planogram order Yes / No 1 pt
  21. Planogram compliance of the audited sections Rating
    • Set to the planogram 5 pts
    • Minor differences 3 pts
    • Sections do not follow the planogram 1 pt

2. Bin tags 21 items

  1. Every hook and shelf position has a bin tag in the sections audited Yes / No 1 pt
  2. Number of positions without a bin tag Number
  3. The item number on the bin tag matches the product behind it, checked on 20 positions Yes / No 1 pt
  4. Number of bin tags that do not match the product Number
  5. Bin tags show the description, size, item number and barcode in the company format Yes / No 1 pt
  6. Bin tags show the order quantity or minimum and maximum where the company format includes them Yes / No 1 pt
  7. On peg hooks the bin tag sits in the label holder at the position the company standard sets Yes / No 1 pt
  8. Bin tags are printed from the store system Yes / No 1 pt
  9. Ten bin tags checked carry a print date later than the item's last price change Yes / No 1 pt
  10. New-item tags of the latest revision are in place Yes / No 1 pt
  11. Tags of discontinued items are removed or replaced by a discontinued tag Yes / No 1 pt
  12. Bin tags state the selling unit: each, box, or by the foot or meter Yes / No 1 pt
  13. Barcodes on bin tags scan with the handheld on the first attempt Yes / No 1 pt
  14. For items stocked in two locations, the tag identifies the primary location Yes / No 1 pt
  15. Bin tags for items sold in multipacks show the pack count Yes / No 1 pt
  16. Label strips hold the tags flat, with no tag taped to a shelf Yes / No 1 pt
  17. Tags on the bottom shelf are angled so they can be read standing Yes / No 1 pt
  18. Missing tags are reprinted in a weekly batch, shown by the last batch date Yes / No 1 pt
  19. The tag audit log shows every aisle audited within the cycle set by company policy Yes / No 1 pt
  20. Date of the last full bin tag audit of this aisle Date
  21. Bin tag accuracy Rating
    • Tags complete and correct 5 pts
    • A few tags missing or wrong 3 pts
    • Many tags missing or wrong 1 pt

3. Fasteners and bulk 24 items

  1. Bulk bins of nails, screws, bolts, nuts and washers are labeled with size, thread and finish Yes / No 1 pt
  2. Ten bins checked held only the fastener named on the label Yes / No 1 pt
  3. Number of bins with mixed fasteners in the sample of 10 Number
  4. Metric and inch fasteners are in separate, marked sections Yes / No 1 pt
  5. Bolts are arranged by diameter and then by length Yes / No 1 pt
  6. Bolt grades and stainless or galvanized finishes are identified by the vendor's color code Yes / No 1 pt
  7. A thread checker is mounted in the fastener aisle with every stud and nut present Yes / No 1 pt
  8. The scale for fasteners sold by weight reads zero when empty Yes / No 1 pt
  9. The scale carries the verification seal required by local regulation Yes / No 1 pt
  10. Bags and markers for writing the bin number are stocked at the fastener aisle Yes / No 1 pt
  11. Each bin shows the price per piece, or per lb and kg Yes / No 1 pt
  12. The bin code the cashier keys is legible on each bin Yes / No 1 pt
  13. Cashiers have the current bulk fastener lookup list at the register Yes / No 1 pt
  14. The fastener aisle floor is free of loose screws, nails and washers Yes / No 1 pt
  15. Each drawer of specialty fasteners is labeled on its front Yes / No 1 pt
  16. Dividers are in place inside the drawers of specialty fasteners Yes / No 1 pt
  17. Bulk washers are sorted by type (flat, lock, fender) and inside diameter Yes / No 1 pt
  18. Bins of nuts sit beside the bins of the matching bolts Yes / No 1 pt
  19. A screw gauge and length chart is posted in the fastener aisle Yes / No 1 pt
  20. Bulk anchors and toggles are grouped by the wall material they suit, with a selection chart Yes / No 1 pt
  21. Bulk bins are filled above the reorder line marked inside the bin Yes / No 1 pt
  22. Number of empty bulk bins Number
  23. Date of the last service visit by the fastener vendor Date
  24. Condition of the fastener and bulk section Rating
    • Sorted, labeled and full 5 pts
    • Some mixing or empty bins 3 pts
    • Widely mixed, unlabeled or empty 1 pt

4. Out-of-stocks 18 items

  1. Number of empty hooks and shelf positions in the audited sections Number
  2. Each empty position was scanned today for the out-of-stock report Yes / No 1 pt
  3. Empty positions carry an out-of-stock or on-order tag where the company uses one Yes / No 1 pt
  4. No neighboring item has been slid over to hide an empty position Yes / No 1 pt
  5. Top stock and the back room were checked for each empty position Yes / No 1 pt
  6. Number of empty positions for which the system shows stock on hand Number
  7. System quantities were corrected for empty positions that showed stock on hand Yes / No 1 pt
  8. Items on order show an expected delivery date in the system Yes / No 1 pt
  9. Items out of stock longer than company policy allows were escalated to the buyer or wholesaler Yes / No 1 pt
  10. The never-out list (for example toilet flappers, furnace filters, common breakers, 9 V batteries) is fully in stock Yes / No 1 pt
  11. Number of never-out items out of stock Number
  12. Order points were raised for items that ran out twice in the last period Yes / No 1 pt
  13. The short-ship list from the last warehouse delivery was reviewed and signed by a manager Yes / No 1 pt
  14. The last delivery was worked to the shelf within the time set by company policy Yes / No 1 pt
  15. Top stock cartons are labeled and stored above the section where the item sells Yes / No 1 pt
  16. Cold-weather items such as pipe insulation and heat cable had their order points raised before the season Yes / No 1 pt
  17. Cycle counts for the audited aisle are up to date on the count schedule Yes / No 1 pt
  18. In-stock position of the audited sections Rating
    • Nearly every position filled 5 pts
    • Several empty positions 3 pts
    • Many empty positions with no order 1 pt

5. Pricing 17 items

  1. Twenty items scanned on the handheld show the same price as their bin tag Yes / No 1 pt
  2. Number of price mismatches in the sample of 20 Number
  3. Number of mismatches where the register price is higher than the tag Number
  4. The weekly price change batch was applied by its effective date, shown by the signed batch report Yes / No 1 pt
  5. No item carries two tags with different prices Yes / No 1 pt
  6. Items sold each and by the box show both prices Yes / No 1 pt
  7. Unit prices appear on tags where local regulation requires them Yes / No 1 pt
  8. Promotional tags hang without covering the item number or barcode of the bin tag Yes / No 1 pt
  9. Promotional tags past their end date have been removed Yes / No 1 pt
  10. Price stickers on the product, where used, agree with the bin tag Yes / No 1 pt
  11. A box-quantity price tested at a register applied automatically Yes / No 1 pt
  12. Cashiers asked know the company's remedy when an item scans above the tag price Yes / No 1 pt
  13. Cashiers call for a price check on untagged items and do not key a price from memory Yes / No 1 pt
  14. Loose fittings without a barcode have a lookup code on the bin tag Yes / No 1 pt
  15. Price overrides in hardware departments are reviewed weekly by a manager Yes / No 1 pt
  16. The weekly handheld price audit follows the aisle rotation, shown by filed reports Yes / No 1 pt
  17. Price accuracy in the audited sections Rating
    • No errors found 5 pts
    • One or two errors 3 pts
    • Three or more errors 1 pt

6. Condition 18 items

  1. Peg hooks are straight and fully seated Yes / No 1 pt
  2. Pegboard and back panels are intact, with no torn-out holes Yes / No 1 pt
  3. Shelves and hooks in the audited sections are free of dust Yes / No 1 pt
  4. Blister packs and boxes are unopened and complete Yes / No 1 pt
  5. The returns and go-back cart for the department was emptied in the last 24 hours Yes / No 1 pt
  6. Loose pieces found out of their package are sent to the as-is bin or the vendor return area Yes / No 1 pt
  7. Product is pulled to the front of hooks and to the shelf edge Yes / No 1 pt
  8. No overstock sits on the floor of the audited aisles Yes / No 1 pt
  9. Top stock above the audited sections holds only items sold in those sections Yes / No 1 pt
  10. Aisle markers and category signs match what the aisle holds Yes / No 1 pt
  11. The aisle directory was updated after the last reset Yes / No 1 pt
  12. Aisle lighting works, so bin tags can be read on every shelf Yes / No 1 pt
  13. Fencing and dividers shown on the planogram are in place for small loose items Yes / No 1 pt
  14. Base decks of the bottom shelves are free of spilled product and loose packaging Yes / No 1 pt
  15. Product in damaged packaging has been marked down or written off Yes / No 1 pt
  16. Name of the department lead for the audited aisles Short text
  17. Overall condition of the audited aisles Rating
    • Excellent 5 pts
    • Good 4 pts
    • Fair 3 pts
    • Poor 1 pt
  18. Comments and corrective actions Comments

About this template

This checklist is part of the InspectLoop template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In InspectLoop you can add photos, assign corrective actions, require sign-off and compare results across sites.

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