Checklist template

Cold vault merchandising for convenience stores

A ready-to-use checklist with 101 items in 6 sections, covering Planogram, Facings, Pricing, Promotions, New items, Out-of-stocks. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 101 Items
  • 82 Yes / No checks
  • 6 Scored ratings
  • 112 Points

Use this template How audits work

1. Planogram 18 items

  1. A current planogram is available for each cold vault door Yes / No 1 pt
  2. Each door is assigned to the category shown on the vault layout (carbonated soft drinks, energy, water, sports drinks, tea, juice, dairy, beer) Yes / No 1 pt
  3. The door sequence follows the customer traffic flow given on the vault layout Yes / No 1 pt
  4. Energy drinks occupy the number of doors allotted on the layout Yes / No 1 pt
  5. Brands are blocked vertically within each door as shown on the planogram Yes / No 1 pt
  6. Single-serve bottles and cans are placed between waist and eye level Yes / No 1 pt
  7. Multi-packs and large bottles are on the bottom shelves Yes / No 1 pt
  8. Shelf heights are adjusted to the product, with no wasted gap above the bottles Yes / No 1 pt
  9. Supplier-contracted space (soft drink and beer suppliers) matches the share agreed in the supply contract Yes / No 1 pt
  10. No supplier's product has been placed in another supplier's contracted shelves Yes / No 1 pt
  11. Private-label beverages are placed beside the national brand they compare with Yes / No 1 pt
  12. Dairy and refrigerated juice are in the doors shown on the vault layout Yes / No 1 pt
  13. Beer and other alcohol are in the doors designated for them, separate from non-alcoholic drinks Yes / No 1 pt
  14. Items in the open-air cooler do not duplicate the vault set unless the planogram calls for it Yes / No 1 pt
  15. Discontinued beverages have been removed from the set Yes / No 1 pt
  16. Date of the last cold vault reset Date
  17. Doors found set differently from the planogram during the visit Number
  18. Compliance of the cold vault with the planogram Rating
    • Every door set to planogram 5 pts
    • One or two doors off 3 pts
    • Most doors off 1 pt

2. Facings 17 items

  1. The number of facings of each item sampled matches the planogram Yes / No 1 pt
  2. The best-selling items have the additional facings given on the planogram Yes / No 1 pt
  3. Every bottle and can is turned with its label facing the door Yes / No 1 pt
  4. Glide racks or gravity-feed shelves bring product to the front of each lane Yes / No 1 pt
  5. Lanes are loaded with one item only, front to back Yes / No 1 pt
  6. Lane dividers are set to the width of the package Yes / No 1 pt
  7. No lane has been widened to hide an out-of-stock item Yes / No 1 pt
  8. Bottles stand upright, with none lying on their side in a lane Yes / No 1 pt
  9. Cans in loose single-serve lanes are not left in torn multi-pack wrap Yes / No 1 pt
  10. The front row of every shelf is full at the time of the visit Yes / No 1 pt
  11. Flavors of a brand run in the sequence shown on the planogram, with the lead flavor in the first lane Yes / No 1 pt
  12. Dented cans and leaking bottles have been removed from the lanes Yes / No 1 pt
  13. Multi-pack cartons are set with the printed brand panel facing the door, not the carton end Yes / No 1 pt
  14. The top shelf of each door is filled, not left empty because it is hard to reach from the walk-in Yes / No 1 pt
  15. Lanes counted with the wrong product in them Number
  16. Items sampled whose number of facings differs from the planogram Number
  17. Facing of the cold vault Rating
    • Fully faced, one item per lane 5 pts
    • Partly faced or some mixed lanes 3 pts
    • Unfaced with many mixed lanes 1 pt

3. Pricing 16 items

  1. Every lane has a price tag on the shelf edge or lane front Yes / No 1 pt
  2. Each price tag matches the item in the lane behind it Yes / No 1 pt
  3. The size shown on the tag matches the package in the lane Yes / No 1 pt
  4. Ten beverages scanned during the visit rang at the tag price Yes / No 1 pt
  5. Tags are placed at the left edge of the item's first facing, or as the company standard specifies Yes / No 1 pt
  6. Tags are readable through the door glass without opening the door Yes / No 1 pt
  7. Bottle deposit or container fee is shown on the tag where local regulation requires it Yes / No 1 pt
  8. Unit price is shown on the tag where local regulation requires it Yes / No 1 pt
  9. Single-can prices are tagged for items also sold in multi-packs Yes / No 1 pt
  10. Beer and alcohol prices are those of the price book, with no store-level discount where local regulation sets pricing rules Yes / No 1 pt
  11. Price changes from the last price file were applied in the vault on their effective date Yes / No 1 pt
  12. No handwritten tags are used in the vault Yes / No 1 pt
  13. Damaged, curled or condensation-stained tags have been replaced Yes / No 1 pt
  14. Lanes counted with a missing price tag Number
  15. Price mismatches found between tag and register during the visit Number
  16. Price accuracy in the cold vault Rating
    • All prices checked were correct 5 pts
    • One or two errors 3 pts
    • Several errors 1 pt

4. Promotions 15 items

  1. Multi-buy offers of the current period (for example 2 for a set price) are tagged at the item's lane Yes / No 1 pt
  2. Promotional tags show the end date of the offer or follow the period color code Yes / No 1 pt
  3. Tags from expired promotions have been removed Yes / No 1 pt
  4. A multi-buy offer tested at the register during the visit rang at the promotional price Yes / No 1 pt
  5. Door clings or static stickers on the glass are for the current period Yes / No 1 pt
  6. Door glass graphics do not cover more of the glass than the company standard allows Yes / No 1 pt
  7. Door handle or header signs supplied by vendors are approved by the category team Yes / No 1 pt
  8. Items on promotion have the extra facings given in the promotional planogram Yes / No 1 pt
  9. Promoted beverages are also available cold, not only on a warm floor display Yes / No 1 pt
  10. Loyalty or app-only offers are identified as such on the tag Yes / No 1 pt
  11. Combo offers that include a vault beverage (with a sandwich or snack) are signed at the vault as well as at the food Yes / No 1 pt
  12. Supplier-funded promotions are those listed in the network's promotional calendar Yes / No 1 pt
  13. Back stock of promoted items is held in the walk-in to cover the promotional period Yes / No 1 pt
  14. Promotional tags counted that are past their end date Number
  15. Execution of current promotions in the cold vault Rating
    • Fully executed 5 pts
    • Partly executed 3 pts
    • Not executed 1 pt

5. New items 14 items

  1. The list of new beverages for the current period is available at the store Yes / No 1 pt
  2. Each new item on the list has been received Yes / No 1 pt
  3. Each new item received is in its planogram position, not in the back stock Yes / No 1 pt
  4. New items have a printed price tag Yes / No 1 pt
  5. New items scan at the register Yes / No 1 pt
  6. New-item flags or shelf talkers are placed at the lane where the network provides them Yes / No 1 pt
  7. New flavors are placed beside the brand's existing flavors Yes / No 1 pt
  8. Space for new items was made by removing the items listed as discontinued, not by cutting best-sellers Yes / No 1 pt
  9. Limited-edition and seasonal flavors are set in the lanes reserved for them Yes / No 1 pt
  10. Limited-edition flavors from the previous season have been sold through or removed Yes / No 1 pt
  11. Employees at the register can name at least one new beverage of the period Yes / No 1 pt
  12. New items requested by a local vendor outside the planogram were approved before being set Yes / No 1 pt
  13. New items of the period not yet on the shelf Number
  14. Introduction of the period's new items Rating
    • All set, tagged and flagged 5 pts
    • Some missing or untagged 3 pts
    • Most not set 1 pt

6. Out-of-stocks 21 items

  1. Every energy drink lane has product Yes / No 1 pt
  2. Every single-serve carbonated soft drink lane has product Yes / No 1 pt
  3. Every bottled water lane has product Yes / No 1 pt
  4. Every sports drink and tea lane has product Yes / No 1 pt
  5. Milk is in stock in each size on the planogram Yes / No 1 pt
  6. Empty lanes keep their price tag Yes / No 1 pt
  7. Back stock in the walk-in cooler is arranged behind the door it feeds Yes / No 1 pt
  8. Back stock racks in the walk-in are labeled by category or supplier Yes / No 1 pt
  9. The vault is refilled on a set schedule each shift Yes / No 1 pt
  10. The vault was full before the last peak period, as shown on the shift checklist Yes / No 1 pt
  11. Beverages are loaded early enough to be cold when sold, following the lead time set by company policy Yes / No 1 pt
  12. The direct-delivery beverage vendor's next visit day is known by the manager Yes / No 1 pt
  13. Items repeatedly out of stock were reported to the vendor or the category team for a larger order or more facings Yes / No 1 pt
  14. Empty lanes are checked from the customer side after each fill, not only from inside the walk-in Yes / No 1 pt
  15. Empty lanes counted in the cold vault during the visit Number
  16. Empty lanes counted for which back stock was in the walk-in cooler Number
  17. Empty lanes counted are on today's out-of-stock list or the next order Yes / No 1 pt
  18. Name of the employee responsible for filling the vault Short text
  19. Name of the manager on duty Short text
  20. Overall presentation of the cold vault Rating
    • Excellent 5 pts
    • Good 4 pts
    • Fair 2 pts
    • Poor 1 pt
  21. Corrective actions required 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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