Checklist template

Counter and impulse merchandising for convenience stores

A ready-to-use checklist with 106 items in 6 sections, covering Counter displays, Clutter control, Pricing, Promotions, Stock, Condition. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 106 Items
  • 89 Yes / No checks
  • 6 Scored ratings
  • 119 Points

Use this template How audits work

1. Counter displays 17 items

  1. The current counter planogram is printed or open on the store tablet at the main register Yes / No 1 pt
  2. The front-of-counter rack matches the current counter planogram, item by item Yes / No 1 pt
  3. Every display standing on the counter top is on the company's list of approved counter units Yes / No 1 pt
  4. The items marked as priority impulse items on the planogram hold the positions nearest the PIN pad Yes / No 1 pt
  5. Single-serve candy and gum are in the front-of-counter rack, not on the counter top Yes / No 1 pt
  6. Each hook of the counter rack carries the item shown on the planogram, with no substitute filling an empty hook Yes / No 1 pt
  7. Lighters are displayed in their tray on the cashier side of the counter Yes / No 1 pt
  8. Energy shots are in the supplier's counter unit, in the position shown on the planogram Yes / No 1 pt
  9. Phone chargers and cables hang on the designated accessory strip or spinner Yes / No 1 pt
  10. Gift cards are on the designated fixture with the face of each card toward the customer Yes / No 1 pt
  11. The counter bakery or donut case stands where the customer sees it before reaching the register Yes / No 1 pt
  12. No age-restricted item is displayed in a self-serve counter rack Yes / No 1 pt
  13. A second register, when opened, has the same impulse set as the main register Yes / No 1 pt
  14. The counter rack can be read from where the second customer in line stands Yes / No 1 pt
  15. No supplier has placed a display on the counter without written approval from the category team Yes / No 1 pt
  16. Number of displays standing on the counter top at the main register Number
  17. Counter set compared with the planogram Rating
    • Matches the planogram 5 pts
    • A few items out of position 3 pts
    • Set does not follow the planogram 1 pt

2. Clutter control 18 items

  1. The number of counter-top displays is within the maximum set by company policy Yes / No 1 pt
  2. The clear space left on the counter for customers to set down their purchases is at least the width set by company standard Yes / No 1 pt
  3. The customer-facing price screen can be read without moving a display Yes / No 1 pt
  4. The PIN pad can be reached without reaching over merchandise Yes / No 1 pt
  5. The cashier can see the entrance door over the counter displays Yes / No 1 pt
  6. No counter-top display is taller than the height limit set by company policy Yes / No 1 pt
  7. No handwritten notice is taped to the counter, the register or the PIN pad Yes / No 1 pt
  8. Charity coin boxes are limited to the number approved by the company Yes / No 1 pt
  9. Employee phones, drinks and keys are out of customer view Yes / No 1 pt
  10. Invoices, order guides and shift notes are kept off the customer side of the counter Yes / No 1 pt
  11. Lottery play slips are in their holder, not loose on the counter Yes / No 1 pt
  12. Floor displays in front of the counter leave a line path of the width set by company standard (commonly 36 in / 91 cm) Yes / No 1 pt
  13. The number of shippers and dump bins in the queue area matches the store floor plan Yes / No 1 pt
  14. Power cords of lit counter units are routed behind the counter, out of customer view Yes / No 1 pt
  15. Shopping bags are stored under the counter, not stacked on top of it Yes / No 1 pt
  16. Supplier displays whose program has ended have been taken off the counter Yes / No 1 pt
  17. Width of the clear transaction space on the counter (in or cm) Number
  18. First impression of the counter from the customer side Rating
    • Open, with room to set purchases down 5 pts
    • Crowded, purchases fit with care 3 pts
    • Cluttered, no room to set purchases down 1 pt

3. Pricing 17 items

  1. Every hook and slot of the front-of-counter rack has a price tag Yes / No 1 pt
  2. Each counter-top display carries a price sign for every price point it holds Yes / No 1 pt
  3. All counter price tags are printed in the current company format Yes / No 1 pt
  4. 5 items sampled from the counter racks scanned at the tagged price Yes / No 1 pt
  5. Items out of the 5 sampled that scanned at a price different from the tag Number
  6. Multi-buy tags (2 for a set price) also show the price of a single unit Yes / No 1 pt
  7. Each tag sits directly under the product it prices Yes / No 1 pt
  8. Tags of items no longer on the planogram have been removed from the rack Yes / No 1 pt
  9. The lighter tray shows the price of each lighter type it holds Yes / No 1 pt
  10. The gift card fixture states the purchase fee on cards that carry one Yes / No 1 pt
  11. Phone accessory prices are shown on each peg, not only on the package Yes / No 1 pt
  12. Counter bakery items are priced by a case card listing each item Yes / No 1 pt
  13. The tags printed with the last price-change batch have been put up on the counter racks Yes / No 1 pt
  14. Date of the last price-change batch applied to the counter set Date
  15. Unit pricing is shown on counter tags where local regulation requires it Yes / No 1 pt
  16. No counter tag is faded, curled or torn Yes / No 1 pt
  17. Price tag coverage at the counter Rating
    • Every item tagged 5 pts
    • 1 to 3 tags missing 3 pts
    • More than 3 tags missing 1 pt

4. Promotions 17 items

  1. Counter promotion running at the time of the visit Short text
  2. The counter promotion listed on this period's promotional calendar is set up Yes / No 1 pt
  3. The promoted item is in the position shown on the promotional planogram Yes / No 1 pt
  4. The promotional sign at the counter is the one supplied for this period Yes / No 1 pt
  5. The promoted counter item scanned at the promotional price during the visit Yes / No 1 pt
  6. The cashier asked could name the current counter promotion without looking it up Yes / No 1 pt
  7. The register prompt for the featured add-on item is switched on Yes / No 1 pt
  8. Transactions out of 3 observed in which the cashier offered the featured counter item Number
  9. Loyalty program prices on counter items are shown on a loyalty tag beside the regular tag Yes / No 1 pt
  10. Supplier-funded counter displays are in place for the dates agreed in the program Yes / No 1 pt
  11. The customer-facing screen shows this period's promotional message Yes / No 1 pt
  12. The combo offer pairing a counter item with a beverage is signed at the counter Yes / No 1 pt
  13. Back stock of the promoted counter item is on hand under the counter or in the stock room Yes / No 1 pt
  14. Items launched this period carry a "New" flag on their hook or slot Yes / No 1 pt
  15. Seasonal counter candy was set by the set date on the seasonal calendar Yes / No 1 pt
  16. Seasonal counter candy past its holiday has been marked down or pulled per company policy Yes / No 1 pt
  17. Execution of the current counter promotion Rating
    • Set, signed and scanning correctly 5 pts
    • Set but sign or price is wrong 3 pts
    • Not set 1 pt

5. Stock 18 items

  1. The front-of-counter rack has no empty hook or slot Yes / No 1 pt
  2. Empty hooks or slots counted in the counter racks Number
  3. Each hook holds at least the minimum quantity set by company policy Yes / No 1 pt
  4. The shift checklist is initialed for filling the counter racks on the current shift Yes / No 1 pt
  5. Back stock of counter items is kept in a designated under-counter drawer or bin Yes / No 1 pt
  6. Under-counter back stock is sorted by item so the cashier can refill without leaving the register Yes / No 1 pt
  7. The 10 best-selling counter items listed in the order guide are all in stock Yes / No 1 pt
  8. Counter items found out of stock are on the pending order Yes / No 1 pt
  9. Older stock is at the front of each hook, ahead of newer stock Yes / No 1 pt
  10. 10 dated counter items sampled (meat snacks, gum, candy) were all within their date Yes / No 1 pt
  11. Out-of-date items found in the counter racks during the visit Number
  12. Counter items close to their date have been marked down or pulled per company policy Yes / No 1 pt
  13. Gum and mints are loaded into the rack slots, not left in closed shipping boxes Yes / No 1 pt
  14. The lighter tray is at least half full Yes / No 1 pt
  15. Discontinued items are not being used to fill gaps in the counter rack Yes / No 1 pt
  16. Every gift card peg holds cards Yes / No 1 pt
  17. Items with crushed or opened packaging have been removed from the counter racks Yes / No 1 pt
  18. In-stock level of the counter set Rating
    • Full 5 pts
    • A few gaps 3 pts
    • Many gaps 1 pt

6. Condition 19 items

  1. Counter racks are free of dust and sticky residue Yes / No 1 pt
  2. The counter top is free of spills, crumbs and coin grime Yes / No 1 pt
  3. No counter display has a cracked panel, a bent hook or a missing divider Yes / No 1 pt
  4. Every bulb or LED strip in the lit counter units is working Yes / No 1 pt
  5. Display header cards are not faded or torn Yes / No 1 pt
  6. Acrylic risers and trays are clear, not yellowed or clouded by scratches Yes / No 1 pt
  7. The glass of the counter bakery case is free of fingerprints Yes / No 1 pt
  8. The front panel of the counter is free of scuffs and tape residue Yes / No 1 pt
  9. Tag channels on the counter rack are intact along their full length Yes / No 1 pt
  10. Packages in the counter racks show no dust or sun fading Yes / No 1 pt
  11. Chocolate is not displayed in direct sunlight or beside heat-producing equipment such as a roller grill Yes / No 1 pt
  12. No melted or bloomed chocolate was found in the counter racks Yes / No 1 pt
  13. The counter advertising mat is current and lies flat Yes / No 1 pt
  14. The weekly cleaning checklist shows the counter racks initialed as cleaned last week Yes / No 1 pt
  15. Date the counter set was last fully reset Date
  16. Corrective actions from the previous counter review have been completed Yes / No 1 pt
  17. Name of the manager on duty Short text
  18. Overall condition of the counter fixtures Rating
    • Clean and undamaged 5 pts
    • Clean with visible wear 3 pts
    • Damaged or dirty 1 pt
  19. 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.

Categories

Related templates

← All templates

Brand standards

At every site, every time

Start Free Contact us