Checklist template

CPG Merchandising

A ready-to-use checklist with 25 items in 5 sections, covering Shelves, SKUs, In-store Promotions, Staff, Backstock. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 5 Sections
  • 25 Items
  • 24 Yes / No checks
  • 24 Points

Use this template How audits work

1. Shelves 9 items

  1. Shelves are stocked. Yes / No 1 pt
  2. No product holes. Yes / No 1 pt
  3. There are no unauthorized items. Yes / No 1 pt
  4. All authorized items are stocked on the shelf. Yes / No 1 pt
  5. Correct planogram used for the location and category (attach a photo). Yes / No 1 pt
  6. Number of “facings” is appropriate to allow optimum number of different SKUs. Yes / No 1 pt
  7. Product has been “fronted” correctly. Yes / No 1 pt
  8. Signage and shelf wobblers are used effectively and consistently with contractual agreement. Yes / No 1 pt
  9. How many new competitive items are in store (attach photos of each item). Yes / No 1 pt

2. SKUs 5 items

  1. Is XYZ product in stock? Yes / No 1 pt
  2. Record product price Number
  3. Is XYZ product on promotion? Yes / No 1 pt
  4. Is the price of XYZ product correct? Yes / No 1 pt
  5. Has an order been placed by the store for more XYZ product? Yes / No 1 pt

3. In-store Promotions 5 items

  1. In-store promotions are current and consistent with contractual agreement. Yes / No 1 pt
  2. All displays in “like new” condition. Yes / No 1 pt
  3. Bulk floor displays are positioned correctly and are safe (no tripping hazard). Yes / No 1 pt
  4. Stand-alone displays are maintained and stocked. Yes / No 1 pt
  5. Specials “bins” and displays are clearly signed, pricing posted and positioned in hot spot zones. Yes / No 1 pt

4. Staff 3 items

  1. Staff know where our products are located in the store when questioned. Yes / No 1 pt
  2. Staff demonstrate product knowledge when asked. Yes / No 1 pt
  3. Staff are familiar with our brand and have received adequate product training. Yes / No 1 pt

5. Backstock 3 items

  1. Product is stored properly. Yes / No 1 pt
  2. Product evidences rotation to avoid loss from expiry. Yes / No 1 pt
  3. Expired product is dealt with according to policy. Yes / No 1 pt

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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