Checklist template

Frame board merchandising for optical stores

A ready-to-use checklist with 101 items in 6 sections, covering Brand sections, Frame condition, Pricing, Empty pegs, Lighting, Mirrors. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 101 Items
  • 83 Yes / No checks
  • 6 Scored ratings
  • 113 Points

Use this template How audits work

1. Brand sections 18 items

  1. The frame boards follow the current brand map or planogram issued by head office Yes / No 1 pt
  2. Date of the planogram in use Date
  3. Each brand section carries the brand's current header or logo plaque Yes / No 1 pt
  4. All frames of a brand are displayed together in that brand's section Yes / No 1 pt
  5. Luxury, mid-range and value brands occupy the zones assigned on the brand map Yes / No 1 pt
  6. Women's, men's and children's sections are identified by signs Yes / No 1 pt
  7. Children's frames are displayed at a child's eye level Yes / No 1 pt
  8. Within a brand, frames are grouped by shape or material as the planogram specifies Yes / No 1 pt
  9. The newest collection of each brand is placed at adult eye level Yes / No 1 pt
  10. Best-selling models are in the positions marked on the planogram Yes / No 1 pt
  11. Headers and point-of-sale material of brands no longer carried have been removed Yes / No 1 pt
  12. Brand counter cards and lookbooks are from the current season Yes / No 1 pt
  13. The number of frames displayed for each brand meets the minimum agreed with the supplier Yes / No 1 pt
  14. Prescription sunglasses have their own section apart from optical frames Yes / No 1 pt
  15. Sports and safety eyewear is grouped in an identified section Yes / No 1 pt
  16. The value or package-price frames are in a section labeled with the package price Yes / No 1 pt
  17. Frame brands displayed Number
  18. Compliance of the boards with the planogram Rating
    • Matches in every section 5 pts
    • Minor deviations in 1 or 2 sections 3 pts
    • Planogram not followed 1 pt

2. Frame condition 17 items

  1. Demo lenses are free of fingerprints and dust Yes / No 1 pt
  2. Demo lenses sit fully in the rim, with no gap or rattle when the frame is handled Yes / No 1 pt
  3. Demo lenses are free of scratches and peeling logo print Yes / No 1 pt
  4. Frames face the same direction, with temples open or folded as the display standard states Yes / No 1 pt
  5. Frames sit straight on their pegs or rods Yes / No 1 pt
  6. Adjustable nose pads are present on both sides Yes / No 1 pt
  7. Nose pads are clear, with no yellowing or discoloration Yes / No 1 pt
  8. Temples open evenly, so the frame sits flat when placed on a counter Yes / No 1 pt
  9. Acetate fronts show no fading or whitening from sunlight Yes / No 1 pt
  10. Metal frames show no plating wear or corrosion at the bridge or temple tips Yes / No 1 pt
  11. Size and model markings inside the temple are legible Yes / No 1 pt
  12. Damaged frames have been taken off the board and tagged for return to the supplier Yes / No 1 pt
  13. Frames are cleaned on a schedule recorded in a cleaning log Yes / No 1 pt
  14. Board panels, rods and shelves are free of dust Yes / No 1 pt
  15. Frames on shelves are spaced so they do not touch each other Yes / No 1 pt
  16. Frames with a defect (loose screw, missing pad, scratched demo lens, misaligned temple) in a sample of 20 Number
  17. Condition of the 20 frames sampled Rating
    • No defects 5 pts
    • 1 to 2 frames with defects 3 pts
    • 3 or more frames with defects 1 pt

3. Pricing 18 items

  1. Every frame on display carries a price tag or a price code tag in the company format Yes / No 1 pt
  2. Tags are attached at the same place on every frame, as the display standard states Yes / No 1 pt
  3. The tag does not hang in front of the lens opening when the frame is tried on Yes / No 1 pt
  4. The tag does not cover the brand name on the temple Yes / No 1 pt
  5. 10 frames scanned at the register matched the price on their tags Yes / No 1 pt
  6. Price mismatches found in the 10 frames scanned Number
  7. No handwritten price tags are in use Yes / No 1 pt
  8. Signs state whether displayed prices are for the frame only or include lenses Yes / No 1 pt
  9. A key to the package price tiers (color dots or codes) is posted at the boards Yes / No 1 pt
  10. Frames fully covered by the main benefit plans are identified as the company standard states Yes / No 1 pt
  11. Sale frames show both the regular price and the sale price Yes / No 1 pt
  12. Clearance frames are grouped in one identified section Yes / No 1 pt
  13. Tags are free of fading and tears Yes / No 1 pt
  14. Barcodes on the tags scan on the first pass Yes / No 1 pt
  15. Price changes from the latest head office bulletin have been applied Yes / No 1 pt
  16. Date the latest price change bulletin was applied Date
  17. The current version of the lens price menu is at each dispensing table Yes / No 1 pt
  18. Price presentation on the boards Rating
    • Every frame tagged, uniform, accurate 5 pts
    • A few missing or worn tags 3 pts
    • Many missing tags or price mismatches 1 pt

4. Empty pegs 15 items

  1. Empty frame positions on the boards at the time of the visit Number
  2. Total frame positions on the boards Number
  3. Empty positions were filled from understock at opening today Yes / No 1 pt
  4. Understock drawers are organized by brand Yes / No 1 pt
  5. A frame sold from the board is reordered on the day of the sale Yes / No 1 pt
  6. A placeholder marks the position of a board frame that is away at the lab for a customer order Yes / No 1 pt
  7. No section shows more than 2 empty positions side by side Yes / No 1 pt
  8. Where no replacement is available, the remaining frames are re-spaced to close the gap Yes / No 1 pt
  9. No position holds two frames Yes / No 1 pt
  10. The frame count by brand is compared with the brand's target each week Yes / No 1 pt
  11. Frames older than the age set by company policy are listed for exchange with the supplier's representative Yes / No 1 pt
  12. Date of the last visit of a frame supplier's representative Date
  13. Boxes of frames awaiting return to suppliers are kept off the sales floor Yes / No 1 pt
  14. New frame deliveries are tagged and on the boards within 2 working days of receipt Yes / No 1 pt
  15. Fullness of the frame boards Rating
    • Full, no visible gaps 5 pts
    • A few gaps, evenly spread 3 pts
    • Whole rows or sections empty 1 pt

5. Lighting 16 items

  1. All board backlights and LED strips are working Yes / No 1 pt
  2. Lamps or LED sections out at the time of the visit Number
  3. Lamps within one board have the same color tone Yes / No 1 pt
  4. Demo lenses at eye level show no glare spots that hide the frame from a customer standing at the board Yes / No 1 pt
  5. Spotlights are aimed at the feature displays they were installed for Yes / No 1 pt
  6. Lighting at the try-on mirrors lights the face evenly, without shadows under the eyes Yes / No 1 pt
  7. Illuminated brand headers are lit Yes / No 1 pt
  8. Diffusers and light covers are free of dust and insects Yes / No 1 pt
  9. Transformers and wiring are out of the customer's sight Yes / No 1 pt
  10. Board lighting is switched on at opening by a timer or the opening checklist Yes / No 1 pt
  11. Interior lights of the luxury and sunglass showcases are working Yes / No 1 pt
  12. No frame touches or rests directly under a lamp that is hot to the touch Yes / No 1 pt
  13. Window display lighting stays on after dark for the hours set by company policy Yes / No 1 pt
  14. Spare lamps or LED modules for the boards are on site Yes / No 1 pt
  15. Failed lamps were reported within the time set by company policy Yes / No 1 pt
  16. Lighting of the frame boards Rating
    • Even, all working 5 pts
    • A few lamps out or mixed color tones 3 pts
    • Dark sections or heavy glare 1 pt

6. Mirrors 17 items

  1. A mirror is within arm's reach of every frame board section Yes / No 1 pt
  2. Mirrors are free of streaks and fingerprints Yes / No 1 pt
  3. Mirror glass is free of chips and cracks Yes / No 1 pt
  4. Wall mirrors are mounted at face height for a standing adult Yes / No 1 pt
  5. A mirror is mounted at a child's height in the children's section Yes / No 1 pt
  6. Each dispensing table has a mirror usable by a seated customer Yes / No 1 pt
  7. Countertop mirrors tilt and hold their position Yes / No 1 pt
  8. At least one full-length mirror is available on the sales floor Yes / No 1 pt
  9. Mirrors give an undistorted reflection Yes / No 1 pt
  10. Wall mirrors are firmly fixed, with no movement when touched Yes / No 1 pt
  11. No sign or display blocks a mirror Yes / No 1 pt
  12. The photo or virtual try-on tablet for customers with strong prescriptions is charged and working Yes / No 1 pt
  13. Mirror cleaning is listed on the opening checklist Yes / No 1 pt
  14. Mirrors on the sales floor Number
  15. Name of the store manager Short text
  16. Overall presentation of the frame area Rating
    • Strong 5 pts
    • Acceptable 3 pts
    • Weak 1 pt
  17. 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