Checklist template

Grab-and-go and impulse display for restaurants and cafes

A ready-to-use checklist with 119 items in 6 sections, covering Display case, Cooler, Counter impulse, Pricing and labels, Freshness, Replenishment. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 119 Items
  • 101 Yes / No checks
  • 6 Scored ratings
  • 131 Points

Use this template How audits work

1. Display case 20 items

  1. The grab-and-go case stands on the guest's path between the entrance and the register Yes / No 1 pt
  2. The case layout follows the current planogram Yes / No 1 pt
  3. The planogram is kept at the case or in the manager binder Yes / No 1 pt
  4. Sandwiches, salads, snack boxes and yogurt cups are each grouped together Yes / No 1 pt
  5. Best-selling items sit at eye level Yes / No 1 pt
  6. Number of planogram items missing from the case Number
  7. Each shelf position holds at least the minimum number of units shown on the planogram Yes / No 1 pt
  8. Packages face forward with the label toward the guest Yes / No 1 pt
  9. Sandwiches and wraps are displayed with the cut side showing the filling Yes / No 1 pt
  10. Salad lids are clear of condensation so the salad can be seen Yes / No 1 pt
  11. No product is stacked above the load line or against the air vents Yes / No 1 pt
  12. No package overhangs the shelf edge Yes / No 1 pt
  13. Gaps left by sold-out items are closed by spreading the neighboring items Yes / No 1 pt
  14. Shelf dividers or pushers are in place Yes / No 1 pt
  15. Case glass is free of fingerprints Yes / No 1 pt
  16. Case shelves are free of crumbs and spills Yes / No 1 pt
  17. Every shelf of the case is lit Yes / No 1 pt
  18. No crates or stock boxes stand in front of the case Yes / No 1 pt
  19. Cutlery and napkins for grab-and-go items are stocked beside the case Yes / No 1 pt
  20. Presentation of the grab-and-go case Rating
    • Full, faced and to the planogram 5 pts
    • Stocked with gaps or untidy facings 3 pts
    • Sparse or disorganized 1 pt

2. Cooler 17 items

  1. The beverage cooler follows the beverage planogram Yes / No 1 pt
  2. Brands are blocked in vertical columns, as the planogram shows Yes / No 1 pt
  3. Every facing in the cooler is filled to at least half its depth Yes / No 1 pt
  4. Number of empty facings in the beverage cooler Number
  5. Bottles and cans face forward Yes / No 1 pt
  6. The cooler holds only products for sale, with no staff drinks or food Yes / No 1 pt
  7. A cooler supplied by a beverage vendor holds only the products its agreement allows Yes / No 1 pt
  8. The promoted beverage sits at eye level Yes / No 1 pt
  9. Cooler doors close fully on their own Yes / No 1 pt
  10. Cooler door glass is free of fog and condensation Yes / No 1 pt
  11. Interior lights of the cooler work Yes / No 1 pt
  12. Price strips on the cooler shelves are intact Yes / No 1 pt
  13. Air temperature of the beverage cooler (°F or °C) Number
  14. A cooler holding milk, juice or other perishable drinks is at 41°F (5°C) or below Yes / No 1 pt
  15. No container in the cooler is leaking, dented or sticky Yes / No 1 pt
  16. The floor of the cooler is free of spilled liquid Yes / No 1 pt
  17. Presentation of the beverage cooler Rating
    • Full, cold and to the planogram 5 pts
    • Some empty facings or mixed brands 3 pts
    • Sparse, warm or disorganized 1 pt

3. Counter impulse 18 items

  1. Counter impulse racks stand beside the register, where the guest can reach them while paying Yes / No 1 pt
  2. Impulse items are displayed in the approved racks or baskets Yes / No 1 pt
  3. Each rack holds the assortment approved for it Yes / No 1 pt
  4. The number of impulse displays on the counter is within the limit of the merchandising guide Yes / No 1 pt
  5. No impulse display blocks the space where food is handed to the guest Yes / No 1 pt
  6. Every clip or slot of the chip rack is filled Yes / No 1 pt
  7. Chip bags are free of crushing and punctures Yes / No 1 pt
  8. Wrappers of cookies, brownies and bars are intact Yes / No 1 pt
  9. Whole fruit is free of bruises Yes / No 1 pt
  10. The fruit basket holds at least the minimum quantity set by the merchandising guide Yes / No 1 pt
  11. The gift card rack is full Yes / No 1 pt
  12. The seasonal impulse item of the marketing calendar is displayed Yes / No 1 pt
  13. Every shelf of the merchandiser along the register line holds product Yes / No 1 pt
  14. Cashiers offered an impulse item in at least 2 of 3 orders observed Yes / No 1 pt
  15. A sign at the display promotes the bundle, such as adding chips and a drink Yes / No 1 pt
  16. Unwrapped cookies or pastries on the counter are under a cover Yes / No 1 pt
  17. Each peg, slot or basket holds a single kind of item Yes / No 1 pt
  18. Counter impulse display Rating
    • Full, tidy and offered by cashiers 5 pts
    • Stocked but untidy or not offered 3 pts
    • Empty, cluttered or improvised 1 pt

4. Pricing and labels 21 items

  1. Every item in the grab-and-go case has a price tag or shelf strip Yes / No 1 pt
  2. Every facing in the beverage cooler has a price Yes / No 1 pt
  3. Every counter impulse item has a price Yes / No 1 pt
  4. Number of items found without a price Number
  5. Scanned prices of 5 items match their tags Yes / No 1 pt
  6. Number of scanned prices that differ from the tag Number
  7. Price tags are printed in the approved layout, not handwritten Yes / No 1 pt
  8. Each tag sits directly below or in front of its own item Yes / No 1 pt
  9. Each food item packaged in-house carries a label with the product name Yes / No 1 pt
  10. The label of each item packaged in-house lists ingredients and allergens as required by local regulation Yes / No 1 pt
  11. The label of each item packaged in-house shows a use-by date Yes / No 1 pt
  12. Labels are applied in the same position on every package, clear of the viewing window Yes / No 1 pt
  13. Calories are shown for grab-and-go items where required by local regulation Yes / No 1 pt
  14. Callouts such as "vegetarian" or "gluten-free" appear only on items approved to carry them Yes / No 1 pt
  15. Barcodes of 3 packaged items scan at the register Yes / No 1 pt
  16. Bundle price signs state what the bundle includes Yes / No 1 pt
  17. The bottle deposit or container fee is shown where required by local regulation Yes / No 1 pt
  18. Promotional tags are within the dates of their promotion Yes / No 1 pt
  19. Tags of items no longer carried have been removed Yes / No 1 pt
  20. "New" flags are used only on items introduced in the current period Yes / No 1 pt
  21. Accuracy of pricing and labels Rating
    • Every item priced and labeled correctly 5 pts
    • A few tags missing or misplaced 3 pts
    • Many items unpriced or mislabeled 1 pt

5. Freshness 20 items

  1. Every item in the grab-and-go case is within its use-by date Yes / No 1 pt
  2. Number of items found past their use-by date Number
  3. Items found past date were removed from sale at once Yes / No 1 pt
  4. Items expiring today are identified for the end-of-day pull Yes / No 1 pt
  5. On 3 products checked, the earliest date is at the front Yes / No 1 pt
  6. Sandwich bread shows no dried edges or sogginess Yes / No 1 pt
  7. Salad leaves are crisp, with no wilting or browning Yes / No 1 pt
  8. Cut fruit shows no browning or pooled liquid Yes / No 1 pt
  9. Granola in yogurt parfaits is dry and crunchy Yes / No 1 pt
  10. Package seals and lids are intact, with no leaks Yes / No 1 pt
  11. Temperature of the grab-and-go case (°F or °C) Number
  12. The grab-and-go case holds 41°F (5°C) or below Yes / No 1 pt
  13. Case temperatures are logged at the frequency set by company policy Yes / No 1 pt
  14. The shelf life given to items made in-house matches the company shelf-life chart Yes / No 1 pt
  15. Five shelf-stable snacks checked are within their best-before dates Yes / No 1 pt
  16. Five beverages checked are within their best-before dates Yes / No 1 pt
  17. Cookies and muffins on the counter were baked or delivered within their shelf life Yes / No 1 pt
  18. Items at the end of their shelf life are marked down, donated or discarded as company policy provides Yes / No 1 pt
  19. Items discarded from the displays are recorded on the waste sheet Yes / No 1 pt
  20. Freshness of the products on display Rating
    • Everything fresh and in date 5 pts
    • In date, some items look tired 3 pts
    • Out-of-date or spoiled items on display 1 pt

6. Replenishment 23 items

  1. The grab-and-go case was fully set before the morning peak Yes / No 1 pt
  2. Time the case was fully set today Short text
  3. A build-to quantity exists for each grab-and-go item by daypart Yes / No 1 pt
  4. Build-to quantities were revised in the past month using sales and waste Yes / No 1 pt
  5. The case was refilled before the lunch peak Yes / No 1 pt
  6. One named person per shift is responsible for the displays Yes / No 1 pt
  7. Refill checks are made at set times during the shift Yes / No 1 pt
  8. Back stock of grab-and-go items is labeled in the walk-in or reach-in cooler Yes / No 1 pt
  9. New beverages are loaded behind those already chilled Yes / No 1 pt
  10. The beverage cooler is restocked after each peak so product is cold for the next one Yes / No 1 pt
  11. Impulse racks are refilled at each shift change Yes / No 1 pt
  12. The minimum late-day assortment set by company policy is on display until the stated time Yes / No 1 pt
  13. Late in the day, remaining items are brought together at eye level Yes / No 1 pt
  14. Delivery days of vendor-delivered snacks and beverages are posted Yes / No 1 pt
  15. Shortages from the commissary or supplier were reported the same day Yes / No 1 pt
  16. Number of grab-and-go items sold out at the time of the visit Number
  17. The time at which key items sold out is noted to adjust the next day's build Yes / No 1 pt
  18. Waste from the case is compared with its sales each week Yes / No 1 pt
  19. Units discarded from the grab-and-go case yesterday Number
  20. The closing checklist includes emptying and wiping down the case Yes / No 1 pt
  21. Stock level at the time of the visit Rating
    • Full for the daypart 5 pts
    • Thin in places 3 pts
    • Largely empty 1 pt
  22. Name of the person responsible for the displays on this shift Short text
  23. 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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