Checklist template

Jewelry showcase presentation

A ready-to-use checklist with 101 items in 6 sections, covering Layout, Props and pads, Pricing, Lighting, Cleanliness, Brand areas. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 101 Items
  • 84 Yes / No checks
  • 6 Scored ratings
  • 114 Points

Use this template How audits work

1. Layout 18 items

  1. Each showcase is laid out to the current case diagram or planogram Yes / No 1 pt
  2. Date of the current case diagrams Date
  3. Showcases follow the category sequence in the store layout (bridal, diamond fashion, gemstone, gold, silver, watches) Yes / No 1 pt
  4. The bridal cases are in the position the layout assigns, with engagement rings ahead of wedding bands Yes / No 1 pt
  5. Within a case, pieces are grouped by collection or by metal color as the diagram shows Yes / No 1 pt
  6. Pieces run in the price sequence the diagram sets, such as lowest to highest from left to right Yes / No 1 pt
  7. Featured and new pieces sit at the front center of the case, in the customer's line of sight Yes / No 1 pt
  8. The number of pieces on each pad or tray matches the diagram, with no overcrowding Yes / No 1 pt
  9. Matching sets (ring, earrings and pendant) are shown together where the diagram calls for it Yes / No 1 pt
  10. Loose stones or semi-mounts, where carried, are shown in their designated case Yes / No 1 pt
  11. Each empty position left by a sale has been refilled from back stock or closed up per the diagram's fill rule Yes / No 1 pt
  12. Pieces are evenly spaced, in straight rows or the pattern the diagram shows Yes / No 1 pt
  13. Rings all face the same way, with the center stone toward the customer Yes / No 1 pt
  14. Clearance or last-chance jewelry is confined to the case assigned to it Yes / No 1 pt
  15. Tower or wall showcases follow the same diagram set as the counter cases Yes / No 1 pt
  16. Showcases checked against their diagrams Number
  17. Empty positions counted in the cases checked Number
  18. Match between the showcases and their diagrams Rating
    • Every case checked matches 5 pts
    • A few pieces out of position 3 pts
    • Diagrams not followed 1 pt

2. Props and pads 17 items

  1. Pads, trays and inserts are from the company's current display program, with one color and fabric throughout Yes / No 1 pt
  2. Ring fingers, slotted ring trays and ring clips are used as the diagram specifies Yes / No 1 pt
  3. Necklaces are shown on neck forms or bust pads, with chains straight and clasps hidden behind the form Yes / No 1 pt
  4. Pendants hang centered on their pads Yes / No 1 pt
  5. Bracelets and bangles are shown on bracelet ramps or T-bars Yes / No 1 pt
  6. Earrings are displayed in pairs on earring cards or stands, both facing forward Yes / No 1 pt
  7. Watches are displayed on watch cuffs or C-rings with the dial facing the customer Yes / No 1 pt
  8. Display fabric is free of fading, stains, pilling and pin holes Yes / No 1 pt
  9. Pads sit flat and square in the case, with no gaps showing the case floor Yes / No 1 pt
  10. Risers and platforms create the height levels the diagram shows Yes / No 1 pt
  11. Seasonal props or decorative elements are the ones supplied for the current campaign Yes / No 1 pt
  12. Props from past campaigns have been removed from the cases Yes / No 1 pt
  13. No cleaning cloths, tools, repair envelopes or paperwork are visible inside a showcase Yes / No 1 pt
  14. Spare pads and display forms are stored flat and covered in back of house Yes / No 1 pt
  15. Worn display forms have been ordered for replacement Yes / No 1 pt
  16. Pads or forms found worn or stained Number
  17. Condition of pads and display forms Rating
    • Like new 5 pts
    • Slight wear on a few 3 pts
    • Faded, stained or mismatched 1 pt

3. Pricing 17 items

  1. Tags are the company's current tag type (string tag, barbell tag or ring tag) Yes / No 1 pt
  2. Tags are tucked under or behind the piece so the jewelry is seen first Yes / No 1 pt
  3. Tags are turned face down or face up as company policy sets for price visibility Yes / No 1 pt
  4. Tag strings are trimmed and free of knots or tangles Yes / No 1 pt
  5. The price on the tag matches the system for 10 pieces scanned during the visit Yes / No 1 pt
  6. Tags show the metal and karat or purity Yes / No 1 pt
  7. Tags on diamond pieces show the total carat weight Yes / No 1 pt
  8. Tags identify lab-grown diamonds and created gemstones as such, as required by company policy or local regulation Yes / No 1 pt
  9. Gemstone treatment disclosures are available at the counter where the company requires them Yes / No 1 pt
  10. Promotional pricing is shown with the company's promotional tag or case sign, not by handwriting on the tag Yes / No 1 pt
  11. Case signs for financing or credit offers are the current version Yes / No 1 pt
  12. Price point signs inside a case apply to every piece on the pad they sit on Yes / No 1 pt
  13. Tags are legible, with no faded print or torn tags Yes / No 1 pt
  14. Grading reports or certificates are on hand at the store for the pieces sold with them Yes / No 1 pt
  15. Pieces scanned for price during the visit Number
  16. Price or tag errors found Number
  17. Tagging of the pieces on display Rating
    • Every piece tagged, correct and tidy 5 pts
    • A few missing, wrong or untidy 3 pts
    • Many pieces untagged or wrong 1 pt

4. Lighting 15 items

  1. Every showcase light strip or lamp is working Yes / No 1 pt
  2. Case lighting is the same color temperature across the diamond cases Yes / No 1 pt
  3. Diamond cases are lit with the cool white lighting the company specifies Yes / No 1 pt
  4. Gold cases are lit with the warmer lighting the company specifies, where the program differs by category Yes / No 1 pt
  5. Light strips are positioned at the front of the case, lighting the pieces rather than the customer's eyes Yes / No 1 pt
  6. Light strips and lenses inside the cases are free of dust Yes / No 1 pt
  7. Overhead spotlights are aimed at the case tops and wall displays Yes / No 1 pt
  8. Overhead lighting causes no glare on the glass at the customer's viewing angle Yes / No 1 pt
  9. Case lighting is switched on before the store opens Yes / No 1 pt
  10. Lighting wires and drivers are hidden from view inside the cases Yes / No 1 pt
  11. Illuminated brand signs and backlit graphics behind the counter are evenly lit Yes / No 1 pt
  12. Lighting faults were reported to maintenance within the time set by company policy Yes / No 1 pt
  13. A lighted mirror or a daylight lamp is available at the counter for showing stones Yes / No 1 pt
  14. Showcase lamps or strips found not working Number
  15. Lighting of the showcases Rating
    • Bright, even and consistent 5 pts
    • A few dim or mismatched lamps 3 pts
    • Dark cases or strong glare 1 pt

5. Cleanliness 18 items

  1. Case glass is free of fingerprints and smudges on the outside Yes / No 1 pt
  2. Case glass is clean on the inside, with no haze or streaks Yes / No 1 pt
  3. Case glass is free of scratches, chips and cracks Yes / No 1 pt
  4. Case frames and trim are polished, with no tape residue Yes / No 1 pt
  5. Case floors and pads are free of dust, lint and loose tag strings Yes / No 1 pt
  6. Jewelry on display is free of fingerprints and lotion film Yes / No 1 pt
  7. Gold and platinum pieces on display show no tarnish or dull finish Yes / No 1 pt
  8. Silver pieces on display show no tarnish Yes / No 1 pt
  9. Diamond pieces shown to customers are wiped before they go back in the case Yes / No 1 pt
  10. Watch bracelets on display are closed and sized to their cuff, with the clasp hidden Yes / No 1 pt
  11. Watch crystals and bracelets are free of protective film residue and smudges Yes / No 1 pt
  12. The ultrasonic or steam cleaner at the store is working Yes / No 1 pt
  13. Counter pads and presentation trays used for showing pieces are clean Yes / No 1 pt
  14. Counter mirrors are clean and uncracked Yes / No 1 pt
  15. Ring sizers, loupes and gauges are stored out of sight when not in use Yes / No 1 pt
  16. Cases are cleaned on a daily schedule with a signed checklist Yes / No 1 pt
  17. Date of the last deep cleaning of the showcase interiors Date
  18. Cleanliness of cases and jewelry Rating
    • Spotless 5 pts
    • A few smudges or dust 3 pts
    • Dirty glass or tarnished pieces 1 pt

6. Brand areas 16 items

  1. Each branded case or shop-in-shop holds only that brand's product Yes / No 1 pt
  2. Branded displays, pads and logo blocks supplied by the brand are in use in its case Yes / No 1 pt
  3. Brand logo blocks are straight, clean and facing the customer Yes / No 1 pt
  4. The brand's current campaign visual is displayed, with no visual from a past season Yes / No 1 pt
  5. The brand's assortment on display matches its required core list or planogram Yes / No 1 pt
  6. Watch brands are presented in the brand's display furniture, with collections grouped as the brand directs Yes / No 1 pt
  7. Brand brochures, catalogs and warranty booklets are stocked at the counter Yes / No 1 pt
  8. Branded packaging (boxes, bags, pouches) is in stock for each brand displayed Yes / No 1 pt
  9. Brand authorized-dealer plaques or certificates are displayed where the brand requires them Yes / No 1 pt
  10. The space allotted to each brand matches the agreed case count Yes / No 1 pt
  11. Notes from the last brand representative visit have been acted on Yes / No 1 pt
  12. Employees at the counter can name the key collections of each brand displayed Yes / No 1 pt
  13. Branded cases or shop-in-shops at this store Number
  14. Name of the jewelry department or store manager Short text
  15. Overall presentation of the jewelry showcases Rating
    • Cases to diagram, clean, lit and tagged 5 pts
    • Cases to diagram with flaws in cleanliness or tags 3 pts
    • Cases off diagram, dim or dirty 1 pt
  16. 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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