Checklist template

Markdown and sale event execution for fashion retailers

A ready-to-use checklist with 96 items in 6 sections, covering Markdowns taken, Signage, Sale area, Ticketing, Recovery, Results. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 96 Items
  • 74 Yes / No checks
  • 6 Scored ratings
  • 104 Points

Use this template How audits work

1. Markdowns taken 17 items

  1. The markdown list for this event was downloaded or printed before the event's start date Yes / No 1 pt
  2. Start date of the current sale event Date
  3. Every style on the markdown list was searched for on the floor, in the fitting room go-backs and in the stockroom Yes / No 1 pt
  4. Markdowns were completed before the store opened on the first day of the event Yes / No 1 pt
  5. Styles on the list and not found were reported or adjusted as the company instructs Yes / No 1 pt
  6. Units of marked-down styles held in the stockroom were brought to the floor Yes / No 1 pt
  7. Marked-down units on mannequins and wall displays were replaced with full-price styles, or ticketed, per the directive Yes / No 1 pt
  8. Returns of marked-down styles received since the event began have been re-ticketed at the current price Yes / No 1 pt
  9. Second and further markdowns were applied on the dates the markdown calendar sets Yes / No 1 pt
  10. Marked-down styles were moved to the sale area or left in place, as the markdown list directs for each style Yes / No 1 pt
  11. Styles excluded from the event (new arrivals, basics, licensed brands) remain at full price Yes / No 1 pt
  12. Marked-down styles on the hold rail at the cash wrap were re-ticketed along with the floor stock Yes / No 1 pt
  13. The handheld or markdown app shows the list as fully actioned Yes / No 1 pt
  14. Styles on the markdown list for this event Number
  15. Styles on the list not yet actioned at the time of the visit Number
  16. Units of marked-down styles found in the stockroom during the visit Number
  17. Completion of the markdown list Rating
    • Every style actioned before opening 5 pts
    • A few styles outstanding 3 pts
    • List largely not actioned 1 pt

2. Signage 17 items

  1. The sale sign kit received matches the kit list for this event Yes / No 1 pt
  2. Window sale banners or decals are installed in the positions shown in the event directive Yes / No 1 pt
  3. Entrance signs state the offer in the words of the directive ("Up to", "Extra", "Selected styles") Yes / No 1 pt
  4. "Up to" percentage signs are used only where at least some product is reduced by the stated maximum Yes / No 1 pt
  5. Signs state the event dates or "while supplies last" where company policy or local regulation requires it Yes / No 1 pt
  6. Exclusions are printed on the signs or posted at the cash wrap Yes / No 1 pt
  7. Each sale rack carries a topper showing its percentage off or price point Yes / No 1 pt
  8. The percentage on each topper matches the reduction of the product on that rack Yes / No 1 pt
  9. Racks holding mixed reductions carry an "Up to" or general "Sale" topper Yes / No 1 pt
  10. Size toppers or size dividers are in place on sale racks Yes / No 1 pt
  11. Full-price areas carry no sale signs Yes / No 1 pt
  12. "Final sale" terms are signed at the sale area and at the cash wrap where the policy applies Yes / No 1 pt
  13. Sale signs are in the company's sale color, with no handwritten signs Yes / No 1 pt
  14. Signs from the previous event were removed and discarded or stored as the directive instructs Yes / No 1 pt
  15. Sale signs are in each language required by company policy or local regulation Yes / No 1 pt
  16. Sale racks without a topper Number
  17. Sale signage at the entrance and in the sale area Rating
    • Complete and accurate 5 pts
    • A few signs missing or mismatched 3 pts
    • Missing, wrong or misleading 1 pt

3. Sale area 17 items

  1. The sale area is in the location the event directive assigns for this store Yes / No 1 pt
  2. The sale area's share of the floor is within the limit the directive sets Yes / No 1 pt
  3. Full-price new arrivals keep the front of the store, unless the directive moves sale forward for this event Yes / No 1 pt
  4. Sale product hangs on the fixture type the directive specifies (rounders, straight rails or rolling racks) Yes / No 1 pt
  5. Sale racks are organized by gender, then by category (tops, bottoms, dresses, outerwear) Yes / No 1 pt
  6. Within a category, sale garments are sorted by size Yes / No 1 pt
  7. Sale racks are grouped by reduction level where the directive calls for it Yes / No 1 pt
  8. Sale shoes are displayed by size on the shoe rack or table assigned to them Yes / No 1 pt
  9. Sale accessories are in bins or on a fixture of their own, not mixed with sale apparel Yes / No 1 pt
  10. Rails are filled without packing: a garment can be pulled out with one hand Yes / No 1 pt
  11. Sale garments hang on the store's standard hangers, with no shipping hangers Yes / No 1 pt
  12. Aisles between sale racks keep the company's minimum width, at least 36 in (91 cm) where no standard is set Yes / No 1 pt
  13. A fitting room or mirror is within sight of the sale area Yes / No 1 pt
  14. Extra rolling racks added for the event stand in the positions the directive allows Yes / No 1 pt
  15. Fixtures in the sale area Number
  16. Fixtures holding sale product outside the assigned area Number
  17. Organization of the sale area Rating
    • Sorted by category and size on every rack 5 pts
    • Sorted on most racks 3 pts
    • Unsorted 1 pt

4. Ticketing 17 items

  1. Every marked-down unit in a sample of 20 carries a markdown ticket or sale sticker Yes / No 1 pt
  2. The markdown ticket shows the current sale price for the units sampled Yes / No 1 pt
  3. The price scanned at the register equals the ticket price for 10 units tested Yes / No 1 pt
  4. The original price remains visible on the ticket, where company policy or local regulation requires a reference price Yes / No 1 pt
  5. Markdown stickers are applied in the position the company specifies on the hang tag Yes / No 1 pt
  6. Earlier markdown stickers are removed or fully covered by the newest sticker Yes / No 1 pt
  7. Markdown stickers do not cover the barcode, the size or the style number Yes / No 1 pt
  8. Units reduced by a percentage at the register carry no conflicting price sticker Yes / No 1 pt
  9. Each piece of a set sold separately (suits, swimwear) carries its own sale price Yes / No 1 pt
  10. Garments missing a hang tag were re-ticketed from the handheld before going on a sale rack Yes / No 1 pt
  11. Units marked "Final sale" are stickered where the policy requires it Yes / No 1 pt
  12. An "Extra percent off" offer applied correctly at the register on a test transaction Yes / No 1 pt
  13. The ticket printer or sticker gun has spare labels in the store Yes / No 1 pt
  14. A ticketing sample like this one was repeated by the store after each further markdown date Yes / No 1 pt
  15. Units sampled for ticketing Number
  16. Ticketing errors found in the sample Number
  17. Ticketing of marked-down product Rating
    • Every unit ticketed and ringing correctly 5 pts
    • A few errors 3 pts
    • Many units unticketed or ringing wrong 1 pt

5. Recovery 14 items

  1. Extra hours were scheduled for the first days of the event and for its peak days Yes / No 1 pt
  2. An employee is assigned to the sale area on each shift of the event Yes / No 1 pt
  3. Sale racks are re-sized (put back in size order) at least twice a day Yes / No 1 pt
  4. Garments fallen from hangers are picked up during each recovery round Yes / No 1 pt
  5. Fitting room go-backs return to the correct sale rack, not to the nearest one Yes / No 1 pt
  6. Full-price garments left on sale racks are removed during recovery Yes / No 1 pt
  7. Sale racks are condensed as product sells through, and empty racks are taken off the floor Yes / No 1 pt
  8. Broken sizes are consolidated onto fewer racks as the event progresses Yes / No 1 pt
  9. Sale garments damaged by handling (missing buttons, makeup marks, broken zippers) are pulled and processed per company policy Yes / No 1 pt
  10. Security tags remain on sale garments in the categories the tagging standard covers Yes / No 1 pt
  11. Hangers emptied by sales are collected from the racks and the cash wrap Yes / No 1 pt
  12. The sale area is fully recovered at closing, per a signed closing checklist Yes / No 1 pt
  13. Recovery rounds of the sale area completed yesterday Number
  14. State of the sale area at the time of the visit Rating
    • Sized, hung and tidy 5 pts
    • Some racks disordered 3 pts
    • Garments on the floor or racks in disarray 1 pt

6. Results 14 items

  1. Sale units sold since the start of the event Number
  2. Sell-through of the marked-down styles to date (%) Number
  3. Marked-down units remaining on hand Number
  4. Store sales compared with the event plan to date (%) Number
  5. The store manager reviews the event's sell-through report at least weekly Yes / No 1 pt
  6. Styles with low sell-through have been moved to a more visible rack, or flagged to the head office for a further markdown Yes / No 1 pt
  7. The store has received instructions for product left at the end of the event (consolidate, transfer, pack and hold, or donate) Yes / No 1 pt
  8. Transfers or pack-and-hold requests for leftover sale product were completed by their due date Yes / No 1 pt
  9. Price adjustment requests from customers who bought just before the event are handled per company policy Yes / No 1 pt
  10. Lessons from this event (staffing, timing, missing signs) were recorded for the next event Yes / No 1 pt
  11. Corrective actions from the previous sale event review have been completed Yes / No 1 pt
  12. Name of the store manager Short text
  13. Overall execution of the sale event Rating
    • Marked down, signed and kept sorted to the directive 5 pts
    • Set up to the directive but not kept sorted 3 pts
    • Markdowns or signs incomplete 1 pt
  14. 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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