Checklist template

Parts and accessories retail display for auto parts stores

A ready-to-use checklist with 119 items in 6 sections, covering Planogram, Endcaps, Pricing, Seasonal, Stock, Condition. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 119 Items
  • 100 Yes / No checks
  • 6 Scored ratings
  • 130 Points

Use this template How audits work

1. Planogram 21 items

  1. The current planogram for each aisle is available in the store, printed or on the handheld Yes / No 1 pt
  2. A motor oil bay compared with its planogram matched position by position Yes / No 1 pt
  3. Facings out of place in the motor oil bay compared Number
  4. Motor oil is blocked by brand, then by viscosity grade Yes / No 1 pt
  5. Conventional, synthetic blend and full synthetic oils follow the sequence of the planogram Yes / No 1 pt
  6. Oil filters are shelved in part-number order Yes / No 1 pt
  7. Wiper blades are arranged by length Yes / No 1 pt
  8. The wiper blade fit guide is at the wiper display Yes / No 1 pt
  9. The bulb display has its application guide or lookup screen Yes / No 1 pt
  10. Batteries on the rack are arranged by group size Yes / No 1 pt
  11. Fuel additives, brake cleaner and other chemicals are grouped by use Yes / No 1 pt
  12. Wash, wax and interior care products are blocked by brand Yes / No 1 pt
  13. Hand tools are pegged by type in size sequence Yes / No 1 pt
  14. Touch-up paint is in color code order with its color lookup Yes / No 1 pt
  15. Store-brand products sit next to the national-brand equivalent where the planogram places them Yes / No 1 pt
  16. Jugs of oil, coolant and washer fluid, floor jacks and jack stands are on the bottom shelves Yes / No 1 pt
  17. Each peg hook holds the product named on its label Yes / No 1 pt
  18. New items from the latest planogram revision are on the shelf Yes / No 1 pt
  19. Discontinued items have been pulled from their home location to clearance Yes / No 1 pt
  20. Date of the last planogram reset completed in the store Date
  21. Planogram compliance in the aisles walked Rating
    • Set to plan 5 pts
    • A few sections off plan 3 pts
    • Many sections off plan 1 pt

2. Endcaps 20 items

  1. Endcaps in the store Number
  2. Endcaps not set to the current promotional plan Number
  3. Each endcap carries the product assigned to it in the current promotional calendar Yes / No 1 pt
  4. Each endcap holds a single theme or product family Yes / No 1 pt
  5. Each endcap has its header sign Yes / No 1 pt
  6. Each endcap has a price sign for every product on it Yes / No 1 pt
  7. Endcaps are filled to the front edge of the shelves Yes / No 1 pt
  8. The endcaps facing the entrance carry the lead items of this month's flyer Yes / No 1 pt
  9. An oil change bundle (oil, filter, drain plug gasket, funnel, drain pan) is displayed together Yes / No 1 pt
  10. The oil change bundle sign shows the price of oil and filter bought together Yes / No 1 pt
  11. No endcap is used to hold overstock that is not on the plan Yes / No 1 pt
  12. Product featured on an endcap is also stocked at its home location Yes / No 1 pt
  13. Clip strips and side panels are filled with the planned product Yes / No 1 pt
  14. Impulse displays at the counter (air fresheners, key accessories, tire gauges) are set to plan Yes / No 1 pt
  15. Pallet displays of washer fluid or oil are squared, with no damaged case facing the aisle Yes / No 1 pt
  16. Pallet displays are no higher than the height set by company policy Yes / No 1 pt
  17. Pallet displays leave an aisle at least 36 in (90 cm) wide Yes / No 1 pt
  18. Displays supplied by vendors are the ones approved by head office Yes / No 1 pt
  19. Endcaps were changed over on the date set in the promotional calendar Yes / No 1 pt
  20. Endcap execution Rating
    • All on plan, full and signed 5 pts
    • Some off plan, low or unsigned 3 pts
    • Most off plan 1 pt

3. Pricing 19 items

  1. Every facing in the bay sampled has a shelf label Yes / No 1 pt
  2. The part number on each sampled shelf label matches the product above it Yes / No 1 pt
  3. 10 items scanned at the register rang at the shelf price Yes / No 1 pt
  4. Price discrepancies found in the 10-item scan Number
  5. No sale tag on the sales floor has passed its end date Yes / No 1 pt
  6. Multi-buy signs state the price of a single unit Yes / No 1 pt
  7. Clearance items carry a clearance label with the reduced price Yes / No 1 pt
  8. The core charge is shown on the label or sign of batteries and other items sold with a core Yes / No 1 pt
  9. Environmental fees on oil, tires and batteries are displayed as required by local regulation Yes / No 1 pt
  10. Unit prices are shown on shelf labels as required by local regulation Yes / No 1 pt
  11. Rebate forms or rebate signs are placed at the product they apply to Yes / No 1 pt
  12. Shelf labels are printed, not handwritten Yes / No 1 pt
  13. Peg hook labels are in the label holder, not stuck on the product Yes / No 1 pt
  14. Prices of items in locked cases can be read through the glass Yes / No 1 pt
  15. Loyalty member prices are identified as member prices on the tag Yes / No 1 pt
  16. The warranty term is displayed for each battery line on the rack Yes / No 1 pt
  17. Good, better and best choices are signed for brake pads and wiper blades Yes / No 1 pt
  18. The labels of the latest price change batch have all been hung Yes / No 1 pt
  19. Pricing and labeling Rating
    • Accurate and complete 5 pts
    • A few errors or missing labels 3 pts
    • Many errors or missing labels 1 pt

4. Seasonal 22 items

  1. Season being merchandised at the time of the visit Choice
    • Winter
    • Spring
    • Summer
    • Fall
  2. Date the current seasonal set was completed Date
  3. The seasonal aisle is set to the planogram of the current season Yes / No 1 pt
  4. The seasonal set was completed by the changeover date Yes / No 1 pt
  5. Header signs on the seasonal aisle show the current season Yes / No 1 pt
  6. In winter, washer fluid rated for freezing temperatures is displayed within sight of the entrance Yes / No 1 pt
  7. In winter, ice scrapers and snow brushes are displayed at the front of the store Yes / No 1 pt
  8. In winter, booster cables, battery chargers and jump starters are displayed together near the battery rack Yes / No 1 pt
  9. In winter, lock de-icer and fuel line antifreeze are stocked on the seasonal aisle Yes / No 1 pt
  10. In winter, winter wiper blades are stocked in the wiper display Yes / No 1 pt
  11. In summer, air conditioning recharge kits are displayed with the refrigerant type identified Yes / No 1 pt
  12. In summer, the coolant display shows which coolant suits which vehicle makes Yes / No 1 pt
  13. In summer, sunshades and seat covers are displayed on the seasonal aisle Yes / No 1 pt
  14. In spring, wash and wax products are featured at the front of the store Yes / No 1 pt
  15. In fall, coolant testers and battery testers are displayed with a winter preparation sign Yes / No 1 pt
  16. Out-of-season product still in the store is consolidated in a single location Yes / No 1 pt
  17. Out-of-season product in the stockroom is boxed and labeled by season Yes / No 1 pt
  18. End-of-season product is reduced according to the markdown schedule Yes / No 1 pt
  19. Seasonal items are cross-merchandised with related products (washer fluid beside winter wiper blades, sunshades beside air conditioning kits) Yes / No 1 pt
  20. Outdoor pallets of washer fluid carry a price sign Yes / No 1 pt
  21. Seasonal items out of stock on the seasonal aisle Number
  22. Seasonal presentation Rating
    • Current season fully set 5 pts
    • Partly set or mixed seasons 3 pts
    • Previous season still set 1 pt

5. Stock 20 items

  1. Product is pulled forward to the front edge of the shelves in the aisles walked Yes / No 1 pt
  2. Empty facings counted in the motor oil aisle Number
  3. Empty facings counted in the wiper blade section Number
  4. Empty facings have been scanned for replenishment today Yes / No 1 pt
  5. The top-selling oil viscosities are in stock in the large jug size Yes / No 1 pt
  6. The most common battery group sizes are in stock on the rack Yes / No 1 pt
  7. The top-selling wiper blade lengths are in stock on the display Yes / No 1 pt
  8. Batteries on the rack face forward with the brand label and group size visible Yes / No 1 pt
  9. Overstock on the top shelf sits above the home location of the item Yes / No 1 pt
  10. Stockroom quantities of 3 items found empty on the shelf had been brought out, or there were none Yes / No 1 pt
  11. Today's delivery was worked to the shelves within the time set by company policy Yes / No 1 pt
  12. Product on peg hooks does not hang past the end of the hook Yes / No 1 pt
  13. Packages that are crushed, opened or stained with oil have been removed from the shelves Yes / No 1 pt
  14. Returned product is resealed and inspected before it goes back on the shelf Yes / No 1 pt
  15. Chemicals and aerosols are faced with the label forward and the cap on Yes / No 1 pt
  16. High-theft items are in locked cases or keeper boxes as shown on the plan Yes / No 1 pt
  17. A sign at each locked case tells the customer how to get help Yes / No 1 pt
  18. An employee with the case key is on the sales floor Yes / No 1 pt
  19. Shelf-ready trays and cartons are cut cleanly and face the aisle Yes / No 1 pt
  20. In-stock position in the aisles walked Rating
    • Full 5 pts
    • Scattered empty facings 3 pts
    • Many empty facings 1 pt

6. Condition 17 items

  1. Shelves are free of dust and oil residue Yes / No 1 pt
  2. The floor of the oil aisle is free of oil spots Yes / No 1 pt
  3. No shelf is bent and no peg hook is broken Yes / No 1 pt
  4. No shelf strip or label holder is missing Yes / No 1 pt
  5. Aisle markers and category signs hang level Yes / No 1 pt
  6. Glass of the locked display cases is uncracked Yes / No 1 pt
  7. The battery rack is free of corrosion and acid residue Yes / No 1 pt
  8. The self-serve fit guide screens in the aisles work Yes / No 1 pt
  9. Shopping baskets are stocked at the entrance Yes / No 1 pt
  10. The sales counter is clear of returned parts and cores Yes / No 1 pt
  11. Window posters are current Yes / No 1 pt
  12. Window posters cover no more of the glass than company policy allows Yes / No 1 pt
  13. The exterior store sign is fully lit Yes / No 1 pt
  14. Sales floor lights not working Number
  15. Name of the store manager Short text
  16. Overall presentation of the store Rating
    • Excellent 5 pts
    • Good 4 pts
    • Fair 3 pts
    • Poor 1 pt
  17. Corrective actions required Comments

Brand standards

At every site, every time