Checklist template

Private label merchandising for multi-unit retailers

A ready-to-use checklist with 101 items in 6 sections, covering Placement, Facings, Signage, Comparison to national brands, Availability, Features. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 101 Items
  • 81 Yes / No checks
  • 6 Scored ratings
  • 111 Points

Use this template How audits work

1. Placement 17 items

  1. Categories audited during this visit Short text
  2. Number of categories audited Number
  3. The store brand item sits immediately to the right of the national brand it matches, or as the planogram directs Yes / No 1 pt
  4. Store brand items are on eye-level or hand-level shelves in each category checked Yes / No 1 pt
  5. No store brand item in the categories checked sits on the bottom shelf, unless the planogram places it there Yes / No 1 pt
  6. Store brand items are shelved inside the category, not in a separate store-brand section, unless the company plan calls for one Yes / No 1 pt
  7. The premium tier of the store brand is shelved beside the premium national brands Yes / No 1 pt
  8. The value tier of the store brand is shelved where the planogram places opening price points Yes / No 1 pt
  9. Store brand items appear in the first bay of the category in the direction of customer traffic, where the planogram calls for it Yes / No 1 pt
  10. The position of store brand items matches the current planogram in 3 categories checked Yes / No 1 pt
  11. New store brand items from the latest planogram update are on the shelf Yes / No 1 pt
  12. Discontinued store brand items have been removed from the shelf set Yes / No 1 pt
  13. Store brand items are stocked in every location the planogram lists, including secondary locations Yes / No 1 pt
  14. Store brand items in refrigerated or frozen cases hold the planogram position beside their national equivalent Yes / No 1 pt
  15. Multipacks and single units of the same store brand item are shelved next to each other Yes / No 1 pt
  16. Shelf labels for store brand items are under the correct item Yes / No 1 pt
  17. Position of store brand items in the categories checked Rating
    • In the planned position in every category checked 5 pts
    • On the shelf but in a weaker position than planned 3 pts
    • Missing or hidden 1 pt

2. Facings 16 items

  1. The number of facings of each store brand item matches the planogram in the categories checked Yes / No 1 pt
  2. Store brand facings are at least equal to the facings of the matching national brand, where the planogram calls for it Yes / No 1 pt
  3. No national brand item has spread into a store brand facing Yes / No 1 pt
  4. Every store brand package faces forward with the logo toward the customer Yes / No 1 pt
  5. Store brand facings are filled to the front edge of the shelf Yes / No 1 pt
  6. Store brand products are blocked together vertically or horizontally, as the planogram shows Yes / No 1 pt
  7. Sizes of a store brand item are arranged from small to large in the direction the planogram shows Yes / No 1 pt
  8. Shelf dividers or pushers hold the store brand facings in place, where the fixture has them Yes / No 1 pt
  9. Each store brand facing has its own shelf label Yes / No 1 pt
  10. A gap left by an out-of-stock store brand item is held open or tagged, not filled with a national brand Yes / No 1 pt
  11. Packaging on the shelf is the current store brand design Yes / No 1 pt
  12. Old-design packaging is sold through at the front before the new design, with the two not mixed in one facing Yes / No 1 pt
  13. Number of store brand facings found filled with another product Number
  14. Number of store brand items checked against the planogram for facings Number
  15. Facing changes made by the store were approved through the company's planogram change process Yes / No 1 pt
  16. Facings of store brand items Rating
    • All facings match the planogram 5 pts
    • A few facings lost or reduced 3 pts
    • Many facings lost to other brands 1 pt

3. Signage 16 items

  1. Store brand shelf flags or shelf talkers are in place in the categories the sign directive lists Yes / No 1 pt
  2. Store brand shelf flags are the current design Yes / No 1 pt
  3. The store brand quality guarantee is posted where the company directive places it Yes / No 1 pt
  4. Signs explaining the store brand tiers are displayed in the departments named in the directive Yes / No 1 pt
  5. Store brand signs sit at store brand items only, not at national brand items Yes / No 1 pt
  6. Aisle or department signs promoting the store brand hang in the planned positions Yes / No 1 pt
  7. Loyalty offers on store brand items are flagged at the shelf Yes / No 1 pt
  8. New store brand items carry a "New" flag for the period the company sets Yes / No 1 pt
  9. Award or "customer favorite" callouts are used only on the items the directive names Yes / No 1 pt
  10. Store brand signs do not cover the shelf labels of neighboring items Yes / No 1 pt
  11. Signs for store brand organic, natural or free-from ranges sit at those ranges only Yes / No 1 pt
  12. Health or nutrition claims on store brand signs are limited to company-issued wording Yes / No 1 pt
  13. Store brand signs at the checkout or service desk are current, where the directive calls for them Yes / No 1 pt
  14. Store brand signs are in each language required by company policy or local regulation Yes / No 1 pt
  15. Number of listed categories found without store brand signs Number
  16. Store brand signage Rating
    • In place in every listed category 5 pts
    • Missing in a few categories 3 pts
    • Largely absent or outdated 1 pt

4. Comparison to national brands 16 items

  1. "Compare to" shelf signs are in place at the store brand items the directive lists Yes / No 1 pt
  2. Each "Compare to" sign names the national brand item that is shelved next to it Yes / No 1 pt
  3. The national brand price shown on 5 "Compare to" signs checked matches that item's current shelf label Yes / No 1 pt
  4. The store brand price shown on the same signs matches the store brand shelf label Yes / No 1 pt
  5. The savings stated on each sign checked equals the difference between the two prices shown Yes / No 1 pt
  6. "Compare to" signs were replaced after the last price change on either item Yes / No 1 pt
  7. Comparisons are made between items of the same size, or the sign states the size difference Yes / No 1 pt
  8. Unit prices appear on the shelf labels of both items where local regulation or company policy requires it Yes / No 1 pt
  9. The store brand unit price is lower than the national brand unit price in the comparisons checked Yes / No 1 pt
  10. When the national brand is on promotion below the store brand price, the "Compare to" sign is removed for the promotion Yes / No 1 pt
  11. Comparison signs use only company-issued wording, with no store-written claims Yes / No 1 pt
  12. No comparison sign names a national brand the store no longer carries Yes / No 1 pt
  13. Ingredient or formula comparisons such as "Same active ingredient" appear only on items the directive lists Yes / No 1 pt
  14. Employees asked can explain the store brand's money-back or satisfaction guarantee Yes / No 1 pt
  15. Number of "Compare to" signs found with a price that does not match the shelf label Number
  16. Accuracy of price comparisons Rating
    • Every comparison checked is accurate 5 pts
    • One inaccurate comparison 3 pts
    • Two or more inaccurate comparisons 1 pt

5. Availability 16 items

  1. Number of store brand items checked for availability Number
  2. Number of store brand items checked that were out of stock on the shelf Number
  3. The top-selling store brand items on the company's must-stock list are all on the shelf Yes / No 1 pt
  4. Out-of-stock store brand items have a shelf tag showing they were scanned for reorder Yes / No 1 pt
  5. Store brand items out on the shelf were checked for back stock during the audit Yes / No 1 pt
  6. Back stock of store brand items found in the stockroom was worked to the shelf Yes / No 1 pt
  7. The on-hand quantity in the system matches the physical count for 5 store brand items checked Yes / No 1 pt
  8. Store brand items are ordered to the shelf capacity or minimum the system sets Yes / No 1 pt
  9. Supplier or warehouse shortages on store brand items are noted on the out-of-stock report Yes / No 1 pt
  10. No store brand item has been out of stock for more than the number of days the company allows Yes / No 1 pt
  11. Store brand perishables are rotated, with the earliest date at the front Yes / No 1 pt
  12. No store brand item checked is past its best-before or expiry date Yes / No 1 pt
  13. Recalled or withdrawn store brand items are off the shelf, checked against the latest notice Yes / No 1 pt
  14. Seasonal store brand items arrived by the season start date Yes / No 1 pt
  15. Store brand items are available through the store's online ordering for 3 items checked Yes / No 1 pt
  16. In-stock position of store brand items Rating
    • Every item checked in stock 5 pts
    • One or two items out 3 pts
    • Three or more items out 1 pt

6. Features 20 items

  1. Number of promotional endcaps or feature displays in the store Number
  2. Number of those displays that feature store brand items Number
  3. The share of feature displays given to the store brand meets the company's target Yes / No 1 pt
  4. Store brand endcaps listed on the current display plan are built Yes / No 1 pt
  5. Each store brand feature display has a header naming the store brand Yes / No 1 pt
  6. Store brand feature displays are full Yes / No 1 pt
  7. Every item on a store brand feature display has a price sign Yes / No 1 pt
  8. Store brand items featured in the current flyer are displayed off the shelf Yes / No 1 pt
  9. Store brand items are included in seasonal displays alongside national brands, as the plan directs Yes / No 1 pt
  10. Cross-merchandising displays pair store brand items as the plan directs, such as store brand pasta with store brand sauce Yes / No 1 pt
  11. Sampling or demo events for store brand items took place on the dates in the company calendar, where the store runs them Yes / No 1 pt
  12. Date of the last store brand sampling or demo event Date
  13. Store brand items are displayed at the checkout lanes where the checkout plan includes them Yes / No 1 pt
  14. The store's entrance or lobby display includes a store brand item this period, where the plan calls for it Yes / No 1 pt
  15. Employees asked can name one new or featured store brand item Yes / No 1 pt
  16. The store brand sales share report is reviewed by the store manager each period Yes / No 1 pt
  17. Store brand share of sales for the latest period, from the report (percent) Number
  18. Feature support for the store brand Rating
    • Featured as planned across the store 5 pts
    • Some planned features missing 3 pts
    • Little or no feature support 1 pt
  19. Name of the person who performed the audit Short text
  20. 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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