Checklist template

Retail merchandise and packaged goods display for restaurants

A ready-to-use checklist with 109 items in 6 sections, covering Display location, Assortment, Pricing, Stock levels, Gift cards, Condition. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 109 Items
  • 94 Yes / No checks
  • 6 Scored ratings
  • 124 Points

Use this template How audits work

1. Display location 17 items

  1. The retail merchandise display can be seen from the front entrance Yes / No 1 pt
  2. The display stands where guests waiting to order or to be seated pass in front of it Yes / No 1 pt
  3. The fixture is in the position shown on the company floor plan Yes / No 1 pt
  4. The display does not narrow the queue line or the path to the restrooms Yes / No 1 pt
  5. The aisle beside the display keeps the clear width shown on the company floor plan Yes / No 1 pt
  6. Packaged coffee is displayed within sight of the counter where brewed coffee is sold Yes / No 1 pt
  7. Impulse items (bottled sauces, snack packs, mugs) are within arm's reach of a guest standing at the register Yes / No 1 pt
  8. Merchandise on the counter does not block the guest's view of the menu board or the payment terminal Yes / No 1 pt
  9. Children's items are on shelves below 48 in (122 cm) Yes / No 1 pt
  10. Glass bottles and ceramic mugs are on shelves above knee height Yes / No 1 pt
  11. Every lamp in the display fixture is lit Yes / No 1 pt
  12. Apparel is displayed away from the kitchen pass and fryer exhaust so it does not pick up grease or odors Yes / No 1 pt
  13. No packaged coffee or chocolate item is displayed in direct sunlight or under a heat lamp Yes / No 1 pt
  14. The drive-thru or pickup window carries the approved retail sign where the company program calls for one Yes / No 1 pt
  15. High-value merchandise (insulated tumblers, brewing equipment) is displayed within sight of a staffed position Yes / No 1 pt
  16. Display fixture type in use Choice
    • Freestanding floor fixture
    • Wall shelving
    • Counter display
    • Several fixtures
  17. Visibility of retail merchandise to a guest entering the restaurant Rating
    • Seen at once from the entrance 5 pts
    • Seen only from the counter or host stand 3 pts
    • Hidden or easy to miss 1 pt

2. Assortment 18 items

  1. Every item on display is on the company's current approved merchandise list Yes / No 1 pt
  2. Every core item of the current merchandise list is on display Yes / No 1 pt
  3. No locally purchased or unapproved merchandise is on the display Yes / No 1 pt
  4. Discontinued items have been pulled or moved to the clearance position named in the company instruction Yes / No 1 pt
  5. The current seasonal item (holiday blend, limited-edition mug) is in the featured position of the planogram Yes / No 1 pt
  6. Last season's merchandise has been removed from the featured position Yes / No 1 pt
  7. Packaged coffee is offered in whole bean and in ground where the program lists both Yes / No 1 pt
  8. Each coffee blend brewed in the restaurant that has a packaged version is on the shelf Yes / No 1 pt
  9. Bottled sauces, dressings or spice rubs on display match flavors currently on the menu Yes / No 1 pt
  10. Apparel is stocked in every size of the approved size run Yes / No 1 pt
  11. Apparel is folded or hung in size order, smallest to largest Yes / No 1 pt
  12. Items are grouped by category (coffee, drinkware, apparel, packaged food) as on the planogram Yes / No 1 pt
  13. Each item faces forward with its brand label toward the guest Yes / No 1 pt
  14. One sample of each boxed mug or tumbler is out of its box for guests to handle Yes / No 1 pt
  15. Gift sets or bundles shown on the promotional signs are assembled and on the display Yes / No 1 pt
  16. Packaged food on the retail shelf carries the supplier's ingredient label, with no restaurant-made repacks Yes / No 1 pt
  17. Approved items missing from the display at the time of the visit Number
  18. Match between the display and the current planogram Rating
    • Matches in every position 5 pts
    • A few items out of place or missing 3 pts
    • Does not follow the planogram 1 pt

3. Pricing 18 items

  1. Every item or shelf position carries a price tag Yes / No 1 pt
  2. Price tags use the company's printed tag format, with no handwritten tags Yes / No 1 pt
  3. Each price tag sits directly on or below the item it prices Yes / No 1 pt
  4. 5 items rung at the register during the visit matched their tagged price Yes / No 1 pt
  5. Items out of 5 sampled that rang at a price different from the tag Number
  6. The point-of-sale system has a button or barcode for every item on display Yes / No 1 pt
  7. No retail item is rung under an open-price or miscellaneous key Yes / No 1 pt
  8. Multi-buy offers (for example two bags of coffee at a set price) ring correctly at the register Yes / No 1 pt
  9. Promotional price signs show the end date of the offer Yes / No 1 pt
  10. Promotional price signs past their end date have been removed Yes / No 1 pt
  11. Clearance items carry the approved markdown sticker showing the original and the reduced price Yes / No 1 pt
  12. Markdowns were taken only on items listed in a company markdown instruction Yes / No 1 pt
  13. Prices on the display match the prices of the same items in the mobile app or online store, where retail is sold there Yes / No 1 pt
  14. A test ring of a non-food item showed sales tax applied as the company instruction states Yes / No 1 pt
  15. The employee discount on merchandise is applied with the employee discount key, not by a manual price change Yes / No 1 pt
  16. Price tags are bilingual where required by local regulation Yes / No 1 pt
  17. Price tags show the unit price where required by local regulation Yes / No 1 pt
  18. Price tag coverage on the display Rating
    • Every item tagged 5 pts
    • 1 to 3 items untagged 3 pts
    • More than 3 items untagged 1 pt

4. Stock levels 19 items

  1. Every shelf position holds at least the minimum number of facings on the planogram Yes / No 1 pt
  2. No peg hook on the display is empty Yes / No 1 pt
  3. Positions empty because the warehouse is out of stock are filled as the company instruction states Yes / No 1 pt
  4. Back stock of merchandise is kept in one labeled place in the storeroom Yes / No 1 pt
  5. Back stock cartons are stored at least 6 in (15 cm) off the floor Yes / No 1 pt
  6. Back stock cartons show the item name on the side facing out Yes / No 1 pt
  7. Par levels for merchandise are posted or available in the ordering system Yes / No 1 pt
  8. The last merchandise order was placed on the scheduled order day Yes / No 1 pt
  9. Date of the last merchandise order Date
  10. The packing slip of the last merchandise delivery is marked with the quantities counted at receiving Yes / No 1 pt
  11. Retail merchandise is counted in the period-end inventory Yes / No 1 pt
  12. Bags of packaged coffee on display at the time of the visit Number
  13. Positions on the display that were empty at the time of the visit Number
  14. Packaged coffee is rotated so the earliest best-before date is at the front Yes / No 1 pt
  15. No packaged food or coffee on display is past its best-before date Yes / No 1 pt
  16. Packaged coffee inside the company's short-date window has been pulled or marked down per the company instruction Yes / No 1 pt
  17. Restocking the display before the peak period is a task on the shift checklist Yes / No 1 pt
  18. An employee asked knew where merchandise back stock is kept Yes / No 1 pt
  19. Stock level of the display Rating
    • Full, every position faced 5 pts
    • Some gaps 3 pts
    • Many empty positions 1 pt

5. Gift cards 17 items

  1. The gift card display is at the register or host stand, in the guest's line of sight Yes / No 1 pt
  2. Every hook or pocket of the gift card display is filled Yes / No 1 pt
  3. Only current gift card designs are displayed Yes / No 1 pt
  4. Seasonal gift card designs are displayed only during their season Yes / No 1 pt
  5. Gift card carriers or envelopes are stocked at each register Yes / No 1 pt
  6. Gift cards are offered in the denominations or open-value designs listed in the company program Yes / No 1 pt
  7. Gift card carriers on display are clean, with no bent corners or faded print Yes / No 1 pt
  8. Back stock of each current gift card design is on hand to refill the display Yes / No 1 pt
  9. The sign for the current gift card promotion (for example a bonus card with purchase) is displayed during the offer dates Yes / No 1 pt
  10. Bonus cards for the current promotion are in stock at the register Yes / No 1 pt
  11. An employee asked could explain the current gift card offer Yes / No 1 pt
  12. An employee asked could explain how a guest checks a card balance Yes / No 1 pt
  13. A cashier or host observed mentioned gift cards to at least one guest during the visit Yes / No 1 pt
  14. Digital gift cards or app reloads are promoted with the approved sign or QR code where the program offers them Yes / No 1 pt
  15. Third-party gift cards are displayed only where the company program includes them Yes / No 1 pt
  16. Gift card designs on display at the time of the visit Number
  17. Employee handling of gift card questions during the visit Rating
    • Offered or explained without hesitation 5 pts
    • Explained with help from a colleague 3 pts
    • Could not explain 1 pt

6. Condition 20 items

  1. Shelves and ledges of the fixture are free of dust Yes / No 1 pt
  2. The fixture is stable and does not rock when pushed lightly Yes / No 1 pt
  3. Shelves, hooks and brackets are complete, with none missing or bent Yes / No 1 pt
  4. Fixture surfaces are free of chips, peeling laminate and tape residue Yes / No 1 pt
  5. The header sign or brand graphic on the fixture is the current version Yes / No 1 pt
  6. Graphics are free of fading, tears and curling edges Yes / No 1 pt
  7. Sign holders are clean and uncracked Yes / No 1 pt
  8. Merchandise packaging is free of grease and dust Yes / No 1 pt
  9. No damaged merchandise (dented tins, torn bags, chipped mugs) is on display Yes / No 1 pt
  10. Coffee bags on display are sealed, with no punctures Yes / No 1 pt
  11. Folded apparel shows no dust lines or sun fading along the folds Yes / No 1 pt
  12. Unboxed display samples are clean and unchipped Yes / No 1 pt
  13. Damaged merchandise pulled from the display is kept in a marked box in the storeroom Yes / No 1 pt
  14. Each damaged item is recorded for write-off or return per the company procedure Yes / No 1 pt
  15. Cleaning of the retail display is a task on the daily or weekly cleaning checklist Yes / No 1 pt
  16. No operational clutter (napkin boxes, cleaning supplies, personal items) is on or behind the display Yes / No 1 pt
  17. The floor under and around the fixture is clean Yes / No 1 pt
  18. Name of the manager on duty Short text
  19. Overall standard of the retail merchandise display Rating
    • Ready to sell 5 pts
    • Needs minor work 3 pts
    • Needs a full reset 1 pt
  20. 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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