Checklist template

Retail product display in medical clinics

A ready-to-use checklist with 119 items in 6 sections, covering Display, Pricing, Stock, Expiry, Staff knowledge, Payment. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 119 Items
  • 99 Yes / No checks
  • 6 Scored ratings
  • 129 Points

Use this template How audits work

1. Display 22 items

  1. The retail display stands where the clinic's floor plan places it, in view of the checkout desk Yes / No 1 pt
  2. The display fixture is free of chips and peeling edges Yes / No 1 pt
  3. Every light in the display fixture is working Yes / No 1 pt
  4. Products are arranged according to the current planogram Yes / No 1 pt
  5. Products are grouped by category (sun protection, skin care, supplements, braces and supports) Yes / No 1 pt
  6. Each product is faced with its front label toward the patient Yes / No 1 pt
  7. Shelves are pulled forward so no gap shows at the front edge Yes / No 1 pt
  8. Empty facings on the display at the time of the visit Number
  9. Category headers are in place on each shelf Yes / No 1 pt
  10. Each tester is labeled as a tester Yes / No 1 pt
  11. Each tester on display has matching product available for sale Yes / No 1 pt
  12. Single-use applicators are stocked beside the testers Yes / No 1 pt
  13. Shelf talkers and brand signs are the supplier's current approved versions Yes / No 1 pt
  14. No sign on the display claims that a product treats or cures a condition beyond what its label states Yes / No 1 pt
  15. The featured product matches the current promotional calendar Yes / No 1 pt
  16. Products that company policy reserves for provider recommendation are kept behind the counter Yes / No 1 pt
  17. High-value products are kept in a locked case or behind the desk, per company policy Yes / No 1 pt
  18. A sizing chart is displayed beside compression stockings and braces Yes / No 1 pt
  19. Products are displayed away from direct sunlight and heat sources Yes / No 1 pt
  20. No product or shipping carton is stored on the floor around the display Yes / No 1 pt
  21. The display leaves the walkway at least 36 in (90 cm) wide Yes / No 1 pt
  22. Presentation of the retail display Rating
    • Full, clean and to planogram 5 pts
    • Tidy but with gaps or off planogram 3 pts
    • Disorganized or sparse 1 pt

2. Pricing 18 items

  1. Every product on display has a shelf tag or price label Yes / No 1 pt
  2. Shelf tags are printed, with none handwritten Yes / No 1 pt
  3. Each shelf tag sits directly below the product it prices Yes / No 1 pt
  4. Shelf tags show the product size or count Yes / No 1 pt
  5. 10 products scanned at the register all rang at the shelf price Yes / No 1 pt
  6. Price mismatches found among the products scanned Number
  7. The price file in the register is the company's current version Yes / No 1 pt
  8. Date of the last price file update Date
  9. The most recent price change was applied on its effective date Yes / No 1 pt
  10. Promotional tags show the end date of the offer Yes / No 1 pt
  11. Tags from expired promotions have been removed Yes / No 1 pt
  12. Kit and bundle prices are displayed beside the kits Yes / No 1 pt
  13. Member or loyalty prices are displayed where the clinic runs such a program Yes / No 1 pt
  14. Sales tax is applied at the register to taxable products, as required by local regulation Yes / No 1 pt
  15. A sign states that retail products are not billed to insurance Yes / No 1 pt
  16. Discounts outside the price file require a manager's approval code Yes / No 1 pt
  17. Employee purchases are rung at the employee price set by company policy Yes / No 1 pt
  18. Accuracy of prices on the retail display Rating
    • Every item tagged and scanning correctly 5 pts
    • A few tags missing or wrong 3 pts
    • Many items without a correct price 1 pt

3. Stock 21 items

  1. Retail stock is counted at the frequency set by company policy Yes / No 1 pt
  2. Date of the last retail stock count Date
  3. A count of 10 products during the visit matched the quantities in the system Yes / No 1 pt
  4. Products with a count difference during the visit Number
  5. The manager signed the variance report of the last stock count Yes / No 1 pt
  6. Back stock is kept in a locked cabinet or room Yes / No 1 pt
  7. Back stock is organized by product with labeled shelf positions Yes / No 1 pt
  8. Retail stock is stored separately from clinical supplies Yes / No 1 pt
  9. Each product has a minimum stock level set in the system or on a list Yes / No 1 pt
  10. The ten best-selling products are all in stock Yes / No 1 pt
  11. Products out of stock at the time of the visit Number
  12. Braces and supports are in stock in every size of the range carried Yes / No 1 pt
  13. Reorders are placed by a named employee on the set ordering day Yes / No 1 pt
  14. Deliveries are checked against the packing slip Yes / No 1 pt
  15. Deliveries are received into the system on the day they arrive Yes / No 1 pt
  16. Damaged products are set aside for return to the vendor Yes / No 1 pt
  17. Discontinued products have been removed from the display or cleared per company instructions Yes / No 1 pt
  18. Products opened as testers are recorded in the system as testers Yes / No 1 pt
  19. Retail products taken for use in treatment rooms are recorded as transfers Yes / No 1 pt
  20. Products that require refrigeration (for example some probiotics) are kept in a refrigerator at the temperature on the label Yes / No 1 pt
  21. Availability of retail stock Rating
    • Full range in stock 5 pts
    • Some gaps, best sellers available 3 pts
    • Best sellers out of stock 1 pt

4. Expiry 19 items

  1. An expiry check of retail products is logged each month Yes / No 1 pt
  2. Date of the last expiry check Date
  3. Expired products found on the display during the visit Number
  4. No expired product was found in back stock Yes / No 1 pt
  5. Products within 90 days of expiry are marked or listed Yes / No 1 pt
  6. Earlier-dated units are placed in front of later-dated units on 5 products sampled Yes / No 1 pt
  7. Short-dated products are marked down or returned to the vendor per company policy Yes / No 1 pt
  8. Expired products are recorded as a write-off with the reason Yes / No 1 pt
  9. Expired products are held in a marked container away from the sales stock Yes / No 1 pt
  10. The expiry date is legible on each sunscreen sampled Yes / No 1 pt
  11. Safety seals are intact on each supplement sampled Yes / No 1 pt
  12. Testers are marked with the date they were opened Yes / No 1 pt
  13. No tester is past the period-after-opening shown on its package Yes / No 1 pt
  14. Lot numbers are recorded when products are received Yes / No 1 pt
  15. The most recent supplier recall notice was checked against stock, with the result recorded Yes / No 1 pt
  16. No package on display is faded, dented or leaking Yes / No 1 pt
  17. Products returned by patients go back on the shelf only if sealed, per company policy Yes / No 1 pt
  18. Value of expired retail products written off last quarter (dollars) Number
  19. Date control of retail products Rating
    • No expired or short-dated product unmanaged 5 pts
    • Short-dated product not marked 3 pts
    • Expired product on sale 1 pt

5. Staff knowledge 18 items

  1. A front desk employee asked could name the product lines sold at the clinic Yes / No 1 pt
  2. An employee asked could explain the difference between two sunscreens on display Yes / No 1 pt
  3. An employee asked could give the directions for use of a product picked from the display Yes / No 1 pt
  4. An employee asked could find the ingredient list of a product picked from the display Yes / No 1 pt
  5. An employee asked said medical questions about a product are referred to a provider Yes / No 1 pt
  6. Employees observed made no claim about a product beyond its label Yes / No 1 pt
  7. An employee asked could state the current promotion Yes / No 1 pt
  8. An employee asked could explain the return policy Yes / No 1 pt
  9. A product reference guide is kept at the checkout desk Yes / No 1 pt
  10. Supplier or company product training took place in the last 12 months, with an attendance record Yes / No 1 pt
  11. Date of the last product training Date
  12. New-hire orientation for front desk employees covers the retail products Yes / No 1 pt
  13. Providers record recommended products on a slip or in the chart so the checkout desk can prepare them Yes / No 1 pt
  14. At checkout, employees observed offered the product the provider had recommended Yes / No 1 pt
  15. Compression stockings and braces are fitted only by employees on the trained fitter list Yes / No 1 pt
  16. A trained fitter is on site during all opening hours this week Yes / No 1 pt
  17. An employee asked could state the clinic's retail sales goal for the month Yes / No 1 pt
  18. Product knowledge of the employees asked Rating
    • Every question answered correctly 5 pts
    • Some questions answered, others guessed or left open 3 pts
    • No question answered correctly 1 pt

6. Payment 21 items

  1. Every retail sale is rung through the register at the time of sale Yes / No 1 pt
  2. Products are sold by scanning the barcode, not through a miscellaneous key Yes / No 1 pt
  3. A receipt is given with each retail sale Yes / No 1 pt
  4. Retail sales are recorded separately from co-pays in the system Yes / No 1 pt
  5. The card terminal at the checkout desk accepts contactless payment Yes / No 1 pt
  6. Health spending account cards are accepted for eligible products where the company offers this Yes / No 1 pt
  7. The return policy is posted at the checkout desk Yes / No 1 pt
  8. Each of 3 returns sampled has the original receipt or a manager's approval attached Yes / No 1 pt
  9. Refunds are approved by a manager Yes / No 1 pt
  10. Refunds are made to the original method of payment Yes / No 1 pt
  11. Each returned product is recorded as restocked or written off Yes / No 1 pt
  12. Voided retail sales require a second employee's approval Yes / No 1 pt
  13. An employee's own purchase is rung by a different employee Yes / No 1 pt
  14. Complimentary products given to patients are recorded with the reason and the approver Yes / No 1 pt
  15. The daily retail sales total agrees with the cash and card receipts for retail Yes / No 1 pt
  16. The manager reviews the retail sales report each week Yes / No 1 pt
  17. Retail sales last month (dollars) Number
  18. Retail units sold last month Number
  19. Name of the employee responsible for retail products Short text
  20. Overall rating of the retail program at this clinic Rating
    • Display to planogram, priced, in date and supported by staff 5 pts
    • Display in order, with gaps in pricing, stock or staff knowledge 3 pts
    • Display neglected or expired product on sale 1 pt
  21. Comments 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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