Checklist template

Snack and candy aisle planogram for convenience stores

A ready-to-use checklist with 102 items in 6 sections, covering Planogram, Facings, Tags, Promotions, Rotation, Condition. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 102 Items
  • 85 Yes / No checks
  • 6 Scored ratings
  • 115 Points

Use this template How audits work

1. Planogram 19 items

  1. The current planogram for salty snacks is available at the store Yes / No 1 pt
  2. The current planogram for candy, gum and mints is available at the store Yes / No 1 pt
  3. The planogram used matches the gondola length of this store (number of sections) Yes / No 1 pt
  4. Categories run along the aisle in the order shown on the planogram (chips, nuts and seeds, meat snacks, cookies and crackers, candy, gum and mints) Yes / No 1 pt
  5. Chocolate bars are set on the shelves shown on the planogram, by manufacturer block Yes / No 1 pt
  6. Non-chocolate candy (gummies, sours, hard candy) has its own block Yes / No 1 pt
  7. King-size and share-size bars are on the shelf designated for them, separate from standard bars Yes / No 1 pt
  8. Peg bag candy hangs on the pegboard section shown on the planogram Yes / No 1 pt
  9. Gum and mints are set in their rack in the planogram sequence Yes / No 1 pt
  10. Single-serve chip bags are on the shelves at eye level, with large take-home bags on the lower shelves Yes / No 1 pt
  11. Meat snacks (jerky, sticks) are in their planogram section, on the supplier's rack where one is specified Yes / No 1 pt
  12. Nuts, seeds and trail mix are set by brand as shown on the planogram Yes / No 1 pt
  13. Better-for-you snacks (protein bars, granola bars) are grouped in their designated section Yes / No 1 pt
  14. Shelf count and shelf spacing in each section match the planogram Yes / No 1 pt
  15. Direct-delivery vendors have set their sections to the network's planogram, not to their own layout Yes / No 1 pt
  16. Items not on the planogram have been removed from the aisle Yes / No 1 pt
  17. Date of the last snack and candy aisle reset Date
  18. Sections found set differently from the planogram Number
  19. Compliance of the snack and candy aisle with the planogram Rating
    • Every section set to planogram 5 pts
    • One section off 3 pts
    • Several sections off 1 pt

2. Facings 16 items

  1. The number of facings of each candy bar sampled matches the planogram Yes / No 1 pt
  2. The number of facings of each chip item sampled matches the planogram Yes / No 1 pt
  3. Candy bars are displayed in their open caddy or tray, with the caddy front removed or folded down Yes / No 1 pt
  4. Each tray or caddy holds one item only Yes / No 1 pt
  5. Shelf dividers or pushers keep each chocolate bar item in its lane Yes / No 1 pt
  6. Chip bags stand upright with the brand name facing the aisle Yes / No 1 pt
  7. Chip bags are pulled to the front edge of the shelf Yes / No 1 pt
  8. Peg hooks hold one item per hook Yes / No 1 pt
  9. Peg hooks are filled to at least half their length Yes / No 1 pt
  10. Products on pegs face forward, with no bags turned backward Yes / No 1 pt
  11. No item is spread across a neighboring item's position to fill a gap Yes / No 1 pt
  12. Gum and mint racks have every slot filled with the item shown on the slot label Yes / No 1 pt
  13. Empty positions counted are on today's out-of-stock list or order Yes / No 1 pt
  14. Product on the top shelf is not stacked above the height set by the company standard Yes / No 1 pt
  15. Empty positions counted in the snack and candy aisle Number
  16. Facing of the snack and candy aisle Rating
    • Fully faced and filled 5 pts
    • Partly faced 3 pts
    • Unfaced with many gaps 1 pt

3. Tags 16 items

  1. Every item position has a shelf tag Yes / No 1 pt
  2. Each shelf tag sits directly below or beside the item it describes Yes / No 1 pt
  3. Peg items have a tag on the hook's scan plate or label holder Yes / No 1 pt
  4. The description on each tag sampled matches the item, including its size Yes / No 1 pt
  5. Ten snack and candy items scanned during the visit rang at the tag price Yes / No 1 pt
  6. Tags are printed from the price book Yes / No 1 pt
  7. Tags are in sequence with the planogram, so that a missing item can be identified from its tag Yes / No 1 pt
  8. Tags of discontinued items have been removed Yes / No 1 pt
  9. Tags were replaced after the last price change, with no old prices left on the shelf Yes / No 1 pt
  10. Unit prices are shown on the tags where local regulation requires it Yes / No 1 pt
  11. Tag channels and label holders are intact Yes / No 1 pt
  12. King-size and standard-size bars of the same brand each have their own tag Yes / No 1 pt
  13. Vendor-applied price stickers or pre-priced bags agree with the price in the register Yes / No 1 pt
  14. Positions counted with a missing shelf tag Number
  15. Price mismatches found between shelf tag and register Number
  16. Accuracy of shelf tags in the aisle Rating
    • All tags present and correct 5 pts
    • A few missing or wrong 3 pts
    • Many missing or wrong 1 pt

4. Promotions 16 items

  1. Candy multi-buy offers of the current period (for example 2 for a set price) are tagged at the shelf Yes / No 1 pt
  2. Chip and snack offers of the current period are tagged at the shelf Yes / No 1 pt
  3. The aisle end caps carry the items given in the current promotional plan Yes / No 1 pt
  4. Each end cap has a header or price sign for the offer Yes / No 1 pt
  5. Promotional tags from the previous period have been removed Yes / No 1 pt
  6. A candy multi-buy tested at the register rang at the promotional price Yes / No 1 pt
  7. Shippers and floor displays in the aisle are those approved for the period Yes / No 1 pt
  8. Floor displays leave the aisle width required by the company standard Yes / No 1 pt
  9. Clip strips are used only at the locations and for the items given by the category team Yes / No 1 pt
  10. Seasonal candy (Halloween, holiday, Valentine's, Easter) is displayed in the seasonal location by its set date Yes / No 1 pt
  11. Seasonal candy from a past season has been marked down or removed Yes / No 1 pt
  12. Secondary snack or candy displays elsewhere in the store carry only items that also have a home position in the aisle Yes / No 1 pt
  13. Each end cap is filled to at least half its capacity Yes / No 1 pt
  14. Vendor racks for meat snacks or nuts placed outside the aisle are on the approved list Yes / No 1 pt
  15. End caps counted that do not match the promotional plan Number
  16. Execution of snack and candy promotions Rating
    • Fully executed 5 pts
    • Partly executed 3 pts
    • Not executed 1 pt

5. Rotation 17 items

  1. Chip bags sampled are within the date printed on the bag Yes / No 1 pt
  2. Chocolate bars sampled are within their best-before date Yes / No 1 pt
  3. Meat snacks sampled are within their date Yes / No 1 pt
  4. Nuts and trail mix sampled are within their date Yes / No 1 pt
  5. Gum and mints sampled are within their date Yes / No 1 pt
  6. New stock is loaded behind older stock in trays and lanes Yes / No 1 pt
  7. New stock is hung behind older stock on peg hooks Yes / No 1 pt
  8. Partly empty candy caddies are emptied into the new caddy on top of the new stock, not left underneath Yes / No 1 pt
  9. The direct-delivery chip vendor pulls out-of-date bags at each visit Yes / No 1 pt
  10. The store's own date check covers the vendor-stocked chip section, not only warehouse-delivered items Yes / No 1 pt
  11. A date check of the aisle is completed on the schedule set by company policy Yes / No 1 pt
  12. Date of the last date check of the aisle Date
  13. Short-dated product is marked down or moved to a clearance spot per company policy Yes / No 1 pt
  14. Chocolate shows no bloom (white or gray surface) on bars sampled Yes / No 1 pt
  15. Back stock of snacks and candy in the back room is dated or stacked oldest on top Yes / No 1 pt
  16. Out-of-date snack or candy items found during the visit Number
  17. Rotation and freshness of snack and candy stock Rating
    • All product in date and rotated 5 pts
    • In date but not rotated 3 pts
    • Out-of-date product on sale 1 pt

6. Condition 18 items

  1. Shelves are free of crumbs, loose candy and dust Yes / No 1 pt
  2. Chocolate displays are away from heat sources such as sunlit windows, heat vents and hot food equipment Yes / No 1 pt
  3. Chocolate bars sampled are firm, with none melted or misshapen Yes / No 1 pt
  4. No torn or opened bags are on the shelves Yes / No 1 pt
  5. Chip bags are not crushed or deflated Yes / No 1 pt
  6. Candy caddies are not torn or collapsed Yes / No 1 pt
  7. Bent or missing peg hooks have been replaced Yes / No 1 pt
  8. Shelves are level and seated in their brackets Yes / No 1 pt
  9. Shelf fences and dividers are in place and unbroken Yes / No 1 pt
  10. Base decks and kick plates are free of scuffs and dirt Yes / No 1 pt
  11. The floor of the aisle is free of dropped product Yes / No 1 pt
  12. No sign of pests (droppings, gnawed packaging) is present in the aisle Yes / No 1 pt
  13. Damaged product is removed to the write-off area the same day it is found Yes / No 1 pt
  14. Aisle or category header signs are in place and straight Yes / No 1 pt
  15. Damaged packages removed from the aisle during the visit Number
  16. Name of the manager on duty Short text
  17. Overall presentation of the snack and candy aisle Rating
    • Excellent 5 pts
    • Good 4 pts
    • Fair 2 pts
    • Poor 1 pt
  18. Corrective actions required Comments

Brand standards

At every site, every time