Checklist template

Tester, sample and high-theft item controls for beauty retailers

A ready-to-use checklist with 115 items in 6 sections, covering Tester control, Fragrance, Locked cases, Tagging, Counts, Audits. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 115 Items
  • 95 Yes / No checks
  • 6 Scored ratings
  • 125 Points

Use this template How audits work

1. Tester control 19 items

  1. A saleable unit becomes a tester only through the tester transaction in the inventory system Yes / No 1 pt
  2. Only the manager or a designated lead authorizes the opening of a new tester Yes / No 1 pt
  3. The tester log lists the product, the date opened and who authorized it Yes / No 1 pt
  4. The barcode of each tester is struck out or covered so the unit cannot be sold or refunded Yes / No 1 pt
  5. Ten testers checked on the sales floor all carried a tester label that cannot be peeled off cleanly Yes / No 1 pt
  6. Testers in the sample of 10 without a tester label Number
  7. Vendor-supplied testers are logged at receiving separately from saleable stock Yes / No 1 pt
  8. No saleable unit was opened as a tester while a vendor-supplied tester was on hand (log compared with tester drawer) Yes / No 1 pt
  9. Spare testers are kept in a locked drawer or cabinet Yes / No 1 pt
  10. The count of spare testers matches the tester log Yes / No 1 pt
  11. Testers on the floor are limited to those on the tester planogram Yes / No 1 pt
  12. Testers of prestige skincare and serums are tethered or held in a locking tester unit Yes / No 1 pt
  13. Empty and retired testers are logged before disposal Yes / No 1 pt
  14. Retired testers are destroyed or returned to the vendor, unless company policy states otherwise in writing Yes / No 1 pt
  15. Deluxe samples are kept in a locked drawer or cabinet Yes / No 1 pt
  16. Sample packets are handed out within the per-customer limit set by company policy (observed or asked) Yes / No 1 pt
  17. Employees keep personal cosmetics in their lockers and not at counters or in tester drawers Yes / No 1 pt
  18. Testers opened in the last 30 days according to the log Number
  19. Control of testers Rating
    • Every tester authorized, logged and marked 5 pts
    • Logged with gaps 3 pts
    • No effective control 1 pt

2. Fragrance 19 items

  1. Fragrances above the value set by company policy are in a locked case or behind the counter Yes / No 1 pt
  2. Fragrances on open shelves are shown as display-only boxes or in keeper boxes, as company policy requires Yes / No 1 pt
  3. Live fragrance stock on open shelves does not exceed the units per facing set by company policy Yes / No 1 pt
  4. Travel sprays and rollerballs are on locking hooks or behind the counter Yes / No 1 pt
  5. High-value fragrance gift sets are secured in the same way as single bottles Yes / No 1 pt
  6. The fragrance bay is in the sight line of a register or a staffed counter Yes / No 1 pt
  7. A camera covers the fragrance bay and showed a live picture when checked Yes / No 1 pt
  8. Fragrance cartons are checked unit by unit against the packing slip at receiving Yes / No 1 pt
  9. Fragrance cartons are moved to locked storage within the time set by company policy after receiving Yes / No 1 pt
  10. Fragrance overstock is in a locked cage or cabinet in the stockroom Yes / No 1 pt
  11. Access to the fragrance cage is limited to the employees on the access list Yes / No 1 pt
  12. An employee carries a fragrance from the locked case to the register instead of handing it to the customer Yes / No 1 pt
  13. Empty fragrance boxes and discarded cellophane found on the floor are logged as known theft Yes / No 1 pt
  14. Returned fragrances are checked for intact cellophane before a refund is given Yes / No 1 pt
  15. The fill level of an opened returned fragrance is checked against a new bottle Yes / No 1 pt
  16. Fragrance returns without a receipt follow the approval steps in company policy Yes / No 1 pt
  17. Employees asked could name the fragrances most often stolen at this store Yes / No 1 pt
  18. Empty fragrance packages found in the last 30 days Number
  19. Protection of fragrance stock Rating
    • Secured from receiving to sale 5 pts
    • Secured on the floor but weak in the stockroom or at receiving 3 pts
    • Largely unsecured 1 pt

3. Locked cases 19 items

  1. Every locked case was found locked on arrival (each door tried) Yes / No 1 pt
  2. Cases found unlocked on arrival Number
  3. Case keys are carried by employees on duty and none is left in a lock or an open drawer Yes / No 1 pt
  4. The key log is signed at the start and the end of each shift Yes / No 1 pt
  5. The number of keys on site matches the key register Yes / No 1 pt
  6. The lock was changed after the last reported loss of a key (record seen) Yes / No 1 pt
  7. An employee opens one case at a time Yes / No 1 pt
  8. The employee relocks the case before walking away from it (observed) Yes / No 1 pt
  9. The employee stays with the customer while a case is open (observed) Yes / No 1 pt
  10. The number of units taken out for one customer stays within the limit set by company policy Yes / No 1 pt
  11. Case glass and locks show no pry marks or forced damage Yes / No 1 pt
  12. Both panels of each sliding door are held by the lock Yes / No 1 pt
  13. Five items from the company's high-theft list were all found inside locked cases Yes / No 1 pt
  14. Stock drawers under the counters are locked Yes / No 1 pt
  15. Each employee uses an individual code on electronic case locks Yes / No 1 pt
  16. The access report of the electronic locks is reviewed weekly by the manager Yes / No 1 pt
  17. Case keys are locked in the safe or key box at closing Yes / No 1 pt
  18. The contents of a case found unlocked or damaged are counted the same day Yes / No 1 pt
  19. Locked case discipline Rating
    • Always locked and attended 5 pts
    • One lapse seen during the visit 3 pts
    • Cases often unlocked or unattended 1 pt

4. Tagging 20 items

  1. Twenty items from the company tagging list all carried a security tag or label Yes / No 1 pt
  2. Items in the sample of 20 without a tag or label Number
  3. Tags are placed at the position shown in the tagging guide Yes / No 1 pt
  4. Concealed labels are applied inside the box where the tagging guide requires it Yes / No 1 pt
  5. Keeper boxes on the floor are locked (5 tried) Yes / No 1 pt
  6. Spider wraps are tight on the product Yes / No 1 pt
  7. Spider wraps are armed (indicator light on or alarm tested) Yes / No 1 pt
  8. Stock is tagged in the stockroom before it goes to the sales floor Yes / No 1 pt
  9. Source-tagged items are checked with the tag tester at receiving Yes / No 1 pt
  10. The pedestals at each exit sounded when tried with a test tag today Yes / No 1 pt
  11. The daily pedestal test is recorded Yes / No 1 pt
  12. An employee responds to each alarm at the exit (observed or asked) Yes / No 1 pt
  13. Alarm activations are logged Yes / No 1 pt
  14. The deactivation pad at each register deactivated a test label Yes / No 1 pt
  15. Detachers and keeper keys are tethered at the register or locked in a drawer Yes / No 1 pt
  16. The count of detachers on site matches the register of detachers Yes / No 1 pt
  17. Tags found removed or cut on the sales floor are logged with the location where they were found Yes / No 1 pt
  18. Lip, mascara and brow items on pegs are on locking hooks or anti-sweep hooks Yes / No 1 pt
  19. No item from the high-theft list is displayed closer to the exit than company policy allows Yes / No 1 pt
  20. Tagging compliance Rating
    • All listed items protected 5 pts
    • Some listed items untagged 3 pts
    • Many listed items untagged 1 pt

5. Counts 19 items

  1. The high-theft count list was updated within the period set by company policy Yes / No 1 pt
  2. The items on the list were counted at the frequency set by company policy over the last 4 weeks (records seen) Yes / No 1 pt
  3. Date of the last high-theft count Date
  4. Counts are done without the system on-hand quantity in view Yes / No 1 pt
  5. A variance is recounted by a second person before the on-hand quantity is adjusted Yes / No 1 pt
  6. Adjustments to on-hand quantities are approved by the manager Yes / No 1 pt
  7. Variances above the limit set by company policy are reported to loss prevention Yes / No 1 pt
  8. Five high-theft items counted during the visit matched the system on-hand quantity Yes / No 1 pt
  9. Items of the 5 counted that showed a variance Number
  10. Units missing across the 5 items counted Number
  11. The fragrance cage is counted on its own schedule Yes / No 1 pt
  12. Tester write-offs use their own reason code Yes / No 1 pt
  13. Damaged, used and swatched products are logged by item before disposal Yes / No 1 pt
  14. The manager reviews the damages log before product is destroyed Yes / No 1 pt
  15. Negative on-hand quantities in beauty categories are corrected weekly Yes / No 1 pt
  16. Shortages in beauty cartons are claimed within the vendor's claim deadline Yes / No 1 pt
  17. Transfers of high-theft items are counted at the sending store and at the receiving store Yes / No 1 pt
  18. Deluxe samples given out are reconciled weekly with the sample log or the register report Yes / No 1 pt
  19. Count discipline for high-theft items Rating
    • On schedule with variances resolved 5 pts
    • Counts done but variances not followed up 3 pts
    • Counts missed 1 pt

6. Audits 19 items

  1. Shrink at the last physical inventory (% of sales) Number
  2. Date of the last physical inventory Date
  3. Shrink results by beauty category have been shared with the team Yes / No 1 pt
  4. The list of items with the highest shrink is posted in the back office Yes / No 1 pt
  5. Date of the last loss prevention audit Date
  6. Action items from the last loss prevention audit are completed Yes / No 1 pt
  7. Theft incidents are logged with the date, the time, the items and their value Yes / No 1 pt
  8. Theft incidents logged in the last 30 days Number
  9. Incident reports reach loss prevention within the time set by company policy Yes / No 1 pt
  10. Video of each logged incident was saved before the recorder overwrote it Yes / No 1 pt
  11. A recording of the beauty department from the last week was played back during the visit Yes / No 1 pt
  12. Employee purchases of beauty products are rung by a manager Yes / No 1 pt
  13. Employees' bags leaving the store hold the receipt for each product inside Yes / No 1 pt
  14. An employee asked could describe the response to a customer concealing product: approach and offer service, do not chase Yes / No 1 pt
  15. The refund report for beauty categories is reviewed weekly by the manager Yes / No 1 pt
  16. Refunds without a receipt on high-theft items are tracked by customer Yes / No 1 pt
  17. Name of the store manager Short text
  18. Overall control of theft-prone beauty items Rating
    • Secured, tagged and counted throughout 5 pts
    • Controls in place with lapses in one area 3 pts
    • Lapses in several areas 1 pt
  19. 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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