Merchandising Checklist

To assist multi-unit retailers starting or improving their retail audit program, Compliant IA regularly publishes how-to guides, best practices and checklists.

Use this sample checklist to create or update your visual merchandising program across your retail locations.

Also see:

  1. How to build a store merchandising checklist
  2. The purpose, scope and methods of merchandising audits
  3. Conduct a merchandising audit in 10 steps
  4. Case Study: How a CPG used Field Software to Implement a Merchandising Conversion at 3,200 Restaurants

Store exterior

  1. Signage is clearly visible to passing pedestrian/car traffic.
  2. Signage is current and in good repair.
  3. Signage complies with contractual requirements.
  4. External building is clean, well lit and well presented.

Store layout

  1. Aisles are clearly defined and free of clutter.
  2. Product is well lit.
  3. Product is clearly accessible.
  4. Product and category signage is used and in good condition.
  5. Wall displays are utilised effectively.
  6. Quantity and types of gondolas/displays fit the store space.
  7. Impulse hot spots are used strategically (counter, front entrance) for high-margin impulse SKUs.
  8. Layout and positioning are compliant with contractual agreement.
  9. Fixtures, gondolas, floors, walls, windows and surfaces are clean and well maintained.

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Shelves

  1. Shelves are stocked.
  2. No product holes.
  3. Correct planogram used for the location and category.
  4. Number of “facings” is appropriate to allow optimum number of different SKUs.
  5. Product has been “fronted” correctly.
  6. All products are priced correctly.
  7. Signage and shelf wobblers are used effectively and consistently with contractual agreement.

In-store promotions

  1. In-store promotions are current and consistent with contractual agreement.
  2. All displays in “like new” condition.
  3. Bulk floor displays are positioned correctly and are safe (no tripping hazard).
  4. Stand-alone displays are maintained and stocked daily.
  5. Specials “bins” and displays are clearly signed, pricing posted and positioned in hot spot zones.

Store Communication and Execution

Staff

  1. Staff look professional and are easily identified.
  2. Staff received adequate product training.
  3. Staff received adequate customer service and selling skills.
  4. Staff have been assigned housekeeping responsibilities.
  5. Staff demonstrate product knowledge when asked.

More ways to improve your visual merchandising standards and boost sales:

Compliant IA is a complete retail execution and store communication platform. It runs on smartphones, tablets, and laptops. It combines task management, social collaboration, smart checklists, action plans and photo verification to ensure store programs are communicated and executed in time, in full, in all locations.

The Definitive Guide to Retail Audits

This comprehensive guide to retail audits is for multi-unit retailers in industries like restaurants, convenience stores, pharmacies, spas and clinics, telecommunications, and alcohol retailers. This guide also helps parking operators and manufacturers or distributors of consumer packaged goods.

If you need to collect or validate data in stores, this definitive guide to retail audits is for you!

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