Sharing best practices with in-store execution, store data collection and merchandising audits is the primary purpose of the Compliantia blog. To this end, we have addressed the following:
- How to build a store merchandising checklist
- The purpose, scope and methods of merchandising audits
- Conduct a merchandising audit in ten steps
- Case Study: How a CPG used Field Software to Implement a Merchandising Conversion at 3,200 Restaurants
Below is a merchandising checklist for retailers, consumer packaged goods companies, wholesalers and distributors.
Notes to Compliantia users:
- Checklists can easily be imported into your Compliantia account using the Excel™ upload method. You may also add a point value, photos and attachments (e.g. planograms) to each item.
- Items that are not applicable can be marked “n/a” during the visit. If so, they will not be counted towards the final score.
- Signage is clearly visible to passing pedestrian/car traffic.
- Signage is current and in good repair.
- Signage complies with contractual requirements.
- External building is clean, well lit and well presented.
- Aisles are clearly defined and free of clutter.
- Product is well lit.
- Product is clearly accessible.
- Product and category signage is used and in good condition.
- Wall displays are utilised effectively.
- Quantity and types of gondolas/displays fit the store space.
- Impulse hot spots are used strategically (counter, front entrance) for high-margin impulse SKUs.
- Layout and positioning are compliant with contractual agreement.
- Fixtures, gondolas, floors, walls, windows and surfaces are clean and well maintained.
- Shelves are stocked.
- No product holes.
- Correct planogram used for the location and category.
- Number of “facings” is appropriate to allow optimum number of different SKUs.
- Product has been “fronted” correctly.
- All products are priced.
- All products are priced correctly.
- Signage and shelf wobblers are used effectively and consistently with contractual agreement.
- In-store promotions are current and consistent with contractual agreement.
- All displays in “like new” condition.
- Bulk floor displays are positioned correctly and are safe (no tripping hazard).
- Stand-alone displays are maintained and stocked daily.
- Specials “bins” and displays are clearly signed, pricing posted and positioned in hot spot zones.
- Staff look professional and are easily identified.
- Staff received adequate product training.
- Staff received adequate customer service and selling skills.
- Staff have been assigned housekeeping responsibilities.
- Staff demonstrate product knowledge when asked