CPG Merchandising Checklist

To assist CPGs starting or improving their retail audit program, Compliant IA regularly publishes how-to guides, best practices and checklists. Use this sample CPG Merchandising Checklist to create or update your visual merchandising program across your retail partner locations.

Also see:

  1. How to Build a CPG 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

Shelves

  1. Shelves are stocked.
  2. No product holes.
  3. There are no unauthorized items.
  4. All authorized items are stocked on the shelf.
  5. Correct planogram used for the location and category (attach a photo).
  6. Number of “facings” is appropriate to allow optimum number of different SKUs.
  7. Product has been “fronted” correctly.
  8. Signage and shelf wobblers are used effectively and consistently with contractual agreement.
  9. How many new competitive items are in store (attach photos of each item).

SKUs

  1. Is XYZ product in stock?
  2. Record price of XYZ product.
  3. Is XYZ product on promotion?
  4. Is the price of XYZ product correct?
  5. Has an order been placed by the store for more XYZ product?

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.
  5. Specials “bins” and displays are clearly signed, pricing posted and positioned in hot spot zones.

Staff

  1. Staff know where our products are located in the store when questioned.
  2. Staff demonstrate product knowledge when asked.
  3. Staff are familiar with our brand and have received adequate product training.

Backstock

  1. Product is stored properly.
  2. Product evidences rotation to avoid loss from expiry.
  3. Expired product is dealt with according to policy.

For more on creating an audit program, see our guide:

Compliantia - Audit Guide-02

Compliant IA is the leading retail audit platform running on mobile, tablets, and laptops. Field teams and stores use the app to complete inspection checklists at store-level, take photos, and assign tasks with automated reminders. Head office ensure merchandising programs are deployed on time, in full, everywhere.


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