Sharing best practices about store execution, store data collection and merchandising audits is the primary purpose of the Compliantia blog. To this end, we have covered the following:
- How to Build a CPG Merchandising Checklist
- The purpose, scope and methods of merchandising audits
- Conduct a merchandising audit in 10 steps
- Case Study: How a CPG used Field Software to Implement a Merchandising Conversion at 3,200 Restaurants
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.
Conditional questions can be utilized to gather additional information, eg: When “Is X product in stock?” is marked “No” it will trigger additional questions such as, “Is there more stock in the warehouse area?”, “Has an order been placed?” ect.
- Shelves are stocked.
- No product holes.
- No unauthorized items.
- All authorized items are stocked on the shelf.
- Correct planogram used for the location and category (attach a photo).
- Number of “facings” is appropriate to allow optimum number of different SKUs.
- Product has been “fronted” correctly.
- Signage and shelf wobblers are used effectively and consistently with contractual agreement.
- How many new competitive items are in store (attach photos of each item).
- Is XYZ product in stock?
- Record price of XYZ product.
- Is XYZ product on promotion?
- Is the price of XYZ product correct?
- Has an order been placed by the store for more XYZ product?
- 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.
- Specials “bins” and displays are clearly signed, pricing posted and positioned in hot spot zones.
- Staff know where our products are located in the store when questioned.
- Staff demonstrate product knowledge when asked.
- Staff are familiar with our brand and have received adequate product training.
- Product is stored properly.
- Product evidences rotation to avoid loss from expiry.
- Expired product is dealt with according to policy.