Merchandising Audit Checklist

This Merchandising Audit Checklist is designed for CPG companies to evaluate store shelf presence, competitive position and trade promotion compliance.​

Merchandising Audit Checklist



Demographic

1. Is the name of the outlet and other location information like address, zip code, etc. provided?


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2. Is the type of neighborhood urban, suburban, or rural?


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3. Which sales territory is the client under?


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4. What type of outlet is it: convenience, gas, pharmacy, grocery, etc.?


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5. In terms of economic group, is it upper class, middle class, or working class?


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6. What is the general condition of the store during the visit, including in-store traffic, the number of onsite employees, etc.?


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Product Condition

1. Are there photos of on-shelf situations both before and after merchandising activities?


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2. What is the backstock level? What is the stock level in storage?


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3. Who are the adjacent products, or in other words, who are your neighbors in terms of product placement?


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4. Are any shelf tags missing?


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5. Is any damage to products recorded?


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6. What is the stock level on the shelf, particularly highlighting any out-of-stock situations?


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7. Is there planogram compliance, including slotting, shelf, and facings?


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8. What is the retail price of the product?


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9. Where can the product be found in terms of location within the store?


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10. What is the economic group feedback, particularly any feedback from consumers on products?


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Trade Promotion Compliance

1. Are there photos documenting compliance issues?


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2. What is the promoted price for the product?


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3. Are the products in agreed-upon locations in the store?


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4. Are displays fully stocked?


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5. Is the product currently being promoted?


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6. Are the agreed-upon promotional materials, such as posters, shelf talkers, and stickers, displayed?


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7. Is the promotion referenced in the circular?


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8. Is there any consumer feedback on promotions?


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Competition

1. Are there photos documenting competitive activity?


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2. Which SKUs of the competitor are sold in the outlet?


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3. Are the competitor's products currently on promotion, and if so, what type of promotion?


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4. Are there any new SKUs from the competitor, and if so, what are the details?


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5. Which competitors are carried in the outlet in terms of brands?


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6. What is the pricing of the competitor's products?


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7. How does the stock level of the competitor's product compare to ours?


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8. Is there any consumer feedback on your competitors' items?


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Rep Process And Efficiency

1. What time did the representative arrive at the store?


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2. Are there any recorded interactions with customers?


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3. What time did the representative leave the store?


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4. Are there any recorded interactions with the store manager?


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5. What forms and activities did the representative complete on-site, such as audits, surveys, etc.?


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Checklist by GoAudits.com – Please note that this checklist is intended as an example. We do not guarantee compliance with the laws applicable to your territory or industry. You should seek professional advice to determine how this checklist should be adapted to your workplace or jurisdiction.

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