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Merchandising Audit Checklist
Section 1: Product Condition
1. 1. Are there photos of on-shelf situations both before and after merchandising activities?
Yes
No
N/A
2. 2. What is the backstock level? What is the stock level in storage?
3. 3. Who are the adjacent products, or in other words, who are your neighbors in terms of product placement?
4. 4. Are any shelf tags missing?
Yes
No
N/A
5. 5. Is any damage to products recorded?
Yes
No
N/A
6. 6. What is the stock level on the shelf, particularly highlighting any out-of-stock situations?
Yes
No
N/A
7. 7. Is there planogram compliance, including slotting, shelf, and facings?
Yes
No
N/A
8. 8. What is the retail price of the product?
9. 9. Where can the product be found in terms of location within the store?
10. 10. What is the economic group feedback, particularly any feedback from consumers on products?
Section 2: Trade Promotion Compliance
1. 1. Are there photos documenting compliance issues?
Yes
No
N/A
2. 2. What is the promoted price for the product?
3. 3. Are the products in agreed-upon locations in the store?
Yes
No
N/A
4. 4. Are displays fully stocked?
Yes
No
N/A
5. 5. Is the product currently being promoted?
Yes
No
N/A
6. 6. Are the agreed-upon promotional materials, such as posters, shelf talkers, and stickers, displayed?
Yes
No
N/A
7. 7. Is the promotion referenced in the circular?
Yes
No
N/A
8. 8. Is there any consumer feedback on promotions?
Yes
No
N/A