Title Page

  • Site conducted

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

Quick Scan

  • Store

  • Scan Date

  • Location

Parking Lot

  • Is the parking lot maintained, clean and inviting?

  • Park lot markings and signage in good repair?

  • Landscaping maintained (if applicable)?

  • Store front flags in good repair?

Entrance and Doors

  • Trash bins and ash trays empty?

  • Doors in good repair and working?

  • Store opening hours easily seen?

  • Door glass clean?

Store Sales Floor

  • Shopping baskets readily available? <br><br>Are they evenly distributed at the end of every endcap?<br>Are they available in the buying zone?

  • Background shopping music?<br><br>Noise level evenly distributed across the store?

  • Climate control maintained at the right temperature?<br><br>Back doors kept closed to prevent drafts through store?

  • Floor area clean and organised?

  • Floor area accessible for customers with shopping carts? Without obstructions to customers?

  • General store lighting and fixture lighting is in good working order?

Paint Desk Area

  • Is Paint Desk clean and cleared of merchandise?

  • Are all color chips replenished in the Global and Benjamin Moore selection boards?

  • Are all dispensers and shakers in regularly maintained and in good working order?<br><br>Spills and accidents have been cleaned thoroughly<br>All machines are fully operational<br><br>

  • Are loss prevention measure being applied at the paint desk?<br><br>Staff have been trained to properly advise customers in the paint selection process<br>Scanners are being used with dispensers for missed tints prevention<br>Colorant and missed tints are registered daily

Promotional Areas

  • Every item is priced? <br><br>Is there consistent use of promo signage guidelines?

  • Max stock on display: All pallets and bins have the maximum stock on display? <br><br>Are all of the promo pallets and bins fully stocked and recovered?

  • All items in a box have been put on display?

  • Current promotion: Is the current marketing advertisement/circular easily recognised in the promo area?

End Caps

  • Vertically merchandised: Limited (max 3) related items which are vertically merchandised?

  • Pricing: Every item has a bin tag or is priced<br>professionally? <br><br>Use of Standard Pricing and Signage Guidelines (e.g. Clearance or Temp Out of Stock)<br>Use of drop tags for show models

  • Facing and recovery: Products pulled to front and squared?

  • Show model on display: Unpacked example of the item on display for customer?

Department Merchandising Principles

  • Which department or location is being scanned?

  • Are the aisles and floor area clean?<br><br><br>-There are no empty or abandoned boxes on the floor<br>-Replenishment is limited to a single wheeled cart with a small foot print i.e. NO PALLETS!<br>-Aisles are kept clean of plastic, carton, and trash so that customers can always gain easy access to the products<br>-All lighting in the racking is in good working order

  • Is every item replenished and stocked on the shelves?<br><br><br>-Products are being down-stocked and shelves are replenished every day (e.g. at the start of first shift)<br>-Shelves and peg-hooks are always stocked to maximum capacity<br>-Products are always squared off, pulled forwards, faced off neatly and organised<br>-Empty shelves and peg hooks should NEVER have top stock or warehoused back stock

  • Is every item signed and priced?<br><br><br>-Every SKU is priced and signed<br>-Every multi (double) faced SKU has a price and sign for every facing<br>-Fast Find is always implemented for decorative of technical displays to ensure customer self service<br>-Drop tags are always used for show models that are taken out of the box for display<br>-The price tag or sign is dated and always less than 12 months old

  • Is top stock organised and labelled correctly?<br><br><br>-Top stock is always kept free from the over hanging light coves<br>-All boxes are labeled using the Top Stock label <br>-Top stock is always organised directly above the SKUs planogram location<br>-Top Stock Fast Find methods are always used for high density /volume planograms (e.g. spray paint). Using the last digit of the SKU number to organise the top stock from left to right and 0 (zero) to 9 (nine), respectively

  • Does every gondola upright have a correctly signed and replenished impulse clip strip?<br><br><br>-Every other gondola upright post has a clip strip or cross merchandised SKU<br>-MAX one SKU per clip strip<br>-Every clip strip or cross merchandised product is always priced and signed<br>-Every clip strip or cross merchandised product is always fully stocked and replenished <br>-The clip strips and cross merchandising is related to the department<br>-The price point of the clip strip and cross merchandising items are always lower than US$ 15

  • Is the full/parttime owner of this department or location present and engaging customers proactively?<br><br><br>-The salesperson is proactively engaging customers in the department<br>-The salesperson has been trained and coached by a supervisor in the merchandising principles in the past 6 months<br>-The salesperson is maintaining his department in a timely manor (e.g. start of shift instead of end of day) and is applying the correct merchandising principles<br>-There is enough staff hours assigned to the department to fulfill the customer (traffic) demand during the week

Lighting

  • Cleanliness: Show area clean and orderly? <br><br>Show models complete, working/lit, and dust free.

  • Pricing: Every item has a bin tag or is priced<br>professionally? <br><br>Use of Standard Pricing and Signage Guidelines (e.g. Clearance or Temp Out of Stock)<br>Use of drop tags for show models

  • Facing and recovery: Products pulled to front and squared?

Kitchen & Bath

  • Cleanliness: Show area clean and orderly? <br><br>Show models complete, correctly displayed (fastened), and dust free.

  • Pricing: Every item has a bin tag or is priced professionally? <br><br>Use of Standard Pricing and Signage Guidelines (e.g. Clearance or Temp Out of Stock)<br>Use of drop tags for show models

Checkout Registers

  • Checkout: Are all products priced and labelled?

  • Checkout: Shelves are merchandised, filled and shelves replenished?

  • Checkout: Area clean and organized? <br><br>Baskets and obstructions redistributed to store in a timely manner.

  • Checkout: Impulse area has appropriate items?

Services

  • Service and Returns Desks - Are the desks staffed sufficiently?<br><br>No waiting lines for the service desk<br><br>Staff have been trained to properly advise customers in the paint selection process<br>Scanners are being used with dispensers for missed tints prevention<br>Colorant and missed tints are registered daily

  • Service and Returns Desks - Are the desks clean and organised? No products or obstructions on the floor in front/back/side of desks<br>

  • Service and Returns Desks - Are promotional and information flyers readily available?<br><br>Current promotion<br>Assortment flyers<br>DT Flyers<br>General Terms and Conditions always available

  • Maintenance & Repair - Is the work area being kept safe and clean?

  • Maintenance & Repair - Are all repair and service requests being registered?<br><br>Staff have been trained to properly advise customers in the paint selection process<br>Scanners are being used with dispensers for missed tints prevention<br>Colorant and missed tints are registered daily

  • Maintenance & Repair - Is the repair desk staffed sufficiently?

  • Key Service: Area clean and organised?<br><br>Priced and signed?<br>Sufficient (min 3) staff available to make screens on request?

  • Screen Cutting - Area clean and organised?<br>In stock on all required parts needed to make screens?<br>Sufficient (min 3) staff available to make screens on request?

  • Lumber Cutting - Area clean and organised?<br><br>Signage in DT communicating service to customers?<br>Owner and backup of the lumber cutting area has been assigned to staff?<br>Safety cut-off switch being applied when machine is not in use?<br>Machine is in good working order?

Drive Thru

  • Clean and organised? <br><br>Trash bins emptied<br>No obstructions to customer traffic<br>Every product assigned to a rack<br>All floors clear of products<br>All equipment/racking protected<br>Floors are clean and in good repair

  • Signage: Are all products signed, priced and labelled? <br><br>Drive through routing and floor markings visible?

  • Facing: LMB and pallet racking stocked and squared? <br><br>Lumber picking stock squared, cement / pego products front facing, pails & pallets in racking

  • Are all racking locations signed and maintained according to the IC location maintenance guidelines?

Yard

  • Cleanliness: Show area clean and orderly?

  • Equipment: Equipment protected and in good repair?

  • Racking

Warehousing and Receiving

  • Cleanliness: Show area clean and orderly? <br><br>floor in good repair<br>orderly and clean<br>bulk storage of related products<br>assigned waste container area clean and orderly

  • Equipment: Equipment protected and in good repair?

  • Receiving Area<br><br>-Not used for storage<br>-Kept clean and clear of pallets and carton

  • Is DTS back stock being pro-actively pushed to the sales areas?<br><br>-Use of daily warehouse order picking list to push back stock based on previous day sales<br>-Marked and dated<br>-Older than a week, is being down stocked and pushed to sale area.

  • Special storage assignments <br><br>-Folder items<br>-Store use <br>-Damaged / write off (dated and labelled)<br>-Special order<br>-Spare parts

Operations and Facilities

  • Staff Appearance<br><br>-Company uniform<br>-Name badge<br>-Closed or safety shoes

  • Toilets<br><br>-Cleaning program in place<br>-Supplied with soap and toiletries

  • Equipment <br><br>-Label printers<br>-Mobile devices <br>-Shopping carts<br>-Shopping baskets

  • Break Room / Cantina<br><br>-Cleaning program in place<br>-Kitchen(-ette) in good working condition<br>-Appliances working (microwave, refrigerator, hot water kettle, ect)

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.