Template

Combined Beverage and Frozen Retail Audit

by Paul Wheeler, from the Community

Use this retail audit checklist to assess beverage coolers and frozen food sections in grocery and convenience stores. Capture supplier and account details, validate distribution and new item placement, track out-of-stocks, confirm pricing and shelf tags, and document planogram and POS compliance. Inspect backstock and code dates, record damages, and verify freezer condition and placement. Review singles, pints, cups, and multipacks, plus partner brands and frozen foods such as pizza. Attach photos for sets, tags, and issues.

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Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

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This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Frozen PTMM Planogram Checklist
This Frozen PTMM planogram checklist helps grocery and supermarket teams audit the frozen aisle for merchandising compliance. Use it to review listed SKUs, confirm shelf facings, check stock levels, and validate product placement against the planogram. The template includes item codes, product names, and bay or shelf locations to streamline walk-throughs and corrections. Ideal for store operations, category managers, and merchandisers aiming to maintain consistency, availability, and a clean customer presentation across frozen foods and ice cream ranges.
by Chris Crockett, from the Community
Downloads: 0
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Template
Food Safety Audit for Frozen Department
Conduct comprehensive audits of frozen food departments with this checklist. Review housekeeping and storage practices, verify food handling and temperature control, and inspect walk-in coolers and display cases. Monitor and record product temperatures, ensure cases function and are stocked correctly, and confirm cleanliness and organization. Includes priority levels for findings and signature fields for the auditor and person in charge.
by Sunshine Silvers, from the Community
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Template
DGIC REM Audit Form v5 for Retail Store Visits
This DGIC REM audit form v5 supports retail store visits for ice cream merchandising and execution. Inspect freezer type and condition, confirm pricing tags and POS, verify planogram and flavor to tag accuracy, record missing items and out of stocks, and estimate lost sales. Assess upright and bunker sections, singles and packaged items, stock levels, facing, damage and out-of-date product, and presence of competitive or foreign product. Capture photos of the storefront and cases, note supplier and equipment, and log issues like defrost, drain, seals, lighting and cleanliness. Designed for convenience and drug chains such as 7-Eleven, CVS and Walgreens, and for use by field reps and distributors.
by Dreyers Ice Cream, from the Community
Downloads: 10+
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Template
3189 Frozen Stars Inventory Checklist
Use this template to audit and record frozen aisle products, locations, and quantities. Track stock levels by SKU and bay, note counts front and back, and ensure accurate replenishment and rotation. Ideal for supermarkets and grocery operations to streamline inventory checks, plan orders, and maintain freezer organization.
by Chris Crockett, from the Community
Downloads: 10+
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Combined Beverage and Frozen Retail Audit

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