Template

Merchandising Audit Checklist

by Steve Bost, from the Community

This merchandising audit checklist helps retail and convenience store teams review promotional signage, remove old materials, verify planograms and pricing, and ensure key coolers, beer/wine, and fountain areas are stocked, dated, clean, and working. It covers shelf tags, out-of-stocks, tobacco pricing, ice merchandisers, and foodservice equipment, plus restroom cleanliness and maintenance. Use it to discuss vendor or stock issues with managers and document attachments like promo sheets and price lists.

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With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

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
Store Visits Checklist
This store visits checklist helps district managers and operations teams evaluate retail and convenience stores end to end. Inspect forecourt and pump islands, signage, lighting, parking, and cleanliness. Review interior standards for customer service, restrooms, merchandising, pricing and labeling, planograms, coffee program, tobacco displays, and stackouts. Verify maintenance needs, safety, and documentation. Audit office procedures, invoices, cash handling, credits, audits and SAIRs, inventory controls, vendor receiving, and non-scans. Check backroom organization, tools, supplies, and transfers, and confirm cooler stock, labeling, and temperature logs. Capture notes, assign actions, and obtain manager sign-off.
by ROB ZINKE, from the Community
Downloads: 10+
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Template
Daily C Store Walkaround Checklist
This daily convenience store walkaround checklist helps managers and staff verify exterior and interior standards. Review pumps, squeegees, forecourt, air vacuum and car wash operation, and reader board. Inside, check floors and mats, shelf presentation and pricing, cooler stocking and never out items, coffee and fountain areas, employee food storage, ice and CO2, and equipment cleanliness. It also covers detailed restroom cleanliness and supplies, deli and roller grill food safety and labeling, plus administrative items like surveillance, communication logs, safety materials, training, age restricted sales checks, and customer service practices.
by Benjamin Terflinger, from the Community
Downloads: 0
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Template
Cold Front Store Audit Checklist
This simple store audit template helps retail teams assess key in store standards quickly. Record store details and review pricing, planogram integrity, merchandising, and stock availability. Add photos and comments to document conditions and capture issues on the spot. Use the checklist to verify compliance with display schematics, ensure accurate pricing, confirm items are in stock, and note required service stickers. The structure supports consistent site visits across multiple locations and provides a clear record for follow up actions and continuous improvement.
by Daniel Servaes, from the Community
Downloads: 20+
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Template
Convenience Store Daily Walkaround Checklist
This daily convenience store walkaround checklist helps managers and staff inspect the forecourt and pumps, air and vacuum stations, and car wash; verify signage and exterior cleanliness; and review in-store standards. Check flooring, shelves, beverage and coffee stations, coolers and stock with priority never out items, tobacco and lottery, and food service areas including roller grill and microwaves. Confirm restrooms are clean, stocked, and operational. Capture safety and compliance tasks such as surveillance systems, emergency and environmental documents, cash handling, age verification, training logs, and first aid kit. Use this checklist to find issues early and keep operations consistent and compliant.
by Beth Kratochvil, from the Community
Downloads: 10+
Get

Store Visits Checklist

This store visits checklist helps district managers and operations teams evaluate retail and convenience stores end to end. Inspect forecourt and pump islands, signage, lighting, parking, and cleanliness. Review interior standards for customer service, restrooms, merchandising, pricing and labeling, planograms, coffee program, tobacco displays, and stackouts. Verify maintenance needs, safety, and documentation. Audit office procedures, invoices, cash handling, credits, audits and SAIRs, inventory controls, vendor receiving, and non-scans. Check backroom organization, tools, supplies, and transfers, and confirm cooler stock, labeling, and temperature logs. Capture notes, assign actions, and obtain manager sign-off.

by ROB ZINKE, from the Community

10+

Get

Template

Daily C Store Walkaround Checklist

This daily convenience store walkaround checklist helps managers and staff verify exterior and interior standards. Review pumps, squeegees, forecourt, air vacuum and car wash operation, and reader board. Inside, check floors and mats, shelf presentation and pricing, cooler stocking and never out items, coffee and fountain areas, employee food storage, ice and CO2, and equipment cleanliness. It also covers detailed restroom cleanliness and supplies, deli and roller grill food safety and labeling, plus administrative items like surveillance, communication logs, safety materials, training, age restricted sales checks, and customer service practices.

by Benjamin Terflinger, from the Community

Get

Template

Cold Front Store Audit Checklist

This simple store audit template helps retail teams assess key in store standards quickly. Record store details and review pricing, planogram integrity, merchandising, and stock availability. Add photos and comments to document conditions and capture issues on the spot. Use the checklist to verify compliance with display schematics, ensure accurate pricing, confirm items are in stock, and note required service stickers. The structure supports consistent site visits across multiple locations and provides a clear record for follow up actions and continuous improvement.

by Daniel Servaes, from the Community

20+

Get

Template

Convenience Store Daily Walkaround Checklist

This daily convenience store walkaround checklist helps managers and staff inspect the forecourt and pumps, air and vacuum stations, and car wash; verify signage and exterior cleanliness; and review in-store standards. Check flooring, shelves, beverage and coffee stations, coolers and stock with priority never out items, tobacco and lottery, and food service areas including roller grill and microwaves. Confirm restrooms are clean, stocked, and operational. Capture safety and compliance tasks such as surveillance systems, emergency and environmental documents, cash handling, age verification, training logs, and first aid kit. Use this checklist to find issues early and keep operations consistent and compliant.

by Beth Kratochvil, from the Community

10+

Get

Merchandising Audit Checklist

About author

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Store Visits Checklist

Daily C Store Walkaround Checklist

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Store Visits Checklist

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