Template

PVA Merchandising Retail Follow Behind Survey

by Nigel Knouse, from the Community

20+

Use this retail follow-behind survey to evaluate store conditions after a merchandising visit. Check cooler cleanliness, shelf schematics, rotation and damaged goods, and back room organization. Confirm displays meet supplier standards, current POS or coupons are in use, and products are rotated. Capture overall performance, note strengths and improvement areas, and complete auditor sign-off. Ideal for merch or delivery audits to maintain retail standards and consistent execution.

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

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
Retail Store Visit Report Template
Use this retail store visit report template to evaluate stockroom organization, SOP compliance, health and safety, sales floor standards, and customer service. Capture checks on merchandising, signage, CCTV, emergency readiness, fire safety equipment, and POS controls. Track coaching actions, KPI awareness, and staff grooming to improve execution. Standardize audits across stores and document corrective actions and follow ups.
by Adventure HQ Safety Checks Sharaf HQ Investment, from the Community
Downloads: 20+
Get
Template
Retail Store Visit Checklist
This store visit checklist helps retail teams evaluate merchandising and in-store execution. Inspect exterior and interior presentation, verify POP displays and correct product merchandising, and capture photos of displays. Check pricing accuracy and stock levels for supplied products, note additional product needs, and request any required POP materials. Identify space for brand imagery to improve sell-through, gather sell-through feedback from the sales team, and document customer support requests. Record follow-up actions to resolve issues and ensure continuous improvement in store operations and merchandising.
by Greg Mcintosh, from the Community
Downloads: 0
Get
Template
MillerCoors Retail Execution Survey
Use this MillerCoors retail execution survey to evaluate in-store performance at retail accounts. Verify MillerCoors products are in stock and on shelf, confirm features are supported with displays, and assess whether floor case share reflects market share. Check pricing accuracy on shelves and displays, and ensure proper product rotation. Capture photos where required, document out-of-stocks and missing displays, and record opportunities or issues. Include account details, survey date, and preparer, plus any additional comments for follow-up.
by Ian Lakes, from the Community
Downloads: 20+
Get
Template
Store Visit Report Template SVR
Use this store visit report template to review retail store standards across exterior, signage, and shop floor, verify POS guidelines, and check operations like terminals, cleanliness, and security. Assess back of house areas, confirm compliance items such as CCTV, alarms, fire exits, and required posters, and note company requirements. Record visit summaries, comments, and follow up dates to drive consistent retail execution.
by Kirsty Andrews, from the Community
Downloads: 0
Get

Retail Store Visit Report Template

Use this retail store visit report template to evaluate stockroom organization, SOP compliance, health and safety, sales floor standards, and customer service. Capture checks on merchandising, signage, CCTV, emergency readiness, fire safety equipment, and POS controls. Track coaching actions, KPI awareness, and staff grooming to improve execution. Standardize audits across stores and document corrective actions and follow ups.

by Adventure HQ Safety Checks Sharaf HQ Investment, from the Community

20+

Get

Template

Retail Store Visit Checklist

This store visit checklist helps retail teams evaluate merchandising and in-store execution. Inspect exterior and interior presentation, verify POP displays and correct product merchandising, and capture photos of displays. Check pricing accuracy and stock levels for supplied products, note additional product needs, and request any required POP materials. Identify space for brand imagery to improve sell-through, gather sell-through feedback from the sales team, and document customer support requests. Record follow-up actions to resolve issues and ensure continuous improvement in store operations and merchandising.

by Greg Mcintosh, from the Community

Get

Template

MillerCoors Retail Execution Survey

Use this MillerCoors retail execution survey to evaluate in-store performance at retail accounts. Verify MillerCoors products are in stock and on shelf, confirm features are supported with displays, and assess whether floor case share reflects market share. Check pricing accuracy on shelves and displays, and ensure proper product rotation. Capture photos where required, document out-of-stocks and missing displays, and record opportunities or issues. Include account details, survey date, and preparer, plus any additional comments for follow-up.

by Ian Lakes, from the Community

20+

Get

Template

Store Visit Report Template SVR

Use this store visit report template to review retail store standards across exterior, signage, and shop floor, verify POS guidelines, and check operations like terminals, cleanliness, and security. Assess back of house areas, confirm compliance items such as CCTV, alarms, fire exits, and required posters, and note company requirements. Record visit summaries, comments, and follow up dates to drive consistent retail execution.

by Kirsty Andrews, from the Community

Get

PVA Merchandising Retail Follow Behind Survey

About author

You might also like

Retail Store Visit Report Template

Retail Store Visit Checklist

MillerCoors Retail Execution Survey

Store Visit Report Template SVR

You might also like

Retail Store Visit Report Template

Retail Store Visit Checklist

MillerCoors Retail Execution Survey

Store Visit Report Template SVR