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Calling Card Merchandising Audit Checklist

Use this checklist to assess calling card retail displays and promotions. Verify CDU and FSDU presence, placement, and condition, check that units are clean, in agreed locations, and merchandised to plan. Confirm planogram compliance for phone essentials, MV stands, and reading glasses, and note pump top promotions. Record account and site details, auditor name, and actions required, then email the completed audit to stakeholders to drive timely corrective actions and consistent in store execution.

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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

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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

TM Call Checklist for Retail Site Visits

This TM call checklist supports retail site visits focused on merchandising and promotions. It guides managers to review CDU and FSDU displays, confirm current promotions and correct placement, assess cleanliness and condition, check labels and pricing, and verify stock levels. Sections cover MV and Phyx stands, phone accessories, reading glasses, and air fresheners, plus pump crowners at forecourts. It prompts placing or confirming orders, raising returns for damaged stock, capturing photos, and updating store information to ensure consistent, compliant execution across locations.

by Andrew Dailey, from the Community

10+

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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

20+

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Template

Group Store Visit Checklist (T+M)

Use this group store visit checklist to evaluate first impressions, visual merchandising, promotions, stockroom standards, POS, and customer service across retail locations. Record issues, photos, and notes; verify safety and maintenance; check team training, staffing, and compliance. Assign actions, capture signatures, and track follow-ups to drive consistent execution.

by Willie Coetzee, from the Community

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Template

Weekend Retail Visit Checklist

Use this weekend retail visit checklist to assess front and back of house standards in food retail locations such as cafes, bakeries, and quick service outlets. Review atmosphere, cleanliness, marketing materials, and availability across counters and hot food displays. Verify POS organization, merchandising, and that digital menu boards are up to date. Check customer service, coffee calling and quality, and overall speed of service. Confirm completion of daily duties, FIFO, date labeling, and the four hour rule, and note any food safety concerns. Ensure a qualified manager on duty is present. Record opportunities, capture photos, and assign corrective actions to improve store performance and compliance.

by Stefano Spallanzani, from the Community

10+

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Template

Natures Farms Perfect Store Score Card

This Perfect Store Score Card template supports grocery retail and CPG teams in evaluating in store execution at supermarkets and hypermarkets. Assess product range by category such as biscuits, pasta, flour, and bakery, capture SKU counts and share, and verify planogram adherence. Review display placement in high traffic areas and confirm correct brand communication. Check pricing visibility and accuracy, including key SKUs, and record rep feedback, actions taken, and competitor activities. Use this scorecard to standardize retail audits and drive shelf compliance and sales.

by Shaun Blom, from the Community

10+

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Template

Retail Store Review Checklist

Use this retail store review checklist to assess store standards across the entire customer journey. Evaluate exterior appearance, windows and visual merchandising, entrance and in-store promotions, signage and POS, trolleys and baskets, section presentation and stock availability, checkout service, help desk operations, warehouse organization and safety, staff rooms, toilets and locker areas, office administration spaces, and ongoing maintenance. Record actions, assign owners, and track completion to drive clean, compliant, and commercially effective stores.

by David Barrett, from the Community

30+

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