Merchandising Checklist For Retailers

As a retailer, having well-arranged store outlets make it easier for both customers and the store teams. Visual merchandising has many levels of displaying and placing the right items at the right place. 

Use this sample checklist to take your visual merchandising to the next level, without missing out on important steps:

S.noChecklist Check Action
STORE EXTERIOR
1Is signage clearly visible to passing pedestrians and traffic?Yes / No
2Are store hours up to date and visible?
Yes / No
3Do window displays feature the latest campaign?
Yes / No
4Are the windows in good condition and clean?Yes / No
5Are the windows well lit with product highlighted after closing hours?Yes / No
6Is the signage current and in good condition?Yes / No
7Is the signage/exterior clean?Yes / No
8Is external building clean and well lit?Yes / No
9Is the parking clearly marked?Yes / No
STORE LAYOUT
1Is the latest campaign setup near the front of the store?Yes / No
2Are all aisles clutter-free?Yes / No
3Does the store layout aid customer traffic flow?Yes / No
4Is the store well lit?Yes / No
5Is the lighting positioned for maximum impact?Yes / No
6Is the product easily accessible?Yes / No
7Is product signage clearly visible and in good condition?Yes / No
8Are wall displays effectively utilized?Yes / No
9Are hotspots used strategically for high-margin impulse SKUs?Yes / No
10Do staff at the main counter have a good view of the store at all times?Yes / No
11Is the main counter clutter-free?Yes / No
12Are potential blind spots identified and managed?Yes / No
13Are all print collateral readily available for customers to take?Yes / No
14Are all fixtures and surfaces clean and well maintained?Yes / No
15Has the layout been updated at least once in the last year?Yes / No
SHELVES
1Are shelves fully stocked and not cluttered?Yes / No
2Are there any product holes in displays?Yes / No
3Is the product easily found in the appropriate area?Yes / No
4Is the product easily found in the appropriate area?Yes / No
5Were correct planograms used for the location and category?Yes / No
6Is the number of “facings” appropriate to allow an optimum number of different SKUs?Yes / No
7Are all products “fronted” correctly?Yes / No
8Are all products priced correctly?Yes / No
9Are signage and shelf wobblers used effectively and in good condition?Yes / No
10Are heavy or bulky items stored on lower shelves for safety?Yes / No
11Is product restocked completely at regular intervals?Yes / No
IN-STORE PROMOTIONS
1Can displays be understood in 5 seconds or less?Yes / No
2Is there a clear call to action in the signage?Yes / No
3Are promotions current and consistent with company directives?Yes / No
4Are all displays in “like new” condition?Yes / No
5Are bulk floor displays positioned correctly and safely?Yes / No
6Are stand-alone displays maintained and re-stocked daily?Yes / No
7Are the “specials” baskets displaying prices clearly and positioned in hot spot zones?Yes / No
STAFF
1Does the staff look professional and are easily identified?Yes / No
2Have the staff received adequate product training?Yes / No
3All staff have good customer service and selling skills?Yes / No
4All staff know and have been assigned daily housekeeping responsibilities?Yes / No
5All staff understands the industry and customer needs?Yes / No
6Does staff demonstrate product knowledge when asked?Yes / No

More ways to improve your visual merchandising standards and boost sales:

HOW VISUAL MERCHANDISING IS DRIVING THE RETAIL INDUSTRY

RETAIL STORE OPERATIONS: IMPROVING EFFICIENCY

Post Author: Sharjeel Ahmed

Over 15 years of total experience in the software industry with previous experience working with various multinational companies like Microsoft, Adobe, etc. He is a serial entrepreneur having done a lot of work with NFC based products.

One Reply to “Merchandising Checklist For Retailers”

  1. Pazo..and team Aheading , covering all dept. In Retail rt. From Business team to Back end… great excel..and real time values,realtime data to keep a check ON..hence the Tradition of PPt , and documentation and presentation may extinguish in future ..

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