Checklist template

Beverage cooler and equipment placement audit

A ready-to-use checklist with 119 items in 6 sections, covering Placement, Brand purity, Stock, Cleanliness, Condition, Contract compliance. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 119 Items
  • 96 Yes / No checks
  • 6 Scored ratings
  • 126 Points

Use this template How audits work

1. Placement 20 items

  1. Type of unit audited Choice
    • Single-door cooler
    • Multi-door cooler
    • Countertop cooler
    • Barrel or open-air cooler
    • Vending or fountain unit
  2. The unit is on the sales floor, not in a back room, office or storage area Yes / No 1 pt
  3. The unit stands in the location named in the placement agreement Yes / No 1 pt
  4. The unit's illuminated header or brand panel can be seen from the store entrance or from the main traffic aisle Yes / No 1 pt
  5. The unit is within 10 ft (3 m) of a checkout or the food counter where the agreement calls for an impulse location Yes / No 1 pt
  6. The front of the unit faces the flow of shopper traffic, not a wall or the side of another fixture Yes / No 1 pt
  7. No competitor cooler stands between our unit and the main traffic aisle Yes / No 1 pt
  8. The unit stands next to the food it is meant to sell with (deli, hot food, salty snacks) where the placement plan names a pairing Yes / No 1 pt
  9. The door hinge side lets shoppers reach in from the direction of traffic Yes / No 1 pt
  10. The size of the unit matches the size class assigned to the outlet in the equipment plan Yes / No 1 pt
  11. A second company unit in the outlet stands in a different zone of the store from the first Yes / No 1 pt
  12. An outdoor unit stands under cover and is secured as the placement instructions require Yes / No 1 pt
  13. A rack or other dry company fixture stands in the location shown on its placement record Yes / No 1 pt
  14. The unit's location was photographed from the store entrance for the account record Yes / No 1 pt
  15. A countertop unit faces the shopper side of the counter, not the cashier side Yes / No 1 pt
  16. A barrel or open-air cooler is placed at the location planned for the current promotion Yes / No 1 pt
  17. Where the location is not the best available, a move was proposed to the store manager during the visit Yes / No 1 pt
  18. Company-owned units found in the outlet Number
  19. Competitor-branded coolers found in the outlet Number
  20. Quality of the unit's location Rating
    • In the main traffic path and seen first 5 pts
    • Visible but in a secondary location 3 pts
    • Hidden, blocked or off the sales floor 1 pt

2. Brand purity 20 items

  1. Where the agreement leaves the store one shelf for other products, foreign product is on that shelf only Yes / No 1 pt
  2. No competitor beverages are in the unit Yes / No 1 pt
  3. No store-brand or private-label beverages are in the unit Yes / No 1 pt
  4. No food, dairy, bait, ice bags or other non-beverage products are in the unit Yes / No 1 pt
  5. No employee meals or personal drinks are kept in the unit Yes / No 1 pt
  6. Each brand runs in a vertical block from the top shelf to the bottom shelf, as on the current cooler planogram Yes / No 1 pt
  7. The packs named as priority on the planogram are on the eye-level shelves Yes / No 1 pt
  8. Each shelf follows the planogram's left-to-right order Yes / No 1 pt
  9. The number of shelves in the unit matches the planogram Yes / No 1 pt
  10. Low- and no-sugar variants hold the number of facings the planogram gives them Yes / No 1 pt
  11. Shelf strips or brand dividers mark where each brand block starts Yes / No 1 pt
  12. Seasonal and limited-edition packs are in the unit only during their sales window Yes / No 1 pt
  13. Delisted products have been removed from the unit Yes / No 1 pt
  14. A current planogram card is posted inside the unit or held by the store manager Yes / No 1 pt
  15. Every facing has a price tag or a price strip Yes / No 1 pt
  16. The price of a pack in the unit equals the price of the same pack in the store's own cold case Yes / No 1 pt
  17. Packs on promotion carry the current promotional price on the unit Yes / No 1 pt
  18. Facings in the unit holding competitor or other foreign product Number
  19. Share of facings holding company product (%) Number
  20. Brand purity of the unit Rating
    • Company products only 5 pts
    • One or two foreign facings 3 pts
    • A full shelf or more of foreign product 1 pt

3. Stock 20 items

  1. Every planogram facing holds at least one unit of product Yes / No 1 pt
  2. No facing is filled with a neighboring product to hide an out-of-stock Yes / No 1 pt
  3. Each core product required for this trade channel is in the unit Yes / No 1 pt
  4. Take-home multipacks are in the unit only on the shelves where the planogram shows them Yes / No 1 pt
  5. Multipacks have not been broken up to fill single-serve facings Yes / No 1 pt
  6. Back stock to refill the unit is in the store Yes / No 1 pt
  7. The back stock is stored within reach of the unit's refill route, not behind other vendors' pallets Yes / No 1 pt
  8. Warm back stock is loaded behind the cold product, so that the shopper takes a cold drink Yes / No 1 pt
  9. No product in the unit is past its best-before date Yes / No 1 pt
  10. No product in the unit is inside the pull window set by company policy Yes / No 1 pt
  11. No dented, leaking or sticky containers are on the shelves Yes / No 1 pt
  12. The store's order or standing delivery covers what the unit sells between two deliveries, per the store manager Yes / No 1 pt
  13. The sales representative filled the unit to the planogram before leaving Yes / No 1 pt
  14. A named store employee is responsible for refilling the unit between deliveries Yes / No 1 pt
  15. The store manager reports no shelf running empty between deliveries in the last 4 weeks Yes / No 1 pt
  16. Planogram facings in the unit Number
  17. Empty facings found on arrival Number
  18. Out-of-date containers removed during the visit Number
  19. Earliest best-before date found in the unit Date
  20. Stock level on arrival Rating
    • Full to the planogram 5 pts
    • Gaps on a few facings 3 pts
    • Half empty or worse 1 pt

4. Cleanliness 17 items

  1. Seen from 10 ft (3 m) away, the door glass shows no fingerprints, smears or splashes Yes / No 1 pt
  2. The side panels and the kick plate are free of cart scuffs, shoe marks and grease film over the brand graphics Yes / No 1 pt
  3. No handwritten signs, tape or store notices are stuck to the glass or the side panels Yes / No 1 pt
  4. No tape residue or torn sticker from an old promotion remains on the glass or the frame Yes / No 1 pt
  5. Shelves are free of spilled product and sticky rings Yes / No 1 pt
  6. The door gasket folds are free of mold and trapped dirt Yes / No 1 pt
  7. The unit has no sour or musty smell when the door is opened Yes / No 1 pt
  8. No condensate water is leaking from the base of the unit Yes / No 1 pt
  9. The floor beside and behind the unit is free of empty cases, shrink wrap and trash left from deliveries Yes / No 1 pt
  10. The sales representative or merchandiser wiped the glass, the handle and the shelf fronts during this visit Yes / No 1 pt
  11. The representative's cleaning kit (glass cleaner, cloths, scraper for sticker residue) is in the vehicle Yes / No 1 pt
  12. Cleaning of the unit is recorded in the call report of the previous visit Yes / No 1 pt
  13. The unit is listed on the store's own daily or weekly cleaning checklist Yes / No 1 pt
  14. On a fountain unit, the nozzles and the drip tray are free of syrup build-up Yes / No 1 pt
  15. On a vending unit, the selection buttons, the payment reader and the delivery bin are clean Yes / No 1 pt
  16. On a barrel or open-air cooler, the melt water has been drained and the well wiped out Yes / No 1 pt
  17. Cleanliness of the unit Rating
    • Clean inside and out 5 pts
    • Needs a wipe-down, cleaned during the visit 3 pts
    • Mold, odor or build-up that a wipe-down does not remove 1 pt

5. Condition 22 items

  1. The unit is running at the time of the visit Yes / No 1 pt
  2. Temperature of a container taken from the middle shelf (°F or °C) Number
  3. The reading is within the range the company sets for cold drinks Yes / No 1 pt
  4. Interior lighting reaches every shelf, with no dark shelf or flickering light Yes / No 1 pt
  5. The illuminated header or canopy sign is lit Yes / No 1 pt
  6. The header panel shows the brand or campaign assigned to this unit, not a discontinued brand or an ended promotion Yes / No 1 pt
  7. Brand graphics on the unit are the current design Yes / No 1 pt
  8. Brand decals are free of fading, peeling and scratches Yes / No 1 pt
  9. The cabinet is free of dents and rust Yes / No 1 pt
  10. The glass is free of cracks and of fogging between the panes Yes / No 1 pt
  11. Every shelf has its price strip channel, with none missing or cracked Yes / No 1 pt
  12. Glides or pushers bring the next container to the front on every row tested Yes / No 1 pt
  13. The power cord and plug show no cuts, scorch marks or exposed wire Yes / No 1 pt
  14. Leveling legs or casters are all present and intact Yes / No 1 pt
  15. On a unit fitted with a lock, the lock works and the store manager holds the key Yes / No 1 pt
  16. On a vending unit, the payment reader accepted a test payment during the visit Yes / No 1 pt
  17. On a fountain unit, each valve carries the brand tag of the drink it pours Yes / No 1 pt
  18. Generation of the unit Choice
    • Current model
    • Previous model, still presentable
    • Obsolete model due for exchange
  19. Service calls on this unit in the last 12 months, from the asset record Number
  20. The store reports that the last service call was answered within the time the company promises Yes / No 1 pt
  21. Condition of the unit Rating
    • Cooling, fully lit, graphics intact 5 pts
    • Cooling, with a dead light, worn graphics or dents 3 pts
    • Not cooling, or too damaged to present the brand 1 pt
  22. Action required on the unit Choice
    • None
    • Cleaning
    • Service call
    • Replace or remove

6. Contract compliance 20 items

  1. A signed equipment placement agreement for this outlet is on file in the account record Yes / No 1 pt
  2. The asset tag is attached to the unit and readable Yes / No 1 pt
  3. Asset tag number read on the unit Short text
  4. The asset tag number matches the number on the agreement Yes / No 1 pt
  5. The model on the rating plate matches the model on the agreement Yes / No 1 pt
  6. The outlet operates under the owner or legal name shown on the agreement Yes / No 1 pt
  7. The number of company-owned units found matches the asset register for the outlet Yes / No 1 pt
  8. Any unit on the register that was not found has been reported to asset control Yes / No 1 pt
  9. The store manager could state the agreement's rule on stocking only company products in the unit Yes / No 1 pt
  10. The outlet's purchases over the last 4 weeks meet the minimum volume in the agreement Yes / No 1 pt
  11. Cases purchased by the outlet in the last 4 weeks Number
  12. The unit is left powered day and night, not unplugged or put on a timer after closing Yes / No 1 pt
  13. The unit has not been altered: no shelves removed, locks added or panels repainted Yes / No 1 pt
  14. Company graphics are not covered by another supplier's advertising Yes / No 1 pt
  15. The point-of-sale materials supplied with the unit (header card, price strips, door decal) are in place Yes / No 1 pt
  16. The outlet has not lent, sold or moved the unit to another address Yes / No 1 pt
  17. The store manager or person in charge was shown the findings of this audit Yes / No 1 pt
  18. Name of the store manager or person in charge Short text
  19. Overall compliance with the placement agreement Rating
    • Fully compliant 5 pts
    • Minor deviations corrected during the visit 3 pts
    • Breach requiring follow-up 1 pt
  20. Comments and corrective actions agreed with the outlet Comments

About this template

This checklist is part of the Bindy template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In Bindy you can add photos, assign corrective actions, require sign-off and compare results across sites.

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