Checklist template

Dairy and frozen department operations for grocery stores

A ready-to-use checklist with 118 items in 6 sections, covering Temperatures, Rotation, Out-of-stocks, Case condition, Back stock, Load limits. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 118 Items
  • 95 Yes / No checks
  • 6 Scored ratings
  • 125 Points

Use this template How audits work

1. Temperatures 19 items

  1. The milk case is at 41°F (5°C) or below, or at the colder company standard Yes / No 1 pt
  2. Milk case air temperature (°F or °C) Number
  3. The yogurt and cheese multi-deck case is at 41°F (5°C) or below Yes / No 1 pt
  4. Yogurt and cheese case air temperature (°F or °C) Number
  5. Eggs are displayed under refrigeration at the temperature required by local regulation Yes / No 1 pt
  6. Frozen food door cases are at 0°F (-18°C) or below Yes / No 1 pt
  7. Frozen food door case temperature (°F or °C) Number
  8. The ice cream case is at or below the temperature set by company standard for ice cream Yes / No 1 pt
  9. Ice cream case temperature (°F or °C) Number
  10. Ice cream tubs are hard to the touch, with no shrunken or re-frozen product Yes / No 1 pt
  11. Bags of frozen vegetables and fruit are loose inside, not frozen into a solid block Yes / No 1 pt
  12. A milk jug taken from the front row measured 41°F (5°C) or below Yes / No 1 pt
  13. Temperature of a milk jug from the front row (°F or °C) Number
  14. Each case display or thermometer reads within 2°F (1°C) of the auditor's thermometer Yes / No 1 pt
  15. Case temperatures are logged by hand or by the monitoring system, with no missed readings in the last 7 days Yes / No 1 pt
  16. Refrigeration alarms in the last 30 days were acknowledged and the action taken is recorded Yes / No 1 pt
  17. Employees asked know who to call and where to move product when a case fails Yes / No 1 pt
  18. Frozen and chilled loads are on the sales floor no longer than the stocking time set by company policy Yes / No 1 pt
  19. Temperature control in the cold aisles Rating
    • All cases in range and logged 5 pts
    • In range with log gaps 3 pts
    • One or more cases out of range 1 pt

2. Rotation 18 items

  1. In rear-loaded milk cases, new milk is loaded behind the milk already in the lane Yes / No 1 pt
  2. In ten milk facings checked, the earliest date was at the front of every facing Yes / No 1 pt
  3. Milk is pulled from sale the number of days before its date that company policy sets Yes / No 1 pt
  4. Yogurt is rotated within each flavor, with the earliest date at the front Yes / No 1 pt
  5. No shredded or block cheese on display shows mold inside the pack Yes / No 1 pt
  6. In ten facings of cheese, butter, refrigerated dough and juice checked, the earliest date was at the front Yes / No 1 pt
  7. The daily date check of short-life items such as fresh pasta, dips and hummus is initialed for today Yes / No 1 pt
  8. During a frozen fill observed, new stock was placed behind or beneath the stock already in the case Yes / No 1 pt
  9. The code-date check schedule assigns each section to a day of the week and is initialed Yes / No 1 pt
  10. Short-dated product is reduced on the schedule in the markdown policy and carries a reduced sticker Yes / No 1 pt
  11. Reduced dairy items are grouped at the front of their facing or in the designated reduced section Yes / No 1 pt
  12. No dairy item on display is past its date Yes / No 1 pt
  13. Number of out-of-date dairy items found on display Number
  14. No frozen item on display is past its best-before date Yes / No 1 pt
  15. Number of out-of-date frozen items found on display Number
  16. Out-of-date milk and other vendor-credited product is held in a marked crate in the cooler for credit Yes / No 1 pt
  17. In a vendor-stocked section checked, the earliest date was at the front of every facing Yes / No 1 pt
  18. Rotation in dairy and frozen Rating
    • Earliest dates always in front 5 pts
    • Inconsistent 3 pts
    • Not rotated 1 pt

3. Out-of-stocks 20 items

  1. Number of empty facings in dairy at the time of the visit Number
  2. Number of empty facings in frozen at the time of the visit Number
  3. The out-of-stock scan was completed today before the order cutoff Yes / No 1 pt
  4. Neighboring products have not been spread to hide an empty facing Yes / No 1 pt
  5. Every item on the company's key item list, such as 2% milk, large eggs and butter, is in stock Yes / No 1 pt
  6. Advertised dairy and frozen items are in stock and carry the ad tag Yes / No 1 pt
  7. No item that was empty on the shelf was found in the back room cooler or freezer Yes / No 1 pt
  8. Number of empty facings for which stock was found in the back room Number
  9. Today's milk fills were done at the times on the fill schedule Yes / No 1 pt
  10. For three facings checked, the product matches the shelf tag in front of it Yes / No 1 pt
  11. Tags for discontinued items have been removed Yes / No 1 pt
  12. New items on the latest planogram update have been cut in Yes / No 1 pt
  13. Sections match the current planogram version Yes / No 1 pt
  14. System on-hand counts are corrected when the shelf is empty but the system shows stock Yes / No 1 pt
  15. The department manager reviews the computer-generated order before the cutoff Yes / No 1 pt
  16. Supplier shorts on the latest delivery are recorded Yes / No 1 pt
  17. A temporarily unavailable sign is placed on shorted items where company policy calls for one Yes / No 1 pt
  18. Extra stock was ordered for the current ad, holiday or weather event according to the order plan Yes / No 1 pt
  19. Out-of-stock counts are tracked weekly and posted for the department Yes / No 1 pt
  20. In-stock position in dairy and frozen Rating
    • Fully in stock 5 pts
    • A few gaps 3 pts
    • Many gaps 1 pt

4. Case condition 20 items

  1. Shelves and price-tag rails are free of dried milk, yogurt and sticky residue Yes / No 1 pt
  2. Milk lane rollers and glide racks are clean and the case has no sour odor Yes / No 1 pt
  3. Leaking, dented or torn packages have been removed from the cases Yes / No 1 pt
  4. Five egg cartons opened during the visit contained no cracked eggs Yes / No 1 pt
  5. Freezer door glass is clean inside and out Yes / No 1 pt
  6. Freezer door gaskets are intact and seal along the full height of the door Yes / No 1 pt
  7. Freezer doors close by themselves and none are propped open Yes / No 1 pt
  8. Freezer shelves, coils and product are free of frost and ice build-up Yes / No 1 pt
  9. Freezer door glass is clear of fog, so product can be seen without opening the door Yes / No 1 pt
  10. There is no water or ice on the aisle floor in front of the cases Yes / No 1 pt
  11. All case lights work Yes / No 1 pt
  12. Discharge air honeycombs are free of dust Yes / No 1 pt
  13. Kick plates and bumpers are intact Yes / No 1 pt
  14. Shelf dividers, pushers and gravity-feed trays work Yes / No 1 pt
  15. Product is pulled forward to the front edge of the shelf Yes / No 1 pt
  16. Lids on coffin freezers slide freely and are kept closed Yes / No 1 pt
  17. Night curtains on open cases pull down fully and stay in place Yes / No 1 pt
  18. A work order with a date exists for every case fault found during the visit Yes / No 1 pt
  19. Number of open refrigeration work orders older than 14 days Number
  20. Condition and cleanliness of the cases Rating
    • Clean and fully working 5 pts
    • Minor faults 3 pts
    • Dirty or major faults 1 pt

5. Back stock 20 items

  1. The dairy cooler is at 41°F (5°C) or below Yes / No 1 pt
  2. Dairy cooler temperature (°F or °C) Number
  3. The back room freezer is at 0°F (-18°C) or below Yes / No 1 pt
  4. Back room freezer temperature (°F or °C) Number
  5. Milk dollies and stacks with the earliest date are positioned to be worked first Yes / No 1 pt
  6. Cases in the back room freezer are marked with the date received Yes / No 1 pt
  7. Freezer shelving is labeled by category so back stock can be found without searching Yes / No 1 pt
  8. Back stock is within the quantity set by company standard for each aisle Yes / No 1 pt
  9. Back stock is worked to the shelf before a new load is opened Yes / No 1 pt
  10. Partial cases are consolidated and marked as open Yes / No 1 pt
  11. The freezer floor is free of ice and spilled product Yes / No 1 pt
  12. The inside door release of the walk-in freezer works Yes / No 1 pt
  13. The light in the walk-in freezer works Yes / No 1 pt
  14. Insulated jackets and gloves are available for freezer work Yes / No 1 pt
  15. Empty milk crates are stacked by owner for return Yes / No 1 pt
  16. Milk crates are not used as shelving or step stools Yes / No 1 pt
  17. Egg stock is kept in the cooler and never left on the receiving dock Yes / No 1 pt
  18. Nothing is stacked in front of or against the evaporator coils in the cooler or the freezer Yes / No 1 pt
  19. Number of pallets or carts of frozen back stock on hand Number
  20. Organization of dairy and frozen back stock Rating
    • Organized and within limits 5 pts
    • Some disorder or excess 3 pts
    • Disorganized or overstocked 1 pt

6. Load limits 21 items

  1. A load line is marked and visible in every open case Yes / No 1 pt
  2. No product is stacked above the load line in open dairy cases Yes / No 1 pt
  3. No product extends past the front edge of a shelf into the air curtain of an open case Yes / No 1 pt
  4. No product is piled above the load line in coffin freezers Yes / No 1 pt
  5. Number of cases or doors with product over the load line Number
  6. Product at the top layer of a coffin freezer measured 0°F (-18°C) or below Yes / No 1 pt
  7. Product in door cases does not touch the door or stop it from closing Yes / No 1 pt
  8. A gap is left between product and the rear wall of door cases so that air can circulate Yes / No 1 pt
  9. Product on the top shelf of multi-deck cases stays below the air discharge Yes / No 1 pt
  10. Return air grilles at the front of the cases are not covered by product, trays or signs Yes / No 1 pt
  11. Sale tags, shelf talkers and clip strips do not hang into the air curtain Yes / No 1 pt
  12. Spot freezers and promotional coolers are loaded below their marked line Yes / No 1 pt
  13. Milk shelves are not bowed and every shelf clip is in place Yes / No 1 pt
  14. Shelves are in the positions shown on the planogram and have not been moved forward Yes / No 1 pt
  15. Stackable items such as butter, cream cheese and frozen pizza are stacked no higher than the planogram shows Yes / No 1 pt
  16. Nothing is stored on top of door cases Yes / No 1 pt
  17. Refrigerated ad items are not built on unrefrigerated shippers or dump displays Yes / No 1 pt
  18. Employees stocking the cases could point out the load line and explain what it is for Yes / No 1 pt
  19. Compliance with case load limits Rating
    • No product over the limits 5 pts
    • Isolated cases over 3 pts
    • Widespread overloading 1 pt
  20. Name of the dairy and frozen manager or person in charge Short text
  21. Corrective actions required 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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