Checklist template

Hair care and salon retail merchandising

A ready-to-use checklist with 112 items in 6 sections, covering Planogram, Brand blocks, Pricing, Promotions, Stock, Condition. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 112 Items
  • 97 Yes / No checks
  • 6 Scored ratings
  • 127 Points

Use this template How audits work

1. Planogram 19 items

  1. The current planogram for the retail area is available at the site, printed or on a tablet Yes / No 1 pt
  2. The retail shelves are set to the current planogram version Yes / No 1 pt
  3. Shelf heights match the planogram Yes / No 1 pt
  4. Categories run in the planogram order: shampoo, conditioner, treatment, styling, finishing Yes / No 1 pt
  5. Each shampoo sits next to its matching conditioner Yes / No 1 pt
  6. Liter sizes are on the bottom shelf, as the planogram shows Yes / No 1 pt
  7. Travel sizes are in their designated bin or shelf near reception Yes / No 1 pt
  8. Brushes, dryers and irons are in the tools section and not mixed with liquids Yes / No 1 pt
  9. The number of facings per item matches the planogram (10 items sampled) Yes / No 1 pt
  10. Items in the sample of 10 found in the wrong position or with the wrong facings Number
  11. No item on the retail shelves is missing from the planogram Yes / No 1 pt
  12. Professional-use-only products (color tubes, developer, backbar sizes) are absent from the retail shelves Yes / No 1 pt
  13. New items from the latest planogram update are on the shelf Yes / No 1 pt
  14. Discontinued items have been pulled or moved to the clearance location Yes / No 1 pt
  15. No product is displayed above the top shelf height shown on the planogram Yes / No 1 pt
  16. The retail shelves can be seen from the waiting area Yes / No 1 pt
  17. Each styling station shelf holds only the products listed in the station display guide Yes / No 1 pt
  18. Date of the last planogram reset Date
  19. Match between the retail shelves and the planogram Rating
    • Fully to plan 5 pts
    • A few facings out of place 3 pts
    • Categories or brands out of place or planogram outdated 1 pt

2. Brand blocks 18 items

  1. Each brand is blocked as the planogram shows Yes / No 1 pt
  2. A brand header sign is at the top of each brand block Yes / No 1 pt
  3. Brand headers show the brand's current logo Yes / No 1 pt
  4. Within a brand, each line (color care, moisture, volume, repair) is grouped together Yes / No 1 pt
  5. Hair-type or hair-concern navigation strips are in place on the shelf edge Yes / No 1 pt
  6. Two brands do not share a shelf unless the planogram shows it Yes / No 1 pt
  7. The company's exclusive or private label brand is at the shelf position the planogram assigns Yes / No 1 pt
  8. Men's grooming products are grouped in their own block Yes / No 1 pt
  9. Products for curly and textured hair are grouped under their own sign Yes / No 1 pt
  10. No brand has been spread into a neighboring brand's space to fill holes Yes / No 1 pt
  11. Old and new packaging designs of the same product are not mixed on one facing Yes / No 1 pt
  12. "Stylist pick" or staff recommendation cards are filled in with a current product Yes / No 1 pt
  13. Brand-supplied counter units and floor stands hold only that brand's products Yes / No 1 pt
  14. Every brand-supplied unit on the floor is listed in the current merchandising directive Yes / No 1 pt
  15. Brand education signs are displayed where the brand kit includes them Yes / No 1 pt
  16. Styling product testers supplied by the brand are labeled as testers Yes / No 1 pt
  17. Each tester stands in front of the product it represents Yes / No 1 pt
  18. Clarity of brand blocks for a customer looking for a brand Rating
    • Each brand found at a glance 5 pts
    • Some brands mixed or unsigned 3 pts
    • Brands hard to tell apart 1 pt

3. Pricing 17 items

  1. Every item on the retail shelves has a shelf price label Yes / No 1 pt
  2. Each label states the product name and the size Yes / No 1 pt
  3. Ten items scanned at the register matched their shelf labels Yes / No 1 pt
  4. Price mismatches found in the sample of 10 Number
  5. Where a product has a standard size and a liter, each size has its own label directly below it Yes / No 1 pt
  6. Price labels are printed, not handwritten Yes / No 1 pt
  7. Each label is aligned with the left edge of its facing Yes / No 1 pt
  8. No price sticker covers the ingredient list or the directions on a bottle Yes / No 1 pt
  9. Duo and bundle signs state the bundle price Yes / No 1 pt
  10. Duo and bundle signs state the sizes included Yes / No 1 pt
  11. Boxed styling tools have a price label on the shelf as well as on the box Yes / No 1 pt
  12. Clearance items carry a clearance label showing the current price Yes / No 1 pt
  13. Member or loyalty prices are shown separately from the regular price Yes / No 1 pt
  14. Unit prices are shown where required by local regulation Yes / No 1 pt
  15. Price changes from the latest batch have been applied (5 items from the batch checked) Yes / No 1 pt
  16. Shelf labels are flat and readable, with none curled or faded Yes / No 1 pt
  17. Price label accuracy on the retail shelves Rating
    • Every label present and correct 5 pts
    • A few missing or wrong 3 pts
    • Many missing or wrong 1 pt

4. Promotions 19 items

  1. The current promotion is set at the location named in the promotional calendar Yes / No 1 pt
  2. Promotional signs match the offer in the current promotional calendar Yes / No 1 pt
  3. Signs from the previous promotion have been removed Yes / No 1 pt
  4. Each promotional sign states the products included Yes / No 1 pt
  5. Each promotional sign states the end date of the offer Yes / No 1 pt
  6. The promoted products are stocked next to the sign Yes / No 1 pt
  7. The current promotion rang at the promotional price at the register (1 item tested) Yes / No 1 pt
  8. During a liter sale, liters are displayed at the featured location with liter sale signs Yes / No 1 pt
  9. For buy-two and duo offers, both products are displayed together Yes / No 1 pt
  10. Holiday gift sets are displayed as the seasonal guide shows Yes / No 1 pt
  11. The reception desk holds no more promotional items than the display guide allows Yes / No 1 pt
  12. Mirror clings or station cards for the current offer are in place at each styling station Yes / No 1 pt
  13. The window poster shows the current promotion Yes / No 1 pt
  14. An employee asked could state the current promotion Yes / No 1 pt
  15. Gift-with-purchase items are kept behind the desk with a sign on the shelf Yes / No 1 pt
  16. The loyalty rewards offer is signed at checkout Yes / No 1 pt
  17. Sample sachets of the promoted product are available at reception Yes / No 1 pt
  18. Promotional displays set at the site Number
  19. Execution of the current promotion Rating
    • Set, signed and stocked 5 pts
    • Set with gaps in signs or stock 3 pts
    • Not set or out of date 1 pt

5. Stock 17 items

  1. Empty facings on the retail shelves Number
  2. Each facing holds at least the minimum number of units set by company policy Yes / No 1 pt
  3. An order is pending for each item that is out of stock (order confirmation seen) Yes / No 1 pt
  4. The list of the 10 best-selling retail items is available at the site Yes / No 1 pt
  5. Best-selling items from the list that are out of stock Number
  6. Retail overstock is stored in a labeled area, sorted by brand Yes / No 1 pt
  7. No item is empty on the shelf while units sit in overstock (5 items checked) Yes / No 1 pt
  8. Older stock is placed at the front when shelves are refilled Yes / No 1 pt
  9. The retail order is placed on the scheduled order day Yes / No 1 pt
  10. Date of the last retail order Date
  11. The last delivery was on the shelves within the time set by company policy Yes / No 1 pt
  12. Minimum and maximum quantities per item are set in the system or on the order sheet Yes / No 1 pt
  13. Products that carry an expiry date are within date Yes / No 1 pt
  14. Aerosol hairsprays and dry shampoos are displayed away from direct sun in the window Yes / No 1 pt
  15. Seasonal items (sun protection for hair, holiday sets) are in stock during their season Yes / No 1 pt
  16. Overstocked items are flagged for transfer or return through the company process Yes / No 1 pt
  17. In-stock position of the retail shelves Rating
    • Full with no best seller missing 5 pts
    • Some holes 3 pts
    • Many holes or best sellers missing 1 pt

6. Condition 22 items

  1. Shelves are free of dust and hair clippings Yes / No 1 pt
  2. Bottles are free of dust and product drips Yes / No 1 pt
  3. No bottle on the shelf is leaking or sticky Yes / No 1 pt
  4. Cap and pump seals are intact on products for sale Yes / No 1 pt
  5. Labels on bottles are free of scratches and peeling Yes / No 1 pt
  6. No aerosol can on the shelf is dented Yes / No 1 pt
  7. Boxes of styling tools are free of crushed corners and tears Yes / No 1 pt
  8. The display model of each dryer or iron is tethered Yes / No 1 pt
  9. Shelf lighting works in the retail area Yes / No 1 pt
  10. Fixtures are free of chips and broken shelf lips Yes / No 1 pt
  11. Glass shelves are free of cracks Yes / No 1 pt
  12. Price label holders are intact along every shelf edge Yes / No 1 pt
  13. Products are pulled forward to the shelf edge Yes / No 1 pt
  14. Bottles are turned with the front label facing the customer Yes / No 1 pt
  15. Damaged products have been moved to a marked damages bin Yes / No 1 pt
  16. Retail shelves near the shampoo bowls and dryers are free of water splashes and hairspray film Yes / No 1 pt
  17. Cleaning of the retail displays appears on the site's cleaning checklist Yes / No 1 pt
  18. Tester nozzles and pumps are free of dried product Yes / No 1 pt
  19. Sign holders are free of scratches and yellowing Yes / No 1 pt
  20. Name of the manager on duty Short text
  21. Overall standard of the hair care retail area Rating
    • Ready to sell throughout 5 pts
    • Shoppable with visible gaps 3 pts
    • Well below standard 1 pt
  22. 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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