Checklist template

Promotional and flyer execution for drugstores

A ready-to-use checklist with 104 items in 6 sections, covering Ad items, Signage, Pricing, Endcaps, Loyalty offers, Rain checks. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 104 Items
  • 84 Yes / No checks
  • 6 Scored ratings
  • 114 Points

Use this template How audits work

1. Ad items 19 items

  1. Start date of the weekly ad checked Date
  2. Front-page ad items checked for availability Number
  3. Front-page ad items out of stock Number
  4. Every front-page item of the weekly ad is on the sales floor Yes / No 1 pt
  5. Every back-page item of the weekly ad is on the sales floor Yes / No 1 pt
  6. Ad items are stocked in the sizes, counts and varieties pictured in the flyer Yes / No 1 pt
  7. Ad quantities were ordered from the ad forecast before the order deadline Yes / No 1 pt
  8. Ad stock was received before the first day of the ad Yes / No 1 pt
  9. Ad overstock is labeled with the ad week in the stockroom Yes / No 1 pt
  10. Ad items are refilled from overstock at least once a day during the ad Yes / No 1 pt
  11. Limited-quantity or "while supplies last" items are stocked up to the allocation received Yes / No 1 pt
  12. One-day or weekend-only deals are on the floor only on their valid days Yes / No 1 pt
  13. Health and beauty ad items located in the dispensary area or behind the counter are available on request Yes / No 1 pt
  14. Paper flyers are stocked at the entrance where the company still prints them Yes / No 1 pt
  15. The current flyer is open at the service desk or the front register for reference Yes / No 1 pt
  16. Ad items the store does not carry are listed on the ad correction sheet Yes / No 1 pt
  17. Ad correction notices from head office are posted at the entrance and the registers Yes / No 1 pt
  18. An employee asked could point out where a featured ad item is located Yes / No 1 pt
  19. Availability of advertised items Rating
    • All in stock 5 pts
    • A few out of stock 3 pts
    • Many out of stock 1 pt

2. Signage 17 items

  1. The sign batch for the current ad was printed or received before the ad started Yes / No 1 pt
  2. Ad signs were hung before opening on the first day of the ad Yes / No 1 pt
  3. Every ad item checked on its home shelf has a sale sign (20 items) Yes / No 1 pt
  4. Ad items out of the 20 checked without a sale sign Number
  5. The sign shows the same size and variety as the product it sits under Yes / No 1 pt
  6. The sign shows the end date of the offer Yes / No 1 pt
  7. Purchase limits stated in the flyer appear on the sign Yes / No 1 pt
  8. Multi-buy signs (2 for, buy one get one) state the single-unit price where company policy requires it Yes / No 1 pt
  9. Signs from last week's ad were taken down before opening on changeover day Yes / No 1 pt
  10. Signs from an expired ad found on the sales floor Number
  11. Sale signs are placed in sign holders or shelf channels, not taped to product Yes / No 1 pt
  12. No sale sign covers the regular shelf tag of a neighboring item Yes / No 1 pt
  13. The entrance and window posters show the current ad's lead offers Yes / No 1 pt
  14. Sign toppers at the registers and the pharmacy counter show the current week's offers Yes / No 1 pt
  15. In-store audio or digital screen messages match the current ad Yes / No 1 pt
  16. Sale signs are in the languages required locally Yes / No 1 pt
  17. Sign execution for the weekly ad Rating
    • Complete on the first morning 5 pts
    • Complete but late, or a few signs missing 3 pts
    • Many signs missing or expired 1 pt

3. Pricing 17 items

  1. The ad price file was loaded before opening on the first day of the ad Yes / No 1 pt
  2. 15 ad items scanned at the register rang at the advertised price Yes / No 1 pt
  3. Ad items out of the 15 scanned that rang at the wrong price Number
  4. Multi-buy offers trigger at the register when the required quantity is scanned Yes / No 1 pt
  5. Buy-one-get-one offers ring correctly when two different eligible varieties are scanned Yes / No 1 pt
  6. Each price error found was corrected in the system or reported to the pricing help desk during the visit Yes / No 1 pt
  7. The price accuracy policy for overcharges is posted at the registers where the company or local practice requires it Yes / No 1 pt
  8. Cashiers asked knew how to handle a customer's claim that an item rang above the advertised price Yes / No 1 pt
  9. Price overrides at the register for ad items are approved by a supervisor Yes / No 1 pt
  10. Regular prices returned on the day after the ad ended, checked on 5 items from last week's ad Yes / No 1 pt
  11. Digital coupons linked to the ad are deducted automatically when the loyalty account is entered Yes / No 1 pt
  12. Manufacturer coupons combine with ad prices as stated in the coupon policy Yes / No 1 pt
  13. Items excluded from promotions by regulation (prescriptions, certain restricted products) are not discounted by store-wide offers Yes / No 1 pt
  14. Self-checkout rings ad prices the same as staffed registers, checked on 3 items Yes / No 1 pt
  15. The price audit of ad items is completed and signed each week Yes / No 1 pt
  16. Date of the last signed ad price audit Date
  17. Price accuracy on advertised items Rating
    • No errors 5 pts
    • One error 3 pts
    • Two or more errors 1 pt

4. Endcaps 17 items

  1. The promotional endcap plan for the current ad week is on hand Yes / No 1 pt
  2. Promotional endcaps in the plan for this week Number
  3. Promotional endcaps built to plan at the time of the visit Number
  4. Each promotional endcap carries the ad item assigned to it Yes / No 1 pt
  5. The lead front-page offer is on the endcap or stack-out nearest the entrance Yes / No 1 pt
  6. Endcaps are stocked to at least two-thirds full on the day of the visit Yes / No 1 pt
  7. Each endcap item has a sale sign showing the ad price Yes / No 1 pt
  8. The power aisle or seasonal aisle stack-outs carry current ad items Yes / No 1 pt
  9. Front register displays carry the impulse items featured in the ad Yes / No 1 pt
  10. Ad items on endcaps are also stocked in their home location Yes / No 1 pt
  11. Endcaps were changed over the evening before or the morning of the new ad Yes / No 1 pt
  12. Last week's endcap product was worked back to the home shelf or overstock Yes / No 1 pt
  13. Vendor-paid displays are in the locations the vendor agreement specifies Yes / No 1 pt
  14. Stack-outs leave the aisle width required for wheelchairs and carts Yes / No 1 pt
  15. Cases used in stack-outs are cut cleanly, with trays squared Yes / No 1 pt
  16. No endcap is empty or filled with non-ad overstock Yes / No 1 pt
  17. Promotional endcaps and displays Rating
    • Built to plan and full 5 pts
    • Built but thin or partly off plan 3 pts
    • Not built to plan 1 pt

5. Loyalty offers 16 items

  1. Loyalty bonus offers of the week are signed at the shelf of each item checked (10 items) Yes / No 1 pt
  2. Signs for member-only prices state that a loyalty card or account is required Yes / No 1 pt
  3. Bonus points or rewards were credited correctly on a test purchase of an offer item Yes / No 1 pt
  4. Cashiers ask every customer for their loyalty card or phone number, observed on 5 transactions Yes / No 1 pt
  5. Transactions out of 5 observed where the cashier asked for the loyalty card Number
  6. Cashiers offer enrollment to customers who are not members Yes / No 1 pt
  7. Enrollment brochures or QR code signs are at each register Yes / No 1 pt
  8. Personalized or app-only offers can be loaded at the register or a kiosk when a customer asks Yes / No 1 pt
  9. Threshold offers (spend a set amount, receive a reward) are signed at the entrance and the registers Yes / No 1 pt
  10. The receipt shows the rewards earned and the balance Yes / No 1 pt
  11. Reward redemption works at each register type, including self-checkout Yes / No 1 pt
  12. Exclusions from loyalty rewards (prescriptions where prohibited, lottery, gift cards, transit passes) are listed at the registers or on the offer signs Yes / No 1 pt
  13. Bonus-day or multiplier events are announced on in-store signs on the event day Yes / No 1 pt
  14. Staff asked could explain this week's main loyalty offer Yes / No 1 pt
  15. Loyalty card scan rate for last week (% of transactions) Number
  16. Support of loyalty offers in the store Rating
    • Signed, working and promoted by cashiers 5 pts
    • Working but weakly promoted 3 pts
    • Not signed or not working 1 pt

6. Rain checks 18 items

  1. The rain check policy is known to the cashiers asked Yes / No 1 pt
  2. Rain check forms or the register function are available at every staffed register Yes / No 1 pt
  3. A rain check is offered without the customer having to ask when an ad item is sold out Yes / No 1 pt
  4. Rain checks state the item, size, ad price, quantity and issue date Yes / No 1 pt
  5. Rain checks carry the expiry period set by company policy Yes / No 1 pt
  6. Items excluded from rain checks ("while supplies last", clearance) are identified as such in the ad or on the sign Yes / No 1 pt
  7. Rain checks issued are logged by item Yes / No 1 pt
  8. Rain checks issued during the last completed ad week Number
  9. The rain check log is reviewed to adjust future ad orders Yes / No 1 pt
  10. A substitute item of equal value is offered where company policy allows it Yes / No 1 pt
  11. Customers are contacted, where the company offers it, when the item returns to stock Yes / No 1 pt
  12. Redeemed rain checks are processed with the correct register code Yes / No 1 pt
  13. Redeemed rain checks are kept with the daily register paperwork Yes / No 1 pt
  14. Out-of-stock ad items on the shelf carry the approved "Sorry, temporarily out of stock" sign Yes / No 1 pt
  15. Ad items sold out for more than one day were reported to the district or the replenishment team Yes / No 1 pt
  16. Name of the manager on duty during the visit Short text
  17. Overall execution of the weekly ad Rating
    • In stock, signed and ringing correctly from the first morning 5 pts
    • Executed, with a few out-of-stocks, missing signs or one price error 3 pts
    • Many ad items missing, unsigned or ringing at the wrong price 1 pt
  18. Corrections required before the next ad changeover 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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