Checklist template

Sales floor and tester station operations for beauty retailers

A ready-to-use checklist with 112 items in 6 sections, covering Greeting, Tester condition, Sampling, Replenishment, Cleanliness, Checkout. Use it as-is in Bindy, or adapt it to your own standards in minutes.

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

Use this template How audits work

1. Greeting 19 items

  1. Each of 3 customers observed entering was greeted within the time set by company policy Yes / No 1 pt
  2. The greeting opened with a question about what the customer is shopping for, not "Can I help you?" Yes / No 1 pt
  3. A basket or shopping bag was offered to customers carrying two or more products Yes / No 1 pt
  4. The zone chart for the current shift is posted in the back room or at the cash wrap Yes / No 1 pt
  5. Each zone on the chart (makeup, skin care, fragrance, hair care) had its assigned advisor on the floor Yes / No 1 pt
  6. An advisor approached customers who stood at a foundation wall for more than about 2 minutes Yes / No 1 pt
  7. The advisor matched a foundation shade on the customer's jawline or with the shade-matching device Yes / No 1 pt
  8. A customer waiting at a locked fragrance or prestige case was served within the time set by company policy Yes / No 1 pt
  9. Brand-funded representatives working the floor today are signed in on the vendor log Yes / No 1 pt
  10. Brand-funded representatives walked customers to other brands when asked for them Yes / No 1 pt
  11. Advisors on the floor wear the company dress code Yes / No 1 pt
  12. Advisors on the floor wear a name badge Yes / No 1 pt
  13. Advisors carry the brush belt or tool kit required by company standard Yes / No 1 pt
  14. No advisor was seen using a personal phone on the sales floor Yes / No 1 pt
  15. When asked, an advisor stated today's sales goal for the store Yes / No 1 pt
  16. Customers collecting an online order were directed to the pickup point without joining the checkout line Yes / No 1 pt
  17. Advisors on the sales floor at the time of the visit Number
  18. Customers on the sales floor at the time of the visit Number
  19. Greeting and floor coverage observed Rating
    • Every customer greeted and every zone covered 5 pts
    • Some customers not greeted or one zone uncovered 3 pts
    • Customers left unattended in several zones 1 pt

2. Tester condition 21 items

  1. The opening tester check was done today and recorded on the daily checklist Yes / No 1 pt
  2. Mascara, liquid liner and lip gloss testers carry a sticker showing the date they were opened Yes / No 1 pt
  3. None of 5 mascara and lip gloss testers checked was older than the replacement period set by company policy Yes / No 1 pt
  4. Lipstick testers are wiped with alcohol at the interval set by company policy Yes / No 1 pt
  5. The top layer of each lipstick tester is scraped off at the interval set by company policy Yes / No 1 pt
  6. Pressed powder testers (eyeshadow, blush, bronzer) have had their surface wiped or scraped today Yes / No 1 pt
  7. Pump skin care testers have nozzles free of dried product Yes / No 1 pt
  8. Jar skin care testers show no finger marks in the product Yes / No 1 pt
  9. A clean spatula is provided beside each jar tester Yes / No 1 pt
  10. Each of 5 fragrance testers tried sprayed on the first or second press Yes / No 1 pt
  11. No tester in a sample of 20 was empty Yes / No 1 pt
  12. No tester in a sample of 20 was cracked, broken or missing its cap Yes / No 1 pt
  13. Pencil testers (eye, lip, brow) are sharpened to a fresh tip Yes / No 1 pt
  14. The sharpener at the tester station is free of shavings and product residue Yes / No 1 pt
  15. The alcohol sanitizing spray at each tester station is labeled with its contents Yes / No 1 pt
  16. Each alcohol sanitizing spray bottle is at least one-quarter full Yes / No 1 pt
  17. Hair tool testers (dryers, straighteners, curling irons) power on when tried Yes / No 1 pt
  18. Nail polish tester bottles open freely, with no dried polish on the neck Yes / No 1 pt
  19. Requests for missing or worn-out testers were sent this week through the company process Yes / No 1 pt
  20. Testers found empty, dried out or broken in the sample of 20 Number
  21. Condition of testers in the zones walked Rating
    • Clean, dated and working 5 pts
    • A few worn or undated testers 3 pts
    • Many empty, dirty or broken testers 1 pt

3. Sampling 19 items

  1. Advisors applied testers to customers with disposable applicators only Yes / No 1 pt
  2. No applicator was dipped twice into a tester during the applications observed Yes / No 1 pt
  3. Disposable mascara wands are stocked at each makeup tester station Yes / No 1 pt
  4. Disposable lip applicators are stocked at each makeup tester station Yes / No 1 pt
  5. Cotton swabs and sponges are stocked at each makeup tester station Yes / No 1 pt
  6. Makeup remover and cotton pads are available at each makeup tester station Yes / No 1 pt
  7. Blotter strips are stocked at the fragrance bar Yes / No 1 pt
  8. Empty sample jars, vials and labels are stocked at the sampling station Yes / No 1 pt
  9. A sample was offered to a customer who was undecided on a foundation or skin care product Yes / No 1 pt
  10. Samples made in the store are decanted with a clean spatula or pump into a new container Yes / No 1 pt
  11. Fragrance samples are sprayed into a new vial, not poured Yes / No 1 pt
  12. Samples made in the store are labeled with the product name and shade Yes / No 1 pt
  13. Samples were made at the sampling station, not on the open sales counter Yes / No 1 pt
  14. Products that company policy excludes from sampling (mascara, aerosols, pressed powders) are not decanted Yes / No 1 pt
  15. The advisor explained how to apply the sample and how many uses it holds Yes / No 1 pt
  16. The advisor showed the ingredient list on the retail box to a customer who mentioned an allergy or sensitivity Yes / No 1 pt
  17. Vendor-supplied packette samples are kept in the floor drawers by category, not left in the stockroom Yes / No 1 pt
  18. Samples made or handed out during the visit Number
  19. Sampling practice observed Rating
    • Offered, hygienic and labeled 5 pts
    • Offered but unlabeled or poorly explained 3 pts
    • Not offered or made unhygienically 1 pt

4. Replenishment 18 items

  1. The morning fill from the stockroom was finished before the store opened Yes / No 1 pt
  2. The handheld gap scan of empty slots was done today Yes / No 1 pt
  3. Backstock was checked for each empty slot before it was reported as out of stock Yes / No 1 pt
  4. Each of 10 items from the store's bestseller list was in stock on the floor Yes / No 1 pt
  5. Drawers under the gondolas hold backstock of the brand displayed above them Yes / No 1 pt
  6. Backstock in the under-gondola drawers is sorted by shade or product so a unit can be found in under a minute Yes / No 1 pt
  7. Empty slots carry the "temporarily out of stock" card where company policy calls for one Yes / No 1 pt
  8. The last delivery was unpacked and put away within the time set by company policy Yes / No 1 pt
  9. No delivery totes or cartons were on the sales floor during trading hours Yes / No 1 pt
  10. The go-back bin at the cash wrap holds fewer items than the limit set by company policy Yes / No 1 pt
  11. Each of 10 go-backs checked on the floor had been returned to its own shade slot Yes / No 1 pt
  12. Products returned used or opened are in the damages bin, not back on the shelf Yes / No 1 pt
  13. Skin care and sun care with the earliest expiry date are at the front of the shelf Yes / No 1 pt
  14. The mini and travel-size bins along the checkout line are full Yes / No 1 pt
  15. Online pickup orders received today were picked within the time set by company policy Yes / No 1 pt
  16. Empty slots counted on the 2 gondolas walked Number
  17. Unopened delivery cartons in the stockroom at the time of the visit Number
  18. Stock availability on the sales floor Rating
    • Full, with no bestseller missing 5 pts
    • Some gaps with backstock available 3 pts
    • Many gaps or bestsellers missing 1 pt

5. Cleanliness 17 items

  1. The tester station cleaning log is initialed for each interval due so far today Yes / No 1 pt
  2. Tester station counters were wiped with disinfectant during the visit or within the last interval Yes / No 1 pt
  3. Mirrors at the tester stations are free of smears and makeup marks Yes / No 1 pt
  4. Glass shelves are free of spilled powder and product smears Yes / No 1 pt
  5. No used tissues, cotton pads or applicators were left on counters Yes / No 1 pt
  6. Waste bins at the tester stations were emptied before overflowing Yes / No 1 pt
  7. The blotter bin at the fragrance bar was emptied before overflowing Yes / No 1 pt
  8. Floors are free of spilled powder, glitter and broken glass Yes / No 1 pt
  9. Stools at the makeup stations are wiped clean, with no makeup on the seat or back Yes / No 1 pt
  10. Hand sanitizer dispensers on the sales floor are filled Yes / No 1 pt
  11. The sink at the beauty bar has soap and paper towels Yes / No 1 pt
  12. Top shelves and lightboxes show no dust when wiped with a finger Yes / No 1 pt
  13. A spill kit for broken fragrance or nail polish bottles is kept where floor staff can reach it Yes / No 1 pt
  14. Cleaning products are stored out of customers' sight Yes / No 1 pt
  15. Shopping baskets are clean inside and stacked at the entrance Yes / No 1 pt
  16. Last night's closing checklist was completed and signed Yes / No 1 pt
  17. Cleanliness of the sales floor and tester stations Rating
    • Spotless 5 pts
    • Minor smears or dust 3 pts
    • Dirty counters, mirrors or floor 1 pt

6. Checkout 18 items

  1. A second register was opened when the line reached the length set by company policy Yes / No 1 pt
  2. The cashier asked for the customer's loyalty account Yes / No 1 pt
  3. The cashier offered the loyalty reward or sample choice the customer was entitled to Yes / No 1 pt
  4. The cashier asked which advisor helped the customer so the sale is credited Yes / No 1 pt
  5. The cashier confirmed the foundation or concealer shade with the customer before scanning it Yes / No 1 pt
  6. The cashier could explain the return policy for opened cosmetics when asked Yes / No 1 pt
  7. Glass bottles and jars were wrapped in tissue before bagging Yes / No 1 pt
  8. Bags are stocked in each size at every open register Yes / No 1 pt
  9. Gift boxes or gift wrap supplies are stocked at the cash wrap Yes / No 1 pt
  10. Security tags were removed without damaging the packaging Yes / No 1 pt
  11. A product returned during the visit was marked as damaged or resalable according to the company's rules Yes / No 1 pt
  12. The receipt was offered in print or by email Yes / No 1 pt
  13. The cash wrap counter is clear of go-backs, drinks and personal items Yes / No 1 pt
  14. Customers in the checkout line at the time of the visit Number
  15. Longest wait observed in the checkout line (minutes) Number
  16. Name of the manager on duty Short text
  17. Overall floor and tester station operations Rating
    • Customers greeted, testers clean and stock full 5 pts
    • Gaps in one of greeting, testers or stock 3 pts
    • Gaps in several of these areas 1 pt
  18. 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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