Checklist template

Weekly flyer and ad execution for discount retailers

A ready-to-use checklist with 99 items in 6 sections, covering Ad item availability, Signage, Pricing, Placement, Rain checks, Sell-through. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 99 Items
  • 81 Yes / No checks
  • 6 Scored ratings
  • 111 Points

Use this template How audits work

1. Ad item availability 17 items

  1. First day of the flyer audited Date
  2. Number of flyer items checked for availability Number
  3. Number of flyer items checked that were on the sales floor Number
  4. A copy of the current flyer marked with item locations is kept at the manager's desk or service counter Yes / No 1 pt
  5. Every item on the flyer's front cover is on the sales floor Yes / No 1 pt
  6. Every item on the flyer's back cover is on the sales floor Yes / No 1 pt
  7. Flyer items are offered in the colors, sizes or scents pictured, where the flyer does not say "assorted" Yes / No 1 pt
  8. Limited-quantity deals were held off the floor until the first day of the flyer Yes / No 1 pt
  9. Flyer product received early is stored in a marked area of the stockroom Yes / No 1 pt
  10. The allocation of flyer product was checked against the shipping manifest on arrival Yes / No 1 pt
  11. Shortages against the flyer allocation were reported to the distribution center the day they were found Yes / No 1 pt
  12. Items the flyer lists as "selected stores only" are known to the employees asked Yes / No 1 pt
  13. Employees asked can direct a customer to 3 flyer items named by the auditor Yes / No 1 pt
  14. The store's online or app listing shows the current flyer for this location Yes / No 1 pt
  15. Flyer items supplied by direct-delivery vendors, such as soft drinks or snacks, were delivered before the first day Yes / No 1 pt
  16. Printed flyers are stocked in the rack at the entrance, where the company still prints them Yes / No 1 pt
  17. Availability of flyer items Rating
    • Every item checked on the floor 5 pts
    • One or two items missing 3 pts
    • Three or more items missing 1 pt

2. Signage 16 items

  1. Each flyer item has an "As advertised" sign or shelf flag at its location Yes / No 1 pt
  2. Flyer signs are the ones printed from this week's sign batch Yes / No 1 pt
  3. Each flyer sign names the item as it is named in the flyer Yes / No 1 pt
  4. Each flyer sign shows the flyer price Yes / No 1 pt
  5. Each flyer sign shows the last day of the offer Yes / No 1 pt
  6. "While quantities last" appears on the sign of every limited-quantity deal Yes / No 1 pt
  7. Per-customer limits printed in the flyer are repeated on the sign Yes / No 1 pt
  8. Signs for one-day or weekend-only deals state the days the deal applies Yes / No 1 pt
  9. Signs for app-only or coupon-only prices explain how to get the price Yes / No 1 pt
  10. The flyer's front cover is posted at the entrance or on the flyer board Yes / No 1 pt
  11. Signs on bulk floor stacks stand above the product on a sign stand Yes / No 1 pt
  12. Signs for flyer items in locked cases or behind the counter are visible to the customer Yes / No 1 pt
  13. Signs from last week's flyer are gone from the shelves checked Yes / No 1 pt
  14. Number of flyer items found with no sign or flag Number
  15. Flyer signs are in each language required by company policy or local regulation Yes / No 1 pt
  16. Signing of flyer items Rating
    • Every flyer item signed 5 pts
    • A few items unsigned 3 pts
    • Many items unsigned or wrongly signed 1 pt

3. Pricing 16 items

  1. The flyer price file was loaded in the point-of-sale system before opening on the first day Yes / No 1 pt
  2. Ten flyer items scanned at a register rang at the flyer price Yes / No 1 pt
  3. Number of flyer items scanned that rang above the flyer price Number
  4. Each scan error found was reported to the pricing office or help desk during the visit Yes / No 1 pt
  5. A "2 for" or "3 for" flyer offer rang as advertised when the full quantity was scanned Yes / No 1 pt
  6. A per-customer limit tested at the register was enforced or prompted the cashier Yes / No 1 pt
  7. A flyer coupon tested at the register deducted the printed amount Yes / No 1 pt
  8. The shelf label at each flyer item checked shows the same price as the flyer sign Yes / No 1 pt
  9. A flyer price tested rang without a loyalty card or coupon, unless the flyer states one is needed Yes / No 1 pt
  10. Items from last week's flyer have returned to their regular shelf price Yes / No 1 pt
  11. One-day deals rang at regular price when scanned after the deal day Yes / No 1 pt
  12. The "compare at" or "was" price on flyer signs matches the company's price file Yes / No 1 pt
  13. Flyer errata or correction notices issued by head office are posted at the entrance Yes / No 1 pt
  14. Cashiers asked know the company's procedure when a flyer item rings above the flyer price Yes / No 1 pt
  15. Name of the employee who set the flyer prices and signs this week Short text
  16. Register accuracy on flyer items Rating
    • Every item rang at the flyer price 5 pts
    • One error found 3 pts
    • Two or more errors found 1 pt

4. Placement 16 items

  1. Front-cover items can be seen from the main aisle without entering a side aisle Yes / No 1 pt
  2. The ad table or feature bay near the entrance holds only current flyer items Yes / No 1 pt
  3. Flyer items on a floor stack or pallet are also stocked at their home shelf Yes / No 1 pt
  4. Seasonal flyer items are grouped in the seasonal aisle Yes / No 1 pt
  5. Flyer items sold from the home shelf sit at eye level or hand level where the plan allows Yes / No 1 pt
  6. Bulky flyer items such as furniture or storage totes have a display sample out of the box Yes / No 1 pt
  7. Flyer apparel is on a rack or table at the front of the apparel area Yes / No 1 pt
  8. Flyer food and consumable items are stacked on the main drive aisle Yes / No 1 pt
  9. Related flyer items are displayed side by side, such as storage bins beside shelving units Yes / No 1 pt
  10. High-theft flyer items are displayed in the secured fixture the company specifies Yes / No 1 pt
  11. Limited-quantity deals expected to draw a line at opening are staged away from the entrance doors Yes / No 1 pt
  12. Floor stacks of flyer items keep the main aisle at the width the company standard requires Yes / No 1 pt
  13. Flyer product is displayed in its cut case only where the company allows cut-case display Yes / No 1 pt
  14. No flyer item is displayed only in the stockroom or on a top shelf out of reach Yes / No 1 pt
  15. The placement of flyer items follows the head office flyer placement guide for this week Yes / No 1 pt
  16. Placement of flyer items Rating
    • Prominent and easy to find 5 pts
    • On the floor but hard to find 3 pts
    • Not placed or out of reach 1 pt

5. Rain checks 16 items

  1. Company rain check policy at this store Choice
    • Rain checks offered
    • Substitutes offered instead
    • Neither, quantities are limited
  2. The company's rain check or substitution policy is posted at the service counter or registers Yes / No 1 pt
  3. Cashiers asked can state which flyer items qualify for a rain check Yes / No 1 pt
  4. Blank rain check slips or the rain check function in the point-of-sale system are available at the registers Yes / No 1 pt
  5. Each rain check issued records the item, the flyer price and the date Yes / No 1 pt
  6. Each rain check issued records the quantity the customer may buy Yes / No 1 pt
  7. Rain checks are authorized by a manager or key holder where company policy requires it Yes / No 1 pt
  8. A log or system report of rain checks issued this week is available at the store Yes / No 1 pt
  9. Number of rain checks issued so far this flyer week Number
  10. Rain checks from earlier flyers were honored within the period the policy sets Yes / No 1 pt
  11. Redeemed rain checks are kept with the day's register paperwork Yes / No 1 pt
  12. Substitutes offered for a sold-out flyer item are of equal or better value, per company policy Yes / No 1 pt
  13. Sold-out flyer items carry a "Sold out" or "Temporarily out of stock" sign at the shelf Yes / No 1 pt
  14. Limited-quantity deals excluded from rain checks carry a "No rain checks" note on the shelf sign Yes / No 1 pt
  15. Customer complaints about unavailable flyer items are recorded for the district office Yes / No 1 pt
  16. Handling of sold-out flyer items Rating
    • Sold-out items signed, rain check or substitute offered 5 pts
    • Offered only when the customer asks, or items unsigned 3 pts
    • Employees unaware of the policy 1 pt

6. Sell-through 18 items

  1. The store reviews a flyer sales report at least once during the flyer week Yes / No 1 pt
  2. Number of flyer items that sold out before the third day of the flyer Number
  3. Number of flyer items with more than half of the allocation left on the last day Number
  4. Slow-selling flyer items were moved to a more visible position during the week Yes / No 1 pt
  5. Fast-selling flyer items were re-ordered or requested from the distribution center where re-supply is possible Yes / No 1 pt
  6. Floor stacks of flyer items were refilled from back stock before the weekend Yes / No 1 pt
  7. Leftover product from last week's flyer has been worked to its home shelf Yes / No 1 pt
  8. Leftover flyer product with no home location is signed at regular price or marked down per company direction Yes / No 1 pt
  9. Cases of flyer product still in the stockroom are counted by the last day of the flyer Yes / No 1 pt
  10. The on-hand quantity in the system matches the physical count for 3 flyer items checked Yes / No 1 pt
  11. Items sold out on the first day were reported to the district manager Yes / No 1 pt
  12. Feedback on allocation quantities was sent to head office where the company asks for it Yes / No 1 pt
  13. Next week's flyer preview has been reviewed by the store manager Yes / No 1 pt
  14. Product for next week's flyer has arrived or is listed on the next delivery Yes / No 1 pt
  15. Space for next week's front-cover items has been planned Yes / No 1 pt
  16. Sell-through of this week's flyer Rating
    • Sold steadily with stock to the end 5 pts
    • Sold out early on a few items 3 pts
    • Large leftovers or early sell-outs on key items 1 pt
  17. Name of the person who performed the audit Short text
  18. Comments and corrective actions 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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