Use this as a starting point; adapt it to your retailer's requirements and the purpose of the visit.
Before the visit
- Confirm appointment, location, store access requirements and safety needs.
- Review the store's authorized product range and campaign obligations.
- Review open issues and previous commitments.
- Check planned visit duration, materials and relevant account details.
At the store
- Follow sign-in rules and introduce the purpose of the visit.
- Check priority SKU availability and expected range.
- Inspect relevant shelf, planogram, price and promotional conditions.
- Note short-dated or damaged stock according to store policy.
- Complete only relevant checks, using N/A or cannot-verify correctly.
Act and record
- Correct permitted issues immediately and record what changed.
- Capture relevant proof where photography is allowed.
- Record remaining issues with store, product, owner and next action.
- Agree any follow-up with the relevant store contact.
After the visit
- Confirm the record is saved and follow the safe synchronization process.
- Ensure high-priority exceptions are assigned promptly.
- Check whether a previous unresolved issue has been verified closed.
Quality check for a supervisor
Could another employee understand what was observed and what should happen next without calling the representative? Is the visit tied to an important business objective? Does any recorded "complete" status conceal an unresolved shelf problem?