Merchandising and Display Checklist
Storefront and Window Presentation
Walk the entry from the parking lot in. Check that exterior bulbs, vestibule lights, and channel-letter signage are all on; replace any out within 48 hours. Sweep, remove debris from the door track, and confirm the entry mat is flat and not a trip hazard under ADA Title III.
Pull the current window schematic from the visual portal. Restage mannequins, props, and risers to match — common drift includes swapped SKUs after a stockout and crooked styling after a fitting-room return. Photograph the finished window for the corporate visual walk submission.
Swap A-frame, valance, and door-cling signage to the active promo. Pull the previous week's sale signs to the recycle bin — leaving expired signage up is the most common audit ding and creates a price-match liability at the register.
Sales Floor Layout
Compare each fixture, gondola, and end-cap to the POG PDF. Note drift — SKUs moved during replenishment, end-caps stocked with whatever the AM team grabbed. Drift over a week is the leading reason customers can't find ad items.
Stage the week's new receipts on the front four-way and the lead end-cap. Pull from the receiving log for SKUs received in the last 7 days; older inventory belongs on regular fixtures, not feature.
Maintain a minimum 36-inch clear path through main aisles per ADA Title III. Move freight, rolling racks, and floor stacks out of the customer path before opening. A pinch point near fitting rooms is the most common citation.
Coordinate with the visual merchandiser and district manager to block 4-6 hours of overnight or pre-open labor. Pull the latest schematic, fixture parts list, and signage kit from the visual portal before the reset crew arrives.
Shelving and Fixtures
Wipe gondola decks, slatwall, and pegboard. Flag any broken brackets, cracked acrylic risers, or bent hangrails for the facilities ticket queue — a falling fixture is an OSHA general-duty incident waiting to happen.
Pull every SKU forward to the shelf edge with the label facing out. Size-run apparel left-to-right, smallest to largest. Zoning at open and at each shift change keeps the floor looking stocked even after a heavy traffic hour.
Scan a sample SKU per fixture against the POS to confirm shelf tag matches the ringing price. Mismatches drive price-match refunds and, in posted-price states (CA, MA, MI, NY), can trigger consumer-protection fines.
Signage and Promotional Materials
Pull every sign holder, danglers, and shelf talker tied to last week's promo. Recycle on the spot — leaving one stray sign drives a price-match obligation that wipes out the margin gain from the new promo.
Place header, valance, and shelf-edge signs per the weekly visual guide. Avoid sign clutter on the lead end-cap — corporate visual targets 1 hero sign + supporting shelf talkers, not a wall of paper.
Walk the floor for off-brand handwritten signs, expired vendor POP, and mismatched fonts. Vendor reps frequently leave their own signage during stocking visits; these get pulled unless they are on the approved vendor-POP list.
Replenishment and Product Rotation
Run the low-stock report from the POS and pull replenishment to fill holes on the planogram. Prioritize ad SKUs and end-cap features — a stocked-out hero SKU on a feature display is the most damaging visual miss of the week.
Review the aged-inventory report for SKUs past 60/90/120 days. Flag candidates for first, second, or terminal markdown per the markdown matrix. Below the cost-protection floor requires district manager approval.
Group complementary SKUs to lift UPT — belts with denim, socks with athletic shoes, batteries with electronics. Add-on placement at the register lifts ADS by 3-5% in most specialty formats.
Submit the markdown spreadsheet through the merchandising portal with SKU, current price, proposed price, cost, and aging bucket. District manager approval is required when the proposed price falls below the cost-protection floor.
Fitting Rooms and Customer Areas
Walk every fitting room. Empty hangers without garments are a shrink indicator — log the SKU on the loss-prevention shrink sheet. Re-hang try-ons on the go-back rack for the sales floor team.
Confirm overhead bulbs are warm-white and at full output — dim or fluorescent-yellow fitting rooms tank conversion in apparel. Wipe mirrors and check seating for damage.
Verify the schedule has an attendant within line-of-sight of the fitting-room entrance during peak hours. Attended fitting rooms reduce shrink (concealed-garment theft) and lift conversion through suggestive selling.
Final sign-off by the store manager or visual merchandiser. Attach the floor-walk photos for the district visual review and note any open issues to carry into next week's walk.
Use this template in Manifestly
- Weekly Sales and Inventory Review
- Retail Marketing Campaign Checklist
- Retail Store Safety Checklist
- Retail Promotion Checklist
- Store Maintenance Checklist
- Price Tagging Checklist
- Cash Handling Checklist
- Customer Service Checklist
- Health and Safety Inspection Checklist
- Logistics Coordination Checklist
- Weekly Sales Reporting Checklist
- After-Sales Follow-Up Checklist
- Sales Floor Management Checklist
- New Product Launch Checklist
- Sales Associate Daily Checklist
- Customer Feedback Collection Checklist
- Store Cleaning and Maintenance Checklist
- Personal Shopping Assistance Checklist
- Inventory Reconciliation Checklist
- Competitive Analysis Checklist
- Retail Expansion Checklist
- Retail KPI Tracking Checklist
- Payroll Processing Checklist
- Staff Scheduling Checklist
- Retail Budget Management Checklist
- Purchase Order Management Checklist
- Store Manager Daily Routine Checklist
- Retail Performance Review Checklist
- Retail Employee Training Checklist
- Customer Service Checklist
- Weekly Store Staff Meeting Agenda
- Retail Employee Training Checklist
- Daily Store Opening Checklist
- Product Restocking Checklist
- Store Closing Checklist
- Employee Termination Checklist
- Local Store Marketing Checklist
- Visual Merchandising Update Checklist
- Point-of-Purchase Display Checklist
- Seasonal Promotion Planning Checklist
- Receiving Shipment Checklist
- Customer Complaint Resolution Checklist
- Return Merchandise Authorization Checklist
- Store Performance Evaluation Checklist
- Retail Social Media Campaign Checklist
- Retail Employee Exit Interview Checklist
- Store Opening and Closing Checklist
- Merchandising Checklist
- Loss Prevention Checklist
- Inventory Management Checklist
- Retail Store Audit Checklist
- Retail Store Technology Audit Checklist
- Equipment Maintenance Checklist
- Loss Prevention Checklist
- Retail Store Emergency Procedures Checklist
- In-Store Event Planning Checklist
- Customer Loyalty Program Launch Checklist
- Marketing Campaign Launch Checklist
- Retail Email Marketing Campaign Checklist
- Loyalty Program Management Checklist
- Omnichannel Sales Integration Checklist
- Shipping and Fulfillment Checklist
- Retail Strategy Planning Checklist
- Warehouse Organization Checklist
- Dress Code and Uniform Checklist
- Damage and Loss Report Checklist
- Business Continuity Planning Checklist
- Retail Technology Implementation Checklist
- Employee Benefits Checklist
- Conflict Resolution Checklist
- New Employee Onboarding Checklist
- Retail Employee Onboarding Checklist
- Retail Store Hiring Checklist
- Product Knowledge Training Checklist
- Gift Wrapping and Packaging Checklist
- Stock Replenishment Checklist
- Customer Greeting and Engagement Checklist
- Employee Offboarding Checklist
- Workplace Safety Training Checklist
- Supplier Onboarding Checklist
- Cross-Promotion Partnerships Checklist
- Retail Policy Update and Compliance Checklist
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