Free Checklist Templates for Merchandising

Merchandising

OR

Competitive Analysis Checklist

Scope and Competitor Set

Define the competitor set for this cycle

Confirm the analysis category scope

Pick the analysis depth

Scope (cont.)

View Workflow Use Workflow

Marketing Campaign Launch Checklist

Campaign Planning

Define the target customer segment

Set KPI targets for the campaign

Confirm the markdown floor with the buyer

Lock the promo mechanic and dates

Creative Development

Develop the campaign concept and hero message

Design window, signage, and digital creative

Write copy for email, SMS, and landing pages

POS and Omnichannel Setup

Configure the promo in the POS

Mirror the promo on the ecommerce site

Ship the signage kit to stores

Brief store managers on the promotion

Pre-Launch QA

Run mock transactions at the register

Resolve POS promo configuration errors

Test all email, SMS, and landing-page links

Walk a store to verify signage placement

Get final stakeholder approval

Launch Day

Activate the promo across POS and ecommerce

Send the launch email and SMS

Post the launch update to store channels

Monitor the first four hours of sales

Post-Launch Review

Pull comp sales and conversion data

Adjust the campaign mid-flight

Gather store manager and associate feedback

Calculate markdown impact on gross margin

Document the learnings for next campaign

View Workflow Use Workflow

New Product Launch Checklist

Assortment Planning and Buy

Confirm the line review decision

Build the size and color assortment plan

Lock the buy quantity and OTB

Issue the purchase order to the vendor

Item Setup and System Readiness

Create SKUs and assign UPCs

Set retail price and cost in the POS

Map the SKU to tax and category codes

Confirm age-restriction flags where required

Publish the product to the e-commerce catalog

Compliance and Legal Review

Verify required product labeling and country-of-origin

Confirm CPSC or category-specific compliance

Approve return and warranty terms

Marketing and Promotion

Brief the creative team on launch messaging

Schedule the email and SMS campaign in Klaviyo

Approve in-store signage and window graphics

Decide on a launch event

Book venue, staffing, and demo inventory

Allocation and Store Readiness

Allocate units to stores by tier

Receive the PO at the DC

Source-tag merchandise for EAS

Distribute the planogram and floor-set guide

Train associates on features and FAQ

Launch Day and Post-Launch Review

Confirm floor set matches the planogram

Verify the SKU rings correctly at the register

Walk the launch with district manager

Review week-one sell-through and reorder

Sign off on the 30-day launch scorecard

Document the post-launch review

View Workflow Use Workflow

Price Tagging Checklist

Audit Preparation

Pull the active price file from the POS

Print the weekly markdown and promo report

Select the department to audit

Shelf-Edge Price Verification

Scan shelf tags against the POS price

Log any tag-to-POS price mismatches

Confirm the shelf tag matches the planogram SKU

Record the variance count for this department

Tag Visibility and Placement

Walk the aisle for missing or obscured tags

Reseat tags into the correct shelf channel

Replace faded, torn, or curled tags

Required Tag Information

Confirm unit price is printed where state law requires

Verify SKU, UPC, and product name on each tag

Check size, color, and variant attributes

Promotional and Markdown Tags

Confirm promo tags use this week's sign kit

Verify the original price prints next to sale price

Pull expired promo signs and clearance tags

Confirm markdown cadence matches the buyer's matrix

Variance Investigation

Record the variance outcome for this audit

Open a price-change ticket with the buyer

Reprint and replace mismatched shelf tags

Notify the district manager of repeat variances

Compliance Sign-Off

Photograph the corrected shelf section

Sign off on the weekly price-tag audit

View Workflow Use Workflow

Product Restocking Checklist

Inventory Assessment

Pull last week's sell-through report

Run a cycle count of A-velocity SKUs

Compare on-hand to min/max levels

Investigate cycle-count variances

Ordering Process

Build the replenishment list by vendor

Submit POs against vendor lead times

Confirm PO acknowledgment and ship date

Receiving and Processing

Inspect the delivery against the BOL

Record receiving outcome

Variance Resolution

File a vendor short/damage claim

Issue an RTV for damaged units

Stockroom Intake

Receive units into the POS or OMS

Apply source tags or EAS hard tags

Stage stock by floor zone

Shelving and Merchandising

Restock shelves to current planogram

Rotate stock front-to-back by date

Refresh price tags and promo signage

Photograph end-caps for the visual recap

Monitoring and Sign-Off

Mid-week walk of high-velocity zones

Reconcile system to physical on flagged SKUs

Manager sign-off on the restock cycle

View Workflow Use Workflow

Retail Promotion Checklist

Promo Planning & Buyer Sign-Off

Define promo goals and KPI targets

Select promotion mechanic

Build the SKU list and sell-through forecast

Verify markdown stays above the cost floor

Obtain VP Merch sign-off on below-cost SKUs

Promo Setup

Build the promo in POS and e-comm

Test the discount at a pilot register

Re-test after POS fix

Print and ship signage to stores

Update the planogram for promo end-caps

Store Launch

Brief store managers on the promo

Stage signage during the closing shift

Photograph the launch-day floor set

Confirm promo is live at every store

In-Flight Monitoring

Review daily sell-through against forecast

Rebalance inventory between stores

Decide whether to deepen the markdown

Push the second markdown to POS

Promo Close & Post-Mortem

Take down promo signage and POS rules

Reset planogram to non-promo state

Pull the final promo sell-through report

Hold the cross-functional post-mortem

View Workflow Use Workflow

Seasonal Promotion Planning Checklist

Sales & Customer Insight Review

Pull last year's same-season sell-through report

Benchmark competitor promo cadence and depth

Review post-promo customer survey themes

Inventory & Allocation Planning

Build the seasonal SKU buy plan

Confirm vendor ship windows against launch date

Allocate units to stores by velocity tier

Reserve DC safety stock for replenishment

Promotion & Markdown Strategy

Set the markdown matrix and margin floor

Get VP approval for sub-floor markdowns

Draft the seasonal promo calendar

Lock in BOGO, GWP, and loyalty offers

Visual Merchandising & Store Setup

Build the seasonal planogram and end-cap schematic

Ship signage kits to stores

Walk the pilot store reset

Rebuild the planogram before chain rollout

Digital & CRM Campaigns

Brief the paid social agency on creative and budget

Schedule the email drip to the loyalty segment

Update homepage and PLP banners with the season theme

Store Team Readiness

Distribute the seasonal selling guide and FAQ

Train cashiers on register prompts for stacked promos

Confirm staffing covers projected traffic peaks

Launch & Post-Promo Review

Sign off on Day 1 launch readiness

Hold the launch readiness remediation huddle

Walk stores during opening weekend

Hold the post-promo recap meeting

View Workflow Use Workflow

Supplier Onboarding Checklist

Vendor Intake & Tax Setup

Capture the vendor's legal entity details

Collect the signed W-9 or W-8BEN

Classify the vendor type

Compliance & Insurance

Verify the Certificate of Insurance

Confirm product-safety and labeling compliance

Collect HTS codes and country-of-origin documentation

Request the resale certificate on file

Assortment & PO Terms

Build the SKU master with UPCs and case packs

Negotiate payment terms and MOQ

Order samples for the buying team

Approve the markdown and return-to-vendor policy

Systems & EDI Integration

Create the vendor record in the ERP

Set up EDI 850 / 856 / 810 transactions

Resolve EDI mapping errors with the VAN

Configure the dropship inventory feed

First Receipt & QA

Cut the initial test PO

Inspect the first inbound shipment

Open a vendor chargeback and corrective action

Sign off and activate the vendor for full buy

Store Enablement & Review Cadence

Brief store managers on the new assortment

Publish the planogram and floor-set photos

Schedule the 90-day vendor business review

View Workflow Use Workflow

Weekly Sales and Inventory Review

Sales Performance Review

Pull weekly sales by department and SKU

Compare comp sales to prior year

Review UPT, ATV, and conversion rate

Identify top and bottom 10 SKUs

Evaluate active promotions and GWP

Inventory Position

Run on-hand vs. on-order report

Calculate weeks of supply by category

Flag aged and obsolete inventory

Verify cycle count variances from this week

Markdown and Clearance Decisions

Build the markdown candidate list

Review margin floor before approving cuts

Escalate below-cost markdowns to district manager

Update price tags and POS at register

Replenishment and Reorders

Build the reorder list from low-WOS SKUs

Submit POs to vendors or DC

Process return-to-vendor on defective stock

Weekly Close and Reporting

Document customer feedback themes

Submit weekly summary to district manager

View Workflow Use Workflow

Ready to take control of your recurring tasks?

Start Free 14-Day Trial

Use Slack? Sign up with one click

With Slack

Company

About
Product Roadmap
API Reference
Privacy Policy
Terms
Contact Us
Blog

Resources

Help
Getting Started Guides
Video Center
Demos
Your Account
Use Cases
Pricing

©Manifestly 2026

When you visit or interact with our sites, services or tools, we or our authorised service providers may use cookies for storing information to help provide you with a better, faster and safer experience and for marketing purposes.