Brand Representative Store Visit Audit

Retail field audit for brand representatives to document reset work completed, training delivered, sample drops, merchandising compliance, and any unauthorized fixture or display changes observed during a store visit.

Visit Details

• Store identifier recorded
• Visit date and time recorded
• Brand representative name recorded
• Store contact or manager met
• Visit purpose selected

Reset and Merchandising Work

• Reset work completed as planned
• Planogram or merchandising layout matches approved standard
• Product facings, placement, and signage are aligned to brand standard
• Out-of-stock or low-stock items identified
• Photos captured of completed reset and display

Training Delivered

• Training delivered during visit
• Training topics covered
• Number of associates trained
• Training effectiveness rating
• Training notes and follow-up actions

Samples, Testers, and Collateral

• Sample drop completed
• Sample quantities delivered
• Sample or tester categories delivered
• Promotional collateral left behind

Unauthorized Fixture or Display Changes

• Unauthorized fixture changes observed
• Unauthorized display or signage changes observed
• Change type observed
• Issue escalated to store leadership
• Corrective action documented

Closeout

• Overall visit outcome
• Top issues or deficiencies noted
• Next visit or follow-up date
• Inspector signature