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Seasonal Summer Cooling Endcap Setup Audit

Seasonal Summer Cooling Endcap Setup Audit

Inspection template for auditing the seasonal summer A/C recharge kit endcap in an auto parts store, covering product placement, merchandising, labeling, inventory readiness, refrigerant handling compliance, and safety controls.

Audit Scope and Display Identification

  • Endcap is the correct seasonal summer cooling set
    Verify the display audited is the current summer cooling endcap for A/C recharge kits and related merchandise.
  • Display location and fixture ID recorded
    Capture the aisle, bay, endcap number, or fixture identifier for the audited display.
  • Audit date and time recorded
    Record when the inspection was completed.

Merchandising and Planogram Compliance

  • Endcap matches approved planogram or seasonal reset instructions
    Verify product placement, facings, and shelf arrangement match the current approved merchandising guide.
  • All required A/C recharge kit SKUs are present
    Select any required SKUs or product groups that are missing from the endcap.
  • Facings are full and products are fronted
    Rate the merchandising condition of the endcap facings and product presentation.
  • Price tags and promo signage are accurate and visible
    Verify shelf tags, promotional signs, and advertised pricing are current, legible, and matched to the displayed products.

Inventory Readiness and Product Condition

  • No expired, damaged, or leaking refrigerant-related products are on display
    Check for damaged cans, leaking containers, swollen packaging, or expired product dates where applicable.
  • On-hand quantity supports seasonal demand
    Enter the estimated on-hand quantity available on the endcap or in adjacent backstock for the featured products.
  • Backstock is organized and accessible for replenishment
    Verify the adjacent backstock area contains organized, labeled product that can be used to refill the endcap quickly.
  • Product rotation follows FIFO / oldest stock forward
    Confirm older inventory is positioned for sale first and newer stock is placed behind it where applicable.

Safety, Refrigerant Handling, and Compliance

  • Refrigerant products are stored and displayed according to site safety rules
    Verify refrigerant-related products are handled and displayed in a manner consistent with store policy and applicable OSHA general industry requirements for hazardous materials and safe work practices.
  • Required PPE and handling warnings are visible to associates
    Confirm any required PPE guidance, hazard warnings, and handling instructions are visible and not obstructed.
  • No ignition sources, heat hazards, or blocked egress near the display
    Check that the endcap area is free of heaters, open flames, damaged electrical cords, or obstructions to walking paths and exits.
  • Housekeeping around the endcap is clean and free of debris
    Verify the floor, shelves, and surrounding area are clean, dry, and free of packaging debris, dust, or spill residue.

Corrective Actions and Closeout

  • All deficiencies documented with owner and due date
    Confirm every non-conformance identified during the audit has a documented corrective action, responsible owner, and target completion date.
  • Photo evidence captured for all failed critical items
    Verify photo documentation was captured for each critical deficiency and any item requiring visual proof.
  • Inspector notes and follow-up actions recorded
    Enter any additional observations, store-specific issues, or follow-up actions needed to complete the seasonal reset.
  • Store manager or responsible associate notified
    Confirm the responsible leader has been informed of any open deficiencies or required corrections.
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