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Guide · Merchandising Audits

What Is Merchandising Audits? A Complete Field Guide

Merchandising Audits explained: what a field team checks, what you receive and when businesses in Mumbai use it.

3 min read · By the FieldVisit operations team

Merchandising Audits

Short answer

What is merchandising Audits?

Merchandising Audits is a field service in which a trained team checking shelf placement, display arrangement, product visibility and promotional execution. You share the locations and instructions; the team completes the visits, the evidence is reviewed, and you receive one consolidated report.

At a glance

What this covers
What the service is and how a visit runs
Division
Business field services · Retail Audits
Checklist points
5 standard checks
Report outputs
4 deliverables
Coverage
Mumbai, Thane, Navi Mumbai, Panvel
Read time
3 min

What you will learn

  • Merchandising Audits in simple terms — Checking shelf placement, display arrangement, product visibility and promotional execution
  • What the field team checks — 5 points you can lift straight into your own brief
  • What you receive — 4 points you can lift straight into your own brief

Merchandising Audits in simple terms

Checking shelf placement, display arrangement, product visibility and promotional execution. It gives you independent, on-the-ground evidence instead of relying on self-reported updates from outlets, vendors or staff.

In Mumbai and its neighbouring cities, merchandising Audits is usually run as a batch across many addresses, so route planning, consistent checklists and evidence review matter as much as the visit itself.

What the field team checks

  • Shelf share and facing count
  • Planogram compliance
  • Price tags and offer strips
  • Out-of-stock on shelf
  • Secondary displays

What you receive

  • Store-wise merchandising score
  • Shelf photographs
  • Gap and out-of-stock list
  • Trend summary across stores

How a visit is run

  1. Addresses are grouped into routes by area and travel time
  2. The field person works through the 5-point checklist on site
  3. Photographs are captured against the points that need proof
  4. Every photograph and answer carries the job ID and location ID
  5. A supervisor reviews the submission and queries anything unclear
  6. Visits that could not be completed are marked with a reason for a revisit decision
  7. Completed visits are consolidated into one report

What to share before the visits

  • Location list with addresses and contact names
  • Checklist or instructions
  • Required photographs and evidence
  • Reporting deadline and format

When businesses use it

  • Before paying a vendor, installer or agency
  • After a campaign, installation or launch
  • On a recurring schedule for compliance
  • When an exception or complaint needs independent confirmation

Key takeaways

  • Merchandising Audits replaces self-reported updates with a visit record: 5 checklist points, photographs and one consolidated report.
  • The checklist runs from shelf share and facing count to secondary displays, with evidence recorded against the points that decide the outcome.
  • You receive 4 outputs: Store-wise merchandising score, Shelf photographs, Gap and out-of-stock list, Trend summary across stores.
  • Photographs are geo-tagged and time-stamped, every submission is reviewed by a supervisor and a random sample is back-checked — which is what makes a retail audits record worth quoting internally.
  • Visits run across Mumbai City, the Western and Eastern Suburbs, Thane, Navi Mumbai and Panvel, and assignments typically start within one to three working days of a complete brief.

What to do next

If merchandising Audits looks right for your situation, these are the three things a field team needs from you before the first visit.

01

Scope

Put the location list together

Full addresses with a pin code, and a contact name where you have one. Location list with addresses and contact names is the first thing asked for.

02

Checklist

Fix the 5 points you want answered

Start from the list above — shelf share and facing count — then add or delete points so nothing is left to a field person's interpretation.

03

Evidence

Say what proof you want back

Store-wise merchandising score is the standard output. Anything beyond that is easier to agree now than after the first batch.

Before you send it

Starting merchandising audits

Assignments typically start within one to three working days of a complete brief, depending on volume and spread.

Share a brief and location list

Frequently asked questions

What is merchandising Audits?

Merchandising Audits is a field service in which a trained team checking shelf placement, display arrangement, product visibility and promotional execution. You share the locations and instructions; the team completes the visits, the evidence is reviewed, and you receive one consolidated report.

Which areas do you cover for merchandising Audits?

Mumbai City, the Western and Eastern Suburbs, Thane, Navi Mumbai and Panvel, with local field teams in each area.

How fast can merchandising Audits start?

Most assignments start within one to three working days of receiving a complete brief, depending on volume and spread.

What evidence will I receive?

Store-wise merchandising score and Shelf photographs, matched to a unique job and location ID.

Ready to brief your field visits?

Share the scope — we'll come back with routes, timelines and a clear quote.

Request a quote
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