---
title: "Five Observations, Eight Questions, Four Checks, and Ten Key Points for Retail Visits: Essential for Terminal Store Inspections!"
description: "This article provides a comprehensive guide for terminal store inspections, detailing five observations (display, sales staff, promotions, products, and opportunities), eight questions (sales, products, promotions, store conditions, consumer feedback, barcodes, customer relations, and training), four checks (sales data, inventory, promotional materials, and sales staff reports), and ten key points for retail success (product, price, placement, POP, key tools, main push, inventory, in-store staff, periodic promotions, and competitor information)."
author: "New Distribution"
publisher: "New Distribution"
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published: "2015-10-08"
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# Five Observations, Eight Questions, Four Checks, and Ten Key Points for Retail Visits: Essential for Terminal Store Inspections!

> This article provides a comprehensive guide for terminal store inspections, detailing five observations (display, sales staff, promotions, products, and opportunities), eight questions (sales, products, promotions, store conditions, consumer feedback, barcodes, customer relations, and training), four checks (sales data, inventory, promotional materials, and sales staff reports), and ten key points for retail success (product, price, placement, POP, key tools, main push, inventory, in-store staff, periodic promotions, and competitor information).

【Five Observations】
1. Observe Display.
Check the size of the display area, whether the display is standardized and tidy, and whether POP materials are in place.
2. Observe Sales Staff.
Assess the appearance, professionalism, and attitude of the sales staff.
3. Observe Promotions.
Mainly observe the process of promotional activities, such as whether the stack display is reasonable and the contribution of individual products.
4. Observe Products.
Check whether the product line is complete and whether there is any price chaos.
5. Observe Opportunities.
Look for opportunities to increase sales through promotions in the store, and actively communicate with the store manager to seek effective positions or floor stacks.

【Eight Questions】
After observing, you will have a general understanding of the store. Then we should ask:
1. Ask about Sales.
Ask sales staff, store managers, consumers, or competitor sales staff about sales figures. All our work is aimed at generating better sales.
2. Ask about Products.
Inquire about the launch of new products, whether there are other new product activities in the store, and whether there are damaged or defective products.
3. Ask about Promotional Activities.
What terminal activities have been carried out recently? Were they executed? How effective were they?
4. Ask about the Store.
Are there any single-store activities recently? What support policies does the store have?
5. Ask Consumers.
Ask consumers about their views on the products and their usage. Especially for new products, it is essential to understand consumer experience, as this can provide useful information.
6. Ask about Barcodes.
How many barcodes are currently available? Are there any locked barcodes? Is the supply sufficient? Do we need to replenish?
7. Ask about Customer Relations.
Does the store value our company? Are the sales staff on good terms with the store? Are relationships with similar sales staff good?
8. Ask about Training.
First, greet the sales staff to increase their sense of belonging. Then assess their knowledge of professional knowledge, observe their actions during introductions, and identify any shortcomings. Lead by example and provide hands-on guidance.

【Four Checks】
After asking, we will have a comprehensive understanding of the store. Then we should review our shortcomings and areas for improvement. When do we expect to reach the desired level? We should check:
1. Check Sales Data.
Include sales data for best-selling and slow-moving products, recent themed activity sales, and new product sales. For best-selling products, avoid price chaos and maintain a certain advantage. For slow-moving products, try to avoid locking codes and utilize display space, special offers, and gift resources.
2. Check Inventory.
How much stock is available? What is the shelf situation? Are there any out-of-stock items? For large inventory items, find ways to digest inventory immediately to avoid returns.
3. Check Promotional Materials.
Are gifts being distributed? Are promotional materials properly stored? Are the company's promotional materials in place?
4. Check Sales Staff Reports.
Are reports being made? Is the weekly sales report submitted every Monday? Are there company documents or product manuals? Track the sales dynamics of recent activities, what promotional activities are being carried out, and competitor sales data.

Through these checks, we can fully grasp store information, formulate the next action plan, and make reasonable work arrangements. Step by step, do every task solidly. Store sales will improve, and your relationship with the store will get better. If you follow this, you will succeed; otherwise, you will fail.

【Ten Key Points for Retail】
1. Product
Is the shelf combination (especially the main selling models) up to standard? Is the distribution depth and width adequate?
Does the product display meet standards, such as special price counters, main push counters, and flagship machine counters?
2. Price
Is the retail price implemented according to standards? Do retailers understand product profit?
Is there any price chaos in the market?
3. Placement
Is the special zone or counter in the first position, achieving the highest attention rate and maximum customer flow?
Are there second or third display points in the middle island counter, outdoor, or other locations?
4. POP
Are there any phenomena that damage the LOGO and brand image in the terminal?
Are there model samples, brochures, table cards, product/promotional posters for main models? Have POP for discontinued models been cleaned up?
Are there tents, umbrellas, promotional booths, stack displays, hanging flags, and other material support?
Are there self-made POP images covering areas such as storefronts, pillars, windows, cash registers, and parking signs, such as KT boards, photo prints, aluminum-plastic panels, or spray paintings?
Are there explosion stickers, hot-selling stickers, promotional stickers, special price stickers, or new product stickers in the counter?
Are the lightbox films and other OPO for flagship models replaced promptly, such as the lightbox film for VIBEX?
5. Key Tools
Does the demo machine have exclusive demo resources for a specific model?
Are there headphones and headphone hooks to demonstrate sound quality to customers at any time?
Are the demo props for main push models utilized?
Other flexible and helpful key tools: such as sales ledgers, warranty cards, receipts, computers for downloading software, etc.
6. Main Push
Does the key person in charge of the terminal recognize the profit policy for main push models?
Does the key person have a clear or preferential reward plan for their sales staff for main push models?
Do the sales staff at the terminal store understand the selling points of main models? Are their sales skills up to standard?
7. Inventory
Is the inventory turnover for main models reasonable? Does it match the requirements for city, county, and township levels?
Is the inventory turnover for discontinued models reasonable? How to handle it?
8. In-store Staff
Are the product knowledge of in-store staff up to standard? Are they familiar with the selling points of main models? Deepen through training.
Are the sales skills of in-store staff up to standard? Improve through training.
Is the working state of in-store staff good? Can they drive the atmosphere of the store's sales staff? Improve through assessment management and communication.
9. Periodic Promotions
Are there promotional activities for weekends and holidays, with special policies and gift support? (In the OPEN market, weekend and holiday sales are 2-5 times normal sales, so focus investment.)
City and county: Conduct targeted promotional activities for store openings, anniversaries, and other opportunities.
Township: Conduct targeted promotional activities for market days, temple fairs, and other opportunities in township areas.
10. Competitor Information
Pay attention to the selling points, prices, and policies of competitors' new products and main push models.
Pay attention to competitors' promotional activities.
Pay attention to competitors' business conditions, organizational structure, and personnel.
Pay attention to competitors' sales, especially the sales of TOP customers.

**-END-**

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