Campaign brief, promotional pricing, POS setup, shelf labels, POSM, stock availability, displays, digital channels, staff awareness, checkout, expiry, and corrective-action template
Promotion Compliance Checklist
Verify that every promotion is executed exactly as approved across pricing, offer mechanics, signage, stock, displays, digital touchpoints, staff communication, checkout, campaign timing, and final customer experience.
Use with local requirements: promotion, pricing, advertising, and consumer-protection rules vary by market. Adapt the checklist to the laws, policies, and offer terms that apply to each location.
Does the promotional price shown to the customer match the price applied at checkout?
Store Manager and Pricing Owner | Correct price | Check affected SKUs | Test POS | Verify closure
Select an answer to preview the workflow.
About this checklist
What a promotion compliance checklist should help you verify
Verify that customers see the correct offer, the right products are available, the POS calculates the promotion correctly, staff can explain the offer, digital and physical communication agree, and expired campaigns are removed on time.
When
Before launch, during the campaign, after mid-campaign changes, and at promotion closeout
Use it for new promotion launches, weekly campaign checks, high-value offers, loyalty promotions, seasonal events, price changes, and end-date removal verification.
Who
Store managers, retail operations, pricing, VM, marketing, inventory, IT, and digital teams
Campaign owners define the offer, while stores and functional teams verify execution and close pricing, stock, signage, POS, digital, or training gaps.
Outcome
One evidence trail from campaign brief to customer receipt
Create comparable proof across price setup, POS logic, labels, promotional displays, stock, digital channels, staff understanding, checkout, expiry, and corrective-action closure.
Complete promotion compliance checklist
60 checks across campaign setup, pricing, POS, signage, stock, displays, digital channels, staff awareness, checkout, and expiry
Ten sections, sixty checks. Expand each section, then adapt offer rules, legal wording, dates, products, price thresholds, loyalty conditions, evidence requirements, and critical failures to your campaign and market.
Section 1Promotion setup, campaign brief, dates, scope, ownership, and approval status
- Confirm the store, review date, reviewer, promotion name, campaign ID, start date, end date, channels, departments, and product categories included in the promotion.
- Verify the store is using the latest approved promotion brief, artwork, product list, price file, offer mechanics, exclusions, customer terms, and execution instructions.
- Confirm the promotion has the required internal approvals and that any local changes, substitutions, extensions, or exceptions are documented and authorized.
- Check the correct start and end dates are configured across store communication, POS, digital screens, labels, and staff instructions.
- Identify critical promotion failures such as wrong price, expired promotion, misleading offer communication, unavailable hero product, or checkout mismatch.
- Assign ownership for pricing, POS setup, signage, stock, merchandising, digital content, staff briefing, customer complaints, and corrective-action closure.
Section 3Shelf labels, price tags, promotional signage, POSM, and customer-facing communication
- Verify shelf labels, product tags, promotional tickets, posters, wobblers, shelf strips, table cards, banners, and other POSM use the current approved promotion artwork.
- Check displayed promotional prices and offer terms match the POS configuration and approved campaign brief for sampled products.
- Confirm offer dates, eligibility rules, exclusions, quantity limits, membership conditions, or other important customer terms are visible where required by the campaign.
- Remove old, expired, duplicated, damaged, handwritten, locally altered, or conflicting promotional materials from customer-facing areas.
- Inspect sign holders, frames, adhesive, clips, display stands, digital panels, and other promotional hardware for clean and professional presentation.
- Record missing signage, wrong price communication, incorrect offer terms, poor placement, damaged POSM, or conflicting customer messages.
Section 5Promotional display, placement, planogram, featured products, and visual execution
- Verify promotional displays are located in the approved zones such as windows, entrance tables, endcaps, gondolas, feature walls, counters, or checkout areas.
- Check featured products, hero SKUs, promotional bundles, gifts, or campaign assortments are placed in the specified position, sequence, and quantity.
- Confirm planograms, facings, shelf share, product blocking, cross-merchandising, and category adjacency follow the approved promotional execution.
- Check locally added products, extra signage, stock overflow, unrelated merchandise, or temporary fixtures do not dilute the intended campaign story.
- Verify display fixtures, shelves, tables, props, risers, hooks, hangers, digital screens, and promotional units are clean, aligned, and in good condition.
- Record incorrect placement, missing hero products, weak facings, clutter, over-merchandising, poor display condition, or other campaign-execution gaps.
Section 7Staff awareness, promotion briefing, customer explanation, eligibility, and service handling
- Confirm relevant employees have been briefed on the promotion before or at launch and understand the offer objective, dates, products, and customer journey.
- Check employees can explain the promotion accurately, including price, eligibility, exclusions, bundle logic, loyalty conditions, and redemption steps where applicable.
- Verify employees know how to handle common customer questions about stock, price mismatch, coupon use, offer eligibility, returns, substitutions, or expired promotions.
- Confirm frontline employees know when a manager approval, escalation, manual adjustment, or customer-service intervention is required.
- Check employees do not make unsupported promises, invent local offer terms, incorrectly extend campaign dates, or apply unauthorized discounts.
- Record training gaps, inconsistent explanations, policy confusion, incorrect redemption handling, or other staff-related promotion failures.
Section 9Campaign timing, launch readiness, expiry, removal, change control, and post-promotion closeout
- Confirm all promotion materials, POS configurations, displays, stock, digital media, and staff instructions were ready before the approved launch time.
- Verify the promotion is not displayed or applied before the approved start time unless an authorized early-launch instruction exists.
- Check expired promotions, shelf labels, POSM, digital media, offer codes, and temporary display elements are removed or deactivated promptly after the end date.
- Confirm any mid-campaign price, product, artwork, mechanic, date, or term change is communicated, approved, and updated consistently across all affected store touchpoints.
- Verify remaining promotional stock, gifts, signage, returns, customer commitments, and post-campaign activities are handled using the approved closeout process.
- Record early launch, delayed activation, expired communication, incomplete removal, unmanaged changes, or other timing and closeout failures.
Section 2Promotional price accuracy, discounts, bundles, offer mechanics, and POS configuration
- Verify promotional prices for sampled products match the approved campaign price list and are active for the correct campaign period.
- Check percentage discounts, fixed discounts, multi-buy offers, bundles, buy-one-get-one mechanics, coupons, loyalty offers, and other promotion rules calculate correctly.
- Confirm minimum spend, quantity thresholds, membership requirements, product combinations, or other eligibility conditions are configured correctly in the POS system.
- Run or review a sample transaction to confirm the expected promotional price or benefit appears automatically without unnecessary manual intervention.
- Check promotion stacking, exclusions, employee discounts, loyalty benefits, coupons, and other overlapping offers behave according to the approved campaign rule.
- Record price mismatches, incorrect discount logic, failed bundles, unsupported manual overrides, or other POS configuration gaps affecting the promotion.
Section 4Product availability, campaign stock, replenishment, substitutions, and out-of-stock handling
- Verify hero products, promoted SKUs, advertised variants, bundle components, gifts, samples, and other campaign-critical stock are available for customers.
- Check promotional stock is replenished in priority areas and not left in the stockroom while customer-facing displays are empty or incomplete.
- Confirm stock quantities, size or color runs, bundle components, and required supporting items are sufficient for the current trading period where applicable.
- Review out-of-stock promoted items and verify approved substitution, alternative, customer communication, or replenishment action is being followed.
- Check unavailable promotional products are not continuing to be advertised without the approved customer communication or alternative handling.
- Record critical stockouts, missing bundle components, poor replenishment, unauthorized substitutions, or other availability gaps affecting the promotion.
Section 6Digital screens, online references, QR codes, app or web offers, and omnichannel consistency
- Verify digital screens, kiosks, tablets, QR codes, customer displays, or in-store digital media show the correct current promotion and approved creative.
- Check QR codes, links, landing pages, app references, offer codes, or digital call-to-action elements work and lead to the intended promotion experience.
- Confirm promotion names, prices, dates, products, offer mechanics, and customer terms are consistent between in-store communication and connected digital channels where applicable.
- Check expired media, blank screens, broken links, wrong artwork, incorrect language, outdated prices, or failed QR experiences are removed or corrected.
- Verify employees know how to help customers when an online, app, loyalty, or digital promotion does not appear correctly in-store.
- Record digital mismatches, broken links, stale content, incorrect prices, or omnichannel inconsistencies that can confuse customers.
Section 8Checkout verification, receipt accuracy, refunds, returns, complaints, and customer resolution
- Verify the final transaction reflects the approved promotional price, discount, bundle, loyalty benefit, gift, or other campaign reward correctly.
- Check the receipt or transaction summary clearly reflects the expected promotion outcome where the system provides this information.
- Review recent promotion-related refunds, returns, voids, price overrides, complaints, or manual adjustments for correct authorization and supporting evidence.
- Confirm return, refund, exchange, cancellation, or warranty handling for promoted products follows the approved customer policy and promotion terms.
- Verify customer complaints about promotion price, availability, eligibility, signage, or checkout mismatch are resolved using the approved escalation and recovery process.
- Record repeated checkout corrections, unsupported overrides, unresolved disputes, refund confusion, or other transaction-close failures linked to the promotion.
Section 10Evidence, scoring, corrective actions, trend review, campaign learning, and final sign-off
- Capture clear evidence for key promotional checks and failures, including shelf labels, displays, product availability, POS transactions, digital content, or corrected-state photos as required.
- Score each promotion section consistently and distinguish minor execution gaps from critical failures that directly affect price, customer trust, campaign integrity, or checkout.
- Record every failed check with the approved requirement, actual condition, location, affected product or offer, customer impact, and immediate correction completed where possible.
- Assign each promotion gap to a named pricing, store, VM, inventory, marketing, IT, digital, or operations owner with priority, due date, evidence requirement, and escalation route.
- Verify closure using corrected prices, test transactions, updated photos, replenishment proof, replaced signage, digital updates, retraining evidence, or other objective proof.
- Record the final promotion-compliance score, unresolved critical issues, action status, campaign learnings, next review date, reviewer, store manager, campaign owner, date, time, and sign-off.
Printable promotion review
Use the complete checklist during your next campaign rollout
Download the printable version, or continue below to see how the same promotion workflow can run with live evidence, test transactions, critical findings, corrective actions, deadlines, validation, and multi-store reporting in Taqtics.How to use it
Trace the promotion from approved brief to the customer's receipt
Start with the final campaign brief, verify physical and digital communication, test product availability and POS logic, brief employees, and confirm expiry and removal so the customer receives exactly the offer that was approved.
Lock the approved campaign
Confirm products, prices, mechanics, dates, exclusions, artwork, digital content, stock plan, and ownership before launch.
Check the live store execution
Review shelf labels, POSM, displays, product availability, digital screens, QR links, and staff understanding.
Test the customer transaction
Run representative purchases for simple and complex offers to verify price, discount, bundle, loyalty, coupon, and receipt behaviour.
Close gaps and remove on time
Correct mismatches quickly, verify proof, update changed campaigns consistently, and remove expired promotions after the approved end date.
Live interactive demo
See how promotion compliance works in Taqtics
Review a price-to-POS check, record a critical mismatch, attach evidence, assign the responsible owner, and preview corrective-action verification.
Capture campaign, store, product, display, price, transaction result, photo, finding, owner, and history together.
Route pricing, stock, VM, marketing, IT, digital, training, or store-execution issues to the right owner.
Track compliance by store, campaign, price issue, stock gap, signage error, POS failure, overdue action, and closure trend.
Illustrative website demo. Responses are not stored or submitted.
Why digitize it
A clearer way to control promotion execution across every store
Taqtics connects campaign references, scheduled checks, live evidence, test transactions, critical findings, corrective actions, deadlines, approvals, reports, and dashboards in one multi-location workflow.
Standardize promotion checks
Use consistent criteria for price, POS logic, labels, stock, displays, digital content, staff awareness, checkout, timing, and expiry.
Capture live campaign evidence
Attach shelf labels, display photos, POS receipts, digital screenshots, product availability, comments, and timestamps directly to the checklist.
Turn promotion gaps into action
Assign pricing, store, VM, inventory, marketing, IT, or digital actions with due dates, escalation, proof, and reviewer validation.
Compare campaign execution
Track compliance by campaign, store, region, price issue, stock gap, signage failure, POS error, and action-closure trend.
Frequently asked questions
Promotion compliance checklist FAQs
What should a promotion compliance checklist include?
It should cover campaign dates, approved pricing, offer mechanics, POS setup, shelf labels, POSM, product availability, displays, planograms, digital content, staff understanding, checkout, customer complaints, expiry, corrective actions, and final sign-off.
What is the most important promotion compliance check?
One of the most important checks is whether the offer shown to the customer matches what happens at checkout. Test representative transactions, especially for complex discounts, bundles, loyalty offers, or coupons.
How often should promotion compliance be checked?
Check before launch, shortly after launch, during longer campaigns, after any price or mechanic change, and again at campaign end to confirm expired materials and system configurations are removed.
What should be treated as a critical promotion failure?
Critical failures can include incorrect advertised price, POS mismatch, expired promotion still displayed, misleading offer terms, unavailable hero product without an approved alternative, or another issue that directly affects customer trust or transaction accuracy.
What evidence should stores capture?
Use photos of shelf labels, signage, displays, and stock, plus test receipts, digital screenshots, campaign references, employee briefing evidence, corrective-action proof, and timestamps where relevant.
How should promotion gaps be closed?
Correct the customer-facing or system issue, identify the affected scope, assign the right owner, verify the corrected price, display, stock, or digital content, and close the action only after objective evidence confirms the fix.
Schedule promotion checks, capture store evidence, test prices at checkout, escalate mismatches, assign corrective actions, and compare campaign execution across every location.
Make every promotion match the approved offer from display to checkout
Standardize promotional execution, catch price and stock gaps faster, route fixes to the right owner, verify corrections, and see where campaign compliance breaks across your retail network.
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