Form library · Retail and hospitality
Retail pricing and promotion audit
Check that what the shelf says is what the till charges. Start with twelve store-wide price marking checks based on the Price Marking Order 2004, including the changes in force from 6 April 2026, and the CMA's in-store pricing poster. Then sample lines by department: scan the barcode or shelf-edge label, enter the shelf price and the till price, and the form shows a match, an overcharge or an undercharge. Record the unit price, the promotion mechanic and dates, whether the till applied it, and the signage. The result is price accuracy, overcharges and their value, and the label and promotion problems found.
For store managers, area managers, pricing teams and auditors in UK shops and supermarkets who check price accuracy and promotions, with photos and actions.
Written for UK stores (the Price Marking Order 2004 applies across the UK). The shelf against till sample works anywhere; take the marking rules from local law.
- Twelve store-wide price marking checks, each tied to the Price Marking Order 2004 article or CMA guidance it comes from
- Sampled lines by department, with a barcode or shelf-edge label scan
- Shelf price against till price, worked out as match, overcharge or undercharge, with the difference
- Unit price, promotion mechanic and dates, till applied, and signage for each line
- Price accuracy %, overcharges and their value, and lines with any problem, as live tiles
Ready to use from the form library, and every question is yours to edit. Try it for a small trial fee, cancel any time.
Try it on your phone
Try it on this phone
Fill in the retail pricing and promotion audit on your phone now
See how the retail pricing and promotion audit looks on your phone
Scan the code with your phone camera. It opens the real form, no sign-up needed.
Open the live example and fill it in, just as your team would on site. No sign-up needed.
See it on this phoneEvery question is editable. Add this form to your account, then change the wording, add or remove questions and options, and make it fit your own jobs.
What does a retail pricing audit check?
A pricing audit is useful when every mismatch names the product, the shelf price and the price the till actually charged, and when an overcharge is fixed before the line is sold again.
Last updated . Facts checked by the SiteSurvey team on 28 October 2026 against Price Marking Order 2004 (revised text, including the changes in force from 6 April 2026), Digital Markets, Competition and Consumers Act 2024, Part 4, Chapter 1, unfair commercial practices, CMA, Grocery stores: price marking compliance poster (Pricing in store: are you breaking the law?) and CMA, Unfair commercial practices (CMA207).
How to do a retail price check audit
Use a till in training mode or a test basket so the till prices are real.
Record the price file
Note the store's floor area, the price change batch in force and the promotion period you are checking.
Walk the store
Work through the twelve store-wide checks: every product priced, legible, close to the product, unit prices, loyalty prices, reductions and expired offers.
Sample lines
In each department, scan the barcode or shelf-edge label, record the shelf price, then the price charged at the till.
Check promotions
For each promoted line, record the mechanic and dates, whether the till applied it and whether the signage is right.
Fix and sign off
Correct any overcharge before the line is sold again, list the other fixes as actions with an owner and date, and sign with the store manager.
What makes a pricing audit useful
Shelf price against till price
Cola, 6 x 330 ml. Shelf: now £2.75, was £3.50. Till charged £3.50 in training mode: overcharge £0.75. The reduction was missing from price batch 43. Head office corrected the till price at 11:40 and it was re-tested at £2.75.
Fictional example. Record the actual evidence and approved arrangements for your job.
A common recording mistake
Checking only that a label is present, without scanning the item at a till, or counting one bad line twice.
What happens next
Reprint the labels found wrong, re-test any line that was overcharged, and re-check the same departments at the next visit.
Try the retail pricing and promotion audit form live
Answer a few questions and watch it adapt. Your answers are not saved, and any photos you add are deleted within the hour.
This is the real form as your team would use it: questions appear as you answer, scores work themselves out and you can add photos and signatures. No sign-up needed. Or open a completed example to see every answer, photo and score filled in.
Want to see one filled in? See a completed retail pricing and promotion audit report (PDF), made by SiteSurvey from a fictional site visit.
Every question in the retail pricing and promotion audit template
A retail pricing and promotion audit for UK stores: twelve store-wide price marking checks based on the Price Marking Order 2004 as amended from 6 April 2026 and the CMA's in-store pricing poster, then sampled lines by department with the barcode by label scan, shelf price against till price, unit price, promotion mechanic and dates, signage, and calculated price accuracy, overcharges and their value. 5 sections and 90 questions. Follow-up questions and guidance appear only when an answer calls for them, so the person on site never sees the ones that do not apply.
Make it your own: every question is editable
This is a starting point, not a fixed form. Once it is in your SiteSurvey account you can reword any question, add or remove questions, sections and answer options, and add your own logo, so it fits the way your team works and the jobs you do.
Details you only enter once
Add this form to a project in SiteSurvey and it fills in what the project already knows, so nobody on site retypes it and every form on the job uses the same names. Anything filled in can still be changed.
- Project: the project name
- Store address: the site address, from the space or the project
- Retailer or brand: the project's customer
Store and price file
- ProjectShort answer
Filled in from the project in SiteSurvey.
Fills in from the project name - Store addressShort answerFills in from the site address, from the space or the project
- Retailer or brandShort answerFills in from the project's customer
- Location (GPS)Short answer
- Audit date*Date
- Auditor*Short answer
- Store name or number*Short answer
- Store manager or duty managerShort answer
- Sales floor area*Choose one
The internal floor area used for selling and displaying products.
- Over 280 m²
- 280 m² or less (small shop)
- Price file or price change batch in forceShort answer
For example price batch 42, live from 13 October.
- Promotion period being auditedShort answer
For example Autumn deals, 1 to 28 October.
- Lines to sampleNumber
Your own sample size.
- GuidanceThe Price Marking Order 2004 requires a selling price for products for sale to consumers, and a unit price for many products sold by quantity. From 6 April 2026 prices must also be in a clear font of reasonable size, and a product with more than one price (such as a loyalty price) must show each price and any conditions. The Digital Markets, Competition and Consumers Act 2024 bans misleading price information. This audit records what you found; it does not confirm the store complies.
- GuidanceIn a small shop (280 m² or less) some products pre-packed in a constant quantity do not need a unit price (article 5(3)). Mark the unit price question as not required for those lines.Shown when “Sales floor area” is “280 m² or less (small shop)”
Store-wide price marking
- Every product on display has a selling priceChoose one
Walk each aisle. Look behind products and under other labels (article 4).
- Acceptable
- Action needed
- Not checked
- Not applicable
- What needs doing, or why not checkedNotesShown only when the answers above make it relevant
- Prices clearly legible, in a clear font of reasonable sizeChoose one
Readable from where a customer stands (article 7(1)(a)).
- Acceptable
- Action needed
- Not checked
- Not applicable
- What needs doing, or why not checkedNotesShown only when the answers above make it relevant
- Prices shown close to the product they belong toChoose one
Not on the next bay or hidden by stock (article 7(1)(b)).
- Acceptable
- Action needed
- Not checked
- Not applicable
- What needs doing, or why not checkedNotesShown only when the answers above make it relevant
- Prices visible without asking staffChoose one
Including locked cabinets and high shelves (article 7(1)(c)).
- Acceptable
- Action needed
- Not checked
- Not applicable
- What needs doing, or why not checkedNotesShown only when the answers above make it relevant
- Unit prices shown where requiredChoose one
Per item, kilogram, litre, metre, square metre or cubic metre as fits the product (article 5).
- Acceptable
- Action needed
- Not checked
- Not applicable
- What needs doing, or why not checkedNotesShown only when the answers above make it relevant
- Loyalty or member prices show both prices and the conditionsChoose one
Close to the product (article 7A).
- Acceptable
- Action needed
- Not checked
- Not applicable
- What needs doing, or why not checkedNotesShown only when the answers above make it relevant
- Reductions shown by a general notice give the details clearlyChoose one
For example 30% off all marked items (article 9).
- Acceptable
- Action needed
- Not checked
- Not applicable
- What needs doing, or why not checkedNotesShown only when the answers above make it relevant
- No two different prices showing for the same productChoose one
Product sticker against shelf label, or two shelf labels (CMA poster).
- Acceptable
- Action needed
- Not checked
- Not applicable
- What needs doing, or why not checkedNotesShown only when the answers above make it relevant
- No wrong price label next to a productChoose one
Label description matches the product above it (CMA poster).
- Acceptable
- Action needed
- Not checked
- Not applicable
- What needs doing, or why not checkedNotesShown only when the answers above make it relevant
- Price rises on the shelf edge before the tillChoose one
Shelf-edge labels changed before the higher price is charged (CMA poster).
- Acceptable
- Action needed
- Not checked
- Not applicable
- What needs doing, or why not checkedNotesShown only when the answers above make it relevant
- Was and now prices backed by the record of the earlier priceChoose one
Check against the pricing policy or price history. False or misleading price information is a misleading action (DMCC Act 2024, section 226).
- Acceptable
- Action needed
- Not checked
- Not applicable
- What needs doing, or why not checkedNotesShown only when the answers above make it relevant
- Expired promotions taken downChoose one
No offer signs or labels left after the end date.
- Acceptable
- Action needed
- Not checked
- Not applicable
- What needs doing, or why not checkedNotesShown only when the answers above make it relevant
- Photos of price marking problemsPhotos
- AcceptableWorked out by the form
- Needing actionWorked out by the form
- Not checkedWorked out by the form
Sampled lines
- GuidancePick lines across the store: promotions, recent price changes, high sellers and anything that looks wrong. Record the shelf price first, then the price the till charges.
- Departments or aislesRepeat for each department. Each one asks:
- Department or aisle*Short answer
For example aisle 7 household, chilled dairy, health and beauty.
- Sampled linesRepeat for each line. Each one asks:
- Scan the barcode or shelf-edge labelScan a label: barcode, product description, shelf price, unit price
Optional. Scan the data plate or label to capture the numbers.
- Product*Short answer
- BarcodeShort answer
- Shelf price (£)*Number
- Price charged at the till (£)*Number
Scan the item at a till in training mode, or a test basket.
- Till minus shelf (£)Worked out by the form
- Price resultWorked out by the formShown when “Price charged at the till (£)” is answered and “Shelf price (£)” is answered
- Overcharge (£)Worked out by the formShown when “Price result” is “Overcharge”
- Unit price*Choose one
- Shown and correct
- Missing
- Shown but wrong
- Not required
- Promotion on this lineChoose one
- None
- Price reduction (was and now)
- Multibuy
- Loyalty or member price
- Meal deal or bundle
- Other
- Promotion startDateShown only when the answers above make it relevant
- Promotion endDateShown only when the answers above make it relevant
- Promotion applied correctly at the tillChoose one
- Yes
- No
- Not tested
Shown only when the answers above make it relevant - Signage and label*Choose one
- Correct
- Wrong price or mechanic
- Out of date
- Missing
- Photo of the label and productPhotos
- What was wrong and what was doneNotesShown only when the answers above make it relevant
- Lines priced at the tillWorked out by the form
- MatchedWorked out by the form
- OverchargesWorked out by the form
- UnderchargesWorked out by the form
- Overcharge value (£)Worked out by the form
- Label, unit price or promotion problemsWorked out by the form
- Lines with any problemWorked out by the form
Each line counted once, however many problems it has.
Audit result
- Lines priced at the tillWorked out by the form
- MatchedWorked out by the form
- Price accuracy (%)Worked out by the form
- OverchargesWorked out by the form
- Overcharge value across the sample (£)Worked out by the form
- UnderchargesWorked out by the form
- Lines with label, unit price or promotion problemsWorked out by the form
- Store-wide checks needing actionWorked out by the form
- Sampled lines with any problemWorked out by the form
- ResultWorked out by the form
- WarningThe till charged more than the shelf price on at least one line. Correct the shelf label or the till price before the line is sold again, and follow your own policy for customers already charged.Shown only when the answers above make it relevant
- GuidancePrice accuracy is our own measure: lines where the till price matched the shelf price, as a share of the lines with both prices recorded. It covers the sample only.
Actions and sign-off
- Items needing actionWorked out by the form
- ResultWorked out by the form
- ActionsRepeat for each action. Each one asks:
- Action*Notes
- PriorityChoose one
- Today, before the line is sold again
- Before the store opens
- This week
- Who will do it*Short answer
- Due byDate
- Status*Choose one
- Open
- In progress
- Done, checked
- Photo when donePhotosShown when “Status” is “Done, checked”
- Actions still openWorked out by the form
- Decision*Choose one
- No further action
- Fix the listed prices and labels, re-check at the next visit
- Re-audit the department or store within the week
- Re-check dateDate
- Summary for the store managerNotes
- Auditor nameShort answer
- Auditor signature*Signature
- Store manager nameShort answer
- Store manager signatureSignature
See it filled in
A completed retail pricing and promotion audit report, made by SiteSurvey from a fictional site visit: every answer, the photos, the guidance that applied and the sign-off, ready to send as a PDF.
Retail pricing and promotion audit FAQs
What does the Price Marking Order require in a shop?
A trader who indicates a product is for sale to consumers must indicate its selling price (article 4), and a unit price for many products sold by quantity (article 5). The price must be unambiguous, easily identifiable and clearly legible, close to the product, and available without asking for help (article 7). The selling price is the final price including VAT and other taxes.
Source: Price Marking Order 2004 (revised text, including the changes in force from 6 April 2026).
What changed on 6 April 2026?
Amendments to the Price Marking Order 2004 came into force. Price indications must now use a clear font of reasonable size. A product offered at more than one price, such as a loyalty or member price, must show each selling price and unit price and display any conditions prominently, close to the product (article 7A). The unit price is now per item, kilogram, litre, metre, square metre or cubic metre as appropriate, and the rules on general reductions were rewritten (article 9).
Source: Price Marking Order 2004 (revised text, including the changes in force from 6 April 2026).
Do small shops have to show unit prices?
A small shop is one with a relevant floor area of 280 square metres or less. In a small shop, bread made up in a prescribed quantity and products pre-packed in a constant quantity do not need a unit price (article 5(3)). Other rules still apply, so the form asks for the floor area and lets you mark a line's unit price as not required.
Source: Price Marking Order 2004 (revised text, including the changes in force from 6 April 2026).
Is a shelf price that differs from the till price against the law?
It can be. The CMA's in-store pricing poster says prices must match what the customer is charged at the till, and that shelf-edge labels should be changed before a higher price is charged. Under section 226 of the Digital Markets, Competition and Consumers Act 2024, giving false or misleading information about a product is a misleading action, and section 225 prohibits unfair commercial practices. The form records each mismatch and asks you to correct an overcharge before the line is sold again.
Sources: CMA, Grocery stores: price marking compliance poster (Pricing in store: are you breaking the law?) and Digital Markets, Competition and Consumers Act 2024, Part 4, Chapter 1, unfair commercial practices.
How should I check was and now prices?
Check the earlier price against the store's price history or pricing policy, and that the saving shown is right. False or misleading price information can be a misleading action under the DMCC Act 2024; the CMA's guidance on unfair commercial practices explains how it applies the law. The form does not set how long an earlier price must have applied.
Sources: Digital Markets, Competition and Consumers Act 2024, Part 4, Chapter 1, unfair commercial practices and CMA, Unfair commercial practices (CMA207).
How is price accuracy worked out?
It is our own measure: sampled lines where the till price matched the shelf price, as a share of the lines with both prices recorded. It covers the sample, not the whole store. The form also counts overcharges and their total value, undercharges, and lines with any problem, counting each line once even if it has several problems.
Related
Related templates
Templates that go with the retail pricing and promotion audit form
Record daily store readiness, unresolved issues and the duty manager’s opening decision before customers arrive.
Record commercial kitchen appliance service tasks, manufacturer references, findings, parts and follow-up work across a maintenance visit.
Count linen by item and location, separating clean stock, items in use, laundry stock and damaged items, with discrepancies and follow-up.
A hotel housekeeping checklist: each room with its status, tasks done, linen and amenities, minibar, maintenance issues with photos and lost property, then a supervisor check.
Use this retail pricing and promotion audit form with your team
Add it from the form library in one click, change any question, and every completed form becomes a branded PDF report.
Start your trial →