PRICE OVERSIGHT | RETAILER MARGIN-REQUEST EVIDENCE CHECKLIST
https://priceoversight.com/resources/retailer-margin-request-evidence-checklist

Build one packet per product and request. Mark completed items with [x].
Request / reference: ______________________________
Retailer / product / UPC or ASIN: __________________
Period / currency / amount: _______________________
Owner / response deadline: ________________________

1. RECORD THE REQUEST

[ ] Save the retailer's original request, reference number, received date, response deadline, and account contact.
[ ] Record the UPC or ASIN, variant, pack count, affected dates, units sold, currency, and total amount requested.
[ ] Obtain the calculation: price basis, price gap or margin rate, eligible units, adjustments, and assumptions.
[ ] Recalculate the amount using the retailer's stated method; identify missing inputs and the dates or amounts requiring review.

Notes / attachment references:
__________________________________________________

2. PRESERVE THE OBSERVED LISTINGS

[ ] Save the retailer listing and each likely source offer: original URL, screenshot, observed price, capture date, time, and time zone.
[ ] Record seller identity, fulfillment details, stock status, delivery location used, and visible shipping charges.
[ ] Record coupon, membership, subscription, minimum-quantity, and other conditions needed to obtain the displayed price.
[ ] Keep the original captures with the evidence packet; a live URL alone may change after your review.

Notes / attachment references:
__________________________________________________

3. CHECK WHETHER THE PRODUCTS ARE COMPARABLE

[ ] Compare brand, range, UPC or other identifiers, size, formulation, condition, and variant.
[ ] Record pack count, net contents, and every included kit or bundle component for both offers.
[ ] For comparable products, show price divided by count or quantity using the same unit; record whether shipping and discounts are included.
[ ] Document material differences explicitly. If products are not comparable, explain why rather than relying on unit price alone.

Notes / attachment references:
__________________________________________________

4. BUILD THE TIMELINE

[ ] Collect dated observations before the drop, during the requested period, and after any relevant promotion ended.
[ ] Confirm planned promotion dates and funding with the account team that arranged them.
[ ] Check observed prices after the scheduled end date; the planned end alone does not establish that the lower offer disappeared.
[ ] Label observation gaps and cadence. Price checks show prices at specific times, not the price of every sale.

Notes / attachment references:
__________________________________________________

5. RECONCILE THE ACCOUNT RECORDS

[ ] Attach relevant funding agreements, promotion approvals, and account correspondence for the same product and period.
[ ] Identify funding, credits, or deductions already applied and ask how they were included in the request.
[ ] Keep listing observations separate from your sales records and the retailer's calculation; document unresolved differences.
[ ] Assign an account owner and the appropriate internal reviewer for the proposed response.

Notes / attachment references:
__________________________________________________

6. PREPARE THE RESPONSE AND PACKET

[ ] Summarize confirmed observations, possible explanations, unknowns, and the exact dates or amounts you question.
[ ] Ask which competing offer, if any, supported the reduction; a likely source listing does not confirm the retailer's pricing decision.
[ ] Number the attachments and connect each statement to a dated screenshot, calculation, promotion record, or agreement.
[ ] Record the response, owner, next follow-up date, and retailer's explanation before deciding how to resolve the request.

Notes / attachment references:
__________________________________________________

KEEP THE CONCLUSIONS TIED TO THE EVIDENCE
A listing can help explain a price drop without proving the retailer's decision. Your account agreement and the retailer's calculation still need review. Price Oversight gathers likely source listings, screenshots, and comparison details; your team supplies its account records and handles the retailer discussion.

Response / open questions / next follow-up:
__________________________________________________