Digital Retail Store Audit Checklists

Standardize retail outlets and guarantee compliance with a mobile app

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What are Retail Store Audit Checklists?

Retail store audit checklists are useful tools that can effectively control and monitor the status, branding, processes, and standardization of retail outlets. It is used by store managers or auditors to (a) evaluate the effectiveness of store displays, (b) keep track of product inventory, (c) observe store employee performance and productivity, and (d) ensure cleanliness and safety of the store.

Retail Audit and its Importance?

A retail audit (or store audit) is a process of gathering information to assess and analyze store performance over time. Retail industries were advised to perform retail store audits to avoid the following:

  • Selling of product that is beyond expiration dates which can cause your store hefty fines from regulators;
  • Inappropriate marketing campaigns and strategy that can lead to lawsuits and public criticism;
  • Non-compliance with safety requirements that can injure buyers and prompt government recalls;
  • Inconsistent customer service that can damage your store reputation; and
  • Unmanaged retail store performance that may lead to bankruptcy and store closure.

This article will briefly discuss (1) tips to effectively perform retail store audits; (2) retail app that can help you conduct more convenient retail store audits; (3) case study: why Coles uses iAuditor; and (4) downloadable retail store audit checklists you can customize and use for free.

Tips to Effectively Perform Retail Audits

Retail audits are essential tasks to monitor your retail store operations. They are usually performed to evaluate retail store products, identify improvement needs, and monitor advertising impact to your customers including promotion and marketing trends. In order to conduct retail audits efficiently, you can follow these useful tips:

State the objective of the audit

Retail businesses should be clear in identifying their goals. Retail audits should determine the things you would like to accomplish as well as the areas you would like to improve. Stating your business objective helps in analyzing the focus of your audit.

Standardize the process

A scheduled audit helps ensure business compliance with regulatory standards. Allocate enough time to perform a retail audit without interrupting business operations and customer experience. It is recommended to conduct regular store audits before opening and after closing the retail stores.

Thoroughly inspect facilities and equipment

It is important to inspect electronic devices such as POS system, cash registers, printers, and phones before store operation starts. It helps ensure functionality and working condition of equipment to avoid any unnecessary delays and customer attrition.

Monitor retail display

Retail stores have to ensure all perishable products are within sell-by dates to prevent customer complaints and legal issues. They have to check, evaluate and monitor display products if replacement or replenishment is needed to guarantee its availability to the customers.

Ensure a safe and secure environment

According to Gary Bonnett, QHSE Director from BOS Solutions “Everything has risk. It is our job as business professionals to control and minimize risks to an acceptable level. Uncontrolled risk can negatively affect businesses in many different ways. None of which lead to safe and happy work environments, productive and efficient process, and optimal profitability.” Ensuring a safe and secure environment does not only protect your customers but also your employees. It helps avoid accidents, musculoskeletal injuries, health issues, and even fatalities.

Observe employee performance and productivity

Retail audits should not only focus on the retail store and its environment but should also consider evaluating employees and their performances. Observe how they interact with customers and follow safety regulations and protocols. Evaluate how store managers perform their duties on handling staff to achieve the business goals.

Communicate improvement measures

Retail audit reports are necessary to allow business owners to analyze and assess store performances including net loss, profit, and Return of Investments (ROI). The analytics dashboard is helpful to easily identify the changes needed to maximize product sales.

Use a retail audit checklist

A retail audit checklist serves as a guide in performing store inspections. It helps in gathering data to easily identify in-store working conditions, frequently failed items, and improvement needs.

How a Retail Audit App Makes it Easy

iAuditor as a retail audit app allows you to perform your audits with a handheld device. Get started by browsing our collection of 8+ retail audit templates and modify them according to your retail needs. iAuditor by SafetyCulture lets you:

  • Perform real-time data collection;
  • Monitor daily retail operations including cleanliness and safety;
  • Capture unlimited photos of merchandise and highlight defects by annotating the images;
  • Assign corrective actions for non-compliance;
  • Generate comprehensive and real-time reports on your mobile and share it with your organization;
  • Save reports securely in a cloud;
  • Schedule your retail audits easily; and
  • Monitor trends and frequently failed items via an analytics dashboard.

Case Study: How iAuditor by SafetyCulture help Coles find the profound impact of using smartphones with their processes

“iAuditor empowers us to give the customers a shop that they can trust. It also gives us the ease and simplicity to let stores really get ahead of the game to deliver on opportunities to improve.” – Simon McBurney, Senior Delivery Analyst