Digital Retail Store Audit Checklists
Standardize retail outlets and guarantee compliance with a mobile app
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
Retail Store Audit Templates
You can use this General Store Audit Checklist to evaluate the store, employees, and store processes. Begin by inspecting the product and store layout, promotional materials, and window displays – check if they are up to date, appropriate, and appealing to your customers. Assess all employees’ adherence to company protocols, safety and emergency procedures, and check if they demonstrate product knowledge. Check if storage materials and electrical systems are in good working condition. Conclude the inspection by providing comments and affix a digital signature to validate the inspection. You can also cascade this template to other store managers and collaborate to check if brand standards are met. Use iAuditor’s scheduling feature to make sure you never miss conducting another store audit and use analytics to watch for trends and identify frequently failed items.
Retail Store Operations Checklist
This Retail Store Operations Checklist can be used to evaluate the following: employees’ product knowledge, facility cleanliness, merchandise and window display’s appeal to customers, and safety of item storage. You can download this template and customize it to meet your store’s standards.
Retail Store Daily Checklist - Opening
Use this Retail Store Daily Checklist to confirm retail opening tasks which may include conducting toolbox talk meetings, ensuring all merchandise on display are clean, undamaged, and up to date, and checking if electronic devices like the POS system, cash registers, printers, and phones are functioning properly before the commencement of operations. Use iAuditor with your mobile to take photos of defective items and generate reports on the spot.
Retail Store Daily Checklist - Closing
Before locking the doors after the hours of operation, it is important to ensure that all items are secured and inspected. You can use this Retail Store Daily Closing Checklist to confirm if store facilities are clean and in good working condition, product inventory was updated, store equipment were shut down, and surveillance cameras and alarm systems are working. Use iAuditor to perform your inspections using any mobile device and automatically save all reports via cloud-based storage.
Retail Store Checklist Template
Use this Retail Store Checklist Template converted using iAuditor to conduct regular retail audit, quality assurance, and safety inspections. With iAuditor the world’s #1 mobile inspection app you can evaluate external, front of the house, and back of the house of your retail store. Conveniently identify the areas for improvement by using Analytics to look for frequently failed items.
An inventory template is used to create a basic list of your assets. It can be used in different industries such as manufacturing, office, construction, etc. It is used by auditors to update the business’ inventory list. This template has been built to performing the following:
- Add an item to your inventory list;
- Record labels or product numbers;
- Capture photos of the products;
- List the quantity and net value;
- Complete the audit by confirming the total number of inventory items and its value; and
- Affix a digital signature to validate your audit.
Retail 6S Lean Safety Checklist
This Retail 6S Lean Safety Checklist includes safety in addition to the existing 5S program (sort out, set in order, shine, standardize, and sustain). Use this template to identify hazards or potential risks while performing tasks in the retail store and provide risk rating and hazard control measures to be implemented. Use iAuditor to generate on-site reports and capture photos of red tagged items.
Retail Customer Satisfaction Survey
This Retail Customer Satisfaction Survey can be used to collect feedback from customers who visit your retail shop. This survey will ask the customers about the shop’s appearance, products and services offered, pricing, staff, and the overall customer purchasing experience. Set up this satisfaction survey via kiosk and use iAuditor to gather data and determine what areas need to be improved using Analytics.
Bonus! Retail Mystery Shopper Checklist
This Retail Mystery Shopper Checklist can be used to ensure that retail staff follows the standard processes of the company. Use iAuditor the world’s most powerful digital inspection app to assess staff’s attitude and behavior when assisting and acknowledging a customer. Record your observations and recommendations and generate reports on areas for improvement.