Template

AM Monthly Checks for Retail Forecourt Operations

by Naveen Saharan, from the Community

Use this AM Monthly Checks template to standardize monthly audits across retail forecourts and convenience stores. Inspect pumps, islands, bins, carwash and jet wash areas, signage and campaigns, shopfront and promo bays, tills and toilets, stock rooms and offices. Verify inventory health, margins, profit and loss, losses and wastage, markdowns, cash and lottery checks, suspended sales, and drive offs. Confirm audits are completed and maintenance issues reported. Track coffee and drink machines and chase unresolved actions.

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With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

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This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Monthly Forecourt Site Visit Report
Use this monthly site visit report to audit forecourt and convenience store operations. Inspect forecourt POS, pole sign, fascia and canopy lighting, ATM, carwash and jetwash, and air and vac. Check customer safety, pump and nozzle cleanliness, availability of gloves, towels, bins, and sand buckets, and the presentation of shopfront displays and lotto POS. In-store, review entrance and windows, coffee machine status, promo compliance, fresh food range, on-shelf availability across drinks, confectionery and vapes, labeling and out-of-date checks, floor safety, toilets, overall cleanliness, upselling, staff uniforms, and till areas. Verify storeroom safety and organization, office tidiness, legals and cash audit, safe and CCTV, Prism and till status, reconciliation, inventory health, stock checks, paperwork and profit and loss. Log maintenance issues and sign off previous actions.
by Hussain Rashid, from the Community
Downloads: 20+
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Template
HUSSAIN Monthly Visit Report
This monthly visit report template supports audits of forecourt and convenience retail operations at fuel stations. Inspect forecourt safety, cleanliness, pump and island condition, and availability of gloves and paper with bins emptied. Review shopfront presentation, clear entrances and approved signage, promotion compliance, and coffee machine status. Check fresh food range and availability, till counters for upselling and incentives, stock gaps, labeling, out-of-date items, and category availability including oils and vapes. Assess shop floor and bulk stacks, office tidiness, and storage practices. Verify storeroom safety, off-floor storage, and organization to maintain consistent retail standards across sites.
by Hussain Rashid, from the Community
Downloads: 10+
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Template
Convenience Store Daily Walkaround Checklist
This daily convenience store walkaround checklist helps managers and staff inspect the forecourt and pumps, air and vacuum stations, and car wash; verify signage and exterior cleanliness; and review in-store standards. Check flooring, shelves, beverage and coffee stations, coolers and stock with priority never out items, tobacco and lottery, and food service areas including roller grill and microwaves. Confirm restrooms are clean, stocked, and operational. Capture safety and compliance tasks such as surveillance systems, emergency and environmental documents, cash handling, age verification, training logs, and first aid kit. Use this checklist to find issues early and keep operations consistent and compliant.
by Beth Kratochvil, from the Community
Downloads: 10+
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Template
SGN Standards Audit 2023 Checklist
This SGN standards audit checklist is designed for petrol forecourts and convenience stores. It covers exterior site condition, pumps and LPG, canopy and signage, fuel delivery area, car wash and air/vac machines, safety equipment, shop exterior and floor standards, merchandising and planograms, chilled and hot food controls, promotions and age-restricted sales, waste management, back-of-house storage and hygiene, security and CCTV, EPOS and paperwork, banking and wet stock controls, staff uniforms and training, and supplier compliance. Use it to verify daily and monthly requirements, record findings, and maintain compliance and retail excellence across the site.
by Ricardo Teresa, from the Community
Downloads: 0
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AM Monthly Checks for Retail Forecourt Operations

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Monthly Forecourt Site Visit Report

HUSSAIN Monthly Visit Report

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SGN Standards Audit 2023 Checklist

You might also like

Monthly Forecourt Site Visit Report

HUSSAIN Monthly Visit Report

Convenience Store Daily Walkaround Checklist

SGN Standards Audit 2023 Checklist