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DM Store Visit Audit Checklist

by David Barrett, from the Community

10+

This DM store visit checklist helps district managers and store leaders assess store standards and performance. Topics include compliance, cash handling, refunds, security procedures, merchandising and planograms, promotions and pricing, stock control and shrink, front- and back-of-house checks, customer service, KPIs such as conversion, ATV and sales, health and safety, and team operations. Capture comments, assign actions, and track follow-ups to improve retail operations and consistency across locations.

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Confirm accountability and compliance with a digital log

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

About author

Community

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.

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Store Audit Visit Checklist
Conduct a thorough store audit visit with this comprehensive checklist for retail teams. Evaluate loss prevention controls, cash handling and safe procedures, stock administration, deliveries and transfers, EAS tagging, CCTV, refunds and cash office processes, and daily operations. Verify health and safety compliance, training, risk assessments, and statutory signage. Use it to standardize audits, reduce shrink, improve compliance, and elevate store performance.
by Steven Williams, from the Community
Downloads: 10+
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Template
Commercial Store Visit Checklist
This commercial store visit checklist helps retail teams assess sales performance, customer service, visual merchandising, store standards, and back of house operations. Review weekly reports, communication logs, replenishment, POS signage, and window displays. Evaluate housekeeping, layout compliance, tagging, and graphics. Confirm BOH organization, CCTV checks, and secure storage. Verify people processes, training, headcount, schedules, and stock loss awareness. Check admin controls including SOPs, cash handling, banking, maintenance tickets, petty cash, audits, and key and safe procedures. Capture actions with due dates and sign off by area and store managers to drive continuous improvement.
by Chris Flynn, from the Community
Downloads: 10+
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Template
Store Closing Visit Checklist
This store closing visit checklist helps area and store managers verify end-of-day standards across operations, safety, and security. Use it to confirm clean close procedures, doors and alarms are secured, cash handling and reconciliation are correctly performed, and any operational blockers are identified. Capture visit feedback, assign follow-up actions, and standardize closing routines across multiple locations to improve compliance and store readiness.
by Oliver Shearing, from the Community
Downloads: 20+
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Template
Heartland Stars DM Store Visit Scorecard
This store visit scorecard helps district managers assess restaurant performance across service, food safety, and operations. Capture site details, review uniforms, service scripting, lighting, and POP, and log current sales. Audit cash handling and complete a critical deficiency evaluation covering front and back lines, coolers, fry and prep stations, sanitation, temperatures, restrooms, and contamination controls. Document corrective actions and opportunities to improve during each visit.
by Tyler Brown, from the Community
Downloads: 20+
Get

Store Audit Visit Checklist

Conduct a thorough store audit visit with this comprehensive checklist for retail teams. Evaluate loss prevention controls, cash handling and safe procedures, stock administration, deliveries and transfers, EAS tagging, CCTV, refunds and cash office processes, and daily operations. Verify health and safety compliance, training, risk assessments, and statutory signage. Use it to standardize audits, reduce shrink, improve compliance, and elevate store performance.

by Steven Williams, from the Community

10+

Get

Template

Commercial Store Visit Checklist

This commercial store visit checklist helps retail teams assess sales performance, customer service, visual merchandising, store standards, and back of house operations. Review weekly reports, communication logs, replenishment, POS signage, and window displays. Evaluate housekeeping, layout compliance, tagging, and graphics. Confirm BOH organization, CCTV checks, and secure storage. Verify people processes, training, headcount, schedules, and stock loss awareness. Check admin controls including SOPs, cash handling, banking, maintenance tickets, petty cash, audits, and key and safe procedures. Capture actions with due dates and sign off by area and store managers to drive continuous improvement.

by Chris Flynn, from the Community

10+

Get

Template

Store Closing Visit Checklist

This store closing visit checklist helps area and store managers verify end-of-day standards across operations, safety, and security. Use it to confirm clean close procedures, doors and alarms are secured, cash handling and reconciliation are correctly performed, and any operational blockers are identified. Capture visit feedback, assign follow-up actions, and standardize closing routines across multiple locations to improve compliance and store readiness.

by Oliver Shearing, from the Community

20+

Get

Template

Heartland Stars DM Store Visit Scorecard

This store visit scorecard helps district managers assess restaurant performance across service, food safety, and operations. Capture site details, review uniforms, service scripting, lighting, and POP, and log current sales. Audit cash handling and complete a critical deficiency evaluation covering front and back lines, coolers, fry and prep stations, sanitation, temperatures, restrooms, and contamination controls. Document corrective actions and opportunities to improve during each visit.

by Tyler Brown, from the Community

20+

Get

DM Store Visit Audit Checklist

About author

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Store Audit Visit Checklist

Commercial Store Visit Checklist

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Heartland Stars DM Store Visit Scorecard

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Store Audit Visit Checklist

Commercial Store Visit Checklist

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Heartland Stars DM Store Visit Scorecard