Template

Full Store Visit Template

by Audit 1, from the Community

10+

This full store visit template helps retail teams assess store standards, availability, promotions, process compliance, and Food to Go services in one structured audit. Review vape sales and priorities, evaluate external signage, cleanliness, lighting, shelf presentation, and warehouse and staff areas. Check pricing and promotions, upselling, product quality, stock rotation, and availability across ambient, chill, and freeze. Verify key compliance items including cash office, coupons, returns, security of restricted products, sales and labour controls, waste reviews, negative stock, delivery acceptance, price changes, rotas, holiday tracking, and temperature checks. Confirm services such as Paypoint and Food to Go are operational and well marketed, and capture a clear visit summary with 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

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.

Template
Full Store Visit Checklist for Retail Stores
Use this comprehensive Full Store Visit Template to evaluate retail operations across standards, processes, compliance, and services. Inspect storefront presentation, lighting, cleanliness, shelf labeling, promotion execution, CCTV and alarms, stock accuracy, and customer service. Verify cash office procedures, age-restricted sales training, waste and exceptions management, temperature checks, and food safety. Assess availability across ambient, chilled, and frozen, price accuracy, and service offerings such as Paypoint, Payzone, Hermes, and Food to Go. Summarize findings and assign actions to improve store performance.
by Audit 1, from the Community
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Template
Actions and Visit Summary
This Actions and Visit Summary template helps retail teams capture store visit details and drive follow-up actions. It covers key operational checks including NIL walk completion, positive stock with no sales review, waste and price override controls, bread claims documentation, verification of fresh delivery checks and claims, and maintenance of minimum stock levels on ordering systems. It also prompts review of colleague holiday tracking and budgets, as well as upsell execution at tills. Use this template to standardize store visit reporting, assign owners, and track resolution of issues across locations.
by Audit 1, from the Community
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Template
DM Store Visit Audit Checklist
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.
by David Barrett, from the Community
Downloads: 10+
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Template
Conventional Full Day Operational Visit Checklist
This comprehensive checklist supports district managers and store leaders during a full day operational visit to a conventional grocery store. It covers exterior and entrance standards, front end and checkout performance, and detailed department reviews for produce, meat, dairy, milk, bakery, deli, frozen, and center store. Items include in stock and rotation checks, date and quality verification, signage and pricing accuracy, planogram and ad compliance, sanitation and equipment cleanliness, cooler and freezer organization, and regulatory tasks such as grind logs and food safety signage. It also guides vendor receiving practices, backroom, restroom, dock and office audits, financial reviews including gross profit observations, and staffing and scheduling adherence, ensuring a clean, safe and sales ready store.
by Tony Malanga, from the Community
Downloads: 10+
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Full Store Visit Template

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Full Store Visit Checklist for Retail Stores

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