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Commercial Store Visit Checklist

by Chris Flynn, from the Community

10+

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.

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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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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
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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SPOM Visit Checklist for Retail Store Audits
This SPOM visit checklist helps area and store managers evaluate retail branch performance across store standards, health and safety, fire safety, energy management, profitability, and compliance. It covers forklift and warehouse safety, incident logging, near miss reporting, fire exits and alarm checks, key holder information, opening and closing accuracy, energy policies and training, trading performance and cost of failure, delivery and admin recovery, banking controls, petty cash, stock procedures, returns, and order processing. Use it to document observations, attach photos, set corrective actions with due dates, and confirm adherence to processes to improve store performance and compliance.
by John Norris, from the Community
Downloads: 0
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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
Retail Operations Manager Store Visit Checklist
Use this comprehensive store visit checklist for retail operations managers to assess sales focus and KPIs, execute floor walks, verify merchandising standards, and ensure back-of-house compliance. Review POS and signage, stock mix, replenishment, grooming, and facility maintenance. Evaluate customer service behaviors, promotion awareness, and leadership presence. Check visual merchandising by trend and color, discount labeling, and recovery. Audit stockroom order, VM equipment, paperwork, and first aid. Conduct loss prevention checks including cash handling, banking variances, refunds, discounts, and staff purchases. Confirm shift briefings, debriefs, and email access. Capture training needs, meeting cadence, coaching, and development plans, and conclude with an objective action plan.
by Lam Ho, from the Community
Downloads: 0
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Commercial Store Visit Checklist

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