Template

Shrinkage Support Visit Checklist

10+

Use this checklist to assess and reduce retail shrink. Review store leadership understanding of budgets and key loss categories. Check back-of-house controls such as license to receive, SDN logging, SDC single SKU checks, stock segregation, and outbound delivery compliance. Validate front-of-house behaviors including license to serve, scanning rates, click and collect, PIMS use, branded returns, colleague searches, and EAS responses. Confirm process discipline: gap walks, refunds and negative counts, hi/lo checks, code 30s and returns accuracy, W2W preparation, damage labeling, security tagging, defensive merchandising, and ODAS routines.

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

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

Stock Loss Audit for Retail Stores

This stock loss audit template helps retail teams identify and prevent shrink across the store. Use it to review access control at back doors and yards, secure high value stock, lock and monitor counters, fridges, and cabinets, control keys, and verify CCTV and EAS are in place. It guides checks on tills and self checkout operations, guard presence, click and collect hubs, dot com vans and returns, waste processing and records, and daily colleague searches. Improve compliance, tighten processes, and reduce risk across front of house, warehouse, and PFS.

by Katie Porter, from the Community

10+

Get

Template

Retail Lockdown Audit Checklist

This retail lockdown audit checklist helps store teams evaluate shrink prevention and security practices across people, processes, and premises. Sections cover colleague training, guarding KPIs, shrink folder reviews, SRM and DSS reporting, cash management controls, CCTV coverage, staff searches, tobacco controls, keys and alarm fobs, sales floor tagging and POS, self service procedures, back of house storage and access, click and collect security, and waste management. Use it to identify gaps, reduce loss, strengthen compliance, and improve store safety.

by Stephanie Cruz, from the Community

10+

Get

Template

Victoria and Tasmania Supermarket Shrinkage Review

This checklist helps supermarket leaders assess shrinkage and risk across key store areas. Review front end security, self checkouts, cashier procedures and bag checks. Evaluate cash control, refunds and saved transactions. Inspect service desk and cigarette kiosk practices, including storage and bulk deliveries. Validate product integrity for perishables and long life items, stock rotation, markdowns and waste. Check electronic article surveillance routines and responses. Examine receiving processes, back dock security, invoice handling and claim procedures. Verify inventory controls including AutoStockR tasks, stock on hand adjustments and product investigations. Assess high theft risk categories such as health and beauty, batteries, razors and liquor. Confirm CCTV coverage, alarm settings, system access and defensive merchandising controls. Use findings to reduce stock loss, strengthen compliance and improve store profitability.

by Phil Batten, from the Community

20+

Get

Template

Security and Safety Audit Checklist for Retail Stores

This security and safety audit checklist is designed for retail environments to standardize store inspections and reduce risk. It covers sales floor practices like access control, till usage, panic alarms, and emergency contacts; cash handling and banking controls including float checks, refunds, discrepancies, and safe access; office and back-of-house security such as CCTV monitoring logs, bag checks, and stationeries; and health and safety requirements including fire alarm and emergency light tests, fire warden details, first aid readiness, and evacuation records. Stockroom processes include replenishment, delivery logging, returns, transfers, click and collect notifications, and clear egress routes. Final sections capture reports and sign-offs for accountability and compliance.

by David Barrett, from the Community

20+

Get

Template

Toymate Loss Prevention Best Practice Review

This comprehensive Toymate loss prevention best practice review helps retail teams assess cash handling, register variances, safe and cash office controls, and end-of-day reconciliation. It covers refunds and discounts compliance, customer service standards, CCTV, alarm and EAS checks, store access control, and incident reporting. The checklist also reviews store safety and compliance, receiving area controls, wastage and returns handling, supplier claims, ticketing accuracy, security tagging, high-risk merchandise placement, and online order processes including click and collect verification. Use it to drive action plans, reduce shrink, and improve operational performance.

by Loss Prevention, from the Community

10+

Get

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

20+

Get

Shrinkage Support Visit Checklist

About author

You might also like

Stock Loss Audit for Retail Stores

Retail Lockdown Audit Checklist

Victoria and Tasmania Supermarket Shrinkage Review

Security and Safety Audit Checklist for Retail Stores

Toymate Loss Prevention Best Practice Review

Store Audit Visit Checklist

You might also like

Stock Loss Audit for Retail Stores

Retail Lockdown Audit Checklist

Victoria and Tasmania Supermarket Shrinkage Review

Security and Safety Audit Checklist for Retail Stores

Toymate Loss Prevention Best Practice Review

Store Audit Visit Checklist