Template

Retail Store Visit Checklist

by Greg Mcintosh, from the Community

This store visit checklist helps retail teams evaluate merchandising and in-store execution. Inspect exterior and interior presentation, verify POP displays and correct product merchandising, and capture photos of displays. Check pricing accuracy and stock levels for supplied products, note additional product needs, and request any required POP materials. Identify space for brand imagery to improve sell-through, gather sell-through feedback from the sales team, and document customer support requests. Record follow-up actions to resolve issues and ensure continuous improvement in store operations and merchandising.

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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
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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
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Retail Store Visit Checklist

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Sales Rep Visit Report Template

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