Categories
Retail
Discover easy-to-use Retail templates and training courses for store operation, customer service, loss prevention, and more. Use them to gain practical knowledge, streamline your work, and stay on top of industry best practices. Customize these resources to fit your needs and excel in the Retail industry with confidence.
TemplateLoss Prevention Focus Report
A detailed audit framework for retail security and stock loss prevention, specifically designed for garden centers and retail establishments. The guide covers essential areas including SLIP documentation, CCTV systems, site security, plant area protection, shop floor security measures, product protection strategies, and stock management procedures. It encompasses key operational aspects such as EAS tagging, till security, goods handling, and adjustment processes. The framework ensures comprehensive monitoring of security measures, stock accuracy, and loss prevention tactics across all retail departments, from garden machinery to food products. Special attention is given to high-risk areas and valuable merchandise, with specific protocols for documentation, monitoring, and security implementation.
by Tim Luddington, from the CommunityDownloads: 80+Get- Template
Checklist Standart Pelayanan Yomart
Checklist Standart Pelayanan Yomart membantu tim toko melakukan audit operasional harian secara konsisten. Poin pemeriksaan mencakup kerapian dan kelengkapan display, kepatuhan SKU dan penempatan, pencegahan kedaluwarsa, serta pembaruan media promosi. Termasuk standar kebersihan area parkir, teras, selling area, bawah aset, gudang dan bad stock. Menilai penampilan karyawan, serta praktik kasir seperti greeting, upselling, dan 2u3s. Memeriksa ketersediaan stok, area sewa supplier sesuai planogram dan label periode, kebersihan area tenant, serta fungsi aset (AC, lampu, genset, kasir, oven bakery, CCTV, brankas, kunci pintu). Akhirnya, meninjau ketertiban administrasi seperti buku brankas, koin mesin mainan, SO parsial rokok, void/return, dan buku komunikasi kunjungan.
by Wawan Karuniawan, from the CommunityDownloads: 80+Get - Template
GISONT ETS Daily Store Tracking
This document outlines a detailed daily store operations tracking system designed for retail environments. It includes structured sections for morning store checks, supply inventory management, clothing processing procedures, and end-of-day reporting. The form covers essential areas such as Z Rack categorization, store cleanliness, safety compliance, supply levels, garment processing, and daily productivity metrics. It requires signatures from both ETS and store management team members, ensuring accountability and proper documentation. The system helps maintain operational efficiency by tracking key metrics like number of garments hung, items salvaged, and shoes paired, while also providing space for ongoing communication and issue documentation throughout the day.
by Jesseca McDonald, from the CommunityDownloads: 80+Get - Template
Checklist Keamanan Instalasi GDM
Checklist ini membantu memastikan instalasi Glass Door Merchandiser (GDM) di outlet aman dari bahaya listrik dan kebakaran. Form mencakup pemeriksaan stop kontak dan plug, kesesuaian kapasitas kabel sesuai KHA, kondisi isolator, pemasangan dan koneksi kabel yang benar, keberadaan dan fungsi PRCD, nilai grounding sesuai standar, serta ketersediaan label inspeksi. Dilengkapi kolom identitas outlet, auditor, tanggal audit, dan tanda tangan pihak terkait untuk memastikan kepatuhan prosedur keselamatan.
by Muhammad Firdaus Solikhin, from the CommunityDownloads: 80+Get - Template
IGA Price Match Post Execution Checklist
Use this post execution checklist to review IGA Price Match rollout in store. Verify external posters and banners, entrance standee, and floor decals. Check hanging posters on every aisle, aisle blades, nine up cards, and back of store signage are present and correctly installed. Confirm an A4 terms and conditions tent card is visible at the checkout and other key locations. Record audit details, rate implementation out of ten for each area, and capture photos to document compliance and consistency across the store network.
by Marc Keegan, from the CommunityDownloads: 80+Get - Template
Supervisión mensual de tienda
Plantilla de supervisión mensual para tiendas y conveniencia que cubre evaluación de exteriores, techo, bodega, baños públicos y de personal, cámaras de conservación, piso de venta y cocineta. Incluye revisión de iluminación, equipos de aire acondicionado, drenajes, sellados, limpieza, temperaturas, equipos de comida fresca como granita, cappuccinera y cafetera, así como mobiliario, panera, hieleras y flujo de clientes. Diseñada para asegurar mantenimiento, seguridad, calidad operativa y cumplimiento en instalaciones minoristas.
by Victor Ramirez, from the CommunityDownloads: 80+Get - Template
Arcus 2019 Fit for Summer Convenience Store Green
This document outlines a detailed maintenance and safety inspection protocol for retail stores, focusing on critical equipment and systems. It covers comprehensive checks of refrigeration systems, including packs, condensers, and cold rooms; HVAC system maintenance; integral cabinet inspections; and networking verification. The checklist ensures proper functioning of store equipment, energy efficiency, and compliance with safety standards. Key areas include leak testing, temperature monitoring, cleanliness checks, and operational verification of various store systems. The document serves as a crucial tool for facility managers and maintenance teams to maintain optimal store conditions and prevent equipment failures.
by David Smith, from the CommunityDownloads: 80+Get - Template
Fit for Spring Checklist 2019
A detailed inspection checklist for garden centers preparing for spring season. The document covers multiple retail areas including garden setup, bedding canopy organization, HNS (Hardy Nursery Stock) placement, outdoor living displays, indoor leisure arrangements, and food & beverage operations. Key focus areas include proper product placement, pricing clarity, promotional displays, and seasonal preparations. The checklist ensures compliance with display standards, allergen protocols, and safety measures while maximizing visual merchandising opportunities. Special attention is given to Mother's Day preparations, spring menu implementation, and proper setup of new product ranges including furniture, BBQs, and gardening essentials.
by J Byfleet, from the CommunityDownloads: 80+Get - Template
Lista de verificación de cliente misterioso
Utilice esta plantilla general de preguntas para cliente misterioso y registrar su impresión general de un establecimiento: su entorno, la asistencia de los miembros del personal, los servicios disponibles, el equipamiento y la experiencia del cliente en general. Evalúe si la tienda se ubicó fácilmente a través de letreros visibles y si proporciona un ambiente acogedor. A continuación, evalúe si el recepcionista o miembro del personal de recursos muestran entusiasmo y ofrecen ayuda. Verifique los servicios disponibles y observe cómo los empleados realizan sus tareas. Dé una vuelta y compruebe si tiene acceso a algún equipo de la oficina. Complete la auditoría registrando elogios, oportunidades de mejora y proporcione su impresión general. Utilice SafetyCulture para capturar evidencias fotográficas y realice algunas anotaciones para darles énfasis.
by SafetyCultureDownloads: 70+Get - Template
Auditoría de tienda
Puede utilizar esta lista de verificación de auditoría de tienda para evaluar las instalaciones, los empleados, la seguridad, la limpieza y los procesos dentro de su tienda minorista. Comience por inspeccionar la disposición de los productos, los materiales promocionales y los escaparates para evaluar si están actualizados, y son apropiados y atractivos para sus clientes. Evalúe la adherencia de todos los empleados a los protocolos de la empresa, los procedimientos de seguridad y de emergencia, y verifique si demuestran conocimiento del producto. Compruebe si los materiales de almacenamiento y los sistemas eléctricos están en buenas condiciones de funcionamiento. Concluya la inspección proporcionando comentarios adicionales y coloque una firma digital para validar la inspección. También puede usar esta plantilla en todos sus puntos de venta para verificar si se cumplen los estándares de la marca. Use la función de programación de SafetyCulture para asegurarse de que nunca se le pase la realización de otra auditoría de tienda y use las Analíticas para observar las tendencias e identificar los artículos que fallan con frecuencia.
by SafetyCultureDownloads: 70+Get - Course
Emergency Preparedness and Response Plan
Emergencies can happen anywhere and at any time. Build the skills to effectively practice and enforce response procedures in times of emergencies. Learn more about emergency preparedness, roles and procedures during emergencies, and maintaining emergency readiness through emergency drills. By the end of this course, participants can play active roles in keeping themselves and their guests safe throughout emergency situations.
by SafetyCultureGet4 LessonsDownloads: 70+ - Template
Retail Safety Audit Checklist
This retail safety audit checklist helps store teams assess workplace safety and compliance across key areas. Cover policy and insurance documentation, first aid provision, incident reporting, and risk assessments. Inspect fire safety controls, exits, signage, alarms, and emergency lighting. Review housekeeping, floors, stairs, glazing, and no‑smoking compliance. Verify welfare facilities, lighting, temperature, drinking water, and rest areas. Check equipment safety, maintenance schedules, working at heights practices, and electrical safety including PAT and distribution access. Ensure staff training for inductions, manual handling, fire procedures, and equipment use. Capture evidence, note corrective actions, and obtain manager sign-off to drive continuous improvement.
by Steve Hearn, from the CommunityDownloads: 70+Get - Template
Audit sicurezza punto vendita
Questo modello di audit per la sicurezza del punto vendita aiuta i responsabili di negozio a verificare conformità normativa e buone pratiche operative. Copre formazione antincendio e primo soccorso, gestione delle emergenze, ordine e pulizia, servizi igienici e spogliatoi, vie di fuga e segnaletica, quadri elettrici ed estintori, scaffalature, scale e soppalchi, microclima e illuminazione. Utilizzalo per pianificare ispezioni, registrare evidenze e assegnare azioni correttive.
by Barbara Cirillo, from the CommunityDownloads: 70+Get - Template
Store Observation Feedback
A detailed store observation template designed to help managers and supervisors conduct thorough inspections of retail operations. The template covers four key areas: Product (quality, production, storage), Service (load times, delivery performance, upselling), Image (brand compliance, uniform standards), and Safety & Security. It includes sections for photographic documentation and additional comments, making it an essential tool for maintaining operational standards and ensuring compliance. The template helps standardize the inspection process while providing flexibility for store-specific observations and improvements. Developed through real-world experience, this template serves as a practical guide for retail management to maintain consistent quality and safety standards across locations.
by Robert Rees, from the CommunityDownloads: 70+Get