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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.
TemplateNational Freshstop Contact Report
Use this National Freshstop Contact Report to record store visit outcomes across cleanliness, merchandising, product quality, advertising and promotions, customer service, and administration. Note issues, agree action steps with the retailer, set iAuditor reminders, and follow up on completion at the next visit. Include signatures from the retailer or manager and the business consultant.
by Michael Joubert, from the CommunityDownloads: 70+Get- Template
The Bottle O Product Info Form
Use this form to request setup of new core or non core items in The Bottle O point of sale system. Capture supplier company, product description, volume or size, case pack quantity, and barcodes for single units, multipacks, and cartons. Stores generate a PDF and send it to the designated products email for processing. Designed for liquor retail operations.
by Abhay Kolhe, from the CommunityDownloads: 70+Get - Template
Morrisons Refrigeration Minor Visit Audit
To be used for all visits other than Annual Major Site Conditional Audit
by Andrew Baker, from the CommunityDownloads: 70+Get - Template
Supervisión Estaciones De Servicio Ges V2
Supervisión A Las E.S. Revisando Los Requisitos Establecidos De Inventarios, Imagen, Servicio Y Seguridad
by MARIO JOSE MARISCAL KU, from the CommunityDownloads: 70+Get - Template
Greggs Financial Audit 2022 Checklist
This Greggs financial audit checklist helps retail teams assess cash handling, banking accuracy, stock control, and operational compliance. It covers safe and till counts, daily cash reconciliation, weekly banking audits, Loomis collections, and petty cash reviews. It includes security checks such as safe status and payment terminal integrity. Store standards span safety practices, temperature control logs, quarantine areas, fire exits, food safety records, COSHH access, and visitor logs. People and HR items include right to work, contracts, training completion, hours and breaks, dress code, and probation reviews. Merchandising checks ensure products have clear price and description labels.
by Tom Bloom, from the CommunityDownloads: 70+Get - Template
Known Loss Audit
This detailed audit checklist provides a comprehensive framework for managing and monitoring retail store waste processes and known loss prevention. The guide covers essential areas including waste print documentation, security protocols for waste disposal, department-specific waste management procedures, and compliance checks. Key focus areas include waste documentation review, security measures for waste storage, department-specific controls, stock management, and general store cleanliness. The audit ensures proper waste handling across all departments including Fresh Food, Ambient, GM, Produce, Meat, and Bakery sections, while maintaining strict security protocols and management oversight. This tool helps stores maintain compliance, reduce shrinkage, and implement effective waste management practices.
by Kelly Tait-Nicholson, from the CommunityDownloads: 70+Get - Template
Goodwill Backroom Inspection
A detailed inspection framework for Goodwill backroom operations that ensures quality control and operational efficiency. The document outlines key areas of focus including customer service protocols for donor interactions, breakdown procedures for donations, pricing station management, sorting guidelines, and hanging procedures. It also covers essential management responsibilities such as production tracking, staff scheduling, and safety compliance. This checklist serves as a comprehensive audit tool to maintain consistent standards across Goodwill facilities, optimize donation processing, and ensure proper item categorization for retail operations. The guide emphasizes proper handling of special categories like boutique items and SGW (Shopgoodwill) merchandise, while maintaining organized, efficient, and safe working environments.
by Jessica Veneman, from the CommunityDownloads: 70+Get - Template
JD VM VISIT REPORT
A detailed visual merchandising inspection template designed for JD store audits and compliance checks. The checklist covers five main areas: General store presentation including window displays and housekeeping, Apparel section standards including composition and layout, Footwear department organization and display requirements, Accessories presentation and merchandising, and space for additional comments. This systematic approach helps maintain consistent store standards, proper product presentation, and effective visual merchandising across all store sections. The template ensures that key retail elements such as Top 50 products, non-display lists, and basic merchandising standards are regularly monitored and maintained to optimize store performance and customer experience.
by Sam Ridgway, from the CommunityDownloads: 70+Get - Template
Compliance Review - April 2016
A detailed operational guide for conducting F&F retail store audits, encompassing all critical aspects of store management and performance. The document covers essential areas including people management, staff training requirements, warehouse operations, stock availability, retail standards, and sales procedures. It provides specific guidelines for store layout, visual merchandising, service standards, and RFID processes. The guide is structured to ensure consistent operational excellence across F&F retail locations, with clear metrics for performance evaluation and compliance. It includes detailed checklists for daily operations, staff management, inventory control, and customer service standards, making it an essential resource for store managers, area managers, and retail staff to maintain brand standards and optimize store performance.
by Tom Shutlar, from the CommunityDownloads: 70+Get - Template
Sayım Hazırlık ve Kontrol Listesi
Bu kontrol listesi, mağaza ve depo envanter sayımı öncesi hazırlık ve organizasyon adımlarını standartlaştırmak için tasarlanmıştır. Barkodsuz ürünlerin tespiti ve etiketlenmesi, irsaliyelerin mutabakatı, imha ve ikinci kalite süreçleri, bekleme deposu kontrolleri ve kabulü tamamlanmamış sevkiyatların yönetimi gibi kritik kontrolleri içerir. Sayım başlamadan lokasyonların belirlenmesi ve etiketlenmesi, raf ve depo düzeni, yoğun rafların dağıtılması, reyonda ürün eşleştirmeleri ve sayım dışı ürünlerin ayrıştırılması ayrıntılı şekilde yönlendirilir. AVM ve emniyet bilgilendirmeleri, personel planlaması ve sayım ekibi koordinasyonu ile operasyonel akış netleştirilir. Ek olarak depo ve reyon fotoğraf gereksinimleri ile sayımcı ve mağaza personeli katılımcı bilgilerinin toplanması sağlanır.
by Erkan AKDOĞAN, from the CommunityDownloads: 70+Get - Template
Pre-Audit สำหรับซูเปอร์มาร์เก็ตโลตัส
แบบฟอร์ม Pre-Audit สำหรับร้านค้าปลีกโลตัส ใช้ตรวจความพร้อมของสาขาก่อนการตรวจจริง ครอบคลุมหัวข้อสำคัญ ได้แก่ การควบคุมวันหมดอายุสินค้า (ผักผลไม้ เนื้อสัตว์ อาหารทะเล นม ไข่ อาหารพร้อมรับประทาน เบเกอรี่ แช่แข็ง) การบริการลูกค้า การจัดวางตามแผนผังและป้ายราคา ความปลอดภัยบุคลากรและไรเดอร์ คุณภาพสินค้า การบันทึกอุณหภูมิตู้แช่ การแยกสุขดิบ ความสะอาดและสุขอนามัย การควบคุมสัตว์พาหะ และการปฏิบัติงานออนไลน์ O2O เช่น การแพ็กสินค้าสดและความถูกต้องก่อนนำสินค้าออกจากสาขา เหมาะสำหรับหัวหน้าและทีมปฏิบัติการสาขาเพื่อยกระดับมาตรฐานร้าน
by Pratchaya Saengbut, from the CommunityDownloads: 70+Get - Template
RN BJ Weekly Store Audit
A detailed retail store audit template designed to ensure compliance across multiple operational areas. The checklist covers Back of House (BOH) standards including bulky goods storage, storeroom organization, and safety equipment usage. It addresses operational compliance through repair tracking, credit processing, and customer order management. The audit also focuses on shrinkage prevention measures, security protocols for high-value items, and inventory management. Workplace Health and Safety (WHS) requirements are included, making this a comprehensive tool for maintaining store standards, safety protocols, and operational efficiency. The document requires photographic evidence for various checkpoints and manager verification, ensuring thorough documentation and accountability.
by Brent Jenkins, from the CommunityDownloads: 70+Get - Template
Certificación GQ para Vehículos
Checklist integral para concesionarios que estandariza la atención online, prospección, instalaciones, bienvenida, consulta, demostración estática y dinámica, negociación, cierre, entrega y seguimiento. Incluye uso de QRM 3.0 para leads, cotizaciones, financiamiento y registro de actividades, además de buenas prácticas 5S y orientación al cliente. Ayuda a asegurar calidad del servicio, cumplimiento de procesos y una experiencia de compra consistente en la venta y entrega de vehículos.
by Stefanny Chavarria, from the CommunityDownloads: 70+Get - Template
Enterprise Branch visit check list
Check list for area manager branch audits. Purpose is to highlight areas requiring improvement
by Nicolas Sarrasin, from the CommunityDownloads: 70+Get