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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.
TemplateGold Standards Shop Visit - LN South
A detailed retail shop audit framework designed to maintain gold standards across retail operations. The checklist covers four main areas: shop front presentation, shop floor management, colleague performance, and behind-the-counter operations. It includes specific criteria for evaluating store cleanliness, customer service quality, compliance adherence, and operational efficiency. The document provides a structured approach to assessing retail locations, ensuring consistent service delivery, and maintaining brand standards. It includes sections for recording actions and obtaining necessary sign-offs, making it an essential tool for retail managers and auditors conducting store visits.
by Tony Woods, from the CommunityDownloads: 70+Get- Template
Fruit and Veg Standards Audit
A detailed audit template designed for evaluating fruit and vegetable department operations in retail settings. This comprehensive checklist covers essential areas including preparation space cleanliness, food safety protocols, staff compliance, merchandising standards, and product quality management. The audit encompasses key inspection points such as cleaning procedures, storage conditions, staff presentation, product freshness, pricing accuracy, and display maintenance. It ensures compliance with hygiene standards while maintaining optimal product presentation and customer service levels. The template helps managers maintain consistent operational standards and identify areas requiring improvement in both back-of-house preparation areas and customer-facing sales floors.
by Gerhard Olivier, from the CommunityDownloads: 70+Get - Template
Secure Waste. Store manager weekly shrinkage check
This document outlines comprehensive waste management procedures for retail operations, focusing on security and control measures. It details protocols for waste cage access, disposal supervision, and documentation requirements. The guide covers specific procedures for different departments including produce management, counter maintenance, and clothing disposal. Key features include manager-controlled access to waste areas, daily waste booking and clearance protocols, produce reduction tracking, counter maintenance standards, and clothing waste management. The document emphasizes the importance of proper documentation, regular supervision, and maintaining accurate stock records while preventing unauthorized waste disposal. Special attention is given to secure waste handling and weekly shrinkage checks by store management, ensuring compliance with retail waste management best practices.
by Tesco Cleethorpes, from the CommunityDownloads: 70+Get - Template
Evaluación de Experiencia de Compra Go Mart
Plantilla en español para evaluar la experiencia de compra en tiendas Go Mart. Cubre estacionamiento y fachada, piso de venta, limpieza, exhibidores y góndolas, ejecución de POP y planogramas. Incluye áreas de comida rápida, café y bebidas frías, hornos y roller, panera y donera, open case, cuarto frío y Beer Cave, así como la zona de vinos. Revisa checkout, precios, caducidades y orden. Integra un modelo de servicio con saludos, apoyo en piso, venta cruzada y despedida. Considera baños públicos, seguimiento de folios de mantenimiento y un plan de acción con próxima revisión.
by CLAUDIO MONTES, from the CommunityDownloads: 70+Get - Template
Weekly Stock Audit
This detailed inventory report provides a comprehensive stock count of essential hardware components and supplies. The document tracks quantities of various items including different types of screws, Hettich handles, Metabox drawer sets in various sizes, cabinet hinges, mounting plates, and general hardware supplies. The inventory specifically covers drawer systems ranging from 350mm to 470mm, various hinge types including 45-degree soft close, 107-degree, and 180-degree options, along with essential supplies like edge tape, adhesives, and mounting hardware. This stock management document appears to be designed for a cabinet or furniture manufacturing facility, helping maintain optimal inventory levels of crucial components.
by Wendy Grant, from the CommunityDownloads: 70+Get - Template
Sale of Liquor Mode of Sale Checklist
Use this retail focused checklist to manage responsible liquor sales at checkout. It guides supervisors and operators through ID verification, age checks for over eighteen, visual intoxication assessment, reasonable belief scenarios, and when to refuse a sale. Includes steps for supervisor acknowledgment, entry of date of birth into the point of sale, and customer interaction standards. Ideal for supermarkets and liquor stores to meet licensing laws and protect staff and customers.
by Grant McEwan, from the CommunityDownloads: 70+Get - Template
Form Survey Lokasi Yomart 2019
Template survei lokasi Yomart 2019 membantu menilai kelayakan lokasi toko retail secara menyeluruh. Form ini mencakup data pribadi pemilik, kondisi dan spesifikasi bangunan, legalitas (IMB, sertifikat, status kepemilikan), serta aspek demografi dan karakter belanja warga sekitar. Juga dievaluasi potensi area usaha seperti akses transportasi, volume lalu lintas, kedekatan fasilitas penting, risiko banjir, dan jarak ke kompetitor termasuk supermarket, minimarket, dan cabang Yomart terdekat. Bagian akhir memuat penilaian jalan depan toko, catatan khusus, dan rekomendasi surveyor.
by Tomi Ismail, from the CommunityDownloads: 70+Get - Template
Wheels V1.1
A detailed management system for tracking and monitoring Nestle account visits and equipment. The system allows users to document equipment conditions, product placement, and promotional activities across various distributors and locations. It includes functionality for surveying freezer conditions, tracking product inventory, monitoring point-of-sale materials, and evaluating market share opportunities. Users can record equipment specifications, maintenance needs, merchandising compliance, and promotional calendar adherence. The system also tracks pricing strategies, in-line freezer management, and partnership opportunities across different retail locations. This comprehensive tool helps maintain quality control and optimize product placement while ensuring proper equipment maintenance and promotional compliance.
by Paul Wheeler, from the CommunityDownloads: 70+Get - Template
R20 Rm Visit Updated Dec 2014
A detailed retail store audit checklist designed for EE store managers and regional managers to evaluate store performance across multiple areas. The checklist covers essential aspects including sales floor maintenance, customer service standards, the EE way evaluation process, sales procedures, team development, back office operations, and compliance requirements. This document helps ensure consistent store operations, maintain high service standards, and track key performance indicators. It includes sections for evaluating cleanliness, customer engagement, staff training, documentation compliance, and loss prevention measures. The checklist serves as a comprehensive tool for maintaining store excellence and identifying areas for improvement in retail operations.
by Shaun Therisa, from the CommunityDownloads: 70+Get - Template
After Car Service Checklist
Use this car service checklist to double-check your work: -Engine air filter, oil, and coolant level -Brake and clutch fluid level -Car battery and timing belt condition -Tire pressure and rotation -Headlights, windshield wipers, horns
by SafetyCultureDownloads: 60+Get - Course
Leadership in Retail
This course covers essential skills for effective retail leadership, including team collaboration, trust-building, conflict management, and motivation. Learners will explore strategies for leveraging technology, fostering inclusivity, and adapting to industry changes, equipping them to lead confidently and drive success in the dynamic retail environment. (Last updated: January 2025)
by SafetyCultureGet4 LessonsDownloads: 60+ - Template
Nike Store Review Checklist
This Nike Store Review checklist is designed for retail leaders to assess store performance across brand standards, service quality, operations, and people. It covers KPIs such as revenue, conversion, UPT, average basket, and traffic; visual merchandising for apparel and footwear; mannequin and lighting standards; security tagging; and cleanliness. Service behaviors like greeting, customer journey, engagement, and the Never Say No approach are evaluated alongside leadership practices including huddles, Daily Game Plan, Team Captain duties, and PULSE reporting. Operational checks include pricing accuracy, back-of-house organization, deliveries processing, refill routines, cash wrap readiness, staffing coverage, and peak hours management. People processes such as communication boards, evacuation plans, SKU training, A15 topics, and onboarding are also included.
by SafetyCultureDownloads: 60+Get - Template
Vulnerability audit v1
A detailed security operations vulnerability assessment checklist designed for retail environments, specifically focusing on store security protocols and loss prevention measures. The document covers critical areas including access control, high-value item security, staff compliance, and operational safety measures. Key components include back gate security, waste management, shrinkage prevention, key control, pharmacy security, CCTV monitoring, and staff protocols. The checklist also addresses specific retail security concerns such as self-service areas, click and collect operations, and high-value product protection. This comprehensive audit tool helps identify potential security vulnerabilities and ensures compliance with established security protocols across all store areas and operations.
by Alan Ritchings, from the CommunityDownloads: 60+Get - Template
One Facility Case Cleaning Report for Tesco
Use this One Facility template to run and record refrigerated case cleaning across Tesco stores. The checklist covers sign-in and permits, dynamic risk assessment, isolating cabinets, debris removal, drain and P-trap cleaning, honeycomb and panel removal, jet washing and vacuuming, leak detection, photo evidence at each stage, Verisae job tracking, reinstating power, final checks, and manager and engineer sign-offs. Ideal for consistent, auditable store cleaning workflows.
by Kelly Sutherley, from the CommunityDownloads: 60+Get - Template
Backstage Excellence
This document presents a detailed assessment framework for evaluating retail backstage operations excellence. It covers four main areas: GM Backstage Excellence, Food Backstage Excellence, Operations, and Visual Merchandising (VM). The checklist examines stock organization, storage layouts, operational processes, and visual merchandising setups. Key focus areas include seasonal and core stock management, department segregation, cold chain compliance, equipment handling, and workspace organization. The assessment helps ensure efficient backstage operations, proper stock management, and adherence to retail best practices. It provides a structured approach to maintaining organized, efficient, and compliant backstage retail operations while supporting front-of-house activities.
by Craig Berrie, from the CommunityDownloads: 60+Get - Template
Retail Fire Control Inspection by Mitti
Identify and mitigate the risk of fire within your operation.
by Danial Cummins, from the CommunityDownloads: 60+Get - Template
Novatec Einsatzbericht 2021 Vorlage
Diese kostenlose Novatec Einsatzbericht Vorlage 2021 dient zur strukturierten Dokumentation von Installationen, Service und Wartung in Filialen und Projekten. Erfassen Sie Auftrag, Zeiten, Fahrt und Pausen, Techniker, Taetigkeiten und Mehraufwand. Decken Sie Produktgruppen wie Warensicherung EAS, Video, Einbruchmeldeanlage, Perimeter, Schutznebel und Zutrittskontrolle ab. Pruefen Sie Kundenzaehlung, Alarmdetektion, Netzwerkanbindung LAN WLAN Modem, Kassenloeser und Deaktivatoren. Halten Sie Materialverbrauch, Ersatzteile, Wartungspruefungen sowie Bilder, Zeichnungen und Unterschriften fest. Ideal fuer Handelsunternehmen und Service-Teams, die Qualitaetssicherung und Nachverfolgbarkeit mit SafetyCulture digital abbilden moechten.
by Marc Ennulat, from the CommunityDownloads: 60+Get - Template
Freshness and Full Availability Audit
Use this comprehensive retail audit checklist to evaluate product freshness and full on-shelf availability across grocery departments, including flowers, bakery, fruit and veg, convenience, bread and cakes, chillers, meat and poultry, freezers, non-food, and limited offers. Verify stock rotation and T-dates, temperature compliance, cleanliness, and reduced-to-clear controls. Track off-sales by category and enforce removal procedures to prevent out-of-date or unsafe products.
by Carmen Miller, from the CommunityDownloads: 60+Get