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.
- Template
Retail Store Daily Checklist - Opening
Use this Retail Store Daily Checklist to confirm retail opening tasks that include conducting toolbox talk meetings, ensuring all merchandise on display are clean, undamaged, and up to date, and checking if electronic devices like the POS system, cash registers, printers, and phones are functioning properly before commencement of operations. Use SafetyCulture to take photos of the store's areas for improvement and generate reports on the spot.
by SafetyCultureGetDownloads: 900 - Template
Vehicle Maintenance Log
A vehicle maintenance log is used by commercial fleet owners to document maintenance work and repairs. Use this template to record crucial vehicle information and keep track of vehicle's condition.
by SafetyCultureGetDownloads: 800 - Course
Planning a Sales Call
Research has shown that the most successful salespeople plan before a call. Doing your homework of researching, building an objective, and creating a strategy can help ensure that you will achieve your goal with every sales call you make. This course will discuss the essential steps of planning for a sales call.
by SafetyCultureGetDownloads: 800 - Course
Inclusive Selling
How do we sell to a diverse market? In this course, you'll learn how to sell across differences in culture, gender, and generation, and build stronger sales relationships through inclusive selling.
by SafetyCultureGetDownloads: 800 - Course
Electric and Manual Pallet Jacks
This course covers the different types of pallet jacks commonly used in the retail industry and how you can safely use and take care of them.
by SafetyCultureGetDownloads: 800 - Course
Sun Safety
In retail, sometimes we have to soak up the sun! Learn the health and safety risks caused by radiation from the sun, and how to treat and avoid skin cancer and sunburns.
by SafetyCultureGetDownloads: 600 - Template
Retail Store Checklist Template
Use this Retail Store Checklist Template converted using SafetyCulture to help manage your retail business. Conduct regular retail audit, quality assurance and safety inspections with SafetyCulture the world's #1 mobile inspection app to evaluate external, front of the house and back of the house of your retail store. This would help to identify the areas of improvement and give you a better view of frequently failed items through Analytics.
by SafetyCultureGetDownloads: 600 
TemplateMystery Shopper Gomart Grupo Operativo Mart, Sa De Cv. Tiendas Gomart, Quintana Roo
Proceso Y Gestión Operativa. Grupo Operativo Mart, Sa De Cv
by Arturo Cobos, from the CommunityGetDownloads: 600- Template
Vehicle Inventory Template
Car dealerships and vehicle management personnel can use this vehicle inventory template to document unit-specific data for organization and reference purposes. List down items such as stock number, VIN, Model, and Make among other important information that personnel and/or potential buyers would want to see.
by SafetyCultureGetDownloads: 500 - Template
Security and Safety Audit Checklist for Retail Operations
Complete audit checklist covering physical security, safety protocols, inventory management, and operational procedures for retail locations. Essential guide for compliance.
by Greg Morand, from the CommunityGetDownloads: 500 - Template
Formulario de encuesta de satisfacción del cliente
Este formulario de satisfacción del cliente se puede utilizar para recopilar opiniones de los clientes que visitan su tienda minorista. Asegúrese de que los quioscos digitales para la encuesta sean fáciles de ubicar colocando letreros. Este formulario cubre una evaluación de la apariencia de la tienda, los productos y servicios ofrecidos, los precios, el personal y la experiencia de compra en general. Obtenga información de los clientes a través del apartado de comentarios y sugerencias. Los clientes tienen la opción de introducir su nombre y proporcionar una firma digital al final de la encuesta. Utilice SafetyCulture para recopilar datos y determinar qué áreas deben mejorarse. Recopile todas las encuestas de clientes en todas las sucursales y utilice la función de análisis para realizar un seguimiento de la satisfacción general del cliente.
by SafetyCultureGetDownloads: 400 - Course
Face-to-Face Customer Interactions for the Gig Economy
Take this course to help you deliver the best customer experience during face-to-face interactions, know the tips and tricks when dealing with tough customers and identify the important safety protocols during meet-ups.
by SafetyCultureGetDownloads: 300 - Template
Plantilla de hoja de pedido
Esta plantilla de formulario de pedido generico se puede personalizar para adaptarse a las necesidades y preferencias de su organizacion. Con este formulario de pedido puede registrar la fecha del pedido, el numero del pedido y el sitio de compra, especificar la categoria, el nombre y el numero de cada articulo en el pedido del cliente, agregar la foto, el precio, la cantidad, el subtotal, el descuento, el impuesto y el total de cada articulo, documentar articulos con fechas de envio o entrega separadas y anotar el tipo de pago y el estado.
by SafetyCultureGetDownloads: 300 - Template
Retail Store Daily Checklist - Closing
Before locking the doors after the hours of operation, it is important to ensure that all items are secured and inspected. You can use this Retail Store Daily Closing Checklist to confirm if store facilities are clean and in good working condition, product inventory was updated, store equipment was shut down, and surveillance cameras and alarm systems are working. Use SafetyCulture to perform your inspections using any mobile device and automatically save all reports via cloud-based storage.
by SafetyCultureGetDownloads: 300 - Course
Point-of-Sale Systems (Fast Casual)
Point-of-sale (POS) systems are designed to help you overcome the challenges of sales and inventory. Learn all about them in this course.
by SafetyCultureGetDownloads: 300 - Template
ATM Installation and Survey Requirements Guide
Comprehensive guide for ATM installation surveys covering site requirements, specifications, clearance dimensions, and installation procedures for various store formats and ATM models.
by Tesco Bank, from the CommunityGetDownloads: 300 - Course
Creating a Positive Customer Experience
Creating a positive customer experience ensures the maintenance and broadening of an organisation's customer base. If you want to enhance your skills in customer service, this is the course for you. This 4-part course touches on what customer service really is, how to interact and impress customers, and how to engage your customer. Keeping customers happy is the aim of the game so let's get started!
by SafetyCultureGet5 LessonsDownloads: 200 - Template
Hazard Identification Checklist for Retail Industry
The main segments of the retail industry include retailing food, personal and household goods, and motor vehicle services. Activities in the industry often include hazards caused by improper loading and unloading of materials, mishandling of chemicals, and unsafe working environment that may cause slips, trips and falls. Use this checklist to ensure safety during operation. Carry out risk assessments to determine if there are sensitive risk groups in the retail sector like night workers, young persons and pregnant women and if they receive sufficient protection. Next, check if bullying and violence prevention policy is implemented and followed. Evaluate if the staff are well educated on the safety rules when working with big equipment, extreme temperatures, electricity, and chemicals. Lastly, provide recommendations to improve safety.
by SafetyCultureGetDownloads: 200