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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.
TemplateWheels - Sure Winner Foods Work With Checklist
This retail work-with checklist is designed for coaching field sales representatives in grocery and convenience stores. It focuses on capability development such as aggressive salesmanship, rotation, product quality, backstock, rapport building, POS utilization, and ordering practices. It includes recognition and feedback, safety procedures like using safety cones and cleaning condensation, a recap section, and a store survey with location, store name, comments, and photos.
by Paul Wheeler, from the CommunityDownloads: 50+Get- Template
Auditoria Estaciones De Servicio
Esta Auditorìa Persigue Levantar Los Activos Instalados En Las Estaciones De Servicio Asì Como Sus Condiciones Y Mantenimiento Necesarios.
by Roberto Lopez, from the CommunityDownloads: 50+Get - Template
Health and Beauty Retail Loss Prevention Audit
This checklist supports loss prevention and compliance in health and beauty retail areas. It covers secure lockup access and key control, ensuring no stock is left unattended, and staffing of cosmetic aisles based on store trading times and heat maps. It guides use of security point of sale materials in high value zones, protection of razors, skincare, and other high risk items, and positioning of off fixture displays in high footfall areas under CCTV. It promotes colleague engagement to identify top loss lines and actions to reduce shrink while maintaining clear merchandising and pricing standards.
by Chris Ward, from the CommunityDownloads: 50+Get - Template
Tesco Case Clean Aborted Report
This Tesco Case Clean Aborted Report template helps store teams and supporting engineers record instances when a scheduled refrigerated case clean cannot proceed. Capture store name, number, and address, list supporting engineers, document reasons for the abort, and attach photos of the signing in book and work permits. Collect duty manager and engineer signatures to ensure traceability and compliance. Use this record to support audits and corrective actions within retail operations.
by Kelly Sutherley, from the CommunityDownloads: 50+Get - Template
Wheels DG IC
A detailed survey guide for inspecting and maintaining ice cream freezers at Dollar General stores. The document covers essential aspects including freezer condition assessment, product inventory management, and merchandising standards. It provides specific checklists for both single door and double door upright freezers, covering physical condition, temperature maintenance, product rotation, and planogram compliance. The guide also includes sections for tracking out-of-stock items, checking product code dates, and ensuring proper POS material placement. Special attention is given to Nestle ice cream products and their proper display requirements, making this an essential tool for store audits and maintenance procedures.
by Paul Wheeler, from the CommunityDownloads: 50+Get - Template
Woolworths Supermarkets Safety Pack SA and NT
This monthly workplace inspection checklist for Woolworths Supermarkets in South Australia and Northern Territory guides safety teams through department checks across bakery, deli and seafood, produce, meat, liquor, storeroom, office and entrances. It covers electrical tag and test, machine guards and emergency stops, refrigeration and coolrooms, alarms, signage, first aid and authorised user lists to support compliance and safe store operations.
by Gareth Lloyd, from the CommunityDownloads: 50+Get - Template
NRA Retail Operating Checklist for COVID-19
This NRA retail operating checklist helps stores reopen and operate safely during COVID-19. It covers financial viability, staffing plans, social distancing, signage, cleaning and disinfection, hand hygiene, high risk areas such as fitting rooms, contactless delivery and payments, click and collect, occupancy and queuing controls, PPE and supplies, staff training, communication, incident response, and reopening after an outbreak. Use it to verify protocols before opening each day and to maintain compliance with public health guidance.
by SafetyCultureDownloads: 40+Get - Template
Retail Health and Safety Checklist
Download and use this retail health and safety checklist to keep stores safe, compliant, and risk-free for employees and shoppers.
by SafetyCultureDownloads: 40+Get - Template
Plantilla de formulario de orden de compra
Esta plantilla de formulario de orden de compra es ideal para mayoristas o pedidos al por mayor. Use este formulario de orden de compra para hacer lo siguiente: 1) indicar la fecha y el número de la orden de compra, 2) aclarar las condiciones de envío y pago, 3) añadir tantos artículos como necesite al pedido, 4) registrar la tasa de impuestos, impuestos, gastos de envío y manejo, y 5) aprobar la orden de compra mediante firma digital.
by SafetyCultureDownloads: 40+Get - Course
Product Labeling Training
This course explores the essentials of product labeling: what it is, why it matters, and how it varies across different food types. Learners will cover key label components, special requirements like allergen and canned food labeling, and strategies to create effective, compliant labels. The course also highlights current trends and technologies shaping labeling practices today.
by SafetyCultureGet4 LessonsDownloads: 40+ - Course
Onboarding - Retail
An example course for onboarding new retail employees at an electronics store.
by SafetyCultureGet1 LessonDownloads: 40+ - Template
COVID-19 General Checklist for Retail Employers
This COVID-19 retail employer checklist helps implement a worksite-specific plan to reduce transmission. It covers risk assessment, employee training, daily screening, cleaning and disinfection, physical distancing, face coverings, PPE, and ventilation. Guidance includes store operations such as limiting occupancy, curbside pickup, senior hours, contactless payments, and delivery protocols. Use it to document responsibilities, compliance checks, and incident response, including notifying health authorities and isolating close contacts.
by SafetyCultureDownloads: 40+Get - Template
Modèle de bon de commande
Ce modele de bon de commande est destine aux grossistes ou aux commandes en gros. Utilisez ce formulaire de commande pour effectuer les operations suivantes en indiquant la date et le numero du bon de commande, en precisant les conditions d'expedition et de paiement, en ajoutant autant darticles que necessaires a la commande, en enregistrant le taux dimposition, la taxe, les frais despedition et de manutention, et en approuvant le bon de commande en apposant une signature numerique.
by SafetyCultureDownloads: 40+Get - Template
SHEIKE Visual Merchandiser Audit Layout Report
This visual merchandising audit template for SHEIKE helps retail teams evaluate store standards and layout execution across the shop floor and backroom. Review cleanliness, fixture placement, mannequin updates, accessory merchandising, and security tagging. Check stock levels, sale presentation, and replenishment. Capture training status, note maintenance issues, and record communications. Attach photos for windows, areas, and backroom to document compliance and action items.
by Gavin Fielding, from the CommunityDownloads: 40+Get