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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.
TemplateFandF Global Partnerships Compliance Review v6.5
This review should be completed in every store once per quarter and should be completed by the Area Manager/ Operations Manager. The results should be logged on the tracker provided and shared with FandF. All Red lights should have a next step in place to improve performance. Stores should use 'N/A' for any checks that are not applicable in these formats. The pass mark is now 85% for Green with stores scoring between 75% and 84% rated Amber. The audit should be checked for accuracy when partners and FandF are together in market.
by Ali McAll, from the CommunityDownloads: 40+Get- Template
Store Operations Checklist for Rota Management
Comprehensive checklist for retail store operations covering rota planning, staff scheduling, role assignments, and management coverage. Essential guide for store managers.
by Daniel Cumby, from the CommunityDownloads: 40+Get - Template
Vulnerability Healthcheck 2018/19 RA
This Vulnerability Healthcheck 2018/19 RA is a retail loss prevention and store security checklist. It guides teams to control access points, secure back gates, and prevent unchallenged entry. It covers protection of high-value areas and stock, colleague search routines, and engagement with shrinkage action plans. Food and non-food checks include waste control, counters security, chewing gum cabinets, NRC cages, and fitting rooms. Front-end controls focus on self-service staffing, till and de-tagger security, seal use, and handling of high-value articles. Dot com procedures address department security, van searches, and click-and-collect controls. Security routines include key control, guarding standards, CCTV policy, seal checks, and use of biometric systems.
by Robert Atkin, from the CommunityDownloads: 40+Get - Template
Customer Service Retail Audit Checklist
This retail customer service audit checklist helps store teams evaluate and improve every step of the in store experience. Assess greeting standards, conversational selling, probing questions, cross selling and add on sales, and objection handling. Review register operations, promotional mentions, loyalty enrollment, and thank you close. Verify staffing, red zone and no fly zone rules, and weekly KPI posting for IPS, RPS, FAR, and compliance. Check visual merchandising, signage, clearance setup, and product mix. Use this template to track performance and drive consistent customer service.
by Brad Turner, from the CommunityDownloads: 40+Get - Template
KD OSM North
A detailed operational store management (OSM) agenda outlining essential areas for retail store auditing and management. The document covers six major areas: service quality and customer experience, legal compliance and safety protocols, payroll management and scheduling, cash handling and expense control, stock management and inventory control, and shrink prevention. Each section provides specific checkpoints and action items for store managers to ensure optimal store performance, regulatory compliance, and business growth. The checklist serves as a comprehensive guide for conducting thorough store audits and maintaining operational excellence in retail environments.
by L R, from the CommunityDownloads: 40+Get - Template
Transforming Guarding. Store manager weekly shrinkage check
This document outlines essential guidelines and standards for retail security guards, focusing on creating a welcoming store environment while maintaining effective security measures. It covers key areas including front-of-store presence, protection of high-risk products, EAS gate management, incident reporting, vulnerable area patrols, and team integration. The guide emphasizes the importance of customer service, requiring guards to maintain a professional appearance, understand store loss prevention strategies, and actively participate in store operations. It provides detailed protocols for handling security incidents, conducting regular patrols, and maintaining proper documentation. The document also stresses the importance of guard integration into the store team and regular performance reviews to ensure security standards are consistently met.
by Tesco Cleethorpes, from the CommunityDownloads: 40+Get - Template
Vending Audit Checklist
This vending audit template helps teams evaluate vending machine performance and service quality. Review machine cleanliness, physical condition, lighting, labels, accessories, and locker operations. Confirm network connectivity and optimization needs, assess coil utilization, and capture photos. Gather customer feedback on schedules, cost savings, service levels, and familiarity with software and push reports. Solutions specialists can rate adherence to service schedules, machine optimization, customer satisfaction, and opportunities to increase revenue per device. Ideal for managing industrial and retail vending programs.
by Gerry Norris, from the CommunityDownloads: 40+Get - Template
FRESHASIA Sales Rep Travel Path Checklist
This FRESHASIA sales representative travel path checklist guides in store visits to grocery retailers. Verify storefront POP and catalog availability, document product range including dumplings, sliced meat, buns, dim sum, ready meals, and sauces, and record specific dumpling flavors. Assess display quality, capture current pricing for FRESHASIA and competing brands, and note active promotions. Take photos of merchandising and competitor products, log issues raised by the store, share new product information, and provide professional advice to grow sales. Track time spent in store and obtain a signature for sign off.
by Angela Zhao, from the CommunityDownloads: 40+Get - Template
Audit conformità normativa ambiente per negozi
Questa checklist in italiano aiuta a verificare la conformità normativa ambientale e la sicurezza nei punti vendita. Copre formazione (primo soccorso, antincendio, ruolo di preposto), gestione del punto vendita (emergenze, registro infortuni, cassette di primo soccorso, ordine e pulizia), manutenzioni e infrastrutture (scaffalature, soppalchi, scale, microclima, illuminazione), prevenzione incendi (estintori, idranti, registro antincendio), segnaletica e vie di fuga, locali tecnici e documentazione obbligatoria. Include sezioni per giudizio complessivo, data e firme del responsabile e dell’auditor, facilitando audit periodici coerenti con gli standard di conformità.
by Barbara Cirillo, from the CommunityDownloads: 40+Get - Template
Vic/Tas Supermarket Shrinkage Opportunities Review (Perishables)
Analytical tool for identifying shrinkage and risk opportunities within the business and store
by Phil Batten, from the CommunityDownloads: 40+Get - Template
Modèle de rapport de visite de magasin
Ce modèle de rapport de visite de magasin vous aide à vérifier la devanture, l’arrière-boutique et l’aire de vente, à contrôler l’uniforme et l’accueil du personnel, la propreté, la gestion des stocks et les journaux d’exploitation. Cochez conforme/non conforme/sans objet, joignez des photos et des notes, créez des actions correctives avec priorité et échéance, signez numériquement et exportez le rapport en PDF, Word, Excel ou Web.
by iAuditor Staff (FR), from the CommunityDownloads: 40+Get - Template
Security Visit
A detailed compliance checklist for retail store operations covering multiple critical areas of store management and security. The document includes thorough inspection points for shop floor operations, cash handling procedures, security measures, CCTV monitoring, warehouse management, and pharmacy operations. Key focus areas include staff supervision, cash control, security tagging, inventory management, and regulatory compliance. The checklist ensures proper implementation of company policies regarding store security, cash handling, stock management, and pharmacy operations. It serves as a comprehensive audit tool for maintaining operational standards and preventing losses while ensuring compliance with company protocols and safety regulations.
by Davo Plaistow, from the CommunityDownloads: 40+Get - Template
DEHA Mağazacılık Ev Tekstil Mağaza Denetimi
Ev tekstil perakendesi için tasarlanmış bu mağaza denetim kontrol listesi; evrak ve yasal uygunluk (ruhsatlar, vergi levhası, SGK, yazarkasa), kasa süreçleri (raporlar, iade ve ödeme prosedürleri), güvenlik (kamera, alarm, yangın tüpleri), fiyatlandırma ve etiketleme doğruluğu, stok ve sevkiyat kabulü, örnekleme sayımları, personel görünüm ve oryantasyon, mağaza düzeni, temizlik, bakım ve ilk yardım gibi başlıkları kapsar. Günlük kontroller ve raporlamayla kayıpları azaltmaya, düzeni sağlamaya ve müşteri deneyimi ile satış performansını iyileştirmeye yardımcı olur.
by Güray Ünal, from the CommunityDownloads: 40+Get