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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.
TemplateVision Department Survey
A detailed inspection guide for retail TV departments focusing on system functionality and display quality. The checklist covers essential aspects including Knowhow TV content verification, HDMI cable management for both 1080p and 4K displays, content synchronization across displays, hardware integrity checks of splitter boxes and cables, media player connectivity, and IR system functionality. The guide ensures proper implementation of display systems, content delivery, and maintenance protocols. It includes requirements for documentation through store layout mapping, equipment tracking, and photographic evidence of installations. Special attention is given to 4K system components, network connectivity, and proper storage of equipment, making it an essential tool for maintaining professional TV display standards in retail environments.
by Lee Horsfall, from the CommunityDownloads: 40+Get- Template
Checkliste für die Qualitätskontrolle im Wareneingang
Diese Checkliste für den Wareneingang wurde entwickelt, um dem Qualitätssicherungspersonal die Ermittlung von Inspektionsergebnissen und erforderlichen Maßnahmen auf der Grundlage des Identifikationskennzeichnungssystems zu erleichtern. Mit dieser mobil einsetzbaren Checkliste können Sie ganz einfach die Bestellnummer, die Materialbeschreibung und die Menge angeben, eine unbegrenzte Anzahl von Fotos von Defekten oder gekennzeichneten Materialien erfassen und speichern, Echtzeit-Benachrichtigungen für geplante eingehende Inspektionen senden, Maßnahmen für akzeptierte, abgelehnte oder bedingt akzeptierte Materialien zuweisen und die eingehende Inspektion mit digitalen Signaturen abschließen.
by SafetyCultureDownloads: 30+Get - Template
UK GOV COVID-19 Safety Guide for Shops and Branches
Official UK Government guidance to help shops, branches and retail environments operate safely during COVID-19. It covers risk assessments, capacity management, social distancing, hygiene and enhanced cleaning, ventilation, and legal requirements for face coverings. The guide includes actions for queue control, managing fitting rooms and customer toilets, contactless transactions, handling goods, and supporting NHS Test and Trace in betting shops. It also details workforce measures such as fixed teams, shift planning, protecting vulnerable workers, outbreak response procedures, and clear staff communication and training to keep retail operations COVID-secure.
by SafetyCultureDownloads: 30+Get - Template
Spill Response Plan Template
This Spill Response Plan Template is a structured tool that guides businesses to safely and effectively manage hazardous and non-hazardous spills. Use this template to ensure compliance, improve response times, and give staff clear, confident steps to follow during emergencies.
by SafetyCultureDownloads: 30+Get - Course
Retail Store Quality Control Training
This course introduces the fundamentals of retail store quality and the essential practices of quality control. Learners will gain an understanding of what retail store quality entails, its importance, and how quality control and quality assurance contribute to enhancing store performance. The course also explores key indicators of quality, effective methods, and best practices for implementing quality control in retail environments. By the end of the course, learners will have acquired practical knowledge and tools to ensure consistent retail quality standards and enhance customer satisfaction.
by SafetyCultureGet3 LessonsDownloads: 30+ - Template
Store Visit Status Report Template
Use this Store Visit Status Report template to evaluate retail store standards across entrances, shop floor, digital presence, stockroom, and staff performance. Check cleanliness, merchandising compliance, pricing, lighting, and KPI communication. Record observations with photos, notes, and corrective actions, assign owners and due dates, and finalize with signatures. Export reports to PDF, Word, Excel, or web link to share insights and drive store improvements.
by SafetyCultureDownloads: 30+Get - Template
Retail Store Opening Checklist
Use this Retail Store Opening Checklist to verify that all opening tasks are complete, including holding toolbox talks, ensuring merchandise on display is clean, undamaged, and current, and checking that electronic devices (POS system, cash registers, printers, and phones) are functioning properly before operations begin. Use SafetyCulture to take photos of the store’s areas for improvement and generate reports on the spot.
by SafetyCultureDownloads: 30+Get - Course
Spill Response Training for Retail
This Spill Response Training in Retail course supports housekeeping standards by guiding employees through a company’s Spill Response and Containment Procedure. This course trains employees to identify spill types, select and use the correct response equipment, and ensure spill kits are accessible, labeled, and properly maintained. Learners will also review communication protocols for reporting incidents, complete thorough cleanup and decontamination, and understand how to investigate spill causes to prevent recurrence. By the end of this course, learners will be able to manage spill incidents effectively from containment through reporting and prevention, helping maintain a safe and compliant retail environment.
by SafetyCultureGet3 LessonsDownloads: 30+ - Course
Planogram Compliance
This course introduces the concept of planograms and highlights their role in enhancing retail efficiency, consistency, and customer satisfaction. By the end of the course, participants will understand planograms, why compliance is important, the common challenges to compliance, and the practical strategies needed to achieve and monitor compliance effectively.
by SafetyCultureGet3 LessonsDownloads: 30+ - Template
COVID-19 Checklist for Retail Employers
Use this comprehensive checklist to help retail employers implement COVID-19 prevention measures in stores. It covers building a site-specific safety plan, employee training on symptoms and hygiene, daily screening, PPE and face coverings, enhanced cleaning and disinfection, occupancy limits, physical distancing, customer communication and signage, ventilation improvements, curbside pickup, delivery protocols, and vendor management. Adapt the steps to your operation to reduce risk and protect staff and customers.
by SafetyCultureDownloads: 30+Get - Template
Checklist para sucursales: modelo de atención regional
Esta plantilla en español ayuda a evaluar el desempeño integral de una sucursal. Cubre imagen exterior e interior, sala de exhibición, área de mostrador, almacén y 5S, unidades de reparto y cadena de suministro. Incluye gestión de ventas, análisis de inventario, precios de competencia, recursos humanos, sistemas, mercadotecnia y coaching. Permite registrar acciones correctivas, responsables, prioridades y firmas.
by SafetyCultureDownloads: 30+Get - Collection
Retail Food Storage
Improve food storage practices with templates, guides, and courses. Learn how to manage dry storage safely, keep fridges and freezers at the right temperature, and reduce food waste. Prevent pest infestations, avoid contamination, and cut costs from spoilage. Protect food quality, extend shelf life, and keep retail customers safe and satisfied every day.
by SafetyCulture4 itemsDownloads: 30+ - Course
Identifying Potential Theft in Retail Stores
This course provides essential knowledge and skills to help retail employees effectively identify and address theft in the store environment. In this course, participants will learn how to observe suspicious customer behavior, implement preventive measures, and follow proper procedures for documenting theft incidents. By the end of the course, learners will be equipped with practical skills to manage theft-related situations professionally and help create a safer retail environment.
by SafetyCultureGet4 LessonsDownloads: 30+ - Template
Checklist Frente de Loja para Supermercados
Checklist operacional completo para frente de loja em supermercados. Abrange padrões de limpeza e organização de fachada e estacionamento, gestão de carrinhos e cestos, verificação de checkouts e acessórios, conduta e apresentação de fiscais, operadores de caixa e empacotadores, controle de expositores de bebidas, cigarros e produtos de alto risco, guarda-volumes, suprimentos e formulários, além de rotinas para lanchonete/cafeteria. Ideal para garantir eficiência, segurança, prevenção de perdas e uma excelente experiência ao cliente.
by Geralda Geralda, from the CommunityDownloads: 30+Get - Template
Check 5S de Staff Posventa AutoJujuy
Plantilla de checklist 5S para el área de posventa de un concesionario automotriz. Cubre recepción, estacionamiento, agenda y tableros Kaizen, puestos AC y AS, lavadero, parking y PDI. Incluye criterios de reabastecimiento, orden, limpieza, estandarización y sustentabilidad, con prácticas de Kaizen, GAV y control visual. También contempla fidelización y prospección de clientes, merchandising, muro de reconocimiento, baños, vestuarios y comedor, facilitando auditorías diarias y mejora continua.
by Mora Pujal, from the CommunityDownloads: 30+Get - Template
SafetyCulture Retail Orientation Test
Use this SafetyCulture test template to familiarize retail teams with site layouts and daily operations across stores and regional distribution centers. The checklist covers wayfinding and operational awareness, including signage identification, vending machine locations, promotional offers, and schedules for new store openings. Provided as a sample from the SafetyCulture Public Library, this template is for guidance only and should be adapted to your organization's requirements.
by Carmen Miller, from the CommunityDownloads: 30+Get - Template
Retail Store Waste Audit Checklist
Use this Book It All retail waste audit to assess how your store secures and records waste across non-food, grocery, fresh, bakery, dairy, produce, and online operations. Verify locked waste areas, key control, labeled stations, waste prints with error reports, daily waste information, and data coding. Check processes for returns, reductions, and out-of-code handling to reduce shrink and strengthen compliance.
by Jason Hannon, from the CommunityDownloads: 30+Get - Template
Grocery Floor Tour Checklist
This Grocery Floor Tour checklist helps retail teams audit HBA and grocery aisles for merchandising quality and operational standards. Review end caps for seasonal relevance and weekly sales, verify planogram execution and space allocation, check two days of selling stock, and ensure signage accuracy and cleanliness. Inspect pallet lines and profiles, coolers and freezers for FIFO and safety, business paper walls, grocery pods, and cross merchandising. Validate scanning and signing, work no movement and CWO reports, assess MET metrics, and plan items on order.
by Gary Boris, from the CommunityDownloads: 30+Get - Template
Store Controls Audit Express Checklist
This Store Controls Audit Express checklist helps retail teams audit day to day store operations and compliance. It covers stock control routines, SRM reviews, deliveries and DSS confirmations, safe declarations and cash handling, self service and manned till procedures, price integrity and shelf labels, right to work documentation, fuel payments reconciliation, payroll controls, product protection, waste management, and loss prevention. Use it to verify evidence, sign offs, and timely next steps.
by Ricky Bird, from the CommunityDownloads: 30+Get - Template
RSM Checklist: Sony Mobile ASM Review (Q1 2016)
This RSM checklist supports accompanied visits for Sony Mobile Area Sales Manager reviews. It guides Regional Sales Managers through planning and preparation, store approach and walk-through, GM engagement, selling and activation activities, and post-call administration. Evaluate knowledge of mobile and tablet markets, competitor and retailer insight, adherence to journey plans, equipment readiness, and brand standards. Coach and train retail staff on Sony product USPs, link training to promotions, track KPIs, record evidence with photos, and set clear objectives for the next visit. Includes sections for previous visit objectives, overall accompaniment rating, and signatures.
by Ste Loynd, from the CommunityDownloads: 30+Get - Template
JB Hi-Fi Storeroom Checklist
Use this NSW JB Hi-Fi storeroom checklist to keep back-of-house organized, compliant, and safe. Audit transfers and pickup paperwork, back-door logs and cage security, bulky goods handling (WAV operation, PPE, safe racking and TV storage), JBRL sign-offs and dispatch, customer repairs in Solvup, credit bay and supplier credits, and general storeroom housekeeping. Capture photos, notes, and signatures, escalate issues to RLPC or AM, and record actions for continuous improvement.
by Rebecca Daaboul, from the CommunityDownloads: 30+Get