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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.
TemplateRitchies Stores Deli Audit
This Ritchies Stores Deli Audit is a practical checklist for deli supervisors conducting store visits. It focuses on food safety, hygiene, and compliance, including clean cases, correct use of day dots, hot food holding times, sanitising, PPE, and safe storage. It also reviews temperature logs and cleaning schedules. Merchandising and profitability are covered through case presentation, ticketing, specials, SATO usage, stock rotation, and category displays for fridge, cheese, seafood, hot foods, and prepared meals. Customer service and team engagement checks include service technique, weekly focus line targets, sampling, PA usage, and effective communication. Designed to be completed at least twice per year per store to support growth in team capability and business performance.
by Natasha Adams, from the CommunityDownloads: 30+Get- Template
The Recipe observation sheet
This document outlines a structured observation checklist for retail store customer service interactions. It provides a systematic approach to evaluating employee-customer engagements, from initial greeting through to sale completion and setup. The checklist covers key touchpoints including welcome procedures, customer comfort, rapport building, product demonstrations, and device setup protocols. It emphasizes the importance of personalized service through steps like contact transfer, app downloads, and accessory recommendations. The form includes specific attention to NPS (Net Promoter Score) considerations and requires both employee and observer verification. This template serves as a valuable tool for maintaining consistent service standards and training retail staff in best practices for customer engagement. The checklist ensures no critical service elements are overlooked and helps maintain high customer satisfaction levels through standardized service delivery.
by Shaun Therisa, from the CommunityDownloads: 30+Get - Template
Tesco Every Aisle Every Day Checklist
This Tesco Every Aisle Every Day checklist supports consistent store execution across grocery retail. It covers front of store, dairy, meat and poultry, food to go, bakery, seasonal aisles, grocery, and general merchandise. Items include SEL and SISEL placement, planogram compliance, promotion signage, stripping condition, fixture cleanliness with evidence of cleaning plans, stock control with gap and low line scans, shrink investigation, and maintenance. It also assesses warehouse standards, product grouping and signage, waste and damages handling, consolidation areas, and communication center and logbook sign off.
by Paul Gethen, from the CommunityDownloads: 30+Get - Template
ESKORT Butchery Checklist
This ESKORT Butchery checklist helps retail teams audit daily operations across the store and food prep areas. Review exterior and entrance presentation, front end service and POS, receiving procedures, calibrated scales, and secure stamps. Verify cold chain, fridge and freezer organization, cleaning rosters, and ICLEAN equipment. Check staff appearance and PPE, kitchen hygiene and 30 minute cleaning alarms, stock rotation and expiry, correct packaging, merchandising standards, pricing and promotions, and stock reports.
by Jean Greeff, from the CommunityDownloads: 30+Get - Template
SSC V4-V5 Install Survey Rev 2
A detailed site assessment document designed to capture all essential information needed for retail equipment installation. The survey covers critical aspects including store access details, delivery restrictions, physical measurements, obstacle identification, floor and ceiling specifications, security requirements, and technical infrastructure. This comprehensive checklist ensures proper planning for equipment installation by documenting everything from basic store information to specific technical requirements like electrical connections and builder's work. The form includes sections for documenting existing equipment, security measures, and any necessary modifications or relocations needed for successful installation. It serves as a crucial planning tool for project managers, installers, and store operations teams to ensure smooth implementation of new equipment while maintaining store operations and security protocols.
by Stuart Lanchester, from the CommunityDownloads: 30+Get - Template
Checklist de Tiendas GES 2.0
Checklist en español para auditorías de tiendas de conveniencia GES. Cubre equipos y comunicación (cómputo, POS, pagos, WiFi), merchandising y precios, instalaciones (refrigeración, fast food, aire, iluminación, filtraciones), disponibilidad de inventario de marcas clave y control de personal (plantilla, uniforme, protocolo). Ideal para visitas de supervisión y para estandarizar operaciones en piso de venta.
by Miguel Escalante, from the CommunityDownloads: 30+Get - Template
Checklist Visual para Evaluación de Sucursales
Plantilla de checklist visual para evaluar una sucursal de retail de forma integral. Cubre fachada y escaparates, imagen general de tienda, presentación del personal, piso de ventas y mantenimiento, exhibición de producto de ropa y calzado, accesorios, área de cajas y almacén. Incluye verificación de señalización, precios y etiquetado, limpieza, orden, iluminación, cumplimiento de políticas y prevención de pérdidas. Facilita auditorías consistentes con evidencias y comentarios, ayuda a estandarizar la ejecución en cadena y a detectar acciones correctivas.
by Mariano Granados, from the CommunityDownloads: 30+Get - Template
Telecom Retail Sales Visit Checklist
This sales visit checklist is designed for telecom retail store audits. It helps teams record store details, assess customer experience with NPS, review key sales KPIs and attach rates, monitor remorse and accessory returns, verify device compliance and condition, and confirm staff training status. The template also covers merchandising checks, brand presentation, and visual inspections. Capture photos, outline focus areas, set goals and tactics, assign timelines, and document follow up actions to drive continuous improvement.
by Nick Rubio, from the CommunityDownloads: 30+Get - Template
Checklist de Administración V2.0
Plantilla de checklist en español para la administración integral de una tienda. Cubre permisos y licencias (funcionamiento, anuncios, uso de suelo, protección civil), recarga de extintores, control de insumos (papelería, limpieza, empaque), caja chica y ODC, pagos a proveedores (basura, CFE, agua, alarmas, estacionamiento), seguimiento financiero (créditos, revolventes, documentación), auditorías recientes y ajustes en sistemas, así como procesos contables (envío de paquetes, vales, cortes y evidencias). Incluye responsabilidades para gerente y supervisor y frecuencias semanales y mensuales.
by Misaac López, from the CommunityDownloads: 30+Get - Template
Customer Perception Training Checklist
This customer perception training checklist helps grocery and supermarket teams evaluate the shopper experience across the entire store. It guides audits of exterior upkeep, parking and entrances; greeting, lighting and cleanliness on entry; fresh departments including produce, meat and smoked meat; spot bunkers, frozen doors and bunkers, dairy and milk cases; bakery and center store aisles; front-end stocking, queue length and cleanliness; and backroom, restrooms and dock areas. It includes prompts for stock levels, rotation and freshness, correct signage and pricing, sanitation, and priority issues, enabling consistent standards, corrective action, and improved customer satisfaction.
by Matt McLain, from the CommunityDownloads: 30+Get - Template
Inspeccion Cruzada para Tiendas y Supermercados
Plantilla de auditoria para tiendas y supermercados enfocada en abarrotes, almacenes y cajas. Incluye verificacion de orden, limpieza, estiba e integridad de envases; ausencia de plagas; control de vida util y rotacion PEPS; etiquetado y rotulado; registros al dia con firmas y verificacion de responsables; higiene y uniformes del personal; difusion de manuales y procedimientos; y control en piso de venta, recepcion de mercaderia, zona de devoluciones y mermas, y almacenamiento de huevos. Disena para estandarizar inspecciones y asegurar el cumplimiento de BPM y normativas vigentes.
by Jonathan Guerrero Reyna, from the CommunityDownloads: 30+Get - Template
OEP คปอ. Makro สาขาชุมพร แบบตรวจความปลอดภัย
แบบตรวจ OEP คปอ. สำหรับสาขา Makro ชุมพร ครอบคลุมการตรวจพื้นที่รอบนอกอาคารและลานจอด ระบบไฟส่องสว่างและการจราจร ความสะอาดและความเป็นระเบียบภายในอาคาร ความปลอดภัยด้านระบบไฟฟ้า มาตรการป้องกันและระงับอัคคีภัย การใช้งานรถยกและเครื่องจักรกลเคลื่อนย้ายสินค้า ตลอดจนพื้นที่รับส่งสินค้าและการจัดการขยะ ใช้เพื่อตรวจติดตามความพร้อมใช้งานของอุปกรณ์ ป้ายสัญลักษณ์ การจัดเก็บพื้นที่ และความปลอดภัยของลูกค้าและพนักงาน เพื่อยกระดับมาตรฐานความปลอดภัยของร้านและคลังสินค้าอย่างต่อเนื่อง
by Krit Panyatanawiwat, from the CommunityDownloads: 30+Get - Template
Reyes Beverage East Coast Small Format Survey
This small format retail survey helps beverage and C-store teams assess in-store execution. It covers display setup and compliance, primary and secondary item execution, case cards, competitive display space, and photo capture. Cooler execution includes planogram adherence, correct suction cups and pricing tags, product rotation, out-of-stocks, and out-of-code checks, plus optional photos. The checklist also prompts notes, back stock management, and follow-up actions to drive merchandising standards.
by Matthew Hartsook, from the CommunityDownloads: 30+Get - Template
Retail Store Customer Journey Audit PASSQ v3
PASSQ v3 is a comprehensive retail store customer journey and operations audit template. It guides teams through merchandising checks such as right location, right price, correct POS, and product condition across departments including hardware, plumbing, electrical, paint, and flooring. The checklist covers service behaviors, stock on shelf and project quantity availability, standards and safety, warehouse and yard housekeeping, and queue management. Use this template to assess compliance, improve store execution, and enhance the customer experience.
by Adrian Chapman, from the CommunityDownloads: 30+Get - Template
Dairy and MFP Department Checklist
This Dairy and MFP department checklist supports grocery and supermarket teams during routine aisle walks. Use it to review availability and quality across dairy, meat, fish, poultry, and chilled categories, from milk and cheese to bacon, sausages, seafood, and ready meals. Record stock positions, check date codes and rotation, note substitutions, and confirm merchandising and planogram standards. Ideal for daily team walk-throughs to maintain freshness, reduce waste, and improve on-shelf availability.
by Ryan Walsh, from the CommunityDownloads: 30+Get - Template
Always Improving Assessment Bronze
Use this assessment to evaluate how well your store has embedded continuous improvement habits. It guides leaders through Look and Listen walks, Visual Management Boards and daily huddles, standard operating procedures, 5S workplace organization, and structured problem solving tools such as PDCA and 5 Whys. Review each department including Produce, Bakery, Deli and Seafood, Meat, Online, Long Life and Perishables, and Checkouts. Capture examples, note gaps, and assign actions to drive consistent, measurable improvement.
by Stacey Scammell, from the CommunityDownloads: 30+Get - Template
Sale Manager ตรวจสอบงานประจำวัน
เทมเพลต Sale Manager สำหรับตรวจสอบงานประจำวันของร้านสะดวกซื้อและจุดขายอาหาร ครอบคลุมงานบริการลูกค้า ขั้นตอนการคิดเงินและทอนเงิน ตามคู่มือ Friendly Service การควบคุมเงินในเครื่อง การตั้งต้นสินค้า การทำ Handling และ FIFO การจัดเรียงสินค้าและ Planogram การตรวจสอบคุณภาพสินค้าในตู้ร้อนและตู้เตรียม รวมถึงการติดตามเป้ายอดขายและรายงานผลทั้งผลัดเช้าและผลัดบ่าย
by Pakapol Chaisiripenpark, from the CommunityDownloads: 30+Get - Template
Auditoría TMSR de Tiendas Bonjour
Plantilla de auditoría TMSR para Tiendas Bonjour orientada a mejorar la experiencia del cliente y la ejecución en punto de venta. Evalúa accesos, imagen de tienda, planograma y pasillos, iluminación, temperatura y música. Revisa neveras y freezers, área de comidas y bebidas, exhibición de lubricantes Total, y zona de asientos. Verifica atención del personal, tiempos y ventas adicionales, orden en mostradores y procesos en POS, prevención de fraude y ahorro energético. Incluye baños, seguridad de datos del tarjetahabiente, higiene y manipulación de alimentos, limpieza de máquinas de café, registros LPC, mantenimiento, permisos de contratistas, entrenamiento, promociones, inventario y control de productos no escaneables.
by Domingo Matos, from the CommunityDownloads: 30+Get - Template
RGM Store Visit Customer Promise Checklist
This RGM store visit checklist guides branch reviews against the five Customer Promise pillars. Assess people performance, rewards, reviews, recruitment, PDPs, and PULSE. Check commercial execution including Right Sell targets, daily briefs, planograms, demos, posters, and iD pitch. Evaluate connectivity KPIs such as PPCR, postpay volume, £ per box, and multiplay. Review services performance for Geek Squad, Checkpoint, and upgrades. Measure customer experience via WCSS, detractor recovery, mystery shop readiness, and Pinpoint behaviours. Validate operational efficiency across security, compliance, banking, stock controls, and routines. Capture findings, add images, and agree SMART next steps.
by simon halsey, from the CommunityDownloads: 30+Get - Template
Dealer Evaluation Audit Checklist
Assess dealership showroom compliance with this dealer evaluation audit checklist. Review exterior and interior signage, furniture quality, alignment, and maintenance, plus flooring condition against approved layouts and brand standards. Capture notes on unapproved elements, verify WiFi availability, and document issues with photos. Gather dealer feedback and propose improvements to ensure a consistent, on-brand customer experience.
by Ci Cd, from the CommunityDownloads: 30+Get - Template
Checklist de Prevencao de Perdas para Padaria
Checklist focado em operacao e controle de perdas no setor de padaria de supermercado. Cobre higiene do ambiente e equipamentos, armazenamento correto e rotulagem, uso de EPIs, prevencao de contaminacao cruzada, exposicao e abastecimento de produtos, sinalizacao de precos e promocoes, atendimento prioritario ao cliente, aplicacao do PVPS, controle de validade, balancas e tabela de taras, organizacao de camaras frias, inventarios e registro diario de quebras. Inclui boas praticas de producao padronizada para reduzir desperdicios e aumentar a lucratividade.
by Alex Car, from the CommunityDownloads: 30+Get