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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.
TemplateSite Risk Survey Security Assessment Checklist
This Site Risk Survey checklist helps security teams evaluate vulnerabilities at client sites handling cash. It covers loading area protection, cross pavement movement from vehicle to entrance, and cash office safeguards including access control, doors, windows, CCTV, and alarm systems. Health and safety checks address lighting, trip and slip hazards, exposed wiring, fire risks, and ventilation. The template captures incident history, key control, floor plans, and additional security measures, then applies a clear risk rating scale from low to extreme. Use it to document findings, add photos, and provide operational comments and final recommendations.
by Dino Naidu, from the CommunityDownloads: 400+Get- Template
Auditoría de Precios en Tiendas de Conveniencia
Checklist de auditoría de precios para tiendas de conveniencia orientado a operaciones en piso de venta. Verifica la presencia y correspondencia de etiquetas de precio en góndolas de botanas, pan, galletas y abarrotes; tramos de check-out (gomas, chocolates, enchilados, farmacia, vinos y cigarrera); puertas de cuarto frío (refrescos, aguas, cócteles, cerveza, lácteos y jugos); exhibidores de piso (Candy House, accesorios y novedades, mascotas, periódico, hielera), niveles de open case y la sección de vinos y destilados. Ideal para asegurar cumplimiento, consistencia y experiencia del cliente.
by Vanessa Lozano, from the CommunityDownloads: 400+Get - 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 SafetyCultureDownloads: 300+Get - 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 SafetyCultureDownloads: 300+Get - Template
Raw Materials Inventory Template
This checklist can be used to record raw stocks or items that have not yet been used. List the items and determine whether these are directly or indirectly incorporated into the final product. Record the total number of items and check if there are degraded or broken items. Get the total number of acceptable items for use in production. You can take advantage of SafetyCulture's API Integration and incorporate SafetyCulture with your other systems when you subscribe to Premium.
by SafetyCultureDownloads: 300+Get - 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 SafetyCultureGet3 LessonsDownloads: 300+ - Template
YOMART Follow Up Checklist
Checklist YOMART Follow Up digunakan untuk menindaklanjuti hasil kunjungan toko. Form ini membantu tim mencatat temuan, mendokumentasikan perbaikan, menetapkan target waktu, serta memantau progres di area depan toko, kasir, penjualan, gudang, dan back office. Dorong perbaikan berkelanjutan dengan fokus pada tindakan sederhana yang dapat segera dilakukan.
by Tomi Ismail, from the CommunityDownloads: 300+Get - 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 CommunityDownloads: 300+Get - Template
Checklist de Supervisión de Operaciones
Plantilla en español para auditar la supervisión de operaciones en tiendas retail. Evalúa presentación del personal, servicio al cliente, inducción y capacitación, metodología de gerenciamiento, mini-juntas y productividad. Revisa fachada y escaparates, imagen general, piso de venta, probadores y mantenimiento. Incluye criterios para exhibición de ropa, accesorios y calzado, gestión de ofertas y señalética. Verifica área de cajas, almacén, áreas comunes, botiquín y sanitarios. Contempla seguridad, sensores, CCTV y prevención de pérdidas, además de indicadores como ventas acumuladas y vacantes.
by Yoselin Mireles, from the CommunityDownloads: 300+Get - Template
YOMART Digital Notes (YDN)
Template catatan digital YOMART untuk audit operasional minimarket mencakup area depan toko, kassa, area penjualan, gudang, back office, dan SBU. Panduan ini membantu memastikan kebersihan, kerapihan, kesesuaian planogram, label harga yang terbaru, ketersediaan item utama, kontrol kualitas, penerapan FIFO, pelayanan pelanggan, serta pemeliharaan aset seperti AC, APAR, freezer, dan genset. Termasuk administrasi brankas dan arsip, indikator PHI, audioland dan videoland, serta pengecekan floor display dan running stock, dengan paraf korwil dan staf.
by Tomi Ismail, from the CommunityDownloads: 300+Get