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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.
TemplateAuditoría de Higiene e Imagen Casa Ley
Esta plantilla en español te ayuda a evaluar la higiene e imagen en tiendas Casa Ley. Incluye verificación de documentación, condiciones de bodega, control de plagas con cajas para roedores, estado de sinks y time mizer, uso de EPP, estaciones de lavado de manos y ausencia de producto caducado. Permite señalar departamentos que requieren limpieza (panadería, tortillería, cocina, carnes, pescados, salchichonería, frutas y verduras, fuente de sodas y abarrotes) y revisar óxido, hongos, pintura, daños de estructura y equipos en desuso, con firma de supervisor y gerencia.
by Engels alex Mercado, from the CommunityDownloads: 30+Get- Template
ASL Fit for Summer - Convenience Checklist
Get convenience stores summer-ready with a practical checklist covering refrigeration packs and compressors, condensers and gas coolers, inverters, cold rooms, shop floor cabinets and integrals, and air conditioning and ventilation. Verify airflow, temperatures, fan rotation, trim heaters, night blinds, and condensate management. Include cleaning tasks with before-and-after photos, sensor and switch checks, and networking status for online fixtures. Capture issues, complete predictive work orders, and note additional parts or service needs to ensure reliable performance and reduce downtime.
by David Smith, from the CommunityDownloads: 30+Get - Template
GPR 5pt Visit
This comprehensive store inspection guide outlines a structured approach to evaluating retail location performance through five key areas. The framework includes detailed preparation steps, analysis of current performance metrics, store appearance evaluation, customer service assessment, and team development. It covers essential elements such as YoY performance, conversion rates, store presentation, customer engagement, staff coaching, and operational efficiency. The guide emphasizes the GROW coaching model (Goal, Reality, Options, What's next) and includes specific checkpoints for visual merchandising, team performance, customer loyalty programs, and outbound sales strategies. This systematic approach ensures thorough evaluation of store operations while providing clear direction for improvement and accountability in retail management.
by Erik Noel, from the CommunityDownloads: 30+Get - Template
OWNDAYS TH New Joiner Retail Checklist
Use this comprehensive new joiner checklist for OWNDAYS Thailand to onboard optical retail staff and standardize store operations. The checklist guides appearance and behavior, customer greeting and approach, sales conversation steps, lens options and benefits, membership and promotions, reception workflows and policy confirmations, POS and cashier procedures, dispensing and fit adjustments, and after sales service. It also includes phone etiquette standards, documentation needs, and warranty guidance, helping trainers track strengths and gaps while coaching. Ideal for shop managers and trainers to ensure a consistent, high quality customer experience across branches.
by Atidtaya Sukaphong, from the CommunityDownloads: 30+Get - Template
Store Health Checklist - TAF
A detailed retail store audit checklist designed to ensure comprehensive store management and operational excellence. The checklist covers critical areas including front of house presentation, back of house operations, warehouse management, administrative procedures, and staff development. It encompasses essential aspects such as visual merchandising, stock control, safety protocols, financial administration, and customer service standards. The document serves as a complete operational guide for retail managers, helping maintain store standards, improve efficiency, and ensure compliance with company policies. Key focus areas include inventory management, staff training, security measures, sales performance tracking, and general store maintenance, making it an invaluable tool for retail operations management.
by Marius Van Deventer, from the CommunityDownloads: 30+Get - Template
Mi Comida Selling Evaluation Checklist
This Mi Comida Selling Evaluation checklist helps retail grocery teams assess signage, synchronized promotions, and merchandising across Market, Seafood, GM/Drug, Grocery, Produce, Bakery, and Deli. Verify fresh, full, and correctly signed displays, appropriate couponing, and use of banners, pennants, table tents, and drapes. Capture data usage practices such as top 10 reports, BI-driven placement, and daily huddles. Evaluate customer interactions, goals, event execution, and lobby impact, then record recommendations.
by Diego Zamora, from the CommunityDownloads: 30+Get - Template
Personal Emergency Evacuation Plan (PEEP) Template
This Personal Emergency Evacuation Plan template helps retail stores prepare inclusive evacuation procedures for disabled customers, staff and visitors. It guides managers to assess mobility, hearing, vision and cognitive needs; review building systems like fire alarms and beacons; and detail accessible routes, ramps, handrails and signage. The checklist covers store-specific layouts including mezzanine or split levels, step navigation and wheelchair assistance, plus clear duties for staff to sweep all areas and guide people to the assembly point. Use it to brief teams, post procedures, and maintain compliance with health and safety requirements.
by Curtis Dwyer, from the CommunityDownloads: 30+Get - Template
Marks and Spencer Site Audit Checklist
This Marks and Spencer site audit checklist supports retail store inspections across front of house, deli, backstage, and other areas. Record store details, audit title, location, and date; add photos; capture general comments on conditions like lighting and cleanliness; and log corrective actions. Verify plant and switch room requirements, including visibility of line drawings and diagrams, with photo evidence. Finish with completion notes and obtain sign offs from both the store representative and supplier representative for a complete site audit record.
by Westway SME, from the CommunityDownloads: 30+Get - Template
Project Duke CIC Site Handover Checklist
This CIC site handover checklist guides fuel and convenience retail teams through a complete change in control. It covers debranding and removal of EG materials, zeroing and transfer of all stock including third party items, and required reports such as day end, month end, P and L, bunkering, grade reconciliation, and fuel sales. It prompts tank reconciliation, utilities and tank gauge readings, and documentation handling. It also ensures removal or return of IT and communications assets, credit card terminals, CCTV access updates, and equipment from brands like Starbucks, Greggs, Subway, and Krispy Kreme. Use it to achieve a clean, compliant handover.
by Carl Jones, from the CommunityDownloads: 30+Get - Template
Individual Site Survey for Petrol Stations
This Individual Site Survey template is designed for assessing new petrol station locations. It guides assessors to capture comprehensive forecourt and retail details, including fuel brand, pump counts, tank contents and issues, air towers, vacuums, jetwash and car wash, ATM availability and provider, pole signs, and forecourt materials. It also covers in-store conditions such as ceiling and floor, POS points, chillers, gondolas, groceries and household displays, coffee and food offers, lottery, and electronic services. Additional sections collect trading information (competitors, fuel price, volumes, operating hours), security notes, and development opportunities like building expansion or a Starbucks drive-thru. Use it to evaluate readiness, safety, and retail potential.
by Carl Jones, from the CommunityDownloads: 30+Get - Template
แบบฟอร์มตรวจ QSSI มาตรฐานร้าน 7-Eleven
เทมเพลต QSSI สำหรับร้าน 7-Eleven นี้ออกแบบเพื่อช่วยหัวหน้าและพนักงานตรวจมาตรฐานสาขาอย่างเป็นระบบ ครอบคลุมหัวข้อบริการลูกค้า การจัดสินค้าและแผนผังชั้นวาง การควบคุมโปรโมชัน อุปกรณ์ความปลอดภัย การจัดการคุณภาพสินค้า การเรียงสินค้าแบบ FIFO และการตอบสนองต่อ Product recall รวมถึงความสะอาดหน้าร้าน หลังร้าน และพื้นที่ครัว ตลอดจนการบริหารเอกสารและการสื่อสาร QMS เหมาะสำหรับการประเมินประจำวันและปรับปรุงผลการดำเนินงานของสาขา
by Waraporn Phanmanee, from the CommunityDownloads: 30+Get - Template
Fresh Start Secret Shopper Scoresheet
This secret shopper scoresheet is designed for Phillips 66/Conoco and Fresh Start Convenience locations to evaluate the full in-store and forecourt experience. It covers site identification and landscaping, forecourt and pump islands, fuel dispensers and amenities, store entrance, merchandising basics, coolers and freezers, cold and hot beverage stations, front counter, restrooms, and customer service behaviors. Optional areas include car wash, outside vending, air and water, and service bays. Use weekly to view the store through the customer’s eyes and drive consistent standards.
by ROB ZINKE, from the CommunityDownloads: 30+Get - Template
Retail Business Shutdown Inspection by Mitti
Having to shutdown your shop due to unforeseen circumstances such as COVID-19? Use this inspection to ensure you are mitigating your risks whilst your business is hibernating.
by Danial Cummins, from the CommunityDownloads: 30+Get - Template
CO2 PPM Checklist for Tesco Stores
This CO2 planned preventive maintenance checklist is designed for Tesco supermarket refrigeration systems. It guides technicians through essential safety and performance checks, including signage and isolation, electrical integrity, interlocks and earthing, control voltages, compressor staging and overloads, crankcase heaters and fans, oil testing and management, transducers and set points, receiver levels, filter changes, PRV condition, bursting discs, and safety switches. It also covers gas cooler cleaning, fin and coil inspection, leak testing across components and pipework, probe placement, differential checks, and ensuring all cases communicate to set points, with clear closeout steps.
by Arran Middleton-Bolch, from the CommunityDownloads: 30+Get - Template
Dapto 7-Eleven Master Audit
This 7-Eleven master audit template supports convenience store operations across shifts. It guides staff to complete shift paperwork, address drive-offs, check uniforms and logbooks, and verify food safety tasks. Sections cover restocking, cleaning, pie warmer quantities and timestamps, sandwich cabinet presentation, Krispy Kreme layout and tongs hygiene, coffee machine supplies, and outdoor forecourt standards such as bins, pumps, price boards, and wipers. Use at the start of each shift for consistent, compliant performance.
by Ivan Tanuwidjaya, from the CommunityDownloads: 30+Get - Template
Supermarket Shrinkage Review: Receiving and Stockroom
Comprehensive supermarket shrinkage review focused on receiving and stockroom operations. The checklist guides teams through damaged stock handling, repair station setup, waste controls, RF-based receiving, temperature capture, invoice and GRN stamping, eDSD discrepancy processes, secure storage, alarm compliance, and visitor and safety checks. It helps stores reduce loss, ensure policy compliance, and improve accuracy in inventory and vendor claims.
by Phil Batten, from the CommunityDownloads: 30+Get - Template
Parça ve Aksesuar Kontrol Listesi
Bu kontrol listesi, yetkili servislerin Parça ve Aksesuar birimlerinin uçtan uca denetimini kolaylaştırır. Depolama standartları, adresleme ve uyarı levhaları, iş güvenliğine uygun stoklama, raf ömürlü parça (FIFO) takibi ve depo düzeni gibi temel gereklilikleri kapsar. Stok kabul süreçlerinde ürün-doğrulama ve hasar kayıtları; stok ve raf kontrollerinde göz tanımları, rezerve parça takibi ve sayım planı yer alır. Aksesuarların showroom ve bekleme alanlarında sergilenmesi, personel eğitimi ve ETKA kullanımı, bulunabilirlik, acil stok oranı, planlama uyumu, ölü stok ve stok devir hızı gibi performans metrikleri ile desteklenir.
by Berk Aladağ, from the CommunityDownloads: 30+Get - Template
BOPS Day T Checklist V1.3
Use this BOPS Day T checklist to confirm an optical practice is fit to trade. Verify master and workstation PC installation and sign off, Windows accounts and passwords, user logins, SDS application access, and required URLs. Test Office printing, review data migration, and validate retinal camera setup, image viewing and capture. Check the till PC, peripherals, barcode scanner, PDQ, receipts and drawer operation. Include photos, hard drive serials, privacy screens, follow up actions, and manager and engineer sign off.
by Andrew Robertson, from the CommunityDownloads: 30+Get - Template
Softgoods Image Lines Merchandising Checklist
Use this softgoods image lines merchandising checklist to audit store execution across girlswear, boys, toddler, baby, womenswear, menswear, plus size, socks, underwear, intimates, and footwear. Verify correct price points, ticketing, and placement on cube, gondola, round rack, EC and standard locations. Capture images of displays, confirm price dropped and low price tags, and ensure compliance with planograms and promotional standards for apparel and footwear.
by Jason Kudor, from the CommunityDownloads: 30+Get - Template
Hyundai 5T Forklift Maintenance Checklist
This Hyundai 5T Forklift maintenance checklist helps teams keep material-handling equipment safe, reliable, and compliant. It covers routine inspections and service intervals from daily and 10-hour checks through 50, 250, 500, 1,000, 2,000, and 5,000-hour services. Items include engine oil and filters, coolant, hydraulic fluid and filters, belts, tyres and wheels, chains and fasteners, function tests, torque checks, and lubrication points. It also includes sections for defect logging, service completion, and sign-off. Ideal for workshops and warehouse operations using Hyundai 5T forklifts.
by natalie cavanagh, from the CommunityDownloads: 30+Get - Template
Best Practice Observation for Sprint Retail
Use this retail sales observation checklist to coach and evaluate store representatives in Sprint locations. It covers customer greeting within five seconds, enthusiasm and readiness, qualifying for emerging products including phone connect tablets and mobile broadband, visiting key selling zones, explaining device protection, presenting premium accessories, delivering the Ready Now setup, probing for additional lines and closing, checking RMS offers, keeping transaction time reasonable, demonstrating iPad solutions, delivering a clear CSAT survey pitch, supporting trade in and e recycle, and collecting signatures.
by Chris Lindsey, from the CommunityDownloads: 30+Get - Template
Morrisons Maintenance Fresh Look Audit Ver 1.0
This audit was carried out at the week -1 meeting
by Gary Hobson, from the CommunityDownloads: 30+Get