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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.
TemplateOffice Manager Security Handover Pack
Streamline the handover between outgoing and incoming office managers in retail stores. This security handover pack guides teams through cash control, safe and keys management, staff controls and logs, CCTV access, intruder alarm training, and final sign off. Use it to document training, confirm responsibilities with area managers, and ensure banking, petty cash, discounts, and store keys are accounted for. Keep a copy on file and email to the relevant health and safety contacts.
by Garry Longthorne, from the CommunityDownloads: 30+Get- Template
Southeast Petro Inspection Report
To be competitive, your location needs to perform particular tasks.
by Ashley Hall, from the CommunityDownloads: 30+Get - Template
Fitting Room Inspection Checklist
This fitting room inspection checklist helps retail teams assess the condition and readiness of fitting room suites across stores. Evaluate locks, lighting, curtains, hooks, seating for disabled customers, alarms, paint and carpet condition, and general upkeep. Record which room is inspected, who conducted the check, and any maintenance issues requiring repair or replacement. Use findings to maintain safety, accessibility, privacy, and a positive customer experience while supporting loss prevention and consistent store standards.
by Janice Hall, from the CommunityDownloads: 30+Get - Template
JB Miranda Store Closing Checklist
Streamline end-of-day procedures with this JB Miranda retail store closing checklist. Designed for electronics departments, it guides staff to tidy work areas, refill accessories, check prices and tickets, clean glass cabinets and displays, sweep sections, remove waste, and confirm gaps and hooks are filled. Use it to ensure consistent store presentation and handover, with fields for department, location, photos, and signatures.
by Shalendra Sharma, from the CommunityDownloads: 30+Get - Template
NZH-Denetim V2: Mağaza Denetim Kontrol Listesi
NZH-Denetim V2, perakende mağazaları için kapsamlı bir denetim kontrol listesidir. Dış görsel düzen ve merchandising, genel temizlik ve düzen, etiket-fiyat ve görsel materyal kullanımları, satış yönetimi, operasyon süreçleri (evrak, transfer, iadeler, cihazlar), personel standartları ve müşteri karşılama, ile güvenlik kontrolleri (alarm, kamera) başlıklarını kapsar. Fiyat doğruluğu ve günlük değişiklik takibi, en çok satan ürünlerin takibi, satmayan ürünlerde aksiyon, kasa önü sergileme ve multimedya standı gibi kritik maddeleri içerir. Mağaza verimliliğini ve müşteri deneyimini artırmak için sistematik ve uygulanabilir bir çerçeve sunar.
by Sedat Cebeci, from the CommunityDownloads: 30+Get - Template
Retail Store Review Checklist
Use this retail store review checklist to assess store standards across the entire customer journey. Evaluate exterior appearance, windows and visual merchandising, entrance and in-store promotions, signage and POS, trolleys and baskets, section presentation and stock availability, checkout service, help desk operations, warehouse organization and safety, staff rooms, toilets and locker areas, office administration spaces, and ongoing maintenance. Record actions, assign owners, and track completion to drive clean, compliant, and commercially effective stores.
by David Barrett, from the CommunityDownloads: 30+Get - Template
Model Build Scotland North Checklist
This Model Build Scotland North checklist helps retail teams plan and review labor models for store operations. Use it to input average productive hours by roster group, evaluate staffing for GM, Foods, operations and hospitality, and align resources to SOPs. Track till transactions, complete food fill and DEF planners, and ensure hours peak with demand across the day and week. Document labor planning principles, validate allocation by day and time, and sense-check trends against transaction data to keep staffing efficient and customer-focused.
by Mark McKenzie, from the CommunityDownloads: 30+Get - Template
NCR Morrisons Survey Template
This NCR Morrisons Survey template supports store and cafe installation planning and sign-off. It guides surveyors to record store details, time on site, RAMS review, and photos of the cafe area. Capture network information including data cabinet images, available switch ports, patch panel needs, and cable routes from the comms cabinet to the cafe. Document agreed positions for chef and serving monitors, bump bars, and required power and data outlets. Assess electrical distribution boards, spare ways, containment needs, and cable routes. Note site considerations such as MEWP requirements, alarms, and parking restrictions. Complete customer, engineer, and project manager sign-offs to confirm agreed screen positions and readiness for installation.
by James Hegarty, from the CommunityDownloads: 30+Get - Template
Red Flag Store Assessment V1.2
Use this Red Flag Store Assessment checklist to evaluate store operations and loss prevention controls. Review leadership schedules, staffing coverage, refund and transfer procedures, stock adjustments and receiving, weekly hazard counts, SKU counts and tagging, and fitting room protocols. Verify Sensormatic gates and alarm coverage, address maintenance risks, and ensure stock loss and load shedding action plans are followed. Track LP visits, closing searches, and customer service at the door to deter theft and reduce shrinkage.
by Gerhard Devilliers, from the CommunityDownloads: 30+Get - Template
Nestlé Store Visits V2.0 Checklist
Nestlé Store Visits V2.0 is a retail store visit checklist designed to help field teams plan and document multi-store visits. Record client and site details, distributor, store names and numbers, addresses, visit dates, and personnel. Add comments and attach photos or media for each store. Use this template to standardize merchandising checks, capture observations, and maintain consistent documentation across locations. Created for the SafetyCulture Public Library, this template is intended as a starting point and should be adapted to your organization’s requirements and local regulations.
by Peter DeRaps, from the CommunityDownloads: 30+Get - Template
Tesco V4-V5 Express Store Site Manager Sign Off V2.0
This checklist supports Tesco Express V4-V5 store managers in signing off installation works. It covers sign-in and permitting, pre-shift readiness, transport checks, and detailed installation verification for self-scan checkouts, tri lights, skirting, and floor trunking. It also includes post-installation quality checks, cleaning and waste removal, test transactions for manned tills, documentation and photographs, and final signatures from the site and duty managers. Use it to coordinate trades, record issues and delays, contact Mission Control as needed, and confirm the store is safe, compliant, and ready for customers.
by Kevin Partridge, from the CommunityDownloads: 30+Get - Template
SRI Successful Store Visit Action Plan
This SRI Successful Visit Action Plan template helps retail teams make the most of store visits. Capture observations, analyze root causes, and define responses with clear commitments on ownership and timelines. Sections guide users through Explore, Analyze, Respond, and Commitment steps for each item, plus space for comments and media. Standardize visits across locations, drive consistent follow up, and improve store performance through structured action planning.
by Jason Krasnosky, from the CommunityDownloads: 30+Get - Template
Dyson V10 Cord-Free Installation Checklist
This retail installation checklist guides field teams through installing Dyson V10 in-store demo displays. It covers pre-install steps such as notifying Eyelevel of arrival, signing the visitors book, contacting the store manager, completing a parking disclaimer, and confirming all demo products are available. Installation tasks include fitting new theatre brackets using supplied templates, attaching security wires and retaining bolts, installing chargers, cradles, lift arrows, lenses, tickets, foamex and base panels, and light box graphics, with photo evidence at each stage. Post-install steps ensure redundant products are returned, cover caps are fitted, charging lights are shown in photos, each corner of the SIS unit is documented, and final approval is captured by an authorized signee (Store Manager, Product Manager, or Dyson Rep).
by Kevin Partridge, from the CommunityDownloads: 30+Get - Template
MD 2017 - Stock Control Audit - Intake and RM
This template reviews the adherence to the Weston Storage plan for MD2017.
by Rob Tivey, from the CommunityDownloads: 30+Get - Template
360 Audit
A detailed retail store audit checklist covering essential operational areas including legal and safety compliance, personnel management, shrinkage control, and cash handling procedures. The document outlines critical inspection points for fire safety, employee documentation, security measures, and financial controls. It provides a structured approach to maintaining store standards, ensuring regulatory compliance, and protecting assets. Key focus areas include fire safety protocols, employee file management, security measures for high-value items, and cash handling procedures. This comprehensive guide helps retail managers conduct thorough store audits, maintain compliance standards, and implement effective control measures across all operational aspects of retail management.
by Christian Davies, from the CommunityDownloads: 30+Get - Template
IGA WA Market Day Store Planner Checklist
Use this planner to prepare your IGA WA Market Day. Coordinate managers and staff awareness, plan header card placement, assign ticketing, decide event duration, set themed attire, and organize in store sampling. Improve execution of promotions, merchandising, and customer engagement across the store.
by Josip Damijanic, from the CommunityDownloads: 30+Get - Template
Checklist semanal del Líder de Tienda
Checklist en español para la inspección semanal del Líder de Tienda. Cubre actualización de bitácoras digitales, cronograma, revisión cruzada y desempeño; gestión de clientes nuevos, prospectos e inactivos; seguimiento a auditorías y arqueos. Incluye gestión telefónica (boletas por vencer, vencidas y adjudicadas), metodología 7S (selección, orden, limpieza, servicio, seguridad, estandarización y disciplina), estandarización de uniformes y prácticas paperless. Aborda procesos administrativos en ZEUS, revisión de préstamos y correos, horarios, cuentas y merma; marketing en campo (volanteo, campañas), limpieza y organización de búnker, materiales operativos y preciadores. Refuerza conocimientos del negocio: tasas, aforos, productos, avaluos, PAXA y palancas comerciales para mejorar colocación y retención.
by Carlos Martinez, from the CommunityDownloads: 30+Get - Template
Cross-Audit Checklist
This cross-audit checklist helps retail teams review store standards across departments. Inspect general order and organization; verify labeling compliance (department labels, color-coded aging charts, shelf numbers, SKU finders); keep storage areas clear; manage merchandise and tagging (lost tags, damages, RTV); monitor price events and service efficiency; and enforce visual display rules for shoes and bags, collats, and fixture capacity. Record pass/fail, add notes and photos, assign actions, and export reports.
by Carlos Sasis, from the CommunityDownloads: 30+Get - Template
Monthly BOH Brand Standards Audit Checklist
Checklist en español para la inspección semanal del Líder de Tienda. Cubre actualización de bitácoras digitales, cronograma, revisión cruzada y desempeño; gestión de clientes nuevos, prospectos e inactivos; seguimiento a auditorías y arqueos. Incluye gestión telefónica (boletas por vencer, vencidas y adjudicadas), metodología 7S (selección, orden, limpieza, servicio, seguridad, estandarización y disciplina), estandarización de uniformes y prácticas paperless. Aborda procesos administrativos en ZEUS, revisión de préstamos y correos, horarios, cuentas y merma; marketing en campo (volanteo, campañas), limpieza y organización de búnker, materiales operativos y preciadores. Refuerza conocimientos del negocio: tasas, aforos, productos, avaluos, PAXA y palancas comerciales para mejorar colocación y retención.
by Carlos Martinez, from the CommunityDownloads: 30+Get - Template
Tesco SAYS H and Set Only Pre-Start
This document serves as a detailed pre-start survey guide for Tesco SAYS (Shop And Your Scan) handset installation projects. It outlines the complete installation process across multiple nights, including power and data cable installation, checkout modifications, and equipment positioning. The guide covers essential store information, contractor responsibilities, equipment specifications, and installation requirements. It includes detailed sections on removal and repositioning of existing equipment, new installation procedures, and specific requirements for various store components such as checkouts, scanner walls, and produce areas. The document also addresses building works information, delivery logistics, and IT system modifications. This comprehensive guide ensures proper coordination between multiple contractors including ALS, ISG Technology, Zebra, Checkpoint, and others, while maintaining store operations and safety standards.
by Jason Pollard, from the CommunityDownloads: 30+Get - Template
FM001 Atención de incidentes en tienda y vehículos
Esta plantilla FM001 de Atención de incidentes ayuda a documentar percances vehiculares y accidentes en tienda. Registre fecha y hora del reporte y de llegada al sitio, número de vehículo o tienda, ubicación, descripción del incidente y acciones tomadas. Incluye campos para datos del conductor, proveedores de atención, comunicaciones a jefaturas y firmas de supervisor y responsable, facilitando un reporte claro y trazable.
by Victor Ramirez, from the CommunityDownloads: 30+Get