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Retail

Access retail templates and training courses to support staff training, store audits, and day-to-day store operations. Help your teams stay consistent, manage inventory checks, and keep daily tasks on track across every retail location.

Browse Retail

3,103 results
  • Nestlé Store Visits V2.0 Checklist
    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 Community
    Downloads: 30+
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  • Tesco V4-V5 Express Store Site Manager Sign Off V2.0
    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 Community
    Downloads: 30+
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  • SRI Successful Store Visit Action Plan
    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 Community
    Downloads: 30+
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  • Dyson V10 Cord-Free Installation Checklist
    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 Community
    Downloads: 30+
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  • MD 2017 - Stock Control Audit - Intake and RM
    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 Community
    Downloads: 30+
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  • IGA WA Market Day Store Planner Checklist
    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 Community
    Downloads: 30+
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  • Checklist semanal del Líder de Tienda
    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 Community
    Downloads: 30+
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  • Cross-Audit Checklist
    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 Community
    Downloads: 30+
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  • Monthly BOH Brand Standards Audit Checklist
    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 Community
    Downloads: 30+
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  • Tesco SAYS H and Set Only Pre-Start
    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 Community
    Downloads: 30+
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  • FM001 Atención de incidentes en tienda y vehículos
    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 Community
    Downloads: 30+
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  • Shop Fitout Checklist
    Template

    Shop Fitout Checklist

    QVB Tenancy Site Inspection

    by Glad Security, from the Community
    Downloads: 30+
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  • Instalación de tercer caja en punto de venta
    Template

    Instalación de tercer caja en punto de venta

    Plantilla de checklist para la instalación y configuración de una tercera caja en el punto de venta. Incluye verificación de POS habilitado, pruebas de impresora, escáner, cajón de dinero y pin pad, revisión de uso de switch, captura de fotos antes y después, y recolección de nombres y firmas de entrega y recepción. Diseñada para documentar la puesta en marcha de hardware de caja de forma ordenada y trazable.

    by Victor Ramirez, from the Community
    Downloads: 30+
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  • Project Weekly Summary V1.0
    Template

    Project Weekly Summary V1.0

    This Project Weekly Summary template helps retail project teams capture progress across store fit outs and rollouts. Record schedule status, work completed this week, planned activities for next week, lessor works, design, fixtures, and merchandise updates. Track budget and capex variations, confirm OHS checks, attach photos, and note location, preparer, and signatures to keep stakeholders aligned.

    by Damien Devereux, from the Community
    Downloads: 30+
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  • Cold Front Route Sales Coaching Checklist
    Template

    Cold Front Route Sales Coaching Checklist

    This Route Sales Coaching checklist helps supervisors and route sales reps plan and execute effective store visits. It covers account planning, store walkthroughs, customer engagement, merchandising standards, pricing and POS visibility, freezer management and planogram compliance, rotation and removal of damaged or out-of-date stock, upselling opportunities, and thorough follow up. Leadership behaviors are reinforced, including proactive problem solving, teamwork with distributor and merchandising partners, and maintaining a professional image.

    by Daniel Servaes, from the Community
    Downloads: 30+
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  • Retail Public Liability and Hazard Evaluation Checklist
    Template

    Retail Public Liability and Hazard Evaluation Checklist

    This retail public liability and hazard evaluation checklist helps owners and occupiers of commercial premises identify and control OHS and liability risks. It covers car parks, entries and exits, internal and external walking surfaces, lighting, signage, lifts and escalators, security measures, emergency procedures, housekeeping, tenant activities, food courts, contractor management, and general WHS practices. Use it to document hazards, verify controls, schedule maintenance, and improve safety and compliance across the site.

    by Admin Inhivis, from the Community
    Downloads: 30+
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  • EE store standards and RCM visit report
    Template

    EE store standards and RCM visit report

    Store standards and RCM visit

    by Bobby Greasley, from the Community
    Downloads: 30+
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  • FSM Technical Site Audit Checklist
    Template

    FSM Technical Site Audit Checklist

    This FSM Technical Site Audit checklist supports retail teams and service engineers in inspecting refrigeration systems across grocery and cold storage areas. It covers plant housekeeping, signs of oil leaks, zero caps on access points, PRV tagging and age, electrical panel alarms, and marking of refrigerant liquid levels. It prompts checks for empty cylinders and proper documentation, ice-free coldstore evaporators, door operation, intact product dividers, and water leaks on the shop floor. Additional tasks include photographing a random honeycomb, confirming condensers are clean with fans operational, verifying trim heaters and night blinds, kick plate condition, correct cabinet loading, and ensuring electrical panels are secured. Includes sign-off by site engineer and store manager.

    by Ricky Stevens, from the Community
    Downloads: 30+
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  • M and S Cleaning Inspection v14 5
    Template

    M and S Cleaning Inspection v14 5

    This Marks and Spencer cleaning inspection checklist helps retail teams audit store cleanliness and hygiene across entrances, floors and carpets, mirrors and fixtures, customer and colleague toilets, food hall areas, tills and refrigeration, and hospitality zones. It supports due diligence, checks schedules are displayed, reviews chemicals and equipment, and includes Covid 19 touch point checks. Capture issues, add photos, assign actions, and sign off the audit.

    by john walter, from the Community
    Downloads: 30+
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  • Site Risk Survey 2.2 Template
    Template

    Site Risk Survey 2.2 Template

    Assess site security and safety with this Site Risk Survey 2.2 template. Evaluate loading bay protection, access control, windows and roof integrity, and cross pavement movement from vehicle to entrance. Review guard presence, client volumes, parking distance, and time on site. Inspect cash office infrastructure including walls, doors, access control, windows, CCTV, and panic alarms. Check health and safety factors such as lighting, tripping and slipping hazards, exposed wiring, fire risks, extinguishers, ventilation, and sharp objects. Capture incident history, floor plans, key control, photos, and additional measures. Generate a standardized site risk rating from low to extreme and document recommendations for operations and the risk department.

    by Carel Rossouw, from the Community
    Downloads: 30+
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  • Nike Ladder Inspection Report
    Template

    Nike Ladder Inspection Report

    This Nike ladder inspection report template helps store teams and contractors document routine checks on access equipment in retail locations. Capture store details, date, engineer name, item references and types, SCAFF tag status, condition, and pass or fail results. Add comments and photos of defects, then complete sign off to keep an auditable record of ladder safety. Use it to standardize inspections, improve compliance, and address hazards promptly across Nike retail sites.

    by Gareth Lewis, from the Community
    Downloads: 30+
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  • OEP Flood Crisis Checklist Store 43
    Template

    OEP Flood Crisis Checklist Store 43

    This checklist helps retail store teams prepare for and respond to flooding. It guides daily monitoring of weather and nearby water levels, inspection of pumps and generators, confirmation of adequate fuel, and readiness of protective materials like sandbags. It covers securing goods and outdoor tents, keeping site drainage clear, organizing an emergency response team, and practicing a staff call tree. It also prompts stores to keep current contact lists for management and external agencies and to track updates from official alerts. Use it to standardize flood readiness across locations.

    by Krit Panyatanawiwat, from the Community
    Downloads: 30+
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  • Asda Fault Call Template
    Template

    Asda Fault Call Template

    Use this Asda fault call template to log store maintenance issues and corrective actions. Record store and engineer details, RAMS acknowledgement, fault descriptions, fixes, and test photos for up to five faults. Note revisit or recabling requirements, equipment needs, and out-of-hours work. Capture time on site, time off site, engineer comments, and obtain customer sign-off to verify the work completed against the purpose of the visit.

    by James Hegarty, from the Community
    Downloads: 30+
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  • Evaluación Entrega De Tienda A Operaciones Mn
    Template

    Evaluación Entrega De Tienda A Operaciones Mn

    Entrega De Tienda A Operaciones

    by Victor Ramirez, from the Community
    Downloads: 30+
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Retail safety and quality resources your team can use every day

Explore retail training courses, checklists, and templates in one place. SafetyCulture’s Content Library is an online resource built for retail managers who need reliable safety and quality guidance without slowing down daily operations. It provides quick access to ready-made training, courses, and checklists so your teams can stay consistent, capable, and confident on the floor.

Organized retail spaces leave lasting positive impression

These digital resources can help you solve problems faster, support staff performance, and maintain clear standards across every store.

Here are a few ways the library supports better retail operations:

  • Strengthen conflict resolution with de-escalation training that helps staff handle difficult customer interactions calmly and safely.

  • Track equipment issues using a vehicle maintenance log template to reduce downtime and keep store operations running smoothly.

  • Support backroom and floor teams with warehouse safety training that helps prevent injuries and maintain safer stock-handling routines.

  • Maintain store standards using retail store maintenance checklists that help teams spot issues early.

  • Improve in-store experiences with customer service courses that help teams deliver consistent, respectful support to shoppers.

Everything is fully digital and ready to use, so you can adapt content to your workflow and share it across your team. Using these resources in SafetyCulture gives you clearer oversight, faster follow-up on issues, and a stronger safety and quality culture in every store. This library helps managers make better decisions with consistent information available anytime, anywhere online today.