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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.
TemplateInstalación 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 CommunityDownloads: 30+Get- 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 CommunityDownloads: 30+Get - 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standards, pricing and POS visibility, freezer management and planogram compliance, rotation and removal of damaged or out-of-date stock, upselling opportunities, and thorough follow up.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 CommunityDownloads: 30+Get - 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 CommunityDownloads: 30+Get - 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 CommunityDownloads: 30+Get - 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 CommunityDownloads: 30+Get - 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 CommunityDownloads: 30+Get - 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 CommunityDownloads: 30+Get - 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 CommunityDownloads: 30+Get - 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 CommunityDownloads: 30+Get - Template
Countdown 206 ASR Routine Checklist
This ASR routine checklist helps supermarket teams maintain shelf availability and inventory accuracy across all departments. It guides daily and weekly gap scans, tidy and safe capping, use of overstock and 552 reports, completion of LTO tasks, and PI investigations. Sections cover Grocery, Liquor, Perishables, Produce, Meat, Seafood, Bakery, and Deli, with prompts to print summaries, spot-check aisles, and keep stockrooms organized.
by Martyn Douglas, from the CommunityDownloads: 30+Get - Template
Q1A Campaign Implementation New Store Format
This checklist guides store teams through Q1A campaign implementation for new store formats. Verify merchandising across car park dumpstacks, foyer displays, cages, tile promo ends, gondola ends, project workwear, and wirebaskets. Check planogram compliance, point of sale, product availability, and supporting hardware by SKU to deliver a consistent customer experience.
by Chloe Howe, from the CommunityDownloads: 30+Get - Template
Retail HVAC Assessment Survey
Use this Retail HVAC Assessment Survey to document each new HVAC system installed at a site. Record unit type, ID, manufacturer, model and serial numbers, refrigerant type, capacity in tons, number of circuits and refrigerant charge, manufacturing year, and location. Link split system components, note replacements, and capture air filter and belt types. Include a photo of the data plate to verify details. Designed for retail facilities to standardize equipment records and support commissioning, maintenance planning, and compliance.
by Hugo Ramos, from the CommunityDownloads: 30+Get - Template
Daily Site Closing Checklist
This daily site closing checklist helps retail teams close the store consistently and safely. It covers displays and merchandising (dusting, wiping, securing fixtures, organizing cupboard stock), ticketing reviews for expiring promotions, register area cleaning and restocking of bags and stationery, and handling of returns. The checklist ends with sign-off and emailing the end-of-day report to the store address, supporting clear handover for the next shift. Designed for airport and high-traffic retail locations, it promotes compliance, cleanliness, and operational readiness.
by Mikey Murray, from the CommunityDownloads: 30+Get - Template
Countdown Fresh Stockloss Review
Use this supermarket focused review checklist to reduce fresh food stock loss across Produce, Deli, Bakery, Meat and Seafood. It guides managers through pre audit checks, stocktake variance review, MPL and capacity validation, ordering and replenishment, cold chain and product care, FIFO rotation, markdown and dump procedures, PI verification, and coolroom organization. The form prompts teams to know their weekly loss numbers, identify top wastage lines, and action improvements via stockloss huddles. Ideal for grocery operations to improve accuracy, compliance, and margin.
by Mike Uri, from the CommunityDownloads: 30+Get - Template
Cashier Evaluation Checklist
This cashier evaluation template helps retail teams audit front-of-house service at point of sale. It covers greeting the next customer promptly, communicating promotions, suggesting add-ons, offering store card options, linking customer profiles, removing tags, packing items neatly, stating the total, acknowledging payment, confirming change, and advising customers to keep receipts for warranty. Use it to standardize cashier behavior, reinforce customer service standards, and improve checkout efficiency across stores.
by Justin Van Zyl, from the CommunityDownloads: 30+Get - Template
Checklist Operacional para Salão de Vendas
Este checklist operacional para salões de vendas em supermercados ajuda a padronizar rotinas e elevar a experiência do cliente. Inclui verificações de check stand, corredores e gôndolas, abastecimento, preços e sinalização promocional, organização e limpeza, controle de ruptura, conformidade de validade, e boas práticas de merchandising. Abrange categorias como mercearia básica, matinais, higiene pessoal, limpeza, bebidas e bazar, além de orientações para depósito e controle de produtos de alto risco, garantindo eficiência e aumento de vendas.
by José Eduardo Marra, from the CommunityDownloads: 30+Get - Template
JB Hi Fi Staff OHS Monthly Check
This monthly checklist helps JB Hi Fi teams verify staff competency in workplace health and safety. It covers definitions of hazards and incidents, steps for isolating risks, reporting procedures, and the Safety First program. Practical sections guide safe manual handling, including proper lift, push, and reach techniques, buddy lifts for heavy items, and when to seek manager guidance. It also reinforces evacuation points and store procedures to support ongoing safety compliance in a retail environment.
by Scott Kinsville, from the CommunityDownloads: 30+Get - Template
CPW Retail Store Customer Survey
This customer survey checklist is designed for CPW retail stores to assess first impressions, greeting time, consultative selling, Pinpoint tablet usage, tariff recommendations, future-proofing, closing behavior, farewell, and broadband health checks. It helps measure store cleanliness, display standards, and the full customer journey from acknowledgment to transaction. Use it to identify training needs, improve sales consistency, and ensure price promise messaging and accessories recommendations are delivered.
by Christopher Camilleri, from the CommunityDownloads: 30+Get - Template
Spotcheck estandares totales Grupo Q
Checklist en espanol para auditar estandares operativos de servicio automotriz en concesionarios Grupo Q. Cubre recepcion y atencion al cliente, control y programacion de OT, procesos de taller, KPIs de productividad y eficiencia, controles de calidad, lavado, entrega del vehiculo, gestion de garantias, instalaciones, mercadeo y servicio express. Incluye evidencias requeridas, responsables y marcas involucradas como Chrysler, Hyundai, Nissan e Isuzu. Ideal para evaluar cumplimiento, mejorar experiencia del cliente y optimizar tiempos y procesos en postventa.
by Saipmihf Hernández, from the CommunityDownloads: 30+Get - Template
Leader on Duty Daily Closing Routine
This leader on duty daily closing routine checklist helps store leaders complete end of day tasks consistently. It covers customer engagement, coaching department managers, staffing and register coverage, queue control, merchandising and salesfloor standards, fitting rooms and restrooms, stockroom and warehouse readiness, security guard interactions, AC and lighting checks, replenishment gaps, cash wrap supplies, prestige lounge service, and RDU organization. It also guides leaders to review sales performance, SMAC acquisition goals, and opportunities such as mall selling or events, then capture notes, actions, and a reflection for continuous improvement.
by Michael Klepp, from the CommunityDownloads: 30+Get