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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.
TemplateProduct Protection Audit Checklist RAG Scoring
This retail product protection audit helps store teams check loss prevention standards across Health and Beauty, Entertainment, Electrical, and General Merchandise. Verify that high‑risk items use the correct deterrents such as pin tags, spider tags, lanyards, bottle wire tags, and safer cases, and confirm security POS is displayed to standard. Capture store details, store number, audit date, and preparer. Use RAG scoring to assess compliance: Green for ninety‑one to one hundred percent, Amber for seventy‑one to ninety percent, and Red for zero to seventy percent.
by Matt Heywood, from the CommunityDownloads: 30+Get- Template
Informe de visita de visual merchandising 2019
Esta plantilla en español permite evaluar el visual merchandising de una tienda durante una visita de auditoría. Cubre rendimiento de tienda, escaparates y entrada, textil por categorías, calzado, accesorios y almacén. Verifica planogramas, estándares, precios y POS, densidad de stock, maniquíes y displays. Incluye campos para comentarios, evidencias fotográficas y firmas, facilitando el seguimiento de acciones y la coherencia de marca.
by Jaime Cabrerizo, from the CommunityDownloads: 30+Get - Template
Security Ops Vulnerability Health Check 2019
This checklist helps retail teams assess store security and safety. It covers access control, back gates, stock loss routines, high value lockups, CCTV policy, door guards, seal checks, biometric key control, and colleague engagement. Sections include waste handling, counters, pharmacy, grocery, produce, non food, checkouts, service desk, petrol filling station, and online operations. Use it to audit self service areas, key management, van searches, click and collect security, and incident readiness to reduce shrink and improve compliance.
by Anna Gotts, from the CommunityDownloads: 30+Get - Template
OHS and Shrinkage Audit Checklist (Retail)
Use this OHS and shrinkage audit to standardize loss prevention and safety checks across retail stores. The checklist covers back-of-house controls (transfer folders, customer pickup logs, repair and credit status, smashed panels), storeroom standards (Dexion racking by product type, bulky goods weight limits, housekeeping), and office compliance (manager sign-offs, Apple refund log, invoice checks). On the shop floor, verify source tagging and spider wraps for high-theft items, headphone security, alarm functionality, merchandising of up-top stock, and safe stacking. Help managers reduce shrinkage, improve compliance, and maintain a safe, organized store.
by Brent Jenkins, from the CommunityDownloads: 30+Get - Template
Supervisión mensual
Plantilla de supervisión mensual para tiendas y comercios que abarca revisión de exteriores, piso de venta, cocineta, baños, bodega y techo. Incluye controles de iluminación, señalización, limpieza, seguridad, mobiliario y equipos de refrigeración y aire acondicionado, así como áreas de comida fresca y cafetería. Registra hallazgos, temperaturas, funcionamiento de equipos y necesidades de mantenimiento o presupuesto adicional. Ideal para operaciones minoristas y conveniencia que buscan estandarizar inspecciones, asegurar la calidad del servicio y priorizar acciones correctivas.
by Rodrigo Cervantes, from the CommunityDownloads: 30+Get - Template
Business Centre Visit Report
Support document to highlight the opportunities to drive B2B in retail
by Paul Lavin, from the CommunityDownloads: 30+Get - Template
Hammonds Customer Experience ESV
A comprehensive Hammonds showroom Customer Experience ESV checklist to drive consistent retail standards and CX. It covers exterior signage and window displays, internal shop floor presentation, POS and digital screens, sample centre compliance, tablet and booking desk readiness, and security. Back-of-house housekeeping, kitchen and bathroom hygiene, and storage are included. Health and safety spans fire strategy, escape routes, testing, extinguishers, doors, training, chemicals, electrics and PAT. Administration covers GDPR, risk assessments, meter readings, certificates, cleaning rotas and training records. It also audits appointment booking habits, sales targets and offers, competitor awareness, Google reviews, and The Hammonds Way, with manager and RRM sign-off.
by Casey Crouch, from the CommunityDownloads: 30+Get - Template
ISG NCR/MORRISONS SSO Sign Off V2.0
This document serves as the official sign-off checklist for ISG Technology engineers installing SSO tills at Morrisons stores. It covers the installation verification of power and data connections for up to 9 SSO tills, requiring photographic evidence for each installation. The form includes sections for documenting store information, variations and snags, and requires final approval from both the store manager and installing engineer. The process ensures proper installation documentation and quality control, with instructions to contact the OOH service desk before leaving the site. This standardized approach helps maintain consistency across all Morrisons store installations and provides a clear audit trail for completed work.
by Lee Spinks, from the CommunityDownloads: 30+Get - Template
Grocery Weekly Deep Dive Checklist
This grocery weekly deep dive checklist helps supermarket and grocery teams conduct comprehensive audits across the retail floor. It covers manual handling, visitor and contractor protocols, pallet jacks, ladders and platform ladders, roll cages and flatdecks, bulk food bins, shelving and displays, chemical control and PPE, carton cutter safety, lighting and electrical checks, fire equipment readiness, hazardous goods stacking, RF gun safety, relay housekeeping, customer incident procedures, emergency awareness, and training records. Use it to identify hazards, standardize safety practices, and maintain compliance while improving day-to-day store operations.
by Grant McEwan, from the CommunityDownloads: 30+Get - Template
Checklist Express V3.0 para Tiendas Retail
Plantilla de checklist integral para operaciones de tiendas retail. Cubre imagen y presentación, ventas y plan estratégico, telemarketing, operaciones en cajas y piso de ventas, devoluciones y paquetería, CEDIS, módulos WE y Home, almacenes, imagen exterior, compras corporativas, mantenimiento, sistemas, recursos humanos, administración, permisos y protección civil, insumos, caja chica, pagos a proveedores, auditorías y contabilidad. Úsala para estandarizar procesos, asegurar cumplimiento y mejorar el control operativo diario.
by Misaac López, from the CommunityDownloads: 30+Get - Template
Wholesale Club Merchandising Audit Checklist
This wholesale club merchandising audit helps field teams assess in-store execution across rotation, pricing, stock levels, displays, and compliance. Use it to verify merchandisers sign in, check in and out with managers, restock pallets and racks, rotate product correctly, price items, and organize breakage. Capture photos, note out-of-department displays, and flag overhead items not on display. Standardize retail operations and ensure brand presence and customer experience are consistently delivered.
by Chris Dombovary, from the CommunityDownloads: 30+Get - Template
COVID-19 Checklist for Auto Dealers and Rental
Use this COVID-19 checklist to help automobile dealerships and vehicle rental businesses implement a workplace safety plan. It outlines responsibilities, risk assessment, staff training, symptom screening, hand hygiene, and face coverings. Guidance includes cleaning and disinfecting high traffic areas and vehicles, sanitizing shared equipment, installing barriers, managing occupancy, and improving ventilation. It also covers physical distancing in showrooms and service areas, signage, scheduling, test drive precautions, curbside pickup, and remote agreements. References include CDC, EPA, and Cal OSHA recommendations.
by SafetyCultureDownloads: 20+Get - Template
Parking Lot Safety Checklist
This Parking Lot Safety Checklist helps retail managers ensure customer and employee parking areas are safe, well-marked, and free of hazards. Use this template to monitor compliance, identify risks, and maintain a safe, accessible parking environment.
by SafetyCultureDownloads: 20+Get - Template
COVID Safe Checklist for Beauty Therapists and Nail Salons
This COVID Safe checklist helps beauty therapists and nail salons reopen safely in line with Queensland guidance. It covers reopening readiness, worker wellbeing, social distancing, client record keeping, hygiene and cleaning, PPE considerations, contactless payments, appointment management, deliveries and visitors, and ongoing review and monitoring. It includes signage, hourly cleaning, sterilisation between clients, and clear expectations for clients and staff.
by SafetyCultureDownloads: 20+Get - Template
Retail Store Cleaning Checklist
This Retail Store Cleaning Checklist ensures consistent cleanliness, protects customer health, and extends the lifespan of store assets. Use this checklist to track tasks, verify accountability, and maintain a safe, professional, and welcoming store environment.
by SafetyCultureDownloads: 20+Get - Course
Warehouse Hazard Identification and Risk Assessment
This course builds the skills needed to identify, assess, and control workplace hazards in warehouse and retail environments. It covers how to conduct safety inspections, evaluate risks using structured methods, and apply effective control measures to prevent incidents. At the end of the course, participants gain practical experience in recognizing hazards, assessing their severity and likelihood, and taking action to reduce risks and support a culture of ongoing safety improvement.
by SafetyCultureGet4 LessonsDownloads: 20+ - Template
Fuel Safety Inspection Checklist
This Fuel Safety Inspection Checklist helps retail sites, gas stations, and fleet operators ensure safe fueling, charging, and storage practices while minimizing risks. Use this checklist to inspect critical areas, document safety procedures, and take corrective actions that protect people, property, and the environment.
by SafetyCultureDownloads: 20+Get - Course
Monthly Safety Equipment Inspection
This course gives you the know-how to perform effective safety equipment inspections in your workplace. Learn why regular checks matter, which tools and gear to inspect, and how to do it right. Understand how often to inspect, what to record, and how to stay compliant, helping you keep every workspace safe, efficient, and free from hazards.
by SafetyCultureGet5 LessonsDownloads: 20+ - Course
Retail Equipment Maintenance Training
This course highlights the critical role employees play in maintaining equipment reliability through training and preventive practices. Learners will discover how following SOPs, manufacturer guidelines, and correct operating procedures reduces misuse, extends equipment life, and ensures compliance. The course also equips employees to identify early warning signs, apply routine care, and report issues promptly to minimize risks and downtime. The course further emphasizes building a preventive culture by assigning clear responsibilities, encouraging open reporting, supporting knowledge transfer, and recognizing proactive behaviors. By the end, learners will understand how preventive actions directly enhance operational reliability, customer trust, and organizational performance.
by SafetyCultureGet5 LessonsDownloads: 20+