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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.
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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
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 - Template
Product 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
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.
