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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.
TemplateRetail Reopening Action Plan Checklist (COVID-19)
Developed by leading Australian retail bodies, this practical, public health-led checklist helps shopping centres and retailers reopen and operate safely during COVID-19. It outlines ten key actions, including providing hand sanitiser at entrances, frequent cleaning and disinfection, social distancing and capacity limits, promoting contactless payments, monitoring customer compliance, supporting access to essential services, daily staff wellbeing check-ins and PPE, clear communications between centre management and retailers, and maintaining essential safety systems. Use this protocol as a guide alongside current government and workplace safety requirements.
by SafetyCultureDownloads: 20+Get- Template
MEP 3 Pre Checklist
This MEP 3 pre checklist helps retail teams prepare stores before merchandising execution. It covers range review, planogram accuracy, signage and ticketing, digital displays, and fixture standards across key categories such as office supplies, tech, storage, and impulse lanes. Use it to verify layouts, confirm data strips and ticket sizes, check promotional fabs, and ensure compliance with floorplans. Ideal for store operations and merchandising audits to improve consistency and readiness.
by Craig Cox, from the CommunityDownloads: 20+Get - Template
Biometric Survey Sept 2017
This checklist helps teams confirm and document the placement of biometric hardware in retail sites, including time and attendance readers, colleague search readers, key cabinet readers, waste cage readers, and additional devices. Capture photos and notes for each location, ensure readers are not positioned on the shopfloor where prohibited, and provide clear guidance for installation reviews and audits.
by James Kell, from the CommunityDownloads: 20+Get - Template
B and Q Kitchen Handover Checklist
This B and Q kitchen handover checklist supports store and project teams during retail display installations. It guides verification of kitchen display areas, including cabinet alignment, appliance fitting, worktops, tiling, under-cabinet sensors, lighting, and POS placement. It also covers desk and door stands, worktop samples, splashback and handle walls, S and D walls, power drops, and spotlight installation. The checklist prompts site clearance, contractor performance review, photo documentation, snag tracking, and dual sign off for the contractor and B and Q. Use it to ensure displays are complete, safe for trade, compliant with plan, and ready for customer use.
by Dale Robson, from the CommunityDownloads: 20+Get - Template
Gaming Machines Audit Checklist
This audit checklist helps retail betting shops review gaming machine operations and shop performance. It covers shop standards and cleanliness, customer experience (welcome on entry, service, promotions), machine zone presentation, competitor head counts, and financial targets. It also reviews team knowledge of games and promotions, procedures for incidents and claims, and compliance requirements (e.g., GamCare materials, SE and RGI processes). Security, health and safety, and alignment with vision, mission, and service steps are included.
by Ateet Koomar, from the CommunityDownloads: 20+Get - Template
Diebold Onsite Sign Off Checklist
Document completion of onsite work at a store with this Diebold sign off checklist. Capture client and store details, overall photos, sign-in book and permit-to-work images, record snags and observations, and finalize with technician and store representative names and signatures. Ideal for installation, maintenance, and handover visits to verify work completed and ensure clear accountability.
by Barry Austin, from the CommunityDownloads: 20+Get - Template
Checklist de Supervisión CASH FRESH
Plantilla de auditoría para supervisar tiendas CASH FRESH. Cubre análisis de ventas y márgenes, ratios y gastos, control de mermas y productividad. Incluye checklists por secciones de frescos: pescadería, frutería, charcutería, panadería y carnicería; almacén, sala de ventas, línea de cajas y seguridad. Integra seguimiento de campañas, cartelería, implantaciones, caducidades, trazabilidad, higiene y EPIs. Añade evaluaciones de laboratorio, cliente oculto y plan de acciones con firma del gerente.
by Eduardo Martos, from the CommunityDownloads: 20+Get - Template
Retail Facilities VWAP Inspection Checklist
This VWAP (Visit With A Purpose) checklist guides Regional Facilities Managers through a comprehensive retail store review. Assess external areas such as landscaping, signage, lighting, parking surfaces, drainage, and fascia condition. Inside, evaluate auto doors, mats, lighting levels, flooring hazards, chillers and freezers, temperature comfort, escape routes, pest evidence, and cleaning standards, including bakery and hot food areas. Check back-of-house cleanliness, canteens, plant room safety, and service yards. Review compliance folders, escalation processes, and open work orders, confirm seasonal readiness, capture colleague feedback, and complete sign-off.
by Kevin Kinney, from the CommunityDownloads: 20+Get - Template
Monthly HSSE Checklist for Retail Sites
Use this Monthly HSSE Checklist to help site leads maintain health, safety, security, and environmental standards. Verify retail till limit compliance, test counter and panic alarms, check first aid and spill kits, complete required incident reports, and confirm panic pendant availability. Ideal for monthly reviews to standardize HSSE practices and strengthen store safety and loss prevention across locations.
by Attie Myburgh, from the CommunityDownloads: 20+Get - Template
Retail Store Operations Audit Checklist PASSQ v2
This PASSQ v2 checklist supports retail teams in auditing store operations across key departments like hardware, plumbing, electrical, paint, and flooring. Review right location, right price, correct point of sale, and product condition. Check on-shelf availability, project quantities, and dual locations. Assess standards and safety, warehouse and yard practices, and queue management to deliver efficient, customer-friendly service.
by Adrian Chapman, from the CommunityDownloads: 20+Get - Template
Cashier Daily Checks Checklist
This cashier daily checks checklist helps retail teams confirm store readiness before opening or shift change. Review signage and pricing visibility, fire exit access and safety equipment, cashier desk cleanliness, certificate displays, floor hazards, POS system updates and uptime, money floats and deposits, wristband inventory, waivers availability, fridge operation, and organization of stationery and drawers. Requires sign off by the trained cashier and a supervisor for accountability.
by Adventure HQ Safety Checks Sharaf HQ Investment, from the CommunityDownloads: 20+Get - Template
REPORTE BTL KIOSKO 2019
Plantilla en español para documentar activaciones BTL en kiosko dentro de tienda. Incluye registro de fecha y hora, ubicación, nombre y número de tienda, tipo de activación y responsables (comisionista, promotor). Cubre recursos humanos como animador, demovendedora, edecán y supervisor, así como recursos materiales: equipo de sonido, decoración, inflables y material promocional. Evalúa colocación de decoración previa, presentación con el comisionista, menciones del animador, dinámicas de promoción e interacción con clientes. Integra validación y firmas del encargado de turno en tienda y del supervisor de la activación.
by Victor Ramirez, from the CommunityDownloads: 20+Get - Template
Store Closing Notes Checklist
This closing notes checklist helps retail and grocery teams complete end of day procedures consistently. Review projected sales and units, capture department notes, and verify critical tasks across departments including Floral, Produce, Seafood, Bakery, Deli, Grocery, Market, and Gas. Confirm sanitation, organize stock, lock cigarette cases, manage returns, check open orders, secure receiving doors, and clean freezers and work areas. Ensure equipment is working, trash is removed, restrooms are cleaned, and the kiosk is armed. Use this checklist to close each shift safely and ready the store for the next day.
by Misty Garza, from the CommunityDownloads: 20+Get - Template
Fit for Summer: Convenience Store Refrigeration
Use this Fit for Summer checklist to prepare convenience and grocery stores for hot-weather demand. Inspect pack compressors, condensers and gas coolers, inverters, and cold rooms. Verify airflow, fan rotation, trim and door heaters, drains, probes, and night blinds. Clean cabinet and integral condensers, condensate trays, and AC filters. Check ventilation does not disrupt cases. Ensure networking fixtures are online, complete predictive work orders, and note additional parts or service required.
by David Smith, from the CommunityDownloads: 20+Get - Template
Elecomm Wincor B&Q Adhoc Works Sign-Off v1.1
Electronic sign-off form for retail adhoc works at B&Q stores. Capture location, store number and name, time on/off site, attending engineers, scope of works items with completion status and reasons, attach media, and record till numbers and serials for installed peripherals. Includes travel start/end times and both engineer and client signatures with representative name and position. Designed for retail store POS installation and maintenance workflows.
by Mike John, from the CommunityDownloads: 20+Get - Template
513 Weekly Group Compliance
This weekly group compliance checklist supports grocery retail teams in auditing store departments. It guides photo documentation of meat RTC and special bays, deli hot box, slice-on-demand, seafood case, produce leafy, cut fruit and coolroom overstocks, plus bakery rolls, FTO and seasonal displays. It also covers SPDB gondolas, dairy promotional bays, longlife RTC stands and shrinkage controls. Use it to standardize inspections, track store presentation and maintain operational compliance across locations.
by Paul Reidy, from the CommunityDownloads: 20+Get - Template
Excellent Staff Service Checklist
Use this Excellent Staff Service checklist to evaluate in store customer interactions and drive consistent retail standards. Confirm team members greet first, escort customers to products, engage in conversation, and check product availability. Record whether further assistance is offered, invite feedback with loyalty incentives, and note any surprise and delight moments. Ideal for store audits, coaching, and service improvement.
by Richard Kjellgren, from the CommunityDownloads: 20+Get - Template
DSI II VENTAS: Estándares de Ventas Nissan
Plantilla de auditoría para concesionarios Nissan que verifica todo el proceso comercial. Cubre planificación de inventario, recepción y revisión de vehículos, estándares de sala de exhibición, prospección y seguimiento en CRM, experiencia de prueba de manejo, administración de pedidos, PDI y entrega, presentación de posventa, encuestas de satisfacción, orden y limpieza 5S, gestión de marca, capacitación, KPI y análisis de CSI y SSI.
by Astrid Aguilar Fajardo, from the CommunityDownloads: 20+Get - Template
NSG Quarterly SLAM Performance Audit
This quarterly SLAM performance audit checklist helps retail stores evaluate the effectiveness of their safety program over a three-month period. It covers monthly safety meetings with department representatives, completion of department inspections and action items, employee training progress for new hires and follow-ups, safety quiz participation, incident tracking (from no-injury to claim/injury), and the accuracy and timeliness of investigations. It also reviews sweep sheet compliance for front end and produce areas, documentation quality on logs, and reporting and attendance compliance for monthly and quarterly SLAM reports. Use this audit to monitor trends, close gaps, and strengthen store safety practices.
by Eric Schmidt, from the CommunityDownloads: 20+Get - Template
Store Closing Visit Checklist
This store closing visit checklist helps area and store managers verify end-of-day standards across operations, safety, and security. Use it to confirm clean close procedures, doors and alarms are secured, cash handling and reconciliation are correctly performed, and any operational blockers are identified. Capture visit feedback, assign follow-up actions, and standardize closing routines across multiple locations to improve compliance and store readiness.
by Oliver Shearing, from the CommunityDownloads: 20+Get - Template
Greggs Financial Audit Checklist
This Greggs financial audit checklist helps retail food stores review the essentials of store operations and loss prevention. Evaluate safe and till counts, daily banking, cash variances, and third party collections. Verify stock controls for high value items and ensure HR compliance including right to work documents, timekeeping, payroll accuracy, training completion, and staff meeting pay. Confirm safety and security routines such as fire drills, alarms, emergency lighting, temperature logs, tamper checks, and device policies. Use it to standardize audits, reduce shrink, and improve compliance.
by Tom Bloom, from the CommunityDownloads: 20+Get - Template
Store Performance Rating Checklist
Use this store performance rating checklist to audit retail operations across office administration, backroom, register, storefront, apparel, footwear, and equipment. It details organization, merchandising standards, visual directives, pricing and markdowns, safety and property upkeep, signage, layaways and special orders, required reports, and team performance. Identify gaps, standardize routines, and drive sales by ensuring clean, compliant, and customer ready stores with clear responsibilities, daily checklists, and weekly planning.
by Brad Turner, from the CommunityDownloads: 20+Get - Template
Check list de Mantenimiento Go Mart
Checklist completo para evaluar el estado e imagen de tiendas Go Mart. Cubre exterior y acceso (fachada, marquesina, cancelería), área de ventas (pisos, plafones, publicidad), seguridad contra incendios, iluminación e instalación eléctrica. Incluye revisión de equipos de fast food (hornos, caldera, roller), bebidas frías y calientes, vitrinas y refrigeración (open case, estructurales, condensadores), aire acondicionado y cuarto frío, así como bodega y azotea. Útil para auditorías operativas y mantenimiento preventivo.
by Claudio Montes, from the CommunityDownloads: 20+Get - Template
Baker Leak Test Record Form
This Baker leak test record form helps retail stores and supermarket teams document refrigeration system leak testing. Capture job details, site and store information, refrigerant type, number of expansion valves, and the method used for leak detection. Record the system description, installer, and commissioning date, and obtain sign-off from an AJ Baker technician or the store manager. Use this form to maintain compliance, standardize inspections, and keep accurate maintenance records.
by Dylan Tame, from the CommunityDownloads: 20+Get