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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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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 - Collection
Retail Inventory Display
Enhance retail inventory display quality with practical guides, templates, and courses. Ensure product signage and labeling accuracy, follow planogram adherence audits, and complete visual merchandising compliance checks to maintain store standards. Prevent confusion, reduce customer complaints, and protect your store’s reputation. Keep shelves organized, displays appealing, and sales moving every shift.
by SafetyCulture6 itemsDownloads: 20+ - Template
Retail Quality Control Checklist
This Retail Quality Control Checklist is a practical tool to ensure that store products and service standards consistently meet business and regulatory requirements. Use this checklist to inspect product quality, verify temperature control, remove non-conforming items, train staff, and analyze trends for continuous improvement.
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 Contractor Access Form
This Retail Contractor Access Form is a standardized document used to authorize and manage contractors entering retail premises, ensuring security, compliance, and workplace safety. Use this form to collect contractor details, verify licenses and insurance, provide safety inductions, issue access passes, monitor work, and complete a closing review.
by SafetyCultureDownloads: 20+Get - Template
Display Compliance Checklist
This display compliance checklist ensures that all retail store displays meet company standards, industry regulations, and customer expectations for accuracy and presentation. Use this checklist to conduct merchandising audits, compare displays to planograms, and flag non-compliant areas for corrective action.
by SafetyCultureDownloads: 20+Get - Collection
Retail Housekeeping Standards
Strengthen housekeeping standards across your retail stores with templates, guides, and courses. Learn proper spill response and containment procedures, manage chemicals safely, and keep every store area clean and safe. Reduce slip hazards, prevent pest infestations, and uphold general store cleanliness and hygiene to meet compliance. Keep floors safe, aisles clean, and every space welcoming for customers and staff.
by SafetyCulture4 itemsDownloads: 20+ - Course
Retail Equipment Decommissioning Training
This Retail Equipment Decommissioning Training course prepares employees to safely and responsibly retire equipment in accordance with the Equipment Decommissioning and Disposal Policy (SOP). It addresses the risks of improper disposal—such as environmental hazards and safety incidents—and guides employees through identifying equipment at end-of-life, safely dismantling it, and handling hazardous materials in compliance with regulatory standards. This course provides an overview of applying proper lockout/tagout procedures, segregating and disposing of hazardous waste correctly, and maintaining accurate records such as waste manifests and certificates of destruction. By the end of the training, participants will be equipped to carry out decommissioning activities that protect people, the environment, and the company’s compliance standing.
by SafetyCultureGet4 LessonsDownloads: 20+ - Template
Receiving Inspection Checklist
This Receiving Inspection Checklist is a structured tool used to verify that incoming parts, materials, and sub-assemblies meet purchase order, engineering, and quality requirements. Use this checklist to confirm certificates, documentation, material properties, and process compliance while identifying and controlling any non-conforming items.
by SafetyCultureDownloads: 20+Get - Template
Planogram Compliance Checklist
This Planogram Compliance Checklist ensures retail stores follow approved planograms to maintain product visibility, optimize merchandising, and drive sales performance. Use this template to audit compliance, capture evidence, and take corrective action where needed.
by SafetyCultureDownloads: 20+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.