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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.
TemplateChecklist de ventas de vehículos
Plantilla de evaluación para estandarizar el proceso de ventas en concesionarios del Grupo Q. Cubre gestión de contactos y prospección, atención en sala, conocimiento del producto y financiamiento, presentación estática y dinámica con pruebas de manejo, elaboración de cotizaciones y propuesta comercial, control de entregas, experiencia de entrega, introducción a servicios de postventa y recontacto a 48 horas. Incluye evidencias requeridas, responsables asignados y verificación en sistemas como QRM y BO para asegurar seguimiento, calidad de servicio y mejora de indicadores de conversión y satisfacción.
by Saipmihf Hernández, from the CommunityDownloads: 20+Get- Template
000G1 Marketing Visit Checklist
This 000G1 Marketing Visit checklist helps field teams assess point of sale materials and in store presentation. Review whether all POS is relevant and in date, check for incorrect sizes or DIY signage, and confirm signage and fixtures are in good condition. Validate operational compliance with ops teams and record any additional comments, follow up tasks, or jobs to log in Dorris. Ideal for retail and hospitality merchandising audits to keep campaigns compliant and stores on brand.
by Amy Mathieson, from the CommunityDownloads: 20+Get - Template
Cold Front Store Audit Checklist
This simple store audit template helps retail teams assess key in store standards quickly. Record store details and review pricing, planogram integrity, merchandising, and stock availability. Add photos and comments to document conditions and capture issues on the spot. Use the checklist to verify compliance with display schematics, ensure accurate pricing, confirm items are in stock, and note required service stickers. The structure supports consistent site visits across multiple locations and provides a clear record for follow up actions and continuous improvement.
by Daniel Servaes, from the CommunityDownloads: 20+Get - Template
Retail Outlet Audit Checklist
This retail outlet audit checklist helps ensure standards are upheld across stores. It covers front-of-shop merchandising, pricing, assembly, and cleanliness; storeroom organization and safety; yard upkeep; rolling stock category counts and documentation; asset register and POS equipment; alarm systems and panic buttons; health and safety signage, drills, and compliance; staff hygiene, dress code, emergency knowledge, attendance, and change rooms; counter, kitchen, and office housekeeping; administrative controls including IBT, transfer and manual invoice books, floats, petty cash, and reconciliations; returns, exchanges, repairs, and damaged goods tracking; credit notes and refund documentation; invoice details, discounts, and price overrides; and daily banking and cash-up verification. Use this checklist to standardize audits and maintain consistency across locations.
by David Jacobs, from the CommunityDownloads: 20+Get - Template
Retail Shop Audit Checklist
Comprehensive retail shop audit checklist designed to uphold consistent standards across automotive retail locations. Evaluate exterior conditions, signage, parking, and cleanliness; review showroom and sales counter presentation, merchandising, permits, and customer amenities; inspect shop and storage areas for safety, equipment maintenance, PPE, and OSHA compliance; and verify operational controls including scheduling, work order handling, customer communication, and cash procedures. Use this tool to identify improvement opportunities, prioritize capital upgrades, and ensure a safe, compliant, and customer-ready store environment.
by Rebecca Griffis, from the CommunityDownloads: 20+Get - Template
Checklist Alfamart: Audit Pendingin dan Daya
Checklist Alfamart ini digunakan untuk mengaudit performa pendinginan GDM dan keandalan pasokan listrik di toko. Bagian Tegangan Outlet memeriksa kecukupan tegangan 190–240 V, sumber PLN, kestabilan, penggunaan power supply, pemasangan grounding, kondisi kabel, serta fungsi PRCD 30 mA. Bagian Cooling Performance menilai suhu aktual, fungsi cut in/cut off termostat, arus kompresor, nilai kapasitor, kondisi refrigeran, dan kebersihan kondensor. Bagian Sparepart dan Aksesori mengecek fan motor evaporator dan kondensor, serta fungsi dan jenis lampu TL atau LED. Cocok untuk audit operasional dan pemeliharaan peralatan toko.
by irawan nurcahyo, from the CommunityDownloads: 20+Get - Template
Convenience Shrink and Security Healthcheck
Use this audit to evaluate shrink and security practices across convenience operations. Sections cover engagement and awareness, front end controls (staffed checkouts, EAS gates, deactivation units, void reviews), product protection and tagging on fresh and ambient lines, high-risk merchandising, and risers. Back door and warehouse controls include locked access, secured BWS cages, delivery handling, Smoke Cloak readiness, and Collect+ storage and audits. Cash office standards address safe security, dual-control tobacco, and key management. Stock routines check gaps, OSI, dashboards, deep dives, staff searches, KPIs for news and magazines, transfers, and waste recording. Aim for 90%+ to meet overall.
by Rich Forrest, from the CommunityDownloads: 20+Get - Template
Mystery Shopper Retail Store Assessment
This mystery shopper checklist helps evaluate retail store performance across the entire customer journey. Capture customer details and purchasing profile, then assess first impressions, information counter service, cashier engagement, and checkout equipment. Audit merchandising, cleanliness, signage, pricing, and product confidence across departments including bakery, chilled and frozen, fresh produce, butchery, fish and seafood, and dry/non‑food. Review staff behavior and service quality, plus facilities such as car parks, vendor areas, toilets, floors, and trolleys. Use the findings to improve customer experience, store standards, and operational compliance.
by Puth Prapasanobol, from the CommunityDownloads: 20+Get - Template
Spotcheck de Ventas: Productividad y Desempeño
Evalúa y mejora la productividad de tu equipo comercial con este spotcheck de ventas alineado a los estándares de Grupo Q. La plantilla cubre capacitación continua e inducción (herramientas, procedimientos, marca y postventa), monitoreo de avances y planes de acción, esquemas de compensación e incentivos, definición y comunicación de metas de ventas, así como evaluaciones de desempeño mensuales y reportes a RR. HH. Incluye prioridades por ítem para enfocar acciones (alta, media, baja) y promueve evidencia documentada de reuniones, resultados y cumplimiento en sistemas. Ideal para gerentes y asesores de ventas que necesitan controlar y elevar el rendimiento de manera consistente.
by Saipmihf Hernández, from the CommunityDownloads: 20+Get - Template
UFC Gym Mystery Shop Checklist
This mystery shop checklist is designed for evaluating the end to end UFC Gym customer journey. It covers initial phone and email enquiries, how the Membership Advisor handles needs analysis and booking, front desk reception, in club tour, benefit led selling and price presentation. It also includes post tour actions such as trial setup or joining, upsell opportunities and referrals. A class and coaching section assesses start time, instruction clarity, safety, energy and equipment care. Use this tool to capture objective feedback and improve sales effectiveness, member experience and retention.
by SHANE MCKEOGH, from the CommunityDownloads: 20+Get - Template
Formulario de valoración del estado de tiendas
Formulario editable para evaluar el estado y la seguridad de tiendas. Incluye secciones de mobiliario y estanterías, suelos, escaleras, puertas y portones, vías y salidas de evacuación, instalación eléctrica, orden y limpieza, equipos de trabajo y EPIs, elevadores, riesgos en centros comerciales y protección contra incendios en zona de ventas y almacén. Contiene campos para identificar la tienda, responsables, incidencias y firmas. Ideal para auditorías internas y cumplimiento en retail.
by Sandra Solà, from the CommunityDownloads: 20+Get - Template
Roles y responsabilidades de la fuerza de campo
Esta checklist en español ayuda a equipos de campo y gerentes de concesionarios a alinear funciones clave. Cubre ventas (pronósticos, embudo de showroom y mix), marketing (campañas, CRM y reputación), incentivos y cumplimiento, gestión de inventario y flujo de vehículos, revisión financiera y de rentabilidad, calidad del cliente (auditorías, SSI y estándares NRC), desarrollo de red y visual identity, capacitación de vendedores y líderes, y prácticas de HR. Incluye acciones para coordinar con dealers, documentar visitas, impulsar usados certificados y ejecutar iniciativas especiales, con foco en resultados y mejores prácticas.
by Marcelo Montes, from the CommunityDownloads: 20+Get - Template
IGA ROTY Store Award Evaluation Checklist
This IGA ROTY checklist helps assess supermarket department standards across deli, meat, bakery, fresh produce, grocery, and dairy and freezer. Use it to verify advertised specials and hot offers are displayed and ticketed, ranges are complete, cabinets and cases are clean and well merchandised, and products are fresh and appealing. It also reviews POS execution, out of stocks, pricing programs, store ambiance, staff presentation and engagement, basket and trolley availability, and overall cleanliness to support award evaluations.
by Garry Cowling, from the CommunityDownloads: 20+Get - Template
Checklist de Auditoría de Concesionario Posventa
Checklist de auditoría para concesionarios orientado al área de posventa. Verifica listas de precios de servicios, promociones y reparaciones, tarifas de mano de obra para clientes, garantía e interna, costos por hora en mantenimiento y diagnóstico, y costos de repuestos. Define reglas de descuentos y markup para mayoristas, aseguradoras, web y transferencias internas. Incluye control de incentivos, costos fijos y evidencia en sistemas con aprobación de dirección o controlling financiero. Útil para asegurar cumplimiento, competitividad y rentabilidad del taller y repuestos.
by Nadia Espejo, from the CommunityDownloads: 20+Get - Template
Территориальный директор АВТОМИГ: чек-лист
Практический чек-лист территориального директора АВТОМИГ для оценки качественной работы магазинов. Охватывает проверку фасада и прилегающей территории, чистоту и освещенность залов, выкладку товара и актуальность ценников, наличие POS-материалов, внешний вид и экипировку персонала. Включает контроль складов и подсобных помещений, информационных стендов, соблюдение требований ТБ и ПБ, уголок потребителя и соответствие законодательству. Предусмотрены фотоотчеты и отметки о повторных замечаниях.
by Андрей Титаренко, from the CommunityDownloads: 20+Get - Template
Meat and Poultry Department Checklist
This practical checklist supports grocery and supermarket teams in managing the meat and poultry department. Use it to record SKUs, batch or lot codes, pack sizes, quantities on hand, and pass or fail notes for items such as bacon, sausages, burgers, chicken, beef, lamb, and turkey. It helps verify date codes, labeling, stock rotation, and basic food safety controls so you can maintain freshness, product quality, and compliance during daily checks.
by jon hall, from the CommunityDownloads: 20+Get - Template
Shrink and Security Health Check - Convenience Stores
Use this shrink and security health check to review guarding standards, incident reporting, colleague engagement, front-end controls, dashboard actions, routine processes, product protection, backdoor and warehouse security, safes and cash office controls, waste practices, and colleague compliance. Capture evidence, identify misses, and coach shift leaders and managers to reduce loss and improve store safety in convenience retail.
by Keith Barr, from the CommunityDownloads: 20+Get - Template
District Manager Store Visit Checklist
This district manager visit checklist helps assess store performance and compliance across multiple areas. Review sales and SPMH, safety practices like wheel installations and PPE, binders and documentation, staffing and scheduling, customer service, TCS items such as open service requests, purchases and transfers, courtesy inspections, showroom presentation, shop operations, exterior conditions, and point-of-purchase materials. Use it to standardize visits, flag issues, and ensure brand standards across locations.
by Brandi Hill, from the CommunityDownloads: 20+Get - Template
COVID-19 Health and Safety Guidelines for Retail
This COVID-19 checklist supports retail store operations to maintain safe trading. It covers social distancing notices and floor markings, customer number controls, entrance hygiene stations, sanitizing of baskets and tills, one-way systems, till screens, contactless payment guidance, PPE access for staff, updated cleaning schedules, toilet hygiene, limits on non-essential supplier visits, clear visitor protocols, delivery procedures, and sign-offs to confirm compliance.
by David Burch, from the CommunityDownloads: 20+Get - Template
Lush Store Maintenance Checklist
Use this Lush store maintenance checklist to guide routine inspections and servicing across HVAC systems, refrigeration display cabinets and coldrooms, ice machines, door curtains, and site ventilation. Tasks include cleaning coils and filters, checking drain pumps, performing F-Gas leak checks, verifying defrost settings and controllers, inspecting gaskets and lighting, testing current draw, and confirming safe operation after reassembly. Capture sign in and induction details, record defects, and obtain store sign off upon completion.
by Adam Sands, from the CommunityDownloads: 20+Get - Template
Checklist de Pós-Vendas para Concessionárias
Modelo em português voltado a concessionárias automotivas para padronizar o pós-vendas. Cobre atendimento ao cliente em canais online e offline, prazos de resposta, uso do Agenda Ford para agendamentos, check-in e programação da oficina, confirmação de serviços, aprovação de orçamento e comunicação com o cliente. Inclui boas práticas de recepção, proteção do veículo, registro fotográfico, preenchimento da ordem de serviço, testes de rodagem, qualidade e entrega. Abrange gestão diária da oficina, acompanhamento de status, reprogramações, indicadores de experiência do cliente, treinamentos e infraestrutura de equipe, tablets, TVs, uniformes e integrações com DMS.
by Priscila saldanha, from the CommunityDownloads: 20+Get - Template
Sales Manager Store Visit Guide
This Sales Manager Store Visit Guide helps retail leaders plan, execute, and document high-impact store visits. Capture store details and performance KPIs such as MTD sales, PSPD, PPPD, accessory and protection attach rates, and rep metrics. Observe sales engagements, coach reps, and verify knowledge of carrier promotions and plans. Confirm training completion, staffing, and system access. Check POS and device readiness, signage and price plan accuracy, and inventory across carriers. Conclude with actions, results achieved, and next steps to drive sales.
by Mary Maloof, from the CommunityDownloads: 20+Get - Template
Dispensary Operations and Compliance Audit Checklist
Comprehensive guide for dispensary audits covering cash handling, inventory management, security protocols, staff training, and operational compliance standards.
by Sean Donegan, from the CommunityDownloads: 20+Get - Template
แบบตรวจ คปอ. สำหรับความปลอดภัยในสถานประกอบการ
แบบตรวจ คปอ. ฉบับพร้อมใช้สำหรับการตรวจความปลอดภัยในสถานประกอบการประเภทค้าปลีกและคลังสินค้า ครอบคลุมการตรวจพื้นที่รอบอาคารและลานจอด ความเป็นระเบียบและความสะอาด ทางเดินและพื้นผิว ระบบไฟฟ้า การต่อลงดิน และห้องควบคุมไฟ ระบบป้องกันและระงับอัคคีภัย อุปกรณ์ดับเพลิงและจุดติดตั้ง การใช้เครื่องจักรกลขนย้ายสินค้า พื้นที่รับส่งสินค้า ระบบประตูอัตโนมัติ การจัดเก็บอุปกรณ์ การจัดการขยะ และการระบายน้ำ เหมาะสำหรับทีม คปอ. ใช้ตรวจติดตามอย่างเป็นระบบในพื้นที่ร้านและคลัง
by Krit Panyatanawiwat, from the CommunityDownloads: 20+Get