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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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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 - Template
Checklist 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
Supermarket Fresh Departments Audit Checklist
Use this Fresh Departments Audit to evaluate supermarket fresh departments against operational and compliance standards. The checklist covers financial targets and controls, rotation and date checking, markdowns and wastage recording, roster coverage versus sales, stock control with order guides and auto-ordering, and adherence to company standards. It also assesses food safety practices, WHS compliance, merchandising and presentation, availability of promotional and core lines, uniform and personal appearance, ticketing accuracy, customer service, and cleanliness and organization across the store and back of house.
by Bernardi Group, 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
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.