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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.
TemplateHomebase Durham 5 Minute Review
This 5 minute review checklist is designed for Homebase retail teams to quickly assess front end performance at store level. It captures weekly card sales and RC percentage, colleague performance against daily tasks, cleanliness and stock levels, showroom leads for kitchens bathrooms and bedrooms, windows and doors quotes, PUAP satisfaction speed of service and friendliness at the till, overall store conversion, training completed including open door courses, and the current agility rating. Use it to guide coaching conversations, identify training needs and document manager and employee sign off during brief reviews.
by Richard Cowen, from the CommunityDownloads: 20+Get- Template
Check List de Equipo V2.0 Recursos Humanos
Plantilla en español para evaluar el equipo y la gestión de Recursos Humanos en tienda. Verifica checadores funcionando, requisición y seguimiento de vacantes, planeación de horarios descansos y vacaciones, envío y respaldo digital de expedientes, reporte oportuno de modificaciones altas y bajas, y contratos vigentes y actualizados. Incluye áreas para gerente y supervisor y un espacio de observaciones para documentar hallazgos y acciones correctivas durante la inspección.
by Misaac López, from the CommunityDownloads: 20+Get - Template
Checklist de Visita de Supervisor
Esta checklist en español guía la visita de un supervisor a módulos o kioscos en centros comerciales. Cubre revisión general de limpieza, infraestructura, counter, muebles, barandas y luminarias, verificación de señalética y visibilidad de marca, y control de materiales de seguridad como extintores. Incluye evaluación del estado de carritos y muñecos, así como del personal: uniforme, presentación, conocimiento de la Regla de los 6 Pasos, entrega de reportes de ventas y comparación con días equivalentes. Contiene sección de observaciones y firma del supervisor para estandarizar auditorías, mejorar operaciones y asegurar cumplimiento.
by Eduardo Huapaya, from the CommunityDownloads: 20+Get - Template
Koordinatör Mağaza Denetim Formu
Bu mağaza koordinatör denetim formu; mağaza iç değerlendirme, ürün ve stok yönetimi, görsel düzenleme, depo düzeni, KPI takibi, servis ve personel eğitimi ile kasa hizmetleri alanlarında kapsamlı bir kontrol sağlar. Vitrin ve reyon temizliği, yangın güvenliği, ekipman bakımı, fiyat ve alarmlama doğruluğu, VM standartları, dağıtım ve irsaliye süreçleri, depo ayrımı ve düzeni, günlük hedef ve toplantılar, müşteri karşılama ve satış adımları, ek satış uygulamaları ile kasa uyum ve hız kontrollerini içerir. Perakende operasyonlarında standartlaşma, uyum ve performans artışı için uygundur.
by Bahadır Onur, from the CommunityDownloads: 20+Get - Template
Lidl Checkout Inspection Survey Checklist
This Lidl Checkout Inspection Survey supports retail store operations by auditing checkout lanes and bakery equipment. Capture checkout type (tandem, left or right hand), bump strip types (HARR, ITAB), merchandise unit panels, lane numbers, and overall condition with photos. Verify scratches, dents, component functionality (doors, cash box, computer door), rubber condition, panel alignment, and any health and safety or customer experience concerns. Record dimensions and counts for standard lengths, operator doors, cash boxes, and merch boxes, plus missing parts or access restrictions before cladding. Includes a bakery inspection to log oven serial and LIN numbers, display type, autostart times, and supporting photos. Use findings to prioritize maintenance, ensure compliance, and improve checkout performance.
by Billy Kindell, from the CommunityDownloads: 20+Get - Template
Ritchies Stores Meat Audit Checklist
This Ritchies Stores Meat Audit helps meat supervisors evaluate safety, product quality, compliance, merchandising, and team performance in supermarket meat departments. It covers sanitation practices, hand hygiene, PPE, equipment condition, preparation areas, cold room cleanliness, temperature logs, and cleaning schedules. Merchandising checks include case presentation, ticketing, specials, GP-focused displays, and famous lines, plus SATO labeling and seafood freezer standards. KPI tracking spans sales, gross profit, markdowns, throw-outs, and out-of-stocks. Designed for supervisors to complete twice per year to drive continuous improvement and grow both the team and the business.
by Natasha Adams, from the CommunityDownloads: 20+Get - Template
Chek lista za specijaliste FO/RU i Ferivi trgovine
Detaljna chek lista za dnevnu kontrolu rada maloprodajne trgovine obućom i tekstilom. Obuhvaća izlog i kampanje, vidljivost cijena, dostupnost i segmentaciju artikala (obuća, tekstil, accessories), marketinške i zakonske oznake, sigurnosne sustave, organizaciju rada i urednost. Sadrži smjernice za skladište, obaveznu dokumentaciju i tehničku opremu (POS, blagajna, brojač kupaca), te postupanje s reklamacijama. Uključuje i zadatke web shop podrške za pravovremenu obradu narudžbi i zamjena.
by Igor Pavlović, from the CommunityDownloads: 20+Get - Template
Audit Compliance and Loss Prevention Risk Assessment
Evaluate store-level risks and compliance with this loss prevention audit checklist for retail environments. Review cash office procedures, till variances, banking controls, cash lifts, PDQ card handling, voucher sales and redemption, refund authorization, post-voids, store security, and stock handling. Use it to identify control gaps, standardize processes, and reduce shrink across locations. This example template is for guidance only; seek professional advice to confirm suitability for your operations and jurisdiction.
by Alasdair Edgar, from the CommunityDownloads: 20+Get - Template
Compte rendu de visite mise au concept
Modèle de compte rendu de visite pour la mise au concept en point de vente. Couvre les informations clés du magasin (ville, n° PDV, concept choisi), les surfaces (couvert chauffé, jardin extérieur, bâti), la présence de jardinerie, les catégories CDV et GF, la configuration (plein pied ou étages), ainsi que la planification des livraisons et montages par phases. Inclut les implantations, la signalétique, et un espace pour commentaires et photos afin d’assurer un déploiement de concept cohérent.
by Romain COLLARD, from the CommunityDownloads: 20+Get - Template
Checklist de Auditoría Diaria para Smart & Final
Lista de verificación integral para auditoría diaria de tiendas Smart & Final. Cubre exterior y estacionamiento, entrada y registros, ejecución de promociones, frutas y verduras con control de calidad y rotación, deli, lácteos y congelados con revisión de temperaturas, exhibiciones y limpieza, abarrotes y mercadeo con control de faltantes y etiquetado, almacén y recepción con seguridad, orden y control de plagas, andén y exterior, baños y áreas de descanso, así como tareas del turno nocturno y revisión por video. Incluye seguimiento de artículos top y de baja venta, políticas de recuentos e inventario.
by Nestor Bustamante, from the CommunityDownloads: 20+Get - Template
Validación de puntos TM para tiendas
Plantilla en español para validar puntos y ubicaciones de tiendas. Incluye evaluación de renta y metraje, fotos del interior y exterior, seguridad, parqueo y visibilidad. Cubre varios entornos como comercial pequeño, centro comercial, residencial, gasolinera y calle. Contempla conteos de flujo peatonal y vehicular, generadores de tráfico, competencia cercana y precios de referencia. Integra validación operativa del local como servicios de energía y agua, estado de paredes, techos, luminarias y servicios sanitarios, así como permisos para rótulos y operación.
by Pedro de Ojeda, from the CommunityDownloads: 20+Get - Template
CPW Operational Review 1.1 Checklist
The CPW Operational Review 1.1 checklist helps telecom retail stores assess daily operations and compliance. It covers store standards and merchandising, POS accuracy, demo device setup, inventory and stock control, trade ins, recalls, and use of checkpoint tools. Managers can track BAU tasks such as schedules, holiday planning, performance reviews, and mystery shop results. Financial controls include cash handling, banking, and petty cash management, while audits and profit protection monitor shrinkage, CCTV, and product security. It also guides ethical selling, Geek Squad processes, and required e learning modules to maintain consistent, high quality retail performance.
by Salman Qureshi, from the CommunityDownloads: 20+Get - Template
Pharmacy Assistant Level 1 - Stage 1 Assessment
This Stage 1 assessment template evaluates Pharmacy Assistant Level 1 capabilities in a retail pharmacy setting. It covers QCPP-aligned emergency response, loss prevention and shoplifting procedures, store returns and employee purchase policies, merchandising and planogram execution, POS and MRM tasks (script sale, labels, stock status, signage), and core stock handling and facing activities. Includes prompts for evidence via photos and signatures.
by Aami Mills, from the CommunityDownloads: 20+Get - Template
2022 VP Store Audit Checklist
This electronic store audit template helps retail leaders assess location standards and performance. Review outside property, showroom and shop areas; customer perception, NPS and phone shop results; sales behaviors such as asking for the sale, lowest price guarantees, and saying yes; binder compliance and business review; schedules and SPMH planning; courtesy inspections; staffing depth charts and retention; safety incidents; and sales KPIs versus last year. Capture concerns and track actions to improve store operations.
by Brandi Hill, from the CommunityDownloads: 20+Get - Template
Q1B Campaign Implementation New Store Format and Counter
This retail store checklist supports the Q1B campaign rollout for new store formats and counters. It guides teams through merchandising compliance across all zones, including car park dumpstacks, foyer displays, cages, tile promo ends, gondola ends, counters, and project workwear. Verify products and SKUs, planogram adherence, FSDUs and wire baskets, signage and ticketing, and stock presentation. Check electrical and plumbing locations, ladder units, and remaining hand tools and paint fixtures. Use this form to document completion, capture exceptions, and ensure consistent execution of the Q1B campaign across the store network.
by Chloe Howe, from the CommunityDownloads: 20+Get - Template
Remodelación de tienda
Checklist integral en español para la remodelación de tiendas. Cubre evaluación de nichos de mostrador, góndolas y perfiles preciadores, instalación de imágenes y señalización de farmacia, cigarros, vinos, hogar y conveniencia. Incluye revisión de área de comida fresca, ductería y difusores de aire acondicionado, iluminación (gabinetes, distribución y cableado), instalaciones varias (tarja, trampas, drenajes y conexiones eléctricas), hieleras y limpieza general. Requiere evidencia fotográfica cuando no se cumpla y finaliza con registro de fecha, hora y firmas.
by Victor Ramirez, from the CommunityDownloads: 20+Get - Template
PCA Retail Site Compliance Inspection Checklist
Use this quarterly PCA retail site compliance inspection checklist to assess fuel and convenience locations against brand, safety, and operational standards. Capture site details and trading hours, review staff training and toolbox talks, and verify weekly performance snapshots. Inspect external presentation, branding and signage, forecourt equipment, garden and building condition, shop entry, toilets, and car wash areas. Check pricing accuracy, promotions, merchandising, stock weight, and product rotation. Evaluate customer service behaviors, planogram compliance, maintenance logging, and loss prevention controls including refunds, voids, and price overrides. Review food offer quality, hygiene, and equipment. Record findings and assign actions for closure.
by Lee-Anne Ford, from the CommunityDownloads: 20+Get - Template
ASR Produce and Long Life Review
Use this ASR checklist to review produce and long life grocery departments during store central reviews. Verify gap scans are completed, confirm stock on hand accuracy, and check overstocks and LTO locations. Assess rosters, shelf space allocations, MPLs and CAPs, ticketing standards, and SRT use to improve productivity. Walk aisles to verify product information, audit SMP loads, and ensure promo builds are correct. Ideal for supermarket teams aiming to tighten execution and boost availability.
by Grant McEwan, from the CommunityDownloads: 20+Get - Template
Produce Star Line Checklist
This Produce Star Line checklist helps grocery and supermarket teams review and manage fresh produce lines across the department. It covers a wide range of fruits, vegetables, prepared salads, dips, and related items such as berries, grapes, melons, potatoes, onions, greens, and more. Use it to verify stock availability, product quality, presentation, and merchandising compliance for items like strawberries, grapes, mangoes, lettuce, cucumbers, peppers, tomatoes, citrus, root vegetables, and prepared sides. The template is a starting point created by SafetyCulture contributors and should be adapted to your store’s requirements and local regulations.
by Luke Gilks, from the CommunityDownloads: 20+Get - Template
Morgans IGA Maintenance Checklist
This Morgans IGA maintenance checklist is tailored for supermarket refrigeration and store systems. It covers dairy, meat, deli, produce, and liquor cases; chiller and freezer rooms; as well as plant equipment including racks, condensers, and controllers. Tasks include recording temperatures and humidity, cleaning drains, evaporators, and honeycombs, checking night blinds and lighting, clearing ice build-up, testing defrost and drain heaters, tightening door hinges, performing leak tests, and verifying suction/discharge pressures. It also guides switchboard inspections, alarm testing, and general site sign-in and manager check-ins.
by Brandon Hinneberg, from the CommunityDownloads: 20+Get - Template
Admin: Weekly Deep Dive Checklist
An admin-led weekly deep dive checklist designed for retail stores. It guides teams through opening and closing security, visitor sign-in compliance, building and company vehicle checks, emergency readiness and evacuation, stress and wellbeing indicators, contractor permits, monthly safety meetings, training record reviews, and store design or refit considerations. Use it to verify controls are in place, document findings, and keep health and safety procedures consistent across sites.
by Grant McEwan, from the CommunityDownloads: 20+Get - Template
EE Assistant Store Manager Self Assessment
This self assessment helps assistant store managers review key areas of store operations and leadership. Sections include customer coaching cadences, EE way observations, stock integrity through scheduled counts and random line checks, recall completion, and loss reduction behaviors. It also covers compliance tasks such as daily envelope checks and CIF reconciliation, plus conversations that drive connected growth. Use it to record dates, people involved, agreed behaviors, and follow ups to improve performance and store results.
by Owen Hardin, from the CommunityDownloads: 20+Get - Template
SAL Weekend Customer Experience Check
This weekend customer experience checklist helps SAL field staff assess store readiness to maximize sales. It covers entrance and checkout areas, parking lot cleanliness and cart availability, promotional ad placement, and in-aisle merchandising. Department checks include produce culling and scripts, meat and smoked meat dating and out-of-stocks, bakery presentation, baby aisle setup, dairy and frozen stock levels, and DSD display readiness. Use this audit to ensure signage is accurate, shelves are full, out-of-stocks are minimized, and the store is prepared to deliver a strong weekend shopping experience.
by Tom Lannon, from the CommunityDownloads: 20+Get - Template
Supermarket Liquor Shrinkage Review
This checklist helps supermarket teams in Victoria and Tasmania assess shrinkage risks in liquor departments. It covers documentation control for stock adjustments, daily refunds and voids review, price integrity checks, out-of-code markdowns and 5-5-5 actions, weekly dump stock sign-off, and AutostockR tasks. Use it to standardize audits, retain four weeks of records, and plan actions with managers for targeted loss prevention improvements.
by Phil Batten, from the CommunityDownloads: 20+Get