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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.
TemplateSondaggio Servizio Clienti Info Point
Questo modello di audit per Info Point aiuta a valutare la qualita del servizio clienti e la struttura del desk. Include verifiche su strumenti di soddisfazione, vendite, promozioni, gift e fidelity card, sconti, tax refund, supporto promozioni e informazioni turistiche. Copre servizi per famiglie, deposito e spedizioni, noleggi, materiali e lingue disponibili. Esamina anche denominazione, divise, posizione, gestione file, arredi, sottofondo musicale, personale e dispositivi digitali come WiFi, punti ricarica e webcam. Consente foto, note e risposte si/no per audit rapidi.
by Giulia Kolobenina, from the CommunityDownloads: 20+Get- Template
MINISO PH Store Inspection 3.0
This MINISO PH Store Inspection 3.0 checklist supports retail store audits across operations and compliance. It covers exterior presentation, cleanliness and hygiene, merchandising and display standards, stock and backroom management, lockers and office upkeep, bulletin board and store communications, treasury and document control, logbooks and MMS records, handling of damaged and tester items, manpower grooming and customer service, security protocols and CCTV, and regulatory permits and postings. Use it to standardize inspections, ensure readiness, and maintain an efficient, customer focused store.
by RAY JOHN MONTANEZ, from the CommunityDownloads: 20+Get - Template
Checklist Operasi dan Pemeliharaan Toko Ritel
Template ini membantu tim toko ritel menjaga standar kebersihan dan pemeliharaan harian. Cakupan item meliputi plafon, grill AC, pintu kaca, lantai dan tempat duduk, meja dan backwall display, akrilik POP A4 A5 kasir, display support, cermin pelanggan, poster dan VM tools, kebersihan produk, serta area gudang termasuk penerangan, penyimpanan, dan kerapihan. Sertakan foto temuan, catatan, dan tanda tangan untuk bukti audit. Cocok untuk pemeriksaan harian atau mingguan guna memastikan pengalaman belanja yang rapi dan aman.
by Alexander Siregar, from the CommunityDownloads: 20+Get - Template
Retail Store Visit Report Template
Use this retail store visit report template to evaluate stockroom organization, SOP compliance, health and safety, sales floor standards, and customer service. Capture checks on merchandising, signage, CCTV, emergency readiness, fire safety equipment, and POS controls. Track coaching actions, KPI awareness, and staff grooming to improve execution. Standardize audits across stores and document corrective actions and follow ups.
by Adventure HQ Safety Checks Sharaf HQ Investment, from the CommunityDownloads: 20+Get - Template
Top 10 Retail Audit Findings - East Region
Use this template to review the top 10 audit findings across East region retail stores. It covers cash handling and TBR reconciliation, review of suspended transactions, operator void percentages, button battery shelf talkers, energy and classification signage, employee scheduling and exception reports, repair screen follow-up, quick wins routines, negative stock on hand, NOS and pallet management. Apply these checks to identify gaps, track corrective actions, and strengthen store compliance and performance.
by Yogi Israni, from the CommunityDownloads: 20+Get - Template
Store Compliance Checklist - Gelativo AU
This Gelativo AU store compliance checklist helps area managers and field reps evaluate category presentation, shelf ticketing and pricing, promotional execution, availability, stock reserves, and expiry checks. Capture photos of layout, confirm orders with the dairy or store manager, and plan next-call objectives across product lines including 1L, 125 ml, packed 460 ml, New Zealand Natural, and Good Meal Company. Use it to verify range compliance, optimize facings and off-location opportunities, and ensure consistent in-store mechanics.
by rob vines, from the CommunityDownloads: 20+Get - Template
Store Check Audit Checklist
Use this comprehensive store check to assess trading floors, gondolas, checkout areas, fitting rooms, and back-of-store. Verify cleaning machine maintenance, chemical labeling, safety registers, gas bottle security, and testing and tagging. Inspect lunch rooms, public and staff amenities, glass and vents, and document noncompliance with ratings and corrective actions. Maintain consistent standards across departments and shifts.
by Nick Coleman, from the CommunityDownloads: 20+Get - Template
Harvest 2018 Weekly Retail Store Audit
Conduct weekly retail store audits with this checklist designed for convenience and fuel retail sites. Assess forecourt and external areas, shop front, staff service, store standards, food to go equipment including Costa, and back of house safety. Verify availability, pricing, POS, cleanliness, and due diligence records to improve compliance, safety, and customer experience.
by Ian Woodcock, from the CommunityDownloads: 20+Get - Template
Store Product Protection Audit Checklist
Evaluate store product protection practices across key departments, including entertainment, health and beauty, nursery, clothing, home, DIY, and beers, wines and spirits. Check correct use of pin tags, spider tags, safer cases, bottle locks, lanyards, and security POS per WGLL. Score performance with RAG thresholds (>90% green, >70% amber, <70% red) to identify gaps, reduce shrink, and improve loss prevention compliance.
by Stephen Freeman, from the CommunityDownloads: 20+Get - Template
RMT Workbook Review Template
Use this structured RMT Workbook Review to assess retail store performance across four core areas: commerciality and stock management; customer experience, leadership and coaching; HR, team and KPIs; and health and safety, cash control and shrinkage. Includes learning logs, comments, and signature fields for the RMT and sponsor manager, plus prompts for The Hub usage to reinforce training and compliance.
by Paul Rowland, from the CommunityDownloads: 20+Get - Template
Holland and Barrett Store Setup and Relocation Form
Use this electronic sign off form to manage new store openings and relocations for Holland and Barrett. Record location, engineer attendance, travel and onsite time. Capture installation details for tills and POS including serial and asset numbers for printers, PED, scanners and cash drawers, plus back office PC, router and hub. Log deinstallation work, cable management photos, issues and resolutions, and complete client sign off and comms checks.
by Mike John, from the CommunityDownloads: 20+Get - Template
M and S Cleaning Inspection v13
The M and S Cleaning Inspection v13 template is a comprehensive retail store audit for cleanliness and hygiene. It guides reviewers through windows and entrances, barrier matting, hard floors and carpets, fitting rooms, customer and colleague toilets, foodhall areas, fridges, hospitality zones, and back-of-house. Clear definitions of acceptable and unacceptable standards are provided, along with due diligence checks and space for evidence. Use this checklist to standardize inspections, document issues, and uphold store hygiene standards.
by john walter, from the CommunityDownloads: 20+Get - Template
Auditoria Operativa para Tiendas de Conveniencia
Guia de auditoria operativa para tiendas de conveniencia. Incluye estandares de venta y servicio, controles de caja y cofre, vouchers y depositos, inventarios ciclicos, programas de comida rapida (hotdog y cafe), abasto y exhibicion, imagen de tienda y check out, camara fria, bodega y estibas, mantenimiento, permisos y licencias, atencion a robos y siniestros, y registro de visitas de supervisores. Ideal para optimizar procesos y el inventario diario.
by Juan Raul Martinez, from the CommunityDownloads: 20+Get - Template
Aldi Deep Clean 6 Monthly PPM Visit Checklist
Use this 6 monthly PPM checklist to deep clean Aldi refrigerated display cabinets. Steps include de merchandising, safe COSHH and PPE practices, removing shelves and panels, washing components, vacuuming debris, leak checks and valve inspection, drainage verification, reassembly and restart, and operational checks. Capture store and representative signatures to confirm completion.
by Adam Sands, from the CommunityDownloads: 20+Get - Template
SuperValue and FreshChoice Store Audit 2020
Comprehensive supermarket audit template for SuperValue and FreshChoice stores. Assess store administration, online and click and collect, health and safety, inwards goods, price integrity, cash operations, payroll, and accounts payable. Verify legislative compliance, retail environment, and department standards across butchery, produce, bakery, service deli, dairy, frozen, bulk foods, longlife, and beer and wine. Includes checkout procedures, exterior presentation, and final sign off to support Woolworths NZ and WDL operational policies.
by Abhay Kolhe, from the CommunityDownloads: 20+Get - Template
Compte rendu de visite commerce
Ce modèle de compte rendu structure une visite de magasin de bricolage et jardinage. Il couvre la surface et le concept, la politique commerciale, l’audit marketing, et la performance extérieure et intérieure: propreté, disponibilité des chariots et paniers, signalétique prix, catalogues, accueil. Un inventaire des services (click and collect, découpe, livraison, location) est inclus, ainsi que des sections Jardin, Animalerie, Décoration, Bricolage, Bâti et animation commerciale. Concluez par actions et plan de visite.
by Romain COLLARD, from the CommunityDownloads: 20+Get - Template
SES Store Visit Checklist
This SES store visit checklist supports retail field managers and duty managers in assessing people, customer experience, and operations. Review team performance, engagement, sales floor and back office standards, compliance and control, and planning. Track customer journey observations, KPI awareness, and BSC areas like finance, people, customer, and operations. Record field manager comments, confirm completion of prior actions, assign next steps with due dates, and capture manager signatures.
by Chris O'Leary, from the CommunityDownloads: 20+Get - Template
EE Mystery Shop Checklist
This EE mystery shop checklist helps evaluate in-store customer experience from greeting through to follow-up. Assess how advisors welcome customers, explore needs with effective questions, resolve queries with clear next steps, and recommend relevant products. It also checks for exceeding expectations with personal touches and gratitude. Use this template to standardize assessments, coach staff, and improve retail customer satisfaction and sales outcomes.
by John Clark, from the CommunityDownloads: 20+Get - Template
Supermarket Shrinkage Review: Admin and Cash Office
Use this review checklist to detect shrinkage risks across supermarket administration and cash office processes. Audit DVD returns, invoice reconciliation, magazine and newspaper credits, deleted line maintenance, vendor credits, and subject-to-check deliveries. Verify CCTV coverage, alarm settings, and user access controls. Capture findings, assign actions, and improve compliance, cash handling accuracy, and loss prevention.
by Phil Batten, from the CommunityDownloads: 20+Get - Template
Checklist para Tiendas GES
Esta plantilla de checklist está diseñada para evaluar tiendas de conveniencia GES. Incluye secciones de equipos y comunicación, funcionamiento de POS y medios de pago, conectividad, merchandising y material POP, instalaciones como refrigeración, fast food, aire acondicionado e iluminación, disponibilidad de inventario de marcas clave, y revisión de personal, uniforme y protocolos. Úsala para estandarizar visitas y asegurar el cumplimiento operativo.
by Guadalupe Campos Chin, from the CommunityDownloads: 20+Get - Template
Assistant Manager Review Checklist
Streamline weekly performance reviews for assistant managers with this structured checklist. Designed for retail store teams, it captures sales volume and KPIs like ASR, timestamp percentage, and WCSS, alongside operational duties such as banking, till audits, returns checks, POS compliance, and store standards. Track customer experience, staff engagement, daily briefings, and coaching observations. Attach metrics, note what went well, set action plans, and define personal development objectives to drive consistent results across locations.
by Lucie Kitching, from the CommunityDownloads: 20+Get - Template
MillerCoors Retail Execution Survey
Use this MillerCoors retail execution survey to evaluate in-store performance at retail accounts. Verify MillerCoors products are in stock and on shelf, confirm features are supported with displays, and assess whether floor case share reflects market share. Check pricing accuracy on shelves and displays, and ensure proper product rotation. Capture photos where required, document out-of-stocks and missing displays, and record opportunities or issues. Include account details, survey date, and preparer, plus any additional comments for follow-up.
by Ian Lakes, from the CommunityDownloads: 20+Get - Template
Photo-Me Northern Store Visit v2 Checklist
Use this customizable checklist to guide Photo-Me Northern store visits. Capture opening status, staffing and clock-in compliance, store appearance, photos of displays, back-of-house cleanliness, and required maintenance. Record machine conditions for photo labs and kiosks, verify float accuracy, log discrepancies, and review sales performance and refunds. Track training delivered and needed, newsletter awareness, outstanding requests, and action items from prior visits. Add manager feedback, team leader comments, photos, and signatures to close the visit.
by Adam Lowes, from the CommunityDownloads: 20+Get - Template
Nike Store Site Audit
This Nike store site audit checklist helps retail teams evaluate facilities and operations across front-of-house and back-of-house areas. Assess lighting controls and fittings, determine LED upgrade viability, and record counts with photos. Review electrical installations, panels, distribution boards, and wiring conditions, noting issues and recommendations. Examine HVAC systems, including ducted units, cassettes, FCUs, AHUs, and heaters, and consider BMS opportunities to optimize comfort and efficiency. Capture active faults, performance concerns, and general comments to prioritize remedial actions.
by Gareth Lewis, from the CommunityDownloads: 20+Get