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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.
TemplateTMEX Mejores Prácticas 2020 para Distribuidores Toyota
Esta lista de verificación TMEX ayuda a revisar las mejores prácticas 2020 en Distribuidores Toyota. Cubre áreas exteriores, showroom, acceso y recepción, oficinas de ventas, sala de entrega, snack, caja, refacciones y sanitarios. Incluye protocolos de higiene y distanciamiento, EPP, señalamientos, aforos, bitácoras de limpieza y procesos para lavado de vehículos. También contempla servicio, bahías de taller y documentación requerida por TMEX, como registro del líder de célula, autoevaluaciones y autorizaciones gubernamentales. Úsela para evaluar cumplimiento y estandarizar operaciones seguras.
by Jorge Yanez, from the CommunityDownloads: 20+Get- Template
ALDI Monthly Store Audit Checklist
This ALDI Monthly Store Audit checklist helps supermarket teams evaluate key areas of store operations and presentation. It covers entrances and exits, packing benches, tills and belts, checkout shelving, flower and leaflet stands, fire safety equipment, bread and produce displays, specials and high-value sections, freezers, milk chillers, glass dividers, and public facilities. Use it to standardize monthly reviews, identify issues early, and maintain safety, compliance, and a consistent customer experience across locations.
by Ryan Harden, from the CommunityDownloads: 20+Get - Template
SSAC Cash Room Security Checklist
Use this SSAC checklist to audit cash room security and loss prevention controls in retail operations. Verify safe code resets after shifts, detect any CCTV alterations or room reconfiguration, confirm proper key management, and review center cashier procedures. This template helps standardize security checks and reduce shrink.
by Duangporn Koomsuwan, from the CommunityDownloads: 20+Get - Template
Ritchies Stores Produce Audit
This produce audit checklist helps supervisors evaluate grocery departments for safety, quality, presentation, and profitability. Review sanitation, PPE, attire, lighting, floors, shelving, storage, and prep areas. Verify coolroom cleanliness, rotation, dating, and stock levels. Confirm temperature, cleaning, and sweeping logs are complete. Assess merchandising, ticketing, specials, POS materials, and GP focus lines. Check customer service practices, sampling, PA usage, and communication. Track KPIs including sales, GP, markdowns, and write-offs to grow team performance.
by Natasha Adams, from the CommunityDownloads: 20+Get - Template
SGN Handover Checklist March 2019
This SGN handover checklist supports the smooth transfer of a fuel and convenience site. It covers meter readings for water and electricity, telephone and broadband checks, lottery and paypoint setup, cash banking and back office reconciliation, EPOS configuration and VAT verification, staff and operator onboarding, cloud and back office training, site registers and legal notices, supplier and GNFR reviews, waste collection, AWRS and PRS validations, COSHH manuals, EHO registration, police liaison, safe keys and insurance, holidays and other interests, wet stock ordering, retailer deposit checks, oil display review, and price competitor routines.
by Ricardo Teresa, from the CommunityDownloads: 20+Get - Template
Management Meeting Minutes Template
Use this management meeting minutes template to run focused, productive leadership meetings. Capture key details including meeting date, location, attendees, agenda topics, discussion notes, decisions made, outstanding items, and clear action items with owners and due dates. Sections can include Store Manager discussion, area or operations manager updates, general discussion, and follow-ups to ensure accountability across teams. Ideal for weekly managers meetings in multi-site or store-based operations, this template standardizes how outcomes are recorded and shared, helping teams align priorities and track progress over time.
by Nick Barker, from the CommunityDownloads: 20+Get - Template
Auditoria FLV: Checklist do Setor de FLV
Checklist de auditoria para o setor de FLV (frutas, legumes e verduras) em supermercados, alinhado ao Manual CMC. Cobre seleção e exposição de produtos, padronização de itens básicos, prevenção de perdas e PVPS, controle de vencimentos, precificação e sinalização, atendimento ao cliente e degustação, asseio pessoal e uso de EPIs. Inclui rotinas de abastecimento de embalagens, verificação de POPs, organização de estoque e área de quebra, calibração e higiene de equipamentos e balanças, limpeza da área de manipulação e câmara fria, controle de tara e gestão documental de relatórios de preços, entradas e entradas/saídas.
by Adriano Rigo, from the CommunityDownloads: 20+Get - Template
Checklist Operasional Xpress Store 2017
Checklist Operasional Xpress Store 2017 membantu tim toko melakukan audit harian mencakup area depan toko, kassa, area penjualan dan sitting area, kitchen area, gudang, serta back office. Poin pemeriksaan meliputi kebersihan, kerapihan, ketersediaan dan kualitas produk (RTD/RTE), standar penampilan kasir, penerapan service dan promosi, kelayakan aset (AC, APAR, freezer, genset), serta kepatuhan dokumen dan keamanan brankas. Gunakan checklist ini untuk memastikan operasional rapi, aman, dan konsisten di setiap kunjungan.
by Chandra Putra swara, from the CommunityDownloads: 20+Get - Template
Retail Store Inspection Checklist
This downloadable store inspection checklist helps retail teams conduct routine safety checks across sales floors, stockrooms, entrances and exits, and back of house areas. Verify housekeeping, walkways, lighting, electrical and equipment conditions, fire protection, first aid, hazardous materials handling, hygiene facilities, and parking. Use it to spot hazards, document findings, and assign corrective actions to improve compliance and the safety of customers and employees.
by Rajan Singh, from the CommunityDownloads: 20+Get - Template
Void Healthcheck Checklist
This Void Healthcheck checklist helps retail teams assess and control void transactions, especially at self-service checkouts. Use it to confirm staff understanding of void causes, tri-light indicators, and correct procedures for actioning and recording voids. Verify reviews of void reports and use of reason codes, and ensure investigations of high-value voids. Check that products are paid before de-tagging, that manning levels at self-checkouts are met, and that all operators are trained and actively responding to red lights. Capture and report walk-offs through the incident reporting system to minimize loss and improve compliance.
by Lee Hamnett, from the CommunityDownloads: 20+Get - Template
Reporte de visita de ventas retail
Esta plantilla de reporte de visita permite documentar objetivos, temas tratados y resultados de cada visita a tienda por parte de un consultor de ventas retail. Incluye secciones para plan de volumen, incentivos, entrenamientos, aspectos de HSE, incidentes y controles críticos. Facilita el registro de marketing, contratos, solicitudes y sugerencias, así como el levantamiento de inventario de lubricantes y car care. Al estandarizar el reporte, ayuda a dar seguimiento a acuerdos y mejorar la ejecución en el punto de venta.
by Eliuth Díaz, from the CommunityDownloads: 20+Get - Template
Maîtrise Opérationnelle Mag Conso
Ce modèle de maîtrise opérationnelle pour magasin de consommation aide vos équipes à vérifier les points clés du quotidien: sécurité du secteur, port des EPI, propreté et rangement, application du FIFO sur les produits périssables, absence d’écarts d’inventaire et bonne réception des colis dans le système. Utilisez cette checklist pour standardiser vos contrôles, améliorer la qualité et réduire les risques en magasin.
by Pierre ABRAMO, from the CommunityDownloads: 20+Get - Template
GAH Financial and Administrative Review
This financial and administrative review checklist helps store and restaurant managers assess daily operations and controls. It covers desk organization, top 20 inventory checks, cash calculator and deposit logs, and the controllable expense calculator. Conduct a detailed P and L review with written goals, analyze shifts for voids, recalls, discounts, and performance, and validate cancelled tickets when needed. Confirm HR and legal compliance postings are in place. Review KPI scorecards and plan improvements. Use Fantrack and mystery shop insights to strengthen training and guest service. Each visit should conclude with an actionable plan.
by Brad Bailey, from the CommunityDownloads: 20+Get - Template
Seguimiento a Garantías de Tienda
Esta plantilla en español permite dar seguimiento a garantías relacionadas con equipos, mobiliario y áreas de tienda. Incluye campos para fecha y hora, supervisor, zona, número y nombre de la tienda, datos del reporte en centro de servicio, descripción de fallas, evidencia fotográfica, proveedor y opción de reasignación de garantía con motivo y proveedor receptor. Ayuda a estandarizar el registro de información clave para gestionar garantías y coordinar a proveedores, mejorando la trazabilidad y la resolución de incidencias en operaciones de retail.
by Victor Ramirez, from the CommunityDownloads: 20+Get - Template
CLK Supertools Store Visitation Checklist
This retail store visitation checklist is designed for CLK Supertools Depot Inc. teams to assess dealer and sub dealer outlets. Capture client type, account status, key brands displayed, and compare merchandising share across Makita, Bosch, Dewalt, Milwaukee and others with photo evidence. Review OPE ranges like chainsaws, grass cutters, lawn mowers and vacuums, plus cordless powertools. Record monthly sales ranges, product sales mix, and presence of sales agents or promodisers. Verify display quality, signage and catalogues. Gather feedback on ordering and delivery, note specific item requests, nearby competitors, and attach sales and inventory reports to complete the visit summary.
by Jerus Vergara, from the CommunityDownloads: 20+Get - Template
Audit Reparto Ortofrutta - Checklist Completa
Questa checklist per audit del reparto ortofrutta aiuta responsabili di negozio e capo settore a verificare gestione commerciale e conformita. Copre disponibilita merce, rotture di stock, rispetto layout, cartelli prezzo e provenienze, evidenza delle offerte e massificazione, rotazione prodotti ed espositori. Include controlli HACCP: registrazione temperature di ricevimento e stoccaggio, sanificazione, merce scaduta o deteriorata, corretta gestione a temperatura. Verifica pulizia di area vendita, magazzino, murale frigo e casse IFCO. Gestisce aspetti operativi: orari, guida ordini con venduti giornalieri, fogli di ripristino, resi, comunicazioni da sede, caricamento scarti e giacenze serali. Con firme finali per condivisione dei rilievi.
by Stefano Pagano, from the CommunityDownloads: 20+Get - Template
Evaluación Nike - Visita RDM
Plantilla en español para evaluar tiendas Nike durante visitas RDM. Cubre vitrina, interior de tienda, visual merchandising, producto, precios y personal. Verifica limpieza, señalización, inventario, seguridad, cumplimiento de guías Nike y KPIs de servicio. Ideal para estandarizar auditorías y mejorar la experiencia del cliente en retail.
by Luis Villa, from the CommunityDownloads: 20+Get - Template
COVID-19 Retail Recovery Protocol Checklist
Use this checklist to help retailers and shopping centres operate and reopen safely during COVID-19. It covers placement of hand sanitiser, frequent cleaning and disinfection of high-touch surfaces, social distancing signage and queue management, monitoring store occupancy, promoting contactless transactions, customer adherence to public health guidelines, ensuring access to essential services for vulnerable people, daily employee well-being checks, clear communications with centre management and staff, and maintenance of essential safety systems such as HVAC, exits, alarms, sprinklers, and emergency power.
by Momo Kato, from the CommunityDownloads: 20+Get - Template
Tyremart Store Evaluation Checklist
This Tyremart Store Evaluation checklist helps franchise and branch managers audit brand standards and customer experience. It covers building exterior and paint specifications, parking and signage, vehicle branding, and interior presentation across reception, waiting area, restrooms, and workshop. Verify equipment condition and calibration, housekeeping, safety signage, and staff facilities. Assess customer journey touchpoints including staff clothing, Stockfinder usage, telephone etiquette, walk-in sales process, quotations, communication, workmanship, and handover. Use it to maintain consistency, improve service quality, and drive store performance.
by Ludwig Kruger, from the CommunityDownloads: 20+Get - Template
Monthly Forecourt Site Visit Report
Use this monthly site visit report to audit forecourt and convenience store operations. Inspect forecourt POS, pole sign, fascia and canopy lighting, ATM, carwash and jetwash, and air and vac. Check customer safety, pump and nozzle cleanliness, availability of gloves, towels, bins, and sand buckets, and the presentation of shopfront displays and lotto POS. In-store, review entrance and windows, coffee machine status, promo compliance, fresh food range, on-shelf availability across drinks, confectionery and vapes, labeling and out-of-date checks, floor safety, toilets, overall cleanliness, upselling, staff uniforms, and till areas. Verify storeroom safety and organization, office tidiness, legals and cash audit, safe and CCTV, Prism and till status, reconciliation, inventory health, stock checks, paperwork and profit and loss. Log maintenance issues and sign off previous actions.
by Hussain Rashid, from the CommunityDownloads: 20+Get - Template
Lidl 2.0 POS Installation Checklist
This checklist supports engineers completing Lidl 2.0 store POS upgrades. It covers first-night till installations and change-outs, required back-office screenshots, photo evidence of till setups, pole safety caps, lock screens, and full till banks. It includes kit decommissioning for scales and Beetles, secure boxing of old equipment, and second-night counter swapouts with cable management, U-grommet placement on PED poles, and tidy routing. The form concludes with engineer comments, sign-offs from engineer and site contact, and arrival/departure times, plus daily report reminders.
by ETC Engineer4, from the CommunityDownloads: 20+Get - Template
Adidas Uzun Kontrol Listesi
Bu kapsamlı Adidas Uzun Kontrol Listesi, mağaza yöneticileri ve ekipleri için günlük ve dönemsel denetimleri standart hale getirir. Vitrin hazırlığı, aydınlatma, fiyatlandırma ve POS materyalleri; müşteri akışı, yönlendirme ve pazarlama uygulamaları; kasa düzeni, iade ve vergisiz alışveriş politikaları; satış katı temizlik ve demirbaş durumu; giyinme kabinleri, müzik ve sıcaklık; stok deposu düzeni, yenileme raporları, teslimat süreçleri ve döngü sayımları; güvenlik kapıları, alarm ve kamera kontrolleri; ilk yardım, yangın söndürücü ve ekipman güvenliği; personel planlama, eğitim, günlük brifing ve KPI iletişimi gibi başlıkları kapsar. Mağaza performansını artırmak ve marka standartlarına tam uyumu sağlamak için ayrıntılı, uygulanabilir maddeler sunar.
by Engin Onoglu, from the CommunityDownloads: 20+Get - Template
Sears District Manager Visit Checklist
Use this Sears District Manager Visit checklist to assess retail store performance and operations. Review banking controls (safe funds, deposits, petty cash, vouchers), timekeeping and staffing accuracy, training compliance, and scheduling. Coach sales associates across major appliance divisions and check adherence to selling processes. Verify local marketing, Craigslist postings, scorecards, and customer service metrics including CSAT and social reviews. Track protection agreements, credit share, APO, and DBCs. Inspect store standards from parking lot to showroom and hardware, record findings, and assign corrective actions.
by Metri Lutfi, from the CommunityDownloads: 20+Get - Template
Jenkos Weekly Retail Store Checklist
The Jenkos Weekly Checklist helps retail teams run consistent store operations. Use it to confirm action calendars are signed off, daily walkthroughs are completed, and part time schedules are prepared. Audit storerooms and manager desks for organization, record stock adjustments, and capture photos for documentation. With sections for movies, music, and games, verify price points and reviews, check bundles and accessories, and optimize end caps, promo tables, and bins. Designed to drive sales and operational standards across retail locations.
by Brent Jenkins, from the CommunityDownloads: 20+Get