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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.
Template2017 Coborns Bakery Audit
Use this bakery audit template to evaluate retail bakery department standards across merchandising, inventory levels, signage, and sales floor cleanliness. Verify cake case variety, gluten free displays, donut case assortment, and daily availability of rolls and buns. Review receiving and logs, dating and separation of raw and cooked products, shrink scanning, donations, and CTO status. Assess employee training, dress code, and strict food safety practices including labeling, sanitation, handwashing, and pest control.
by Katie Meemken, from the CommunityDownloads: 20+Get- Template
Morrisons Delap Report Checklist
Use this Morrisons Delap Report checklist to assess supermarket refrigeration plant performance across packs, condensers, and gas coolers. Record pack and condenser IDs, confirm inverter and staged compressors are operating, check Enviro Start devices and LPA pumps, capture receiver liquid levels and photos, and verify fan operation and coil cleanliness. Apply a simple red amber green risk rating to highlight temperature issues and prioritize corrective actions.
by Neil Burke, from the CommunityDownloads: 20+Get - Template
Updated Merchandising Review Form
Evaluate planograms, fixture space, and merchandising standards with this updated review form. Sections cover space and equipment, range checks, shelf edge label accuracy, reduced to clear and discontinued items, NEW indicators, shelf-ready packaging, cleaning standards, and sign-off. Designed for store managers to review new plans and deputy managers to review updates.
by Simon Warrender, from the CommunityDownloads: 20+Get - Template
Aulds Retail Audit Checklist v4
Use this comprehensive Aulds retail audit checklist to evaluate store operations end to end. Assess staff standards and training, kitchen hygiene and CookSafe compliance, temperature records, and chemical use. Review externals, window and POS, counters, multideck and pickup bins for merchandising and availability. Verify coffee shop setup, tables, floors and toilets. Check equipment, signage, fire extinguishers and statutory notices. Audit admin and KPIs, cash sheets, Health and Safety and Operations manuals, and fire training. Track best sellers, stock levels and sell-out times, then capture action points.
by Des Mullan, from the CommunityDownloads: 20+Get - Template
Convenience Zero Healthcheck
This Convenience Zero Healthcheck checklist helps convenience store teams assess waste management and loss-reduction practices against What Good Looks Like guidelines. Verify waste cage setup and locks, cage liners, milk dolly sections for waste, damages and EPWs, and an SEL list for loose products. Check for clear, centralized warehouse waste, blue-bag trays for animal by-products in the freezer, and evidence of twice-daily scanning with no build-up. Ensure waste prints are filed and reviewed, Community Food Connection records are checked, correct bags are used, keys are controlled, external bins are locked, and leaders can explain Project Zero.
by Tom Colman, from the CommunityDownloads: 20+Get - Template
RM Mini Risk Audit Template
This RM mini risk audit template helps retail managers conduct fast in-store checks across health and safety and loss prevention. It guides reviews of banking control sheets and cash bags, safe and till balances, refund documentation, chip and PIN reconciliation against PDQ Z reads, delivery box checks and stock adjustments, damaged stock handling, tagging compliance, key management, housekeeping and lighting, fire exits and escape routes, fire equipment, and required risk assessments including lone working and manual handling. Use it to standardize audits, capture issues, and keep records in the Retail Safety Procedure Manual.
by Alasdair Edgar, from the CommunityDownloads: 20+Get - Template
Retail Duties Compliance Checklist
This retail duties compliance checklist supports store operations and daily audits. It helps teams verify price changes in the system, confirm completed price updates, review inventory and volume checks, ensure sales floor signage and labeling are accurate, capture evidence, and obtain manager sign-off. Designed from a Spanish template (Cumplimiento de funciones), it guides frontline staff and supervisors through consistent, repeatable retail procedures to improve compliance and operational standards across locations.
by Mohamed tarik salim khan, from the CommunityDownloads: 20+Get - Template
Shrinkage and Compliance Risk Checklist
This retail compliance checklist helps stores manage shrinkage risk and uphold availability and integrity standards. It covers colleague and duty manager knowledge checks, delivery receipt procedures, hub to spoke transfers, ring orders, four hour put away windows, OGW stockroom standards, adjustments review, and cancellation handling. Sections include availability and integrity tests, weekly HV counts, SASP report review, returns accuracy, damage units tracking, and mismatch file maintenance, with action plans and completion dates.
by Andy Hillman, from the CommunityDownloads: 20+Get - Template
Screwfix Shutter and Door Asset Capture
This checklist supports Screwfix sites in the UK and ROI to capture and document door and shutter assets for store safety and operations. Record external and internal photos, door types, colors, and the condition of doors, locks, and closers. For entrance and trade plus shutters, note manual or powered operation, method of operation, availability of fobs, ability to operate manually, lock types, ram bollards, battery backup, last service, and health and safety compliance. Document fire doors 1 to 5 with site position, construction, single or double leaf, glazing, color, night bars, tower bolts, shutters, and security gates. Capture goods in entrance details including roller shutter, sectional overhead door, single or double fire doors, lock and bollard setup, battery backup, last service, and compliance. Include any window shutters in use or redundant, and finalize with signatures.
by Andy Harrison, from the CommunityDownloads: 20+Get - Template
Daily Produce Line Walk Checklist
Keep produce shelves full, fresh, and compliant throughout the day. This checklist guides grocery teams through a star line walk three times daily between 9am and 9pm, checking stock levels, date rotation, quality, temperatures, signage, and presentation for items like fruit, vegetables, salads, and prepared dips. Use it to protect availability, reduce waste, and improve the customer experience.
by Stuart Umney, from the CommunityDownloads: 20+Get - Template
Dealership Audit Checklist
This dealership audit checklist helps retail auto dealers run consistent twice-weekly reviews across the showroom, service bays, parts, and lot. Verify property and building condition, check vehicles with issues, and assess sales, customer experience, branding, documentation, and compliance. Capture notes and photo evidence, flag defects, and assign corrective actions to maintain standards. Ideal for standardizing audits across multiple sites and keeping operations, safety, and presentation on track.
by John Diller, from the CommunityDownloads: 20+Get - Template
Dairy Freezer Reset Checklist
This Dairy Freezer Reset checklist provides a structured five day plan for supermarket dairy and freezer departments. It covers PDT based stock work, capturing overstocks, organizing back stock by category, and maintaining designated areas for rework and load. Daily tasks include cleaning standards, markdowns before 10am, 100 percent code check compliance, and monitoring DSD deliveries and SIM for outstanding items. Assign responsibilities for gap scans across the week, conduct high and low scans to adjust inventory, and ensure layouts meet national standards. Review and refresh POS and ticketing, maintain a clean shop floor, and log any maintenance issues. Align rosters to fill and rumble hours, complete promotional tie ups, and use SFP while keeping inventory accuracy at 100 percent. Conclude by posting successes to team channels.
by Fiona Newell, from the CommunityDownloads: 20+Get - Template
Audit de sûreté pour magasin
Cette checklist d’audit de sûreté pour magasins couvre l’ensemble des points critiques de la prévention des pertes et de la sécurité en grande distribution: herméticité du site, contrôle des livraisons, règles d’achats du personnel, vidéoprotection, dispositifs antivol et piègeage, sécurité incendie, contrôle des accès et vérifications en caisse. Elle aide les équipes à standardiser les contrôles quotidiens, sécuriser les zones sensibles, détecter les anomalies et respecter la conformité. Idéale pour supermarchés et enseignes de proximité.
by Matthieu Maquestiau, from the CommunityDownloads: 20+Get - Template
Checklist diario de ventas para concesionarios Nissan
Este checklist diario para concesionarios Nissan ayuda a estandarizar operaciones de ventas en sala: planificación del salón, coordinación de entregas en CRM, verificación de documentación de preentrega y entrega, controles de rondines y mantenimiento quincenal de unidades en exhibición y demo, almacenamiento y cuidado de vehículos, identificación correcta de unidades, cumplimiento de uniforme, prospección y llamadas proactivas, seguimiento de indicadores de ventas y calidad en cartelera, y elementos de satisfacción del cliente como folletería y banners. Ideal para asegurar consistencia operativa y calidad de atención en concesionarios.
by Natalia Albanese, from the CommunityDownloads: 20+Get - Template
Project Genie AM Review Checklist
This Project Genie AM Review checklist helps retail teams assess store readiness and compliance. Use it to confirm colleagues understand program goals and their roles, that store plans and briefings are completed, and that product protection guidelines are followed. Verify security measures such as secure high value lockups, updated access lists, visible security point of sale materials, and completion of weekly compliance checklists by department managers. Suitable as a practical audit tool for store operations and loss prevention reviews.
by Scott McCrimmond, from the CommunityDownloads: 20+Get - Template
Ignite Store Visit V4 Checklist
This Ignite Store Visit V4 template helps retail teams evaluate new colleague performance and store execution. It reviews sales volume per hour against banded targets, WCSS customer service goals, and early sales milestones such as first-day postpay activity. The checklist covers learning progress via FUSE playlists and end-of-week quizzes, quality of 1:1 coaching and documented reviews with the Branch Manager, and areas where support is needed. It also gathers feedback about the Academy onboarding experience and captures notes from the Academy Coach to guide continuous improvement.
by Cliona Robinson, from the CommunityDownloads: 20+Get - Template
Risk and Compliance Payroll Privacy and Mandatory Signage
This retail risk and compliance checklist helps store teams verify payroll obligations and privacy controls while ensuring mandatory signage is in place. Topics include youth employment consent records, student visa hour limits, roster publication, and accurate employment contracts. Privacy checks cover secure handling of personal information, inspection of PIN pads for tampering, and lost property procedures. Signage checks confirm product recall notices, customer notices, and that promotions display only during their valid period.
by Operations Manager, from the CommunityDownloads: 20+Get - Template
Tour Manager Ventas Stellantis CFC
Esta plantilla de auditoría del programa Stellantis S.O.S para Tour Manager de Ventas evalúa la presentación y operación de un concesionario automotriz. Incluye revisiones de estacionamiento (espacios, zonas demarcadas y accesibilidad), vitrina exterior, showroom y gráficas de la marca; disponibilidad para test drive; medios digitales como pantallas (Ibicus) y sistema de música (Scamusica); orden y limpieza en el área de fuerza de ventas y sala de espera; zona de entrega dedicada e iluminación; y sanitarios (jabón, papel, basureros). Registra causas raíz de disconformidades y planes de acción correctivos para mejorar la experiencia del cliente y los resultados de ventas.
by Joaquín Cáceres Muñoz, from the CommunityDownloads: 20+Get - Template
Meat Store Visit Checklist
This meat department store visit checklist helps grocery retailers evaluate sales floor conditions, fresh meat cases, and promo displays for appearance, stock levels, variety, and proper labeling. It guides sanitation checks, pricing and signage verification, and case presentation. Back-of-house coverage includes cutting room organization and equipment cleanliness, cooler and walk-in freezer dating and stock control, and regulatory requirements such as grind logs and poultry/seafood signage. Staffing and scheduling compliance are also reviewed.
by Tony Malanga, from the CommunityDownloads: 20+Get - Template
NSW Fair Trading Regional Service Station Checklist
This free checklist helps operators of regional and remote service stations in New South Wales audit compliance with Fair Trading Regulation 2012, Clause 11. Verify that fuel price signage is visible and shows only normal prices, confirm correct display of diesel and LPG where applicable, check octane ratings on pumps, and cross-check pump and signboard prices against FuelCheck. Use it to capture site details, contact information, and inspection findings.
by Simon Petley, from the CommunityDownloads: 20+Get - Template
Denetim Yalıspor Mağaza Kontrol Listesi
DENETİM YALISPOR kontrol listesi; genel temizlik (vitrin, mağaza, kabin, kasa), mağaza düzeni ve görsel standartlar, fiyat etiketleri doğruluğu, personel, depo düzeni ve hijyen, evrakların zamanında işlenmesi, kasa-sistem uyumu, dağıtım ve iade süreçlerini kapsar. Perakende mağazalarda operasyonel standartları korumak, uyumu sağlamak ve müşteri deneyimini iyileştirmek için kullanın.
by İsmail Hakkı ÖZEN, from the CommunityDownloads: 20+Get - Template
Retail Shrink Health Check
This shrink health check template helps retail stores assess loss prevention across waste recording, fresh food controls, self checkout service, checkout procedures, and stock routines. Review meetings and action plans, verify accurate waste logs and donations, secure recycling zones, and check product recognition training. Inspect high value item security, chewing gum cabinet access, and fitting room controls. Confirm dotcom returns and delivery sign off, and drive store engagement to reduce shrink.
by Tesco Basildon, from the CommunityDownloads: 20+Get - Template
Checklist de Gerente Regional
Plantilla en español para gerentes regionales de supermercados que estandariza auditorías en tienda. Cubre experiencia del cliente, cajas, mantenimiento preventivo, indicadores de ventas, margen y merma, control de gastos, recursos humanos y comunicación. Incluye listas operativas para Abarrotes, Frutas y Verduras, Carnes y Pescados, Deli y Lácteos, Congelados, Panadería, Cocina y Farmacia, así como recibo, bodega, protección de activos y cumplimiento legal.
by Javier Ayala, from the CommunityDownloads: 20+Get - Template
Checklist de Abertura de Loja para Supermercados
Checklist pratico para a rotina de abertura de supermercados. Inclui verificacoes de frente de loja, limpeza de patio e entrada, cartazeamento e precificacao, exposicao e validade de produtos, organizacao e limpeza de camaras frias, areas de preparo, acougue, padaria e FLV. Orienta ligar busca preco e luzes, preparar estacionamento, configurar self checkout, recepcao de clientes e higienizacao de carrinhos. Cobre deposito com extintores desobstruidos, corredores organizados e area de troca. Ideal para padronizar operacoes, reduzir erros e garantir uma abertura eficiente e uma melhor experiencia ao cliente.
by SUPERMERCADOS PONTO NOVO GUAÇU LTDA, from the CommunityDownloads: 20+Get