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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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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
Gas Station and C-Store Inspection Checklist
This checklist supports mystery shop and operational audits for gas stations and convenience stores. It covers exterior and interior standards, including price sign visibility and condition, landscaping and tank pad upkeep, canopy cleanliness and lighting, dispenser condition and cleanliness, trash and squeegee stations, curbs and bollards, and parking lot condition. Interior checks include staff presentation and friendliness, restroom cleanliness and stock levels, sales floor organization, pricing, and merchandising, POP and loyalty visibility, and fresh food readiness, appeal, pricing, and sneeze guard cleanliness.
by Martin McDaniel, 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 - Template
TMEX 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
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
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
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
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.