Categories
Retail
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.
Browse Retail
3,103 results- 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
CSR Spotlight Checklist
This CSR Spotlight checklist supports customer service reps in automotive service shops, especially quick-lube and oil change centers. It covers greeting and welcoming guests, confirming if they are new or returning, setting service expectations, and explaining safety, efficiency, systems, and fluids checks. It guides oil presentation choices with personal recommendations, battery testing, and service recommendations aligned with OEM guidance. The checklist emphasizes verifying guest contact details, presenting good items first, handling objections, prioritizing by mileage, and asking for the sale. It includes steps to finalize invoices, review completed services, and encourage survey participation. Behavioral standards (GEMSS) highlight eye contact, posture, enthusiasm, and consistent smiling to improve satisfaction and sales.
by Eric Majority, 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 - Template
LPA Monthly Coaching
This LPA Monthly Coaching template helps retailers guide and evaluate Loss Prevention Associates on a monthly cycle. It covers store shrink metrics, sales and OSAT rankings, KRI status, and multiple leadership metrics (MLM). The checklist prompts reviews of cash over/short variances, office organization, hotline tip awareness, and proper case closure. Safety focus areas include completion of safety audits, meetings, and accident tracking. Behavioral reflections identify core strengths and opportunities, with space for improvement notes, final performance comments, and a concrete employee action plan. Signature fields for both reviewer and LPA support accountability and follow-through.
by Jim Kennedy, from the CommunityDownloads: 20+Get - Template
Retail Site Safety and Loss Control Checklist
This retail site safety and loss control inspection checklist helps stores identify hazards, maintain compliance, and protect customers and staff. It covers building structure and fixtures, emergency exits and signage, stairways and flooring, external walkways, amenities and restrooms, car park conditions, fire services and evacuation plans, and building services like CCTV, electrical, HVAC, and telecommunications. The checklist also includes cleaning and security logs, documentation reviews, and general hazard notes to streamline consistent audits across locations.
by Grace Steinwall, from the CommunityDownloads: 20+Get - Template
New Store Visual Merchandising Checklist
Prepare a new retail location for opening with a comprehensive visual merchandising checklist. This template covers technology displays and signage, fixture installation, rails and hooks, ticketing and data strips, printer and consumable layout, writing and art ranges, mailing and packaging, safety equipment, furniture plans, impulse lanes, and more. It guides store teams to follow planograms, set up end caps and feature bays, print correct signage from Onet, and ensure security and compliance across departments. Use it to coordinate tasks, verify readiness, and deliver a consistent shopper friendly store experience on day one.
by Craig Cox, from the CommunityDownloads: 20+Get - Template
RFID Operational Review
Assess RFID readiness across your retail warehouse and shop floor. This checklist reviews designated areas, signage, delivery and presort routines, equipment usage, and alignment of hanging stock with floor ranges. Confirm daily warehouse planning, waste handling, and label control. Verify EPW and NOF holding, documentation, and timeliness. Ensure RFID portals and equipment have clear, clutter free locations in warehouse and on the shop floor. Evaluate floor layout, reduced space, fragmentation, and customer journey. Capture comments and photos to drive improvements.
by Stuart Campbell, from the CommunityDownloads: 20+Get - Template
Retail Store Walk Checklist
This retail store walk checklist helps teams conduct effective floor walks across key areas: windows and front-of-house presentation, in-store atmosphere, pricing accuracy, demo readiness, and cleanliness for categories including computers and laptops, audio, small and large screen TVs, DVD and Blu-ray, portable players, and sat nav. It also covers warehouse housekeeping from floor to shelf and prompts checks for weekly tasks (e.g., form 402), product availability, and dust-free shelving. Use it to identify issues, document observations, and assign actions to maintain merchandising standards and customer experience.
by Dave Cheeseman, from the CommunityDownloads: 20+Get - Template
ASR Peer Review for Long Life Grocery
This ASR peer review checklist helps retail teams evaluate AutoStockR performance across Long Life grocery departments. It guides reviewers through weekly gap scans, overstocks and daily stock checks, promo screen validation and base forecast challenges, and overdue order follow ups. It includes checks for early morning gap scan windows, SRT use on shelf, investigation of capping overs, and daily detailed PI checks for perishables, eggs, milk and bread. Reviewers audit LTO picks and locations, convert old promo repacks, and confirm compliance to recent planograms. Aisle by aisle PI verification covers stock on hand accuracy, minimum presentation levels and capacity settings, ticketing and data strips, shelf presentation, and supplier hang sells within date.
by James Elliott, from the CommunityDownloads: 20+Get - Template
Shop Floor Basics Store Tour Audit Checklist
This shop floor basics store tour audit helps retail and supermarket teams assess store presentation and operations. Review car park and entry cleanliness, promotional compliance, and checkout standards. Evaluate fresh departments including produce, meat, deli, and bakery for stock quality, rotation, and housekeeping. Check grocery, general merchandise, dairy, and freezer for out of stocks, planogram compliance, ticketing, and fixture cleanliness. Confirm staff presentation, engagement, and policy adherence. Capture photos, observations, and recommendations to drive consistent, customer-ready stores.
by John Marten, 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.