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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.

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3,104 results
  • Lidl 2.0 POS Installation Checklist
    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 Community
    Downloads: 20+
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  • Adidas Uzun Kontrol Listesi
    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 Community
    Downloads: 20+
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  • Sears District Manager Visit Checklist
    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 Community
    Downloads: 20+
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  • Jenkos Weekly Retail Store Checklist
    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 Community
    Downloads: 20+
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  • 2017 Coborns Bakery Audit
    Template

    2017 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 Community
    Downloads: 20+
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  • Morrisons Delap Report Checklist
    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 Community
    Downloads: 20+
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  • Updated Merchandising Review Form
    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 Community
    Downloads: 20+
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  • Aulds Retail Audit Checklist v4
    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 Community
    Downloads: 20+
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  • Convenience Zero Healthcheck
    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 Community
    Downloads: 20+
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  • RM Mini Risk Audit Template
    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 Community
    Downloads: 20+
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  • Retail Duties Compliance Checklist
    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 Community
    Downloads: 20+
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  • Shrinkage and Compliance Risk Checklist
    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 Community
    Downloads: 20+
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  • Screwfix Shutter and Door Asset Capture
    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 Community
    Downloads: 20+
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  • Daily Produce Line Walk Checklist
    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 Community
    Downloads: 20+
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  • Dairy Freezer Reset Checklist
    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 Community
    Downloads: 20+
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  • Audit de sûreté pour magasin
    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 Community
    Downloads: 20+
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  • Checklist diario de ventas para concesionarios Nissan
    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 Community
    Downloads: 20+
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  • Project Genie AM Review Checklist
    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 Community
    Downloads: 20+
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  • Ignite Store Visit V4 Checklist
    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 Community
    Downloads: 20+
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  • Risk and Compliance Payroll Privacy and Mandatory Signage
    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 Community
    Downloads: 20+
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  • CSR Spotlight Checklist
    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 Community
    Downloads: 20+
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  • Meat Store Visit Checklist
    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 Community
    Downloads: 20+
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  • Liquor Store Condition Audit
    Template

    Liquor Store Condition Audit

    This liquor store condition audit template helps teams assess store presentation and key assets. Inspect storefront displays, lighting and signage operation, and the condition of floor tiles. Evaluate refrigeration performance for chillers and coolers, as well as ice machines. Capture photos for evidence, scan asset tags or barcodes, and note any additional issues. Record asset condition severities, add reference media, and gather signatures with dates from both the responsible manager and client to complete the audit.

    by Broll Facility, from the Community
    Downloads: 20+
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  • NSW Fair Trading Regional Service Station Checklist
    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 Community
    Downloads: 20+
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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.