Categories
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.
- Course
Payment Security for Cashiers
Learn how to use Square, Apple Pay, Google Pay, and contactless payments in point of sale (POS), as well as how to spot suspicious behavior in a retail setting. (Last updated: November 2024)
by SafetyCultureGetDownloads: 100+ - Template
Handover Daily End of Shift Report Template
Frontline workers can use this template to communicate important shift information and facilitate a smooth handover of tasks to the person handling the next shift. Start with a short description of the events in the shift and write down the name of the assigned person and their role in the team. Then, provide a list of action items and reminders for the next shift. Complete the report by noting suggestions or changes to the process and signing off with the employee's e-signature.
by SafetyCultureGetDownloads: 100+ - Course
Electric Pallet Jack Training
Electric pallet jacks are a useful tool to move products around. However, motorized pallet jacks must be in safe operating condition by certified operators. This course lays out guidelines for the safe handling of electric pallet jacks, as well as the roles and responsibilities of operators. (Last updated: September 2024)
by SafetyCultureGetDownloads: 100+ - Course
Retail Sales Training
This course will help you review the essential processes, skills, and attitudes that a good retail salesperson should have to help you build a good relationship and loyalty among your customers. (Last updated: August 2024)
by SafetyCultureGetDownloads: 100+ - Course
De-escalation in the Retail Industry
This course will discuss de-escalation in the retail industry, how to resolve violent and aggressive conflicts, and how to use de-escalation techniques in such scenarios. (Last Updated: August 2024)
by SafetyCultureGetDownloads: 100+ - Template
Vehicle Repair Shop - Self-Safety Inspection Checklist
Automotive workshop owners, mechanics, and technicians can use this self-safety inspection checklist to ensure that all work areas are clean and orderly, trip, slip, and fall hazards are eliminated, and all power tools and equipment are maintained and in good condition to avoid malfunction.
by SafetyCultureGetDownloads: 100+ - Course
Visual Merchandising
This course will talk about virtual merchandising and how to utilize the practice of displaying products in stores. (Last updated: August 2024)
by SafetyCultureGetDownloads: 100+ 
TemplateKick off A/W 2013
A detailed retail store audit checklist that encompasses all crucial aspects of store operations and visual merchandising. The document covers key areas including window displays, entrance management, A-areas merchandising, department layouts, wall fixtures, concept focus, fitting rooms, cash desk operations, stockroom organization, VM rooms, customer service standards, and performance reporting. This comprehensive guide ensures stores maintain consistent brand standards, maximize commercial opportunities, and deliver exceptional customer service. The checklist serves as a vital tool for retail managers and staff to maintain store excellence across visual presentation, operational efficiency, and sales performance metrics.
by Tomasz Napora, from the CommunityGetDownloads: 100+- Template
Summer 2 Campaign Implementation NSF and Counter
This form will guide you through the Summer 1 Campaign set up to ensure that stores have implemented this as advised.
by Chloe Howe, from the CommunityGetDownloads: 100+ - Template
Area RN BJ Operations Review 7-9-17
This detailed operations audit checklist is designed for retail store managers and supervisors to ensure compliance with safety standards and operational excellence. The document covers crucial areas including back of house management, storage standards, inventory control, shop floor organization, and workplace safety. Key focus areas include Dexion Racking standards, bulky goods storage requirements, stock organization, housekeeping practices, and security measures. The checklist also addresses important operational aspects such as software processing, accessories management, and customer order handling. Special attention is given to safety protocols, including proper ladder storage, hazard identification, and theft prevention measures. This comprehensive tool helps maintain consistent operational standards while ensuring workplace safety compliance across retail locations.
by Brent Jenkins, from the CommunityGetDownloads: 100+ - Template
Countdown - H and S
This document presents a detailed safety and compliance audit checklist specifically designed for Countdown retail stores. The inspection covers crucial areas including fire suppression systems, emergency egress, store safety plans, signage requirements, freezer safety, panic alarms, and building maintenance. It also addresses important operational aspects such as forklift safety, traffic management, staff training, incident reporting, and hazard management. The checklist ensures comprehensive evaluation of workplace safety measures, compliance with regulations, and proper documentation of safety procedures. Key focus areas include employee training verification, facility maintenance records, emergency response preparedness, and general safety protocols across all store departments including deli, seafood, produce, meat, and bakery sections.
by Cara Haslip, from the CommunityGetDownloads: 100+ - Template
Project zero
Project Zero is a comprehensive waste management and transfer protocol system designed to ensure proper handling and documentation of waste across different departments. The guide covers essential procedures including waste print verification, manager sign-offs, proper waste segregation by color-coded bags, and secure storage in designated cages for fresh, grocery, and non-food items. It also details transfer documentation requirements, including financial tracking on shrink boards and proper filing procedures. The system emphasizes cleanliness, organization, and accountability through systematic checks and balances, ensuring compliance with waste management standards and efficient transfer operations. Special attention is given to customer and colleague cafe considerations, making it a complete operational guide for facility management.
by Fiona Bambury, from the CommunityGetDownloads: 100+ - Template
Arcus 2019 Fit for Summer Supermarket Amber
This detailed maintenance checklist provides a comprehensive framework for ensuring the optimal operation and safety of supermarket equipment systems. It covers critical areas including leak testing, pack systems, inverter operations, condenser/gas cooler maintenance, cold room functionality, and shop floor equipment checks. The document guides technicians through essential maintenance procedures for CO2 systems, temperature controls, door mechanisms, and integral cabinet operations. It emphasizes the importance of regular cleaning, performance monitoring, and safety compliance. The checklist also includes requirements for documentation through photographs, specific measurements, and reporting procedures. This systematic approach helps maintain equipment efficiency, prevent failures, and ensure compliance with safety standards while maintaining optimal shopping conditions.
by David Smith, from the CommunityGetDownloads: 100+ - Template
Wawa Fuel BR
A detailed inspection checklist for Wawa fuel stations that ensures compliance with safety regulations and operational standards. The document covers essential areas including fuel court maintenance, equipment functionality, emergency preparedness, environmental compliance, and staff training. Key inspection points include fuel dispenser conditions, safety equipment availability, spill kit maintenance, tank monitoring, price accuracy, and emergency response protocols. This checklist helps maintain consistent safety standards across Wawa fuel stations while ensuring optimal customer service and environmental responsibility. Regular completion of this checklist helps prevent hazards, maintains operational efficiency, and ensures compliance with safety regulations.
by Bill Todd, from the CommunityGetDownloads: 100+ - Template
VM VISIT NOTES
A detailed visual merchandising inspection template designed for retail store managers and VM specialists. This checklist covers all key areas of store presentation including window displays, housekeeping standards, footwear section compliance, apparel organization, accessories display, and back-of-house operations. The template includes verification points for price amendments, rack lists, best sellers placement, and training documentation. It helps ensure consistent store presentation standards while maintaining optimal visual merchandising practices across all retail departments. The checklist format allows for easy tracking of compliance and identification of areas requiring immediate attention.
by Lucy Gilder, from the CommunityGetDownloads: 100+ - Template
ARI Way 5S Audit- Execs
A detailed retail store audit framework following the 5S methodology: Shop, Shelf, Service, Staff, and Selling. This comprehensive checklist helps evaluate store performance across key areas including store appearance, merchandising standards, customer service quality, staff presentation, and selling effectiveness. Each section contains five specific criteria for assessment, enabling thorough evaluation of retail operations. The audit tool is designed to maintain consistent store standards, enhance customer experience, and optimize sales performance through systematic evaluation of critical retail operations components. Ideal for store managers, retail auditors, and operations teams looking to maintain high standards of retail excellence.
by Jane Gully, from the CommunityGetDownloads: 100+ - Template
Project Zero Waste Healthcheck
This document outlines a detailed store audit checklist focused on waste management procedures and compliance. It covers three main areas: training verification for store personnel, operational setup requirements, and review processes. The checklist ensures proper waste recording practices, validates staff training records, and confirms the correct implementation of waste processing stations. It includes specific checks for animal by-products handling, waste print verification, and storage area compliance. The document also addresses management oversight through shrinkage meetings and security protocols. This systematic approach helps stores maintain efficient waste management practices while ensuring all staff members understand and follow proper waste recording procedures.
by Alan Ritchings, from the CommunityGetDownloads: 100+