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
3,104 results- Template
Sale Manager ตรวจสอบงานประจำวัน
เทมเพลต Sale Manager สำหรับตรวจสอบงานประจำวันของร้านสะดวกซื้อและจุดขายอาหาร ครอบคลุมงานบริการลูกค้า ขั้นตอนการคิดเงินและทอนเงิน ตามคู่มือ Friendly Service การควบคุมเงินในเครื่อง การตั้งต้นสินค้า การทำ Handling และ FIFO การจัดเรียงสินค้าและ Planogram การตรวจสอบคุณภาพสินค้าในตู้ร้อนและตู้เตรียม รวมถึงการติดตามเป้ายอดขายและรายงานผลทั้งผลัดเช้าและผลัดบ่าย
by Pakapol Chaisiripenpark, from the CommunityDownloads: 30+Get - Template
Auditoría TMSR de Tiendas Bonjour
Plantilla de auditoría TMSR para Tiendas Bonjour orientada a mejorar la experiencia del cliente y la ejecución en punto de venta. Evalúa accesos, imagen de tienda, planograma y pasillos, iluminación, temperatura y música. Revisa neveras y freezers, área de comidas y bebidas, exhibición de lubricantes Total, y zona de asientos. Verifica atención del personal, tiempos y ventas adicionales, orden en mostradores y procesos en POS, prevención de fraude y ahorro energético. Incluye baños, seguridad de datos del tarjetahabiente, higiene y manipulación de alimentos, limpieza de máquinas de café, registros LPC, mantenimiento, permisos de contratistas, entrenamiento, promociones, inventario y control de productos no escaneables.
by Domingo Matos, from the CommunityDownloads: 30+Get - Template
SuperValue and FreshChoice Store Audit 2020
Comprehensive supermarket audit template for SuperValue and FreshChoice stores. Assess store administration, online and click and collect, health and safety, inwards goods, price integrity, cash operations, payroll, and accounts payable. Verify legislative compliance, retail environment, and department standards across butchery, produce, bakery, service deli, dairy, frozen, bulk foods, longlife, and beer and wine. Includes checkout procedures, exterior presentation, and final sign off to support Woolworths NZ and WDL operational policies.
by Abhay Kolhe, from the CommunityDownloads: 30+Get - Template
RGM Store Visit Customer Promise Checklist
This RGM store visit checklist guides branch reviews against the five Customer Promise pillars. Assess people performance, rewards, reviews, recruitment, PDPs, and PULSE. Check commercial execution including Right Sell targets, daily briefs, planograms, demos, posters, and iD pitch. Evaluate connectivity KPIs such as PPCR, postpay volume, £ per box, and multiplay. Review services performance for Geek Squad, Checkpoint, and upgrades. Measure customer experience via WCSS, detractor recovery, mystery shop readiness, and Pinpoint behaviours. Validate operational efficiency across security, compliance, banking, stock controls, and routines. Capture findings, add images, and agree SMART next steps.
by simon halsey, from the CommunityDownloads: 30+Get - Template
Dealer Evaluation Audit Checklist
Assess dealership showroom compliance with this dealer evaluation audit checklist. Review exterior and interior signage, furniture quality, alignment, and maintenance, plus flooring condition against approved layouts and brand standards. Capture notes on unapproved elements, verify WiFi availability, and document issues with photos. Gather dealer feedback and propose improvements to ensure a consistent, on-brand customer experience.
by Ci Cd, from the CommunityDownloads: 30+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: 30+Get - Template
Checklist de Prevencao de Perdas para Padaria
Checklist focado em operacao e controle de perdas no setor de padaria de supermercado. Cobre higiene do ambiente e equipamentos, armazenamento correto e rotulagem, uso de EPIs, prevencao de contaminacao cruzada, exposicao e abastecimento de produtos, sinalizacao de precos e promocoes, atendimento prioritario ao cliente, aplicacao do PVPS, controle de validade, balancas e tabela de taras, organizacao de camaras frias, inventarios e registro diario de quebras. Inclui boas praticas de producao padronizada para reduzir desperdicios e aumentar a lucratividade.
by Alex Car, from the CommunityDownloads: 30+Get - Template
Auditoría de Higiene e Imagen Casa Ley
Esta plantilla en español te ayuda a evaluar la higiene e imagen en tiendas Casa Ley. Incluye verificación de documentación, condiciones de bodega, control de plagas con cajas para roedores, estado de sinks y time mizer, uso de EPP, estaciones de lavado de manos y ausencia de producto caducado. Permite señalar departamentos que requieren limpieza (panadería, tortillería, cocina, carnes, pescados, salchichonería, frutas y verduras, fuente de sodas y abarrotes) y revisar óxido, hongos, pintura, daños de estructura y equipos en desuso, con firma de supervisor y gerencia.
by Engels alex Mercado, from the CommunityDownloads: 30+Get - Template
ASL Fit for Summer - Convenience Checklist
Get convenience stores summer-ready with a practical checklist covering refrigeration packs and compressors, condensers and gas coolers, inverters, cold rooms, shop floor cabinets and integrals, and air conditioning and ventilation. Verify airflow, temperatures, fan rotation, trim heaters, night blinds, and condensate management. Include cleaning tasks with before-and-after photos, sensor and switch checks, and networking status for online fixtures. Capture issues, complete predictive work orders, and note additional parts or service needs to ensure reliable performance and reduce downtime.
by David Smith, from the CommunityDownloads: 30+Get - Template
Management Meeting Minutes Template
Use this management meeting minutes template to run focused, productive leadership meetings. Capture key details including meeting date, location, attendees, agenda topics, discussion notes, decisions made, outstanding items, and clear action items with owners and due dates. Sections can include Store Manager discussion, area or operations manager updates, general discussion, and follow-ups to ensure accountability across teams. Ideal for weekly managers meetings in multi-site or store-based operations, this template standardizes how outcomes are recorded and shared, helping teams align priorities and track progress over time.
by Nick Barker, from the CommunityDownloads: 30+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: 30+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: 30+Get - Template
OWNDAYS TH New Joiner Retail Checklist
Use this comprehensive new joiner checklist for OWNDAYS Thailand to onboard optical retail staff and standardize store operations. The checklist guides appearance and behavior, customer greeting and approach, sales conversation steps, lens options and benefits, membership and promotions, reception workflows and policy confirmations, POS and cashier procedures, dispensing and fit adjustments, and after sales service. It also includes phone etiquette standards, documentation needs, and warranty guidance, helping trainers track strengths and gaps while coaching. Ideal for shop managers and trainers to ensure a consistent, high quality customer experience across branches.
by Atidtaya Sukaphong, from the CommunityDownloads: 30+Get - Template
เช็กลิสต์มาตรฐานร้าน 7-11 (QSSI)
แบบฟอร์ม QSSI สำหรับมาตรฐานร้าน 7-11 ครอบคลุมหัวข้อสำคัญเพื่อยกระดับคุณภาพร้าน ได้แก่ การบริการลูกค้า มารยาทและการทักทาย ขั้นตอนคิดเงินและการส่งมอบสินค้า การขายอาหาร การตรวจสอบสินค้าและการจัดเรียงตามแผนผัง การขาดสินค้าและรายการท็อป การตั้งราคาและโปรโมชั่น อุปกรณ์ความปลอดภัยและการตรวจ 7ส ความพร้อมของอุปกรณ์ การควบคุมคุณภาพ การจัดเก็บสินค้า FIFO การจัดการสินค้าหมดอายุและ Product recall ความสะอาดพื้นที่หน้าร้าน พื้นที่ขาย และหลังร้าน สุขลักษณะส่วนบุคคล ความพร้อมน้ำยาและอุปกรณ์ ระบบการบริหารและสื่อสารภายในร้าน ความเข้าใจประชุมและบันทึก Logbook ตัวชี้วัดยอดขายและอัตรา Audit การจัดเก็บเอกสาร การป้องกันความเสี่ยง แผน PM และการแจ้งบริการ การเติมและจัดเรียงสินค้า 7 ขั้นตอน รวมถึงแนวทางแก้ไขปัญหาและการติดตามผล ช่วยให้ผู้จัดการและทีมงานตรวจประเมิน ปรับปรุง และคงไว้ซึ่งมาตรฐานร้านได้อย่างต่อเนื่อง
by อนุพงษ์ แซ่อึ้ง, from the CommunityDownloads: 30+Get - Template
Store Health Checklist - TAF
A detailed retail store audit checklist designed to ensure comprehensive store management and operational excellence. The checklist covers critical areas including front of house presentation, back of house operations, warehouse management, administrative procedures, and staff development. It encompasses essential aspects such as visual merchandising, stock control, safety protocols, financial administration, and customer service standards. The document serves as a complete operational guide for retail managers, helping maintain store standards, improve efficiency, and ensure compliance with company policies. Key focus areas include inventory management, staff training, security measures, sales performance tracking, and general store maintenance, making it an invaluable tool for retail operations management.
by Marius Van Deventer, from the CommunityDownloads: 30+Get - Template
Mi Comida Selling Evaluation Checklist
This Mi Comida Selling Evaluation checklist helps retail grocery teams assess signage, synchronized promotions, and merchandising across Market, Seafood, GM/Drug, Grocery, Produce, Bakery, and Deli. Verify fresh, full, and correctly signed displays, appropriate couponing, and use of banners, pennants, table tents, and drapes. Capture data usage practices such as top 10 reports, BI-driven placement, and daily huddles. Evaluate customer interactions, goals, event execution, and lobby impact, then record recommendations.
by Diego Zamora, from the CommunityDownloads: 30+Get - Template
Audit Reparto Ortofrutta - Checklist Completa
Questa checklist per audit del reparto ortofrutta aiuta responsabili di negozio e capo settore a verificare gestione commerciale e conformita. Copre disponibilita merce, rotture di stock, rispetto layout, cartelli prezzo e provenienze, evidenza delle offerte e massificazione, rotazione prodotti ed espositori. Include controlli HACCP: registrazione temperature di ricevimento e stoccaggio, sanificazione, merce scaduta o deteriorata, corretta gestione a temperatura. Verifica pulizia di area vendita, magazzino, murale frigo e casse IFCO. Gestisce aspetti operativi: orari, guida ordini con venduti giornalieri, fogli di ripristino, resi, comunicazioni da sede, caricamento scarti e giacenze serali. Con firme finali per condivisione dei rilievi.
by Stefano Pagano, from the CommunityDownloads: 30+Get - Template
Tyremart Store Evaluation Checklist
This Tyremart Store Evaluation checklist helps franchise and branch managers audit brand standards and customer experience. It covers building exterior and paint specifications, parking and signage, vehicle branding, and interior presentation across reception, waiting area, restrooms, and workshop. Verify equipment condition and calibration, housekeeping, safety signage, and staff facilities. Assess customer journey touchpoints including staff clothing, Stockfinder usage, telephone etiquette, walk-in sales process, quotations, communication, workmanship, and handover. Use it to maintain consistency, improve service quality, and drive store performance.
by Ludwig Kruger, from the CommunityDownloads: 30+Get - Template
Marks and Spencer Site Audit Checklist
This Marks and Spencer site audit checklist supports retail store inspections across front of house, deli, backstage, and other areas. Record store details, audit title, location, and date; add photos; capture general comments on conditions like lighting and cleanliness; and log corrective actions. Verify plant and switch room requirements, including visibility of line drawings and diagrams, with photo evidence. Finish with completion notes and obtain sign offs from both the store representative and supplier representative for a complete site audit record.
by Westway SME, from the CommunityDownloads: 30+Get - Template
Project Duke CIC Site Handover Checklist
This CIC site handover checklist guides fuel and convenience retail teams through a complete change in control. It covers debranding and removal of EG materials, zeroing and transfer of all stock including third party items, and required reports such as day end, month end, P and L, bunkering, grade reconciliation, and fuel sales. It prompts tank reconciliation, utilities and tank gauge readings, and documentation handling. It also ensures removal or return of IT and communications assets, credit card terminals, CCTV access updates, and equipment from brands like Starbucks, Greggs, Subway, and Krispy Kreme. Use it to achieve a clean, compliant handover.
by Carl Jones, from the CommunityDownloads: 30+Get - Template
Individual Site Survey for Petrol Stations
This Individual Site Survey template is designed for assessing new petrol station locations. It guides assessors to capture comprehensive forecourt and retail details, including fuel brand, pump counts, tank contents and issues, air towers, vacuums, jetwash and car wash, ATM availability and provider, pole signs, and forecourt materials. It also covers in-store conditions such as ceiling and floor, POS points, chillers, gondolas, groceries and household displays, coffee and food offers, lottery, and electronic services. Additional sections collect trading information (competitors, fuel price, volumes, operating hours), security notes, and development opportunities like building expansion or a Starbucks drive-thru. Use it to evaluate readiness, safety, and retail potential.
by Carl Jones, from the CommunityDownloads: 30+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: 30+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.