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
Inspeção de AET NR 17 para Supermercados
Este checklist de AET ajuda supermercados a cumprir a NR 17, guiando a avaliação ergonômica de postos de trabalho e operadores de checkout. Registre condições ambientais (iluminância, ruído, temperatura, umidade e ventilação), mobiliário, monitores e displays, EPIs, levantamento e transporte de cargas, além de posturas e queixas dos colaboradores. Identifique riscos, recomende melhorias conforme normas ABNT e NR, e gere laudos completos com evidências para correções e ações de prevenção. Ideal para técnicos de segurança, ergonomistas e equipes de SST que precisam padronizar inspeções e documentar conformidade ergonômica.
by Dinamica Gold Ocupacional, from the CommunityDownloads: 20+Get - Template
IGA ROTY Store Award Evaluation Checklist
This IGA ROTY checklist helps assess supermarket department standards across deli, meat, bakery, fresh produce, grocery, and dairy and freezer. Use it to verify advertised specials and hot offers are displayed and ticketed, ranges are complete, cabinets and cases are clean and well merchandised, and products are fresh and appealing. It also reviews POS execution, out of stocks, pricing programs, store ambiance, staff presentation and engagement, basket and trolley availability, and overall cleanliness to support award evaluations.
by Garry Cowling, from the CommunityDownloads: 20+Get - Template
Checklist de Auditoría de Concesionario Posventa
Checklist de auditoría para concesionarios orientado al área de posventa. Verifica listas de precios de servicios, promociones y reparaciones, tarifas de mano de obra para clientes, garantía e interna, costos por hora en mantenimiento y diagnóstico, y costos de repuestos. Define reglas de descuentos y markup para mayoristas, aseguradoras, web y transferencias internas. Incluye control de incentivos, costos fijos y evidencia en sistemas con aprobación de dirección o controlling financiero. Útil para asegurar cumplimiento, competitividad y rentabilidad del taller y repuestos.
by Nadia Espejo, from the CommunityDownloads: 20+Get - Template
Территориальный директор АВТОМИГ: чек-лист
Практический чек-лист территориального директора АВТОМИГ для оценки качественной работы магазинов. Охватывает проверку фасада и прилегающей территории, чистоту и освещенность залов, выкладку товара и актуальность ценников, наличие POS-материалов, внешний вид и экипировку персонала. Включает контроль складов и подсобных помещений, информационных стендов, соблюдение требований ТБ и ПБ, уголок потребителя и соответствие законодательству. Предусмотрены фотоотчеты и отметки о повторных замечаниях.
by Андрей Титаренко, from the CommunityDownloads: 20+Get - Template
Area Manager Store Report Checklist
This Area Manager Store Report checklist helps multi-site leaders assess store performance during visits. Review customer service at registers, track merchandising gaps, verify Healthy/Beauty Break executions and signage, and check compliance items such as scripts, credits, and Bioceuticals. Capture photos and notes, log follow-up actions due within 7 days, and evaluate operations, inventory, HR, reporting, and store procedures. Test staff product knowledge and outline recruitment needs to improve execution and consistency across locations.
by Aami Mills, from the CommunityDownloads: 20+Get - Template
Meat and Poultry Department Checklist
This practical checklist supports grocery and supermarket teams in managing the meat and poultry department. Use it to record SKUs, batch or lot codes, pack sizes, quantities on hand, and pass or fail notes for items such as bacon, sausages, burgers, chicken, beef, lamb, and turkey. It helps verify date codes, labeling, stock rotation, and basic food safety controls so you can maintain freshness, product quality, and compliance during daily checks.
by jon hall, from the CommunityDownloads: 20+Get - Template
COVID-19 Health and Safety Guidelines for Retail
This COVID-19 checklist supports retail store operations to maintain safe trading. It covers social distancing notices and floor markings, customer number controls, entrance hygiene stations, sanitizing of baskets and tills, one-way systems, till screens, contactless payment guidance, PPE access for staff, updated cleaning schedules, toilet hygiene, limits on non-essential supplier visits, clear visitor protocols, delivery procedures, and sign-offs to confirm compliance.
by David Burch, from the CommunityDownloads: 20+Get - Template
Checklist de Pós-Vendas para Concessionárias
Modelo em português voltado a concessionárias automotivas para padronizar o pós-vendas. Cobre atendimento ao cliente em canais online e offline, prazos de resposta, uso do Agenda Ford para agendamentos, check-in e programação da oficina, confirmação de serviços, aprovação de orçamento e comunicação com o cliente. Inclui boas práticas de recepção, proteção do veículo, registro fotográfico, preenchimento da ordem de serviço, testes de rodagem, qualidade e entrega. Abrange gestão diária da oficina, acompanhamento de status, reprogramações, indicadores de experiência do cliente, treinamentos e infraestrutura de equipe, tablets, TVs, uniformes e integrações com DMS.
by Priscila saldanha, from the CommunityDownloads: 20+Get - Template
Sales Manager Store Visit Guide
This Sales Manager Store Visit Guide helps retail leaders plan, execute, and document high-impact store visits. Capture store details and performance KPIs such as MTD sales, PSPD, PPPD, accessory and protection attach rates, and rep metrics. Observe sales engagements, coach reps, and verify knowledge of carrier promotions and plans. Confirm training completion, staffing, and system access. Check POS and device readiness, signage and price plan accuracy, and inventory across carriers. Conclude with actions, results achieved, and next steps to drive sales.
by Mary Maloof, from the CommunityDownloads: 20+Get - Template
Dispensary Operations and Compliance Audit Checklist
Comprehensive guide for dispensary audits covering cash handling, inventory management, security protocols, staff training, and operational compliance standards.
by Sean Donegan, from the CommunityDownloads: 20+Get - Template
Homebase Durham 5 Minute Review
This 5 minute review checklist is designed for Homebase retail teams to quickly assess front end performance at store level. It captures weekly card sales and RC percentage, colleague performance against daily tasks, cleanliness and stock levels, showroom leads for kitchens bathrooms and bedrooms, windows and doors quotes, PUAP satisfaction speed of service and friendliness at the till, overall store conversion, training completed including open door courses, and the current agility rating. Use it to guide coaching conversations, identify training needs and document manager and employee sign off during brief reviews.
by Richard Cowen, from the CommunityDownloads: 20+Get - Template
Check List de Equipo V2.0 Recursos Humanos
Plantilla en español para evaluar el equipo y la gestión de Recursos Humanos en tienda. Verifica checadores funcionando, requisición y seguimiento de vacantes, planeación de horarios descansos y vacaciones, envío y respaldo digital de expedientes, reporte oportuno de modificaciones altas y bajas, y contratos vigentes y actualizados. Incluye áreas para gerente y supervisor y un espacio de observaciones para documentar hallazgos y acciones correctivas durante la inspección.
by Misaac López, from the CommunityDownloads: 20+Get - Template
Koordinatör Mağaza Denetim Formu
Bu mağaza koordinatör denetim formu; mağaza iç değerlendirme, ürün ve stok yönetimi, görsel düzenleme, depo düzeni, KPI takibi, servis ve personel eğitimi ile kasa hizmetleri alanlarında kapsamlı bir kontrol sağlar. Vitrin ve reyon temizliği, yangın güvenliği, ekipman bakımı, fiyat ve alarmlama doğruluğu, VM standartları, dağıtım ve irsaliye süreçleri, depo ayrımı ve düzeni, günlük hedef ve toplantılar, müşteri karşılama ve satış adımları, ek satış uygulamaları ile kasa uyum ve hız kontrollerini içerir. Perakende operasyonlarında standartlaşma, uyum ve performans artışı için uygundur.
by Bahadır Onur, from the CommunityDownloads: 20+Get - Template
Lidl Checkout Inspection Survey Checklist
This Lidl Checkout Inspection Survey supports retail store operations by auditing checkout lanes and bakery equipment. Capture checkout type (tandem, left or right hand), bump strip types (HARR, ITAB), merchandise unit panels, lane numbers, and overall condition with photos. Verify scratches, dents, component functionality (doors, cash box, computer door), rubber condition, panel alignment, and any health and safety or customer experience concerns. Record dimensions and counts for standard lengths, operator doors, cash boxes, and merch boxes, plus missing parts or access restrictions before cladding. Includes a bakery inspection to log oven serial and LIN numbers, display type, autostart times, and supporting photos. Use findings to prioritize maintenance, ensure compliance, and improve checkout performance.
by Billy Kindell, from the CommunityDownloads: 20+Get - Template
Informe de Visita de Visual Merchandising
Esta plantilla de informe de visita de visual merchandising ayuda a evaluar el rendimiento de una tienda física. Incluye comprobaciones de escaparate y entrada, cumplimiento de VM Pack y Top50, limpieza general y ejecución de campañas. Cubre áreas de textil (hombre, mujer, junior, baby), calzado y accesorios, verificando layout, estructura de paredes y muebles, comercialidad de paredes y displays, reposición, densidad de stock, cambios de precio y uso de POS. También evalúa la organización del almacén y recoge comentarios, feedback y firmas para el cierre de la auditoría.
by Jaime Cabrerizo, from the CommunityDownloads: 20+Get - Template
South Area Taco Event Checklist
This checklist supports a Taco themed retail event for grocery stores. It outlines push items and Combo Loco style promotions across Market, Seafood, Bakery, GM, Deli, Grocery, Produce, and CCO. Teams set up secondary displays, endcaps, and tie ins, capture photos, and earn points for execution and creativity. Use it to coordinate storewide merchandising, drive basket size with bundled offers, and ensure consistent execution across departments.
by Miguel Bravo, from the CommunityDownloads: 20+Get - Template
Ritchies Stores Meat Audit Checklist
This Ritchies Stores Meat Audit helps meat supervisors evaluate safety, product quality, compliance, merchandising, and team performance in supermarket meat departments. It covers sanitation practices, hand hygiene, PPE, equipment condition, preparation areas, cold room cleanliness, temperature logs, and cleaning schedules. Merchandising checks include case presentation, ticketing, specials, GP-focused displays, and famous lines, plus SATO labeling and seafood freezer standards. KPI tracking spans sales, gross profit, markdowns, throw-outs, and out-of-stocks. Designed for supervisors to complete twice per year to drive continuous improvement and grow both the team and the business.
by Natasha Adams, from the CommunityDownloads: 20+Get - Template
Chek lista za specijaliste FO/RU i Ferivi trgovine
Detaljna chek lista za dnevnu kontrolu rada maloprodajne trgovine obućom i tekstilom. Obuhvaća izlog i kampanje, vidljivost cijena, dostupnost i segmentaciju artikala (obuća, tekstil, accessories), marketinške i zakonske oznake, sigurnosne sustave, organizaciju rada i urednost. Sadrži smjernice za skladište, obaveznu dokumentaciju i tehničku opremu (POS, blagajna, brojač kupaca), te postupanje s reklamacijama. Uključuje i zadatke web shop podrške za pravovremenu obradu narudžbi i zamjena.
by Igor Pavlović, from the CommunityDownloads: 20+Get - Template
Audit Compliance and Loss Prevention Risk Assessment
Evaluate store-level risks and compliance with this loss prevention audit checklist for retail environments. Review cash office procedures, till variances, banking controls, cash lifts, PDQ card handling, voucher sales and redemption, refund authorization, post-voids, store security, and stock handling. Use it to identify control gaps, standardize processes, and reduce shrink across locations. This example template is for guidance only; seek professional advice to confirm suitability for your operations and jurisdiction.
by Alasdair Edgar, from the CommunityDownloads: 20+Get - Template
Compte rendu de visite mise au concept
Modèle de compte rendu de visite pour la mise au concept en point de vente. Couvre les informations clés du magasin (ville, n° PDV, concept choisi), les surfaces (couvert chauffé, jardin extérieur, bâti), la présence de jardinerie, les catégories CDV et GF, la configuration (plein pied ou étages), ainsi que la planification des livraisons et montages par phases. Inclut les implantations, la signalétique, et un espace pour commentaires et photos afin d’assurer un déploiement de concept cohérent.
by Romain COLLARD, from the CommunityDownloads: 20+Get - Template
Fiche evaluation validation mise au concept
Cette fiche d evaluation aide a valider le concept d un point de vente de bricolage et jardinage. Elle couvre l etude de site, le parcours client, la charte identitaire, l accueil et les caisses, ainsi que les services obligatoires et optionnels. Elle evalue la performance commerciale a l exterieur et a l interieur, y compris les rayons jardin interieur et exterieur, animalerie, decoration, bricolage et bati. Des criteres portent sur l eclairage, le mobilier, la signaletique, les animations commerciales et la qualite d execution. La conclusion recense forces, axes d amelioration et plans d actions.
by Romain COLLARD, from the CommunityDownloads: 20+Get - Template
Validación de puntos TM para tiendas
Plantilla en español para validar puntos y ubicaciones de tiendas. Incluye evaluación de renta y metraje, fotos del interior y exterior, seguridad, parqueo y visibilidad. Cubre varios entornos como comercial pequeño, centro comercial, residencial, gasolinera y calle. Contempla conteos de flujo peatonal y vehicular, generadores de tráfico, competencia cercana y precios de referencia. Integra validación operativa del local como servicios de energía y agua, estado de paredes, techos, luminarias y servicios sanitarios, así como permisos para rótulos y operación.
by Pedro de Ojeda, from the CommunityDownloads: 20+Get - Template
CPW Operational Review 1.1 Checklist
The CPW Operational Review 1.1 checklist helps telecom retail stores assess daily operations and compliance. It covers store standards and merchandising, POS accuracy, demo device setup, inventory and stock control, trade ins, recalls, and use of checkpoint tools. Managers can track BAU tasks such as schedules, holiday planning, performance reviews, and mystery shop results. Financial controls include cash handling, banking, and petty cash management, while audits and profit protection monitor shrinkage, CCTV, and product security. It also guides ethical selling, Geek Squad processes, and required e learning modules to maintain consistent, high quality retail performance.
by Salman Qureshi, from the CommunityDownloads: 20+Get - Template
Pharmacy Assistant Level 1 - Stage 1 Assessment
This Stage 1 assessment template evaluates Pharmacy Assistant Level 1 capabilities in a retail pharmacy setting. It covers QCPP-aligned emergency response, loss prevention and shoplifting procedures, store returns and employee purchase policies, merchandising and planogram execution, POS and MRM tasks (script sale, labels, stock status, signage), and core stock handling and facing activities. Includes prompts for evidence via photos and signatures.
by Aami Mills, 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.