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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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M and S Cleaning Inspection v13
The M and S Cleaning Inspection v13 template is a comprehensive retail store audit for cleanliness and hygiene. It guides reviewers through windows and entrances, barrier matting, hard floors and carpets, fitting rooms, customer and colleague toilets, foodhall areas, fridges, hospitality zones, and back-of-house. Clear definitions of acceptable and unacceptable standards are provided, along with due diligence checks and space for evidence. Use this checklist to standardize inspections, document issues, and uphold store hygiene standards.
by john walter, from the CommunityDownloads: 20+Get - Template
Auditoria Operativa para Tiendas de Conveniencia
Guia de auditoria operativa para tiendas de conveniencia. Incluye estandares de venta y servicio, controles de caja y cofre, vouchers y depositos, inventarios ciclicos, programas de comida rapida (hotdog y cafe), abasto y exhibicion, imagen de tienda y check out, camara fria, bodega y estibas, mantenimiento, permisos y licencias, atencion a robos y siniestros, y registro de visitas de supervisores. Ideal para optimizar procesos y el inventario diario.
by Juan Raul Martinez, from the CommunityDownloads: 20+Get - Template
Aldi Deep Clean 6 Monthly PPM Visit Checklist
Use this 6 monthly PPM checklist to deep clean Aldi refrigerated display cabinets. Steps include de merchandising, safe COSHH and PPE practices, removing shelves and panels, washing components, vacuuming debris, leak checks and valve inspection, drainage verification, reassembly and restart, and operational checks. Capture store and representative signatures to confirm completion.
by Adam Sands, from the CommunityDownloads: 20+Get - Template
AW Store Visit Report Card
Use the AW Store Visit Report Card to evaluate store performance across the four pillars of retail success: people, operations, environment, and marketing. Document staffing, training, merchandising, pricing, cleanliness, and promotional activity. Track key sales metrics, record observations, attach photos, note outstanding issues, and assign action items to improve results.
by Giovani Lucas, from the CommunityDownloads: 20+Get - Template
Compte rendu de visite commerce
Ce modèle de compte rendu structure une visite de magasin de bricolage et jardinage. Il couvre la surface et le concept, la politique commerciale, l’audit marketing, et la performance extérieure et intérieure: propreté, disponibilité des chariots et paniers, signalétique prix, catalogues, accueil. Un inventaire des services (click and collect, découpe, livraison, location) est inclus, ainsi que des sections Jardin, Animalerie, Décoration, Bricolage, Bâti et animation commerciale. Concluez par actions et plan de visite.
by Romain COLLARD, from the CommunityDownloads: 20+Get - Template
Grocery Store Operations Walk Checklist
This operations walk checklist is designed for grocery and supermarket retail teams to assess store standards end to end. Review entrance and carts, first impressions and signage; evaluate produce, meat, dairy, bakery, and grocery for presentation, rotation, dates, variety, and cleanliness. Check staffing, customer service, uniforms, and checkout lanes. Verify pricing, out-of-stocks, loss prevention logs, and IT systems like registers and intercoms. Confirm health and safety compliance, chemical storage, pest issues, and refrigeration performance.
by Todd Toso, from the CommunityDownloads: 20+Get - Template
SES Store Visit Checklist
This SES store visit checklist supports retail field managers and duty managers in assessing people, customer experience, and operations. Review team performance, engagement, sales floor and back office standards, compliance and control, and planning. Track customer journey observations, KPI awareness, and BSC areas like finance, people, customer, and operations. Record field manager comments, confirm completion of prior actions, assign next steps with due dates, and capture manager signatures.
by Chris O'Leary, from the CommunityDownloads: 20+Get - Template
Cash Crusaders High-Value Counts Checklist
Use this high-value count checklist designed for Cash Crusaders retail stores to audit phones, tablets, laptops, and cameras. Compare stockmaster records to the actual retail floor, run partial stocktakes for retail and SSB items, scan and reconcile variances, and document where missing items are found such as repair drawers. Record counts, verify accountability, and improve inventory control and loss prevention across departments.
by Devan Nades, from the CommunityDownloads: 20+Get - Template
EE Mystery Shop Checklist
This EE mystery shop checklist helps evaluate in-store customer experience from greeting through to follow-up. Assess how advisors welcome customers, explore needs with effective questions, resolve queries with clear next steps, and recommend relevant products. It also checks for exceeding expectations with personal touches and gratitude. Use this template to standardize assessments, coach staff, and improve retail customer satisfaction and sales outcomes.
by John Clark, from the CommunityDownloads: 20+Get - Template
Supermarket Shrinkage Review: Admin and Cash Office
Use this review checklist to detect shrinkage risks across supermarket administration and cash office processes. Audit DVD returns, invoice reconciliation, magazine and newspaper credits, deleted line maintenance, vendor credits, and subject-to-check deliveries. Verify CCTV coverage, alarm settings, and user access controls. Capture findings, assign actions, and improve compliance, cash handling accuracy, and loss prevention.
by Phil Batten, from the CommunityDownloads: 20+Get - Template
Assistant Manager Review Checklist
Streamline weekly performance reviews for assistant managers with this structured checklist. Designed for retail store teams, it captures sales volume and KPIs like ASR, timestamp percentage, and WCSS, alongside operational duties such as banking, till audits, returns checks, POS compliance, and store standards. Track customer experience, staff engagement, daily briefings, and coaching observations. Attach metrics, note what went well, set action plans, and define personal development objectives to drive consistent results across locations.
by Lucie Kitching, from the CommunityDownloads: 20+Get - Template
Retail Shrink Health Check 2020
Use this shrink health check to evaluate loss prevention across your retail store. The checklist covers shrink meetings, waste and food surplus controls, fresh foods practices, self service and main bank checkouts, stock control processes and routines, grocery, health and beauty and BWS security, general merchandise handling, magazine and newspaper returns, clothing fitting room controls, dotcom operations, and overall store engagement. Verify accurate waste recording, secure high value items, correct transfers and deliveries on PDA, robust checkout checks, and active team engagement to reduce shrink and improve compliance.
by Charlie Rowe, from the CommunityDownloads: 20+Get - Template
MillerCoors Retail Execution Survey
Use this MillerCoors retail execution survey to evaluate in-store performance at retail accounts. Verify MillerCoors products are in stock and on shelf, confirm features are supported with displays, and assess whether floor case share reflects market share. Check pricing accuracy on shelves and displays, and ensure proper product rotation. Capture photos where required, document out-of-stocks and missing displays, and record opportunities or issues. Include account details, survey date, and preparer, plus any additional comments for follow-up.
by Ian Lakes, from the CommunityDownloads: 20+Get - Template
Gas Station and C-Store Inspection Checklist
This checklist supports mystery shop and operational audits for gas stations and convenience stores. It covers exterior and interior standards, including price sign visibility and condition, landscaping and tank pad upkeep, canopy cleanliness and lighting, dispenser condition and cleanliness, trash and squeegee stations, curbs and bollards, and parking lot condition. Interior checks include staff presentation and friendliness, restroom cleanliness and stock levels, sales floor organization, pricing, and merchandising, POP and loyalty visibility, and fresh food readiness, appeal, pricing, and sneeze guard cleanliness.
by Martin McDaniel, from the CommunityDownloads: 20+Get - Template
Photo-Me Northern Store Visit v2 Checklist
Use this customizable checklist to guide Photo-Me Northern store visits. Capture opening status, staffing and clock-in compliance, store appearance, photos of displays, back-of-house cleanliness, and required maintenance. Record machine conditions for photo labs and kiosks, verify float accuracy, log discrepancies, and review sales performance and refunds. Track training delivered and needed, newsletter awareness, outstanding requests, and action items from prior visits. Add manager feedback, team leader comments, photos, and signatures to close the visit.
by Adam Lowes, from the CommunityDownloads: 20+Get - Template
Nike Store Site Audit
This Nike store site audit checklist helps retail teams evaluate facilities and operations across front-of-house and back-of-house areas. Assess lighting controls and fittings, determine LED upgrade viability, and record counts with photos. Review electrical installations, panels, distribution boards, and wiring conditions, noting issues and recommendations. Examine HVAC systems, including ducted units, cassettes, FCUs, AHUs, and heaters, and consider BMS opportunities to optimize comfort and efficiency. Capture active faults, performance concerns, and general comments to prioritize remedial actions.
by Gareth Lewis, from the CommunityDownloads: 20+Get - Template
TMEX Mejores Prácticas 2020 para Distribuidores Toyota
Esta lista de verificación TMEX ayuda a revisar las mejores prácticas 2020 en Distribuidores Toyota. Cubre áreas exteriores, showroom, acceso y recepción, oficinas de ventas, sala de entrega, snack, caja, refacciones y sanitarios. Incluye protocolos de higiene y distanciamiento, EPP, señalamientos, aforos, bitácoras de limpieza y procesos para lavado de vehículos. También contempla servicio, bahías de taller y documentación requerida por TMEX, como registro del líder de célula, autoevaluaciones y autorizaciones gubernamentales. Úsela para evaluar cumplimiento y estandarizar operaciones seguras.
by Jorge Yanez, from the CommunityDownloads: 20+Get - Template
ALDI Monthly Store Audit Checklist
This ALDI Monthly Store Audit checklist helps supermarket teams evaluate key areas of store operations and presentation. It covers entrances and exits, packing benches, tills and belts, checkout shelving, flower and leaflet stands, fire safety equipment, bread and produce displays, specials and high-value sections, freezers, milk chillers, glass dividers, and public facilities. Use it to standardize monthly reviews, identify issues early, and maintain safety, compliance, and a consistent customer experience across locations.
by Ryan Harden, from the CommunityDownloads: 20+Get - Template
SSAC Cash Room Security Checklist
Use this SSAC checklist to audit cash room security and loss prevention controls in retail operations. Verify safe code resets after shifts, detect any CCTV alterations or room reconfiguration, confirm proper key management, and review center cashier procedures. This template helps standardize security checks and reduce shrink.
by Duangporn Koomsuwan, from the CommunityDownloads: 20+Get - Template
Health and Beauty Inventory Checklist
This health and beauty inventory checklist helps retail teams record SKUs, product names, pack sizes, lot or batch codes, quantities on hand, and simple yes or no status checks. It is designed for personal care and baby care products such as paracetamol tablets, ibuprofen, antibacterial handwash, toothpaste, cotton pads and buds, baby wipes, and nappies. Use it to standardize stock counts, spot gaps, and verify rotation. The template supports store operations, improves record keeping, and helps reduce out of stocks.
by jon hall, from the CommunityDownloads: 20+Get - Template
Checklist 5S Ventas Renault para Concesionarios
Plantilla de auditoría 5S para el área de ventas en concesionarios Renault. Cubre las cinco disciplinas: clasificar, ordenar, limpiar, estandarizar y mantener. Evalúa orden y limpieza de pisos y escritorios, estado de instalaciones y cartelería, organización de cables y documentación, disponibilidad de áreas y equipos de seguridad, así como la sala de clientes, sanitarios y estacionamiento. Incluye verificación de señalización, control de información obsoleta y registro de auditorías y planes de acción para la mejora continua.
by Valeria Vazquez, from the CommunityDownloads: 20+Get - Template
Ritchies Stores Produce Audit
This produce audit checklist helps supervisors evaluate grocery departments for safety, quality, presentation, and profitability. Review sanitation, PPE, attire, lighting, floors, shelving, storage, and prep areas. Verify coolroom cleanliness, rotation, dating, and stock levels. Confirm temperature, cleaning, and sweeping logs are complete. Assess merchandising, ticketing, specials, POS materials, and GP focus lines. Check customer service practices, sampling, PA usage, and communication. Track KPIs including sales, GP, markdowns, and write-offs to grow team performance.
by Natasha Adams, from the CommunityDownloads: 20+Get - Template
SGN Handover Checklist March 2019
This SGN handover checklist supports the smooth transfer of a fuel and convenience site. It covers meter readings for water and electricity, telephone and broadband checks, lottery and paypoint setup, cash banking and back office reconciliation, EPOS configuration and VAT verification, staff and operator onboarding, cloud and back office training, site registers and legal notices, supplier and GNFR reviews, waste collection, AWRS and PRS validations, COSHH manuals, EHO registration, police liaison, safe keys and insurance, holidays and other interests, wet stock ordering, retailer deposit checks, oil display review, and price competitor routines.
by Ricardo Teresa, from the CommunityDownloads: 20+Get - Template
Gelativo Australia Retail Store Checklist
This Gelativo Australia store checklist supports retail category and merchandising audits for frozen desserts across independent grocers and supermarkets. Capture store details (store name, area manager, location, Metcash number and delivery days) and call frequency. Evaluate range compliance against targets, shelf utilization across 1L, 125 ml, and packed 460 ml lines, and confirm pricing ticket accuracy and promotional execution. Record photos of product layouts, NZ Natural and packed lines, frozen meals, and reserve stock. Check expiries, stock on hand, and confirm orders with the dairy or store manager. Identify opportunities for additional facings, off-location placements, competitor activity, and POS or NPD displays. Set clear next-call objectives and priorities to drive compliance and sales.
by rob vines, 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.