Templates
Retail audit checklist template

Retail audit checklist template

Our retail audit checklist helps you conduct thorough inspections to maintain high standards in your store. With sections for cleanliness, inventory, displays, and customer service, this template guides you through every aspect of a successful retail audit.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
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Learn more
or Download template as PDF
Retail audit checklist template

Our retail audit checklist helps you conduct thorough inspections to maintain high standards in your store. With sections for cleanliness, inventory, displays, and customer service, this template guides you through every aspect of a successful retail audit.

Use this template with Lumiform

The Lumiform application helps frontline teams uphold internal standards effortlessly.
  • Customize this template or build your own
  • Fill out templates via mobile app
  • Assign and track corrective actions
  • Get reports and analyse your data
Prices start from ░░░ per month
Book a demo
Learn more
or Download template as PDF

Transform your store evaluations with a comprehensive retail audit checklist that covers everything from product placement to customer experience. This template helps you pinpoint inconsistencies between your brand standards and in-store execution. You’ll spot issues like improper promotional displays or stock organization before they impact sales.

For instance, when conducting quarterly audits across multiple locations, you can use the checklist to compare compliance rates and identify which specific standards need reinforcement in your team training. The template’s structured format ensures nothing gets overlooked during busy store visits.

Related categories

Preview of the template
Page 1
Store Information
Store Name
Store Manager
Date of Audit
Auditor Name
Storefront and Exterior
Storefront signage visible and in good condition
Entrance/Exit clear of obstructions
Parking lot clean and free of debris
Outdoor lighting functioning properly
Landscaping well-maintained
Storefront windows clean and in good condition
Store Interior
Aisles clear and unobstructed
Shelves stocked and organized
Lighting in good working condition
Flooring clean and in good repair
Fitting rooms clean and accessible
Decor and displays presentable
Customer Service
Employees greeting and assisting customers
Employees knowledgeable about products
Checkout process efficient
Customer complaints handled properly
Wait times reasonable
Inventory and Merchandising
Inventory levels adequate
Products organized by category
Pricing labels clear and accurate
Promotional displays effective
Damaged/expired products removed
Safety and Compliance
Fire extinguishers accessible and up-to-date
Emergency exits clearly marked
First aid kit available
Security cameras functioning
Proper licenses and permits displayed

Frequently asked questions

What should a comprehensive retail audit checklist include?

A thorough retail audit checklist should cover store appearance, merchandising standards, inventory management, staff presentation, safety compliance, and customer experience elements. Each section needs specific, measurable criteria rather than subjective questions to ensure consistent evaluation across different auditors and store locations.

What’s the difference between a retail audit and a mystery shopper evaluation?

Management announces and conducts retail audits to assess operational standards and ensure compliance with company policies. Mystery shoppers perform undercover evaluations to focus on customer experience and service quality from a consumer’s perspective, without informing store staff of the incoming evaluation.

How can I ensure my retail audit template addresses current merchandising trends?

Review and update your retail audit template quarterly to incorporate seasonal merchandising requirements and emerging retail trends. Consult with your visual merchandising team about new display techniques and add specific checkpoints that evaluate how well stores implement these current strategies.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.