Free monthly retail store audit checklist PDF | Lumiform

Monthly retail store audit checklist template PDF

About the Monthly retail store audit checklist template PDF

Managing a retail store involves countless details, from maintaining visual appeal to ensuring security measures are in place. Our monthly retail store audit checklist template helps you streamline these tasks, ensuring consistency and thoroughness across all aspects of your store’s operations. With this template, you can standardize your audits, making it easier to identify areas for improvement and maintain high standards.

Key elements of a monthly retail store audit checklist template

A monthly retail store audit checklist template should be comprehensive, with important details included. Here are its key components:

Shop front (external): In this section, you’ll assess the external appearance of your store, including signage and entrance cleanliness. A well-maintained exterior creates a positive first impression and attracts customers.
Front of house: Evaluate the interior of your store, focusing on cleanliness, organization, and safety. This includes checking for trip hazards and maintaining good lighting.
Security measures: All security systems, such as alarms, surveillance cameras, and locks, should be in good condition. Effective security measures protect your assets and provide a safe environment for both customers and staff.
Stock and merchandising: Check stock levels and confirm that pricing is accurate. Displays should also be neat and appealing. Proper stock management and merchandising can boost sales and improve customer satisfaction.
Back of house: This section guides you in assessing storage areas, loading docks, and employee workspaces. You’ll look out for clutter and evaluate for safe storage practices.

Tips and best practices for monthly retail store audits

Implementing a monthly retail store audit checklist can significantly boost your store’s overall performance. These best practices will help you make the most out of this valuable tool:

Schedule regular audits. Consistency is key. Schedule your audits at the same time each month so all aspects of your store are regularly reviewed.
Involve your team. Engage your staff in the audit process. Assign specific sections of the checklist to different team members to ensure thorough inspections and foster a sense of ownership and responsibility.
Use visual documentation. Take photos to record the current state of your store. With visual evidence, you can track changes over time, and you’ll see clear examples of areas needing improvement.
Review and act on findings. After completing the audit, review the findings with your team. Create action plans to address any problems and follow up on these plans so improvements are implemented.

Enhance your store efficiency with Lumiform

Download our monthly retail store audit checklist template from Lumiform and make operational excellence easier to attain. With features like customizable questions, task assignments, and data collection, you'll streamline your audits with ease. Try it out and see the difference!

Related categories

Preview of the template

Shop Front - External

Please take photo of shopfront for reference

Signage

Are shop front signs correctly displayed?

Are shop front signs in good condition?

Is OPEN sign correctly displayed?

Are all necessary signs properly displayed?

Entrance

Are footpaths in good condition?

Are the front windows clean?

Are the front windows free of damage/ cracks?

Is decal on windows in good condition?

Is the shop entrance clean and neat?

Is the window display neat, tidy and in good condition?

Security

Are front door locks working correctly?

Are roller shutters operational?

Is the security gate operational?

Does the shop front have an alarm and/ or surveillance system?

Is alarm system operational?

Is alarm light clean and easily visible?

Are surveillance cameras in good working condition?

Are surveillance cameras obstructed by anything? i.e. Signage, banners, etc

Front of House

Shop

The over all impression as you enter is neat and clean?

Is entrance clear of trip hazards?

Is the shop clear of clutter/ boxes?

Are all lights inside operational?

Are emergency exit signs clearly marked?

Proper level of Music and lighting for the time of day?

Counter - From customer point of view.

Are all counter tops clean and neat?

Is the area around computer/ cash register tidy and free of excessive electrical cords?

The floor behind the counter is clear of boxes and other clutter?

Counter - From staff point of view.

Are all counter tops clean and neat?

Are all shelves are clean and tidy?

The floor behind the counter is clear of boxes and other clutter?

Is all computer equipment organised according to specifications>?

Are all electrical cords neatly bundled together and safe?

Is all paperwork filed neatly is designated area?

Is the counter area free from excess or damaged stock?

Stock & Merchandising

The stock levels of clearing products are sufficient.

Stock ordered has been received to date.

Pricing displayed on products are easy to see and accurate.

Security

Are all door/window locks in good repair?

Is the till/ cash register managed in a secure manner?

Is it possible for the till/ cash register to be accessed by customers?

Is the float in the till/ cash register correct?

Is the video surveillance system checked daily and tapes checked?

Is the till/ cash register in good view of security cameras?

Are all specific security measures in working order? (i.e. Anti-theft tags and sensors, etc)

Back of House

Storage

Materials stored in racks and bins wherever possible?

Storage designed to minimise lifting problems?

Floors around racking clear of rubbish?

Are all racks and shelving in good condition?

Safe Working Load (WSL) of storage visibly marked and adhered to?

Storage boxes stacked safely?

Loading Area

Is the loading area clean and tidy?

Are all lights in loading area operational?

Workers’ use of correct manual handling techniques is monitored.

Freight is packaged (size, weight, shape) so that safe handling and easy pick-up/delivery is assured.

Freight is labelled with dimensions, weight, nature of the goods (fragile, dangerous goods etc).

Measures are in place at your site to manage the risk of being struck by trucks, forklifts or other vehicles.

Summary

Final comments/ conculsions:

Notes for next audit:

Inspector:

Inspector

Shop manager:

Shop manager

Staff members on site.

Staff members full name

Role

Shift start time

Shift end time

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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.