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Retail Store Manager Handover Checklist

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Retail Store Manager Handover Checklist

This checklist may be also completed for other team members other than Store Managers, i.e. Assistant Store Managers and Customer Service Advisors.

1. CASH

1.1 Does the register float balance? Balance the float to ensure money in the cash register is correct and there are no discrepancies in Movex. If there is a variance, notate the amount.

1.2 Where a Store Manager is leaving the business, an Armaguard collection needs to be organised prior to their departure. Operations Manager is to email KTAS Admin to request an ad hoc collection.

1.3 Investigate the year to date (YTD) register errors and address anything outstanding variances with the Store Manager.

1.4 Ensure the safe code is obtained. If the code is known, contact Store Maintenance to have the code reset.

1.5 Register key and safe keys must be sighted. Register key and the safe 2-key (for inner compartment) must be kept inside the safe.

ADDITIONAL INFORMATION:

2. STOCK

2.1 Ensure there are no outstanding E-receipts for all stock received. Other items should be investigated with suppliers.

2.2 Check for any open transfers. Items transferred to store need to be receipted in. Item transferred out of the store must be followed up with the receiving store and ensure they are receipted in.

2.3 Complete a full stocktake on parts, tyres, batteries and lubricants. Investigate any variances. Cross reference large variances with previous stocktakes and check for any offsets.

2.4 Check stock valuation on parts and ensure that model and non-model parts are not excessive.

2.5 Check non-model tyres and ensure any special ordered tyres e.g OT and Pirelli tyres are ordered for customers. Otherwise return tyres to supplier.

2.6 Ensure claims have been raised for all stock awaiting for return to suppliers.

ADDITIONAL INFORMATION:

3. SAFETY & MAINTENANCE

3.1 Investigate outstanding maintenance orders and escalate to Store Support Maintenance if an order still remains open.

3.2 Safety Board is up to date.

3.3 Verified logbooks are up to date.

ADDITIONAL INFORMATION:

4. SECURITY

4.1 Remove alarm code for team member leaving the store. Ensure other key holders have their own alarm codes and are not sharing with others. Contact Store Maintenance to remove/reset alarm codes.

4.2 Update the after hours alarm contacts. Go to DRIVE >Administration > SAS stuff > Alarm Contact Update Form.

4.3 Email KTAS Admin to remove the Movex User ID for the team member leaving.

4.4 Check that store keys have been returned and none missing.

ADDITIONAL INFORMATION:

5. CUSTOMER INVOICES

5.1 There are no aged open jobs or status 80 invoices pending in the system.

ADDITIONAL INFORMATION:

6. OTHER

6.1 check the store ute for any damages. Ensure the keys and fuel card have been returned.

6.2 Check the Store Planner is up to date. Team member's annual leave and RDO (where applicable) have been recorded.

6.3 Uniforms have been returned.

6.4 Discount cards have been returned.

6.5 If the team member is an Authorised Vehicle Examiner, the relevant transport department must be notified. If not sure, contact Store Support.

6.6 Check the store tool box, all tool are in place and working order.

6.7 Remove business cards for team member leaving.

ADDITIONAL INFORMATION:

OUTGOING MANAGER'S SIGNATURE:

INCOMING MANAGER'S SIGNATURE:

OPERATIONS MANAGER'S SIGNATURE: