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Retail Store Operations Checklist

Use this template for organizing and managing your retail store’s daily operations. You can oversee everything from store security and housekeeping to preparing for incoming deliveries and balancing cash registers with this checklist. Get an overview of completed tasks and ones that still need to be done, and leave nothing up to the fickle human memory to forget.

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Retail Store Operations Checklist

Name of Manager
Date & Time

Store Security

All entrances and exits are free from obstructions
All safety exits clearly labeled
Non-exit doors marked as not-an-exit
Obstructions clearly marked
Are the aisles and walkways clear from any obstacles and well marked?
Any light bulbs burnt out and in need of replacement
Emergency plan established and posted
First aid kit marked and clearly accessible
First aid kit fully stocked
Any incident reports submitted during shift
Lock up store at the end of shift
Do all employees have a safe way to get home?
Conduct an exterior and interior building inspection, looking for signs of forced entry or theft
Ensure alarm system is functioning
Keep the doors locked when outside of store’s operational hours
Make sure security cameras are unobscured
Attach photo of any security concerns

Daily Housekeeping

Sweep and mop the floor at the end of each shift
Quickly Windex the windows to clear them of any smudges or fingerprints
Put up wet floor signs after mopping or in the event of a spill
Inspect and spot clean any other areas that need it
Disinfect the cash register, check out, and other areas of high-trafficked areas

Electronics

Turn lights on
Turn on HAVC
Turn on electronic displays
Turn on TV and sound systems
Turn on computers, tablets, and other gadgets
Turn on POS system
Launch POS software
Outlets don’t exceed recommended amperage
Put safety coverings on exposed cords
Are all cords and cables plugged in and connected?
Attach photo of any damaged equipment or safety concerns

Cash Registers

Cash registers locked when not in use
Cash drawer starting amount
Cash drawer ending amount
Make sure all checks are endorsed
Number of sales
Number of returns
Cash on hand
Difference

Deliveries

Are staff members prepared for incoming deliveries at all times?
Is someone designated to handle the sign off and oversight of incoming deliveries even at busy times?

Staff

Are all staff members wearing the appropriate attire ie. uniforms, non-slick foot apparel, etc.?
Are all staff up to date on training?
Have all staff members received safety training to ensure?
Have you updated employee work schedules and sent them out?
Do all staff members follow safety protocol?
Do all staff members follow company procedure?

BOPIS Customer Service

Are employees timely with organizing and preparing order for pick up?
Are employees on time with deliveries?
Are employees prompt with taking orders out to waiting customers?
Have you assigned a staff member to monitor alerts for incoming orders?
Were there any late deliveries?
Were there any customer complaints?

Products

Are all products in stock?
Are the shelves fully stocked?
Have you scheduled employees during off hour times to restock the shelves?
Are all products displayed up to date?
Are displays tidy, undamaged, and free of dust?
Are similar products organized and displayed next to each other?
Are all employees instructed on the safe and proper use of products?
Do employees demonstrate sufficient knowledge of products for sales purposes?
Shelf displays arranged in such a way to prevent stock from being knocked off the shelves?
List any products that were damaged, out of stock, mislabeled, out of place, etc.
Attach photo of damage

Sign Off

Any additional comments and/or concerns
Do you want to attach a photo?
Employee's full name and signature
Manager's full name and signature
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Please note that this checklist template is a hypothetical appuses-hero example and provides only standard information. The template does not aim to replace, among other things, workplace, health and safety advice, medical advice, diagnosis or treatment, or any other applicable law. You should seek your professional advice to determine whether the use of such a checklist is appropriate in your workplace or jurisdiction.

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