Lumiform / Templates / Retailer Loss Prevention Template

Retailer Loss Prevention Template

There are many different factors that can play a part in loss prevention in your retail workplace. From not properly trained staff, to theft from customers, to inventory mistakes - it can seem impossible to stay organized and keep all employees on the same page regarding your store's policies. That's where Lumiform comes in; to keep you and your team from falling victim to unnecessary loss in profit or product, Lumiform offers a free and fully digital Retailer Loss Prevention Template so that things like inventory, staffing duties and cash are all accounted for at all times. This, along with our Retail Store Safety Inspection Template will guarantee you've taken all the right steps toward safety and success in your workplace, and all without paying even a penny!

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Digitalize this paper form now

Cut inspection time by 50%
Uncover more issues and solve them 4x faster
Select from over 4000 expert-proofed templates

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Rated 5/5 stars on Capterra

Retailer Loss Prevention Template

Employees:

Is there someone to greet every customer as they enter the store?

Do all team members under the refund policy?

Do all team members know how to handle damaged products?

Is there a written code of conduct issued to each team member?

Are staff aware they are not to void their own transactions?

Are staff aware they are not to perform purchases for themselves or their family?

Are criminal background checks being conducted for new associates?

Are there regular discussions and reminders on loss prevention within your store?

Is your local non-emergency phone number posted within the store?

Money Handling:

Is the till(s) counted before open and close each and every day?

Are cash drops being done when needed throughout the work day?

Are all shift sales done by associates monitored?

Is the monthly payment activity of each associate reviewed?

Is there a camera system within view of the computer and till?

Does the store manager audit paperwork at regular intervals?

Are staff aware not to have their phones at the computer or till?

Products:

Does your workplace conduct daily inventory counts?

Does all merchandise have security tags attached for anti-theft purposes?

Does all merchandise have a tag or barcode for payment purposes?

Are the high-theft merchandise stored appropriately and securely?

Is all delivered merchandise matched to the invoice and signed off on?

Is damaged/defective merchandise kept in a specific spot in the store?

Environmental:

Does your workplace have a key log for all distributed keys to the store?

Is there a functioning alarm system within the workplace?

Does every employee know the alarm code?

Does your workplace prohibit non-employees from entering the store after hours?

Are offices and stocking areas off-limits to non-employees?

Do all employees have their own login IDs for the till and computers?

Are the tills kept in a safe and secure location?

Is there a camera monitoring the area where purchases are made in the store?

Does the delivery area have a working camera?

Are any washrooms available to customers clearly labeled as "no merchandise zones"?

Are managers only given access to perform "high risk" transactions?

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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.