Title Page

  • Site conducted

  • Conducted on

  • Prepared by

  • Location

Retail Priorities

  • Have you reviewed Vape sales, Vape displays and availability?

  • Does the store manager understand how to use the template ' unticked with positive stock' and have a plan to clear?

Store Standards

  • External signage clean and lighting fully working

  • Shop front tidy and clean

  • Store windows clean and have no 'unnecessary ' signage

  • External POS tidy, clean and fit for purpose

  • Shop floor clean and uncluttered

  • Store lighting working correctly and all tubes / bulbs / panels in full operation

  • Is the CCTV and alarm system fully working?

  • Floor mat clean, presentable and the correct orientation

  • Ambient shelves clean

  • Chilled / freezer shelves clean

  • Shelf edge stripping clean, in good condition and no third party material.

  • Baskets available at the entrance of the store

  • Is the warehouse in an acceptable state?

  • Is the toilet clean and tidy?

  • Is the staff kitchen area clean and tidy?

Store process

  • Shelf edge labels in situ across the store. <10 - Good <20 Fair >20 Poor

  • Promotion labels in situ across all promotions and presented within the POS holders

  • Promotion execution

  • Are the Manager Specials well executed and priced accordingly

  • Are the staff upselling the relevant product at the till?

  • Counter clean and clutter free

  • Produce presentable & good quality control

  • General availability ambient

  • General availability chill & freeze

  • Good stock rotation across the store

  • Does the store have an adequate 'Store handover' procedure?

  • Are all the SOR products being actioned correctly and checked accordingly?


  • Are the cash office procedures being adhered to?

  • Are the coupons being processed correctly?

  • Are the newspaper returns being processed and managed correctly?

  • Is the office secure, cigarettes locked away securely and scratchcards in the safe?

  • Does the Store Manager know their weekly sales / budgets/ comparison data?

  • Is the store in control of their worked hours, know their contracted hours and understand the need to flex labour when needed?

  • Is the Store Manager in control of their Sales Exceptions and reporting daily?

  • Is the Store Manager regularly reviewing waste and analysing the weekly waste reports and addressing the issues contained within it?

  • Is the negative stock report being ran at least 3 times a week and adjusted CORRECTLY?

  • Are the Sharepoint Actions up to date?

  • Does the Store Manager follow the process around accepting deliveries and Claims?

  • Does the Store Manager understand the 'Five Fundamentals of Availability'?

  • Is the compliance diary being used and is kept up to date?

  • Are the price change reports being printed off prior to till sends? Are they all filed and the dates run consecutively?

  • Are the staff rota's prepared / communicated and updated on 'Teams' three weeks in advance?

  • Is the Manager rota uploaded 3 weeks in advance?

  • Is the Holiday tracker being used correctly and fully up to date?

  • Are the temperature checks being carried out and all necessary paperwork updated?

  • Is the store carrying out regular cigarette / vape stocktakes?

Services / Food to go

  • Are all service machines clean and operational?

  • Is the Food 2 Go Compliance diary in place and correctly completed?

  • Is the Paypoint / Payzone / Hermes services all in working order?

  • Are the services clearly marketed with reasonable POS?

  • Is there any opportunity for new services or a meal deal?

Visit Summary

  • Summary / Further actions

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.