Store Visit Checklist

1. Exterior and Entrance

• Storefront:
  • Windows clean and free of smudges.
  • Signage well-maintained and lit properly.
  • Entrance area clean and free of litter.
• Parking Lot:
  • Is Parking lot clean and free of debris?
  • Parking spaces clearly marked.
  • Adequate lighting in the parking area.

2. Interior Cleanliness and Maintenance

• Floors:
  • Floors clean and free of spills.
  • Carpets vacuumed and stain-free.
  • No trip hazards present.
• Restrooms:
  • Restrooms clean and stocked with supplies.
  • Trash bins emptied.
  • No plumbing issues (e.g., leaks, clogs).
• Shelves and Displays:
  • Shelves dust-free and well-organized.
  • Displays attractive and properly maintained.
  • No damaged or broken fixtures.

3. Product Availability and Presentation

• Stock Levels:
  • Adequate stock levels on shelves.
  • No empty shelves or pegs.
  • Overstocks managed appropriately.
• Product Placement:
  • Products placed according to planograms.
  • Promotional items displayed prominently.
  • High-demand items easily accessible.
• Pricing and Signage:
  • Price tags accurate and clearly visible.
  • Promotional signage up-to-date and accurate.
  • Clear signage for sales and discounts.

4. Customer Service

• Staff Appearance:
  • Staff in clean, appropriate uniforms.
  • Name tags visible and readable.
  • Staff appearance neat and professional.
• Staff Interaction:
  • Does Staff greet customers promptly?
  • Staff knowledgeable about products and promotions.
  • Staff helpful and courteous.
• Checkout Experience:
  • Sufficient number of open registers.
  • Checkout area clean and organized.
  • Transactions processed efficiently.

5. Safety and Security

• Fire Safety:
  • Are Fire extinguishers accessible and inspected?
  • Fire exits clear and unobstructed.
  • Emergency evacuation plan visible.
• Security:
  • Security cameras functioning.
  • Alarm systems tested and operational.
  • Procedures in place for handling theft.

6. Backroom and Inventory Management

• Stockroom:
  • Stockroom clean and organized.
  • Inventory stored off the floor.
  • No expired or damaged products.
• Inventory Records:
  • Inventory records up-to-date.
  • Accurate tracking of stock levels.
  • Regular stock audits conducted.

7. Employee Areas

• Break Room:
  • Break room clean and tidy.
  • Appliances clean and functioning.
  • Trash bins emptied regularly.
• Locker Room:
  • Employee lockers in good condition.
  • Area clean and free of personal items left out.

8. Additional Observations

• Note any additional comments or areas of concern.  

Store Visit Checklist Using eAuditor Audits & Inspections

Performing a Store Visit Checklist inspection using eAuditor Audits & Inspections can streamline the process, making it efficient and ensuring consistency in data collection. Here’s a step-by-step guide on how to perform a store visit inspection using eAuditor Audits & Inspections:

Pre-Visit Preparation

1. Ensure eAuditor Audits & Inspections is Ready
   • Verify that the eAuditor Audits & Inspections is installed and updated.
   • Log in to the eAuditor Audits & Inspections app and review the checklist or template to be used.
2. Gather Necessary Information
   • Review previous visit reports.
   • List any specific items to follow up on.

Arrival and Check-In

1. Open the App
   • Open the store visit inspection eAuditor Audits & Inspections app with Store Visit Checklist and select the store location.
2. Check-In
   • Use the eAuditor Audits & Inspections app to check in, noting the time of arrival.
   • Confirm the agenda with the store manager and staff.

Exterior Inspection

1. Inspect Storefront
   • Use the eAuditor Audits & Inspections app to take photos of the storefront.
   • Rate the condition of signage and cleanliness.
   • Make notes on any issues.
2. Safety and Accessibility
   • Check for adequate lighting and security measures.
   • Ensure that entrances are accessible.

Interior Inspection

1. Cleanliness and Organization
   • Walk through the store and use the eAuditor Audits & Inspections app to note the cleanliness of different areas.
   • Take photos of areas that need improvement.
   • Rate the organization of aisles and shelves.
2. Product Display and Inventory
   • Inspect promotional displays and ensure they are current.
   • Use the eAuditor Audits & Inspections app to scan barcodes and check stock levels.
   • Verify pricing accuracy and take notes on discrepancies.
3. Customer Service Evaluation
   • Observe interactions between staff and customers.
   • Use the eAuditor Audits & Inspections app to rate customer service based on predefined criteria.
   • Take notes on any exceptional service or issues.

Backroom and Storage Inspection

1. Backroom Organization
   • Inspect the backroom for cleanliness and organization.
   • Use the eAuditor Audits & Inspections app to take photos and rate the condition.
2. Inventory Management
   • Check inventory storage and handling practices.
   • Use the eAuditor Audits & Inspections app to scan items and verify stock levels.

Compliance and Safety

1. Health and Safety Checks
   • Ensure compliance with health and safety regulations.
   • Use the eAuditor Audits & Inspections app to document any violations and take photos.
2. Emergency Equipment
   • Check that fire extinguishers and first aid kits are accessible and up-to-date.
   • Use the eAuditor Audits & Inspections app to note any issues.

Feedback and Follow-Up

1. Provide Immediate Feedback
   • Discuss findings with the store manager and staff.
   • Use the eAuditor Audits & Inspections app to document the discussion and any immediate actions taken.
2. Schedule Follow-Up
   • Use the  eAuditor Audits & Inspections app to set reminders for follow-up visits or actions.
   • Ensure that all notes and photos are saved and synced to the central system.

Finalize Report

1. Review and Submit Report
   • Review all notes, photos, and ratings in the eAuditor Audits & Inspections app.
   • Generate a Store Visit Checklist summary report and submit it through the eAuditor Audits & Inspections app.
2. Sync Data
   • Ensure that all data is synced to the central system for future reference.

Tips for Effective Use of eAuditor Audits & Inspections

• Stay Organized: Follow the Store Visit Checklist systematically to ensure all areas are inspected.
• Take Clear Photos: Use the eAuditor Audits & Inspections app to take clear and detailed photos of any issues or notable displays.
• Engage with Staff: Use the visit as an opportunity to engage with store staff and provide constructive feedback.
• Use Notes: Take detailed notes within the eAuditor Audits & Inspections app to provide context to the photos and ratings.

By using a eAuditor Audits & Inspections, store visit checklist inspections can become more efficient, standardized, and data-driven, allowing for better tracking of improvements and follow-ups.