Store Manager Checklist

Store Manager Checklist for eAuditor Audits & Inspections

1. Opening Procedures

• Store Readiness
  • Store is clean and organized.
  • Lights, HVAC, and electronics are functioning.
  • Disarm Security system and confirm that it is functioning correctly.
  • Confirm on-time arrival of all staff scheduled for opening.
• Stock Checks
  • Shelves are fully stocked.
  • Stockroom is organized.
  • New inventory is processed and added to shelves.
• Cash Handling
  • Cash register float is accurate and secure.
  • Safe is locked and secure.

2. Employee Management

• Daily Roster and Attendance
  • Staff has clocked in/out correctly.
  • Staffing levels are adequate for the day’s workload.
  • Record any employee absences or lateness.
• Shift Handover (if applicable)
  • Handover communication completed between shifts.
  • Key points/issues shared with incoming team.
• Staff Training and Development
  • Staff compliance with training schedules.
  • Communicate updates on new store policies or products to staff.

3. Customer Service

• Customer Satisfaction
  • Customers are being greeted upon entry.
  • Log and address any customer complaints or issues.
  • Staff is following up on customer service protocols.
• Service Standards
  • Customers are receiving assistance in a timely manner.
  • Staff is adhering to dress code and professional behavior.

4. Inventory Management

• Daily Stock Check
  • Review of critical stock items and reorder if necessary.
  • Items nearing expiry or seasonal changes noted.
• Weekly/Monthly Inventory Audit
  • Physical stock counts completed.
  • Reconciliation with POS or inventory management system.
• Receiving Deliveries
  • Deliveries received and checked for accuracy.
  • Damaged or missing items reported to supplier.

5. Sales Monitoring

• Sales Performance
  • Monitor and review daily sales targets.
  • Promotions and discounts are applied correctly.
• POS Systems
  • POS system is working and up to date.
  • Sync Sales data with back-end systems.
• Weekly/Monthly Reporting
  • Review & analyze Sales reports.
  • Identify Store performance trends.

6. Safety and Compliance

• Health and Safety
  • Store is free of hazards (spills, clutter, etc.).
  • Fire exits are clear and operational.
  • First-aid kit is stocked and accessible.
• Security Protocols
  • Cameras and alarms are functioning.
  • Store is following security protocols for cash handling and customer theft.
• Compliance Checks
  • Confirm display of Regulatory signage (fire exits, max occupancy).
  • Compliance with health and safety regulations.

7. Store Closing Procedures

• Closing Inventory
  • Count and verify cash drawer.
  • Ensure stock is secured and no high-value items are left out.
• Store Lock-Up
  • All doors and windows are locked.
  • Activate Alarm system.

Customizing the Checklist in eAuditor Audits & Inspections

Once you create this checklist in eAuditor Audits & Inspections, you can:

• Add Fields: Include extra fields like dropdowns, yes/no options, or free text for specific store needs.
• Schedule Audits: Set up automatic reminders for daily, weekly, and monthly tasks.
• Generate Reports: Export the completed checklist to generate audit reports.
• Assign Actions: Allocate tasks to team members and follow up directly from eAuditor Audits & Inspections.

This template covers the essential areas to manage a store effectively, ensuring compliance, safety, and smooth operations. You can tailor the checklist based on your specific store’s needs.