Store Visit Checklist

Store Visit Checklist Template

General Information

• Store Name: ____________________________
• Store Location: ____________________________
• Visit Date: _______________
• Visitor Name: ____________________
• Store Manager On Duty: ___________________

Section 1: Store Exterior & Entrance

1. Store Signage
   • Is the store sign visible, clean, and well-lit?
   • Are promotional materials (banners, posters) in good condition?
2. Parking Lot & Sidewalks
   • Are parking areas and sidewalks clean, free of trash, and well-maintained?
   • Are there any visible hazards like cracks, potholes, or obstacles?
3. Store Front & Windows
   • Are windows clean and free of smudges or dirt?
   • Is the exterior entrance inviting and professional?
4. Shopping Carts/Trolleys
   • Are carts/trolleys available and in good working condition?

Section 2: Store Interior Cleanliness & Organization

1. Entrance Area
   • Is the entrance area clean, and free from clutter?
   • Are automatic doors working properly?
2. Sales Floor Cleanliness
   • Are floors clean, dry, and free from any debris or spills?
   • Are trash bins available and not overflowing?
3. Restrooms
   • Are restrooms clean, stocked with supplies (soap, toilet paper, hand towels)?
   • Is there a cleaning schedule in place and followed?
4. Lighting
   • Is lighting adequate and operational throughout the store?
   • Are any lightbulbs out or flickering?

Section 3: Merchandising & Product Display

1. Product Placement
   • Are products neatly on shelves and within their sections?
   • Are shelves fully stocked and merchandise properly faced?
2. Promotional Displays
   • Are promotional displays set up correctly, following guidelines?
   • Are all price tags and promotional signage accurate and easy to read?
3. Stock Rotation
   • Does store practice stock rotation (FIFO – First In, First Out)?
   • Are any expired or near-expiration items on the shelf?
4. End Caps & Seasonal Displays
   • Are end caps and seasonal displays appealing, relevant, and well-stocked?

Section 4: Customer Service

1. Staff Appearance
   • Do staff members dress in appropriate uniforms and name tags?
   • Are employees well-groomed and presentable?
2. Staff Behavior
   • Are staff members friendly, approachable, and providing excellent customer service?
   • Are employees readily available to assist customers?
3. Checkout Area
   • Is the checkout process efficient and lines moving quickly?
   • Are the cash registers and POS (point of sale) equipment in working condition?
4. Customer Feedback
   • Are there any recent customer complaints or feedback that need to be addressed?
   • Is there a system in place for collecting and responding to customer feedback?

Section 5: Stockroom & Inventory

1. Stockroom Organization
   • Is the stockroom neat, clean, and free from hazards?
   • Are products stored properly, with heavy items at safe heights?
2. Inventory Levels
   • Are inventory levels sufficient ?
   • Are stock shortages or overstocks being managed effectively?
3. Receiving Area
   • Is the receiving area organized, and are deliveries properly processed?
   • Are there any issues with damaged goods or discrepancies?
4. Security
   • Are security measures in place (e.g., cameras, alarms) to prevent theft and loss?
   • Is there any evidence of shrinkage or stock discrepancies?

Section 6: Compliance & Safety

1. Safety Standards
   • Does store follow safety protocols, including the use of personal protective equipment (PPE)?
   • Are emergency exits clearly marked and accessible?
2. Fire Safety
   • Are fire extinguishers accessible and regularly inspected?
   • Are fire exits and routes unobstructed?
3. Compliance with Policies
   • Are the store’s policies and procedures being followed (e.g., return policy, opening/closing procedures)?
   • Are there any compliance issues (e.g., health and safety regulations)?
4. First Aid
   • Is a first aid kit available?
   • Are staff trained in first aid procedures?

Section 7: Overall Store Performance

1. Sales Performance
   • Are sales targets being met or exceeded?
   • Are there any key challenges in achieving sales goals?
2. Staffing Levels
   • Is the store adequately staffed for the current business demands?
   • Are there any staffing issues (e.g., absenteeism, low morale)?
3. Operational Efficiency
   • Are store operations running smoothly (e.g., inventory management, stocking, and customer service)?
   • Are there any process improvements that can be made?

Section 8: Action Plan & Next Steps

• Areas of Improvement:

  • 1. ---

    2. ---

    3. ---

• Immediate Actions Required:

  • 1. ---

    2. ---

• Follow-Up Date: ________________
• Person Responsible for Action: ________________________

Signatures

• Visitor Signature: __________________________
• Store Manager Signature: ____________________

Store Visit Checklist covers all major areas of store operations during a store visit. In eAuditor Audits & Inspections, you can easily modify this Store Visit Checklist template to suit specific store requirements, and assign corrective actions as necessary. You can also track completion, generate reports, and set reminders for future visits.