Workflow Templates: Sales Associate Daily Checklist

Unlock the front door and disarm the security system.

Switch on the lights and music system to create a welcoming atmosphere.

Ensure all displays are tidy and promotional materials are up to date.

Greet customers warmly and offer assistance with finding products.

Stay knowledgeable about current sales, promotions, and store policies.

Handle customer inquiries and complaints professionally and efficiently.

Restock shelves and ensure products are neatly arranged and visible.

Conduct regular checks for any misplaced items and return them to the correct location.

Clean up any spills or debris immediately to maintain a safe shopping environment.

Process transactions accurately and issue receipts to customers.

Pack purchases appropriately and thank customers for their business.

Balance the cash register and report any discrepancies to the manager.

Receive and verify the accuracy of new stock shipments.

Update inventory records and report any stock discrepancies.

Tag and prepare new merchandise for display on the sales floor.

Sales Associate Daily Checklist