Workflow Templates: Sales Associate Daily Checklist

Template Library Home

Start using this Workflow

Sales Associate Daily Checklist

Opening Procedures

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.

Customer Service

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.

Sales Floor Maintenance

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.

Point of Sale Operations

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.

Inventory Management

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.

Use this template in Manifestly

Start a Free 14 Day Trial

Use Slack? Start your trial with one click

With Slack

Ready to take control of your recurring tasks?

Start Free 14-Day Trial

Use Slack? Sign up with one click

With Slack

Company

About
Product Roadmap
API Reference
Privacy Policy
Terms
Contact Us
Blog

Resources

Help
Getting Started Guides
Video Center
Demos
Your Account
Use Cases
Pricing

When you visit or interact with our sites, services or tools, we or our authorised service providers may use cookies for storing information to help provide you with a better, faster and safer experience and for marketing purposes.