Sales Associate Daily Checklist

Shift-based daily routine for a specialty retail sales associate, covering opening, customer service, sales floor maintenance, POS, and inventory tasks. Designed for store managers and shift leads to assign to associates each shift.

Use this workflow
1

Opening Procedures

  1. Disarm the alarm and unlock the back door
  2. Count the opening till to the start float
  3. Log in to the POS and confirm sync
  4. Walk the sales floor against the morning planogram
  5. Confirm opening readiness for the door
2

Shift Huddle and Promotions

  1. Review today's promotions and BOGO offers
  2. Confirm sale signs match the current price file
  3. Review the daily UPT and ATV targets
3

Customer Service on the Floor

  1. Greet customers within ten seconds of entry
  2. Offer fitting room or product trial assistance
  3. Handle customer complaints per the escalation policy

    • Listen, acknowledge, and offer a remedy within posted policy (refund, exchange, store credit). Anything above $50 or outside the 30-day window goes to the manager on duty before the offer is made.

  4. Log the interaction outcome
    Collects list
4

Sales Floor Maintenance

  1. Refold tables and reface hanging product

    • Walk each four-way and two-way; reface so the size break is left-to-right and brand labels point out. Pull empty hangers to the stockroom — empty hangers on the floor are a common shrink indicator.

  2. Recover fitting rooms between customers
  3. Replenish high-traffic SKUs from the stockroom
  4. Clean spills and clear walkway hazards immediately

    • Set the wet-floor sign before retrieving supplies — leaving the spill unattended creates an OSHA slip-and-trip exposure. Note the time and location in the daily log.

5

Point of Sale Operations

  1. Process transactions on chip, tap, or mobile wallet

    • Insert or tap — never key in PAN manually unless the chip reader fails twice. Manual key entry pulls the store into a higher PCI scope and is audited monthly.

  2. Deactivate EAS tags before bagging
  3. Card every age-restricted sale at the prompt

    • Enter DOB at the register prompt for every alcohol, tobacco, or lottery sale — no exceptions for known regulars. A single missed card during a state compliance check can trigger a $1,000+ fine and put the license at risk.

  4. Drop cash to the safe at the $500 threshold
  5. Capture refunds over $50 for manager approval
    Collects number
6

Inventory and Receiving

  1. Verify piece count against the PO before signing the BOL

    • Count cartons and pieces against the PO line by line. Note shortages on the BOL before signing — once signed clean, the vendor will refuse short-ship adjustments at 60 days.

  2. Record receiving variances in the inventory system
    Collects list
  3. Investigate the variance with receiving and LP

    • Don't just adjust the on-hand. A variance over $X or 5% should be reviewed with the manager — it is often a receiving error, mis-scan, or shrink signal worth investigating before it gets buried.

  4. Tag and source-mark new merchandise for the floor
7

Loss Prevention Awareness

  1. Acknowledge customers in blind-spot zones

    • A simple greeting in fitting-room corridors and back-aisle blind spots is the most effective deterrent. Do not pursue suspected shoplifters past the door — observe, document, and call police per policy.

  2. Document any shoplifting or ORC observation
    Collects paragraph
8

End-of-Shift Handoff

  1. Reconcile the drawer to the X-report
  2. Stage replenishment list for the next shift
  3. Submit the shift summary to the manager
    Collects number Collects paragraph Collects signature