Sales Floor Management Checklist

Capture each promotional end-cap and front-window display so the district visual lead can compare against the corporate guide. Drift from week 1 to week 4 is the most common reason customers can't find advertised product.

Pull expired promo signs and replace with the current sign kit. Mismatched MSRP / sale price at the shelf vs. POS is a recurring source of customer disputes and can trigger a state weights-and-measures complaint.

Run the low-stock report in Lightspeed / Shopify POS / Heartland against tonight's expected traffic. Pay special attention to advertised SKUs and BOPIS-staged items so an online order doesn't pull the last unit off the floor.

If a SKU featured in this week's promo or circular is OOS on the floor and in the stockroom, capture it here so the district manager can request a transfer from a sister store before peak traffic.

Open a transfer request to the closest store with on-hand. Note the courier window — same-day vs. next-day matters for advertised promos ending tonight.

Wet-floor cones stay out for the full dry time, not just while you mop. Slip-and-fall is the #1 OSHA-recordable in specialty retail.

Stock totes, U-boats, and z-rails staged in the aisle are an ADA Title III problem (36-inch path) and a fire-marshal citation waiting to happen. Push everything back to the stockroom or hard against the fixture.

Three minutes at huddle: today's BOGO terms, GWP threshold, the loyalty sign-up incentive, and any markdowns going live at the register. Associates who can't quote the promo lose UPT.

Pick the overnight BOPIS queue, bag with the customer name and last-4 of the order, and stage in the hold area. Curbside orders go on the rack closest to the front door for fast runner-out.

Ring a test transaction on any tobacco / alcohol / lottery SKU and confirm the POS forces DOB entry. A single missed card during a state ABC compliance check carries fines and can put the license at risk.

Until the prompt is restored, associates must hand-card every customer on the affected SKU and log the sale on the manual carding sheet. Note the ticket number on the daily close report.

Cross-check Homebase / 7shifts / When I Work against who actually clocked in. In NYC, Seattle, Oregon, and other predictive-scheduling jurisdictions, any shift change inside the notice window owes the associate premium pay — log the reason now, not at week's end.

Refunds over the manager-approval threshold, safe access, and alarm code all require a key-holder. Coverage gaps mid-day are a common reason refund fraud goes through unchecked.

CA: 30-min meal before the 5th hour and a 10-min rest every 4 hours. Missed meal premiums add up fast and show up on the wage-and-hour audit. Post the break grid in the back office.

Run a tagged demo item through the gates and confirm the alarm fires; then deactivate and confirm it clears. A live tag walking out the door is shrink; a non-deactivated tag in a customer's bag triggers the next store's gates and is an angry-customer call to corporate.

Pull up the Verkada / Solink / Sensormatic feed and confirm coverage on the high-shrink categories (small electronics, fragrance, denim) and the fitting-room entrance. Cameras knocked off-angle by overnight stocking are a known ORC tell.

Required Feb 1 – Apr 30 for any store with 10+ employees. Easy citation if a corporate compliance walk catches the back-office board missing it.

Captures the manager's name and any open issues that didn't resolve during the walk — handed off to the closing manager at shift change.