Free Checklist Templates for Retail

Retail

OR

Retail KPI Tracking Checklist

Sales Performance Review

Pull comp sales vs. last year

Break out sales by department and top SKUs

Score the month's promotional campaigns

Flag whether comp sales hit plan

Customer Traffic & Conversion

Pull door count and conversion rate

Review UPT and ATV by daypart

Review loyalty enrollment and repeat-visit rate

Sample customer satisfaction scores

Inventory & Shrink

Pull inventory turn and weeks-of-supply

Review last cycle count variance

Investigate variance over 2%

Review return and damage rate by category

Update reorder points for fast-movers

Financial Metrics

Review gross margin by category

Reconcile operating expenses vs. budget

Review markdown percentage and cost-floor exceptions

Confirm the month hit margin plan

Labor & Employee Performance

Pull sales-per-labor-hour by store

Review associate sales vs. individual targets

Review turnover and open headcount

Schedule coaching for under-target associates

Omnichannel Performance

Review online sessions and conversion rate

Review BOPIS and ship-from-store volume

Score paid, email, and organic channel ROI

Review cross-channel customer journey

Review & Action Plan

Build the next-month action plan

District manager signs off on the review

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Retail Marketing Campaign Checklist

Audience and Offer Definition

Define the campaign objective and KPI

Pull the target customer segment from the loyalty CRM

Select the campaign type

Build the markdown matrix and margin floor

Planning and Buy-In

Confirm sell-through and on-hand with allocation

Lock the campaign budget with the DM

Submit pricing changes to the POS team

Book the co-op vendor commitment

Creative and Content Production

Brief the creative team on hero SKUs

Approve hero photography and lifestyle shots

Build the email flow in Klaviyo

Schedule paid social and Meta ads

Update the Shopify homepage and PLP banners

Run legal and accessibility review on creative

In-Store Rollout

Ship signage kits to each store

Distribute the planogram and end-cap schematic

Brief store managers on the offer and POS prompts

Confirm store-level reset compliance

Launch and Measurement

Verify the price change took effect at open

Monitor day-one comp sales and conversion

Review mid-campaign performance against KPI

Decide whether to extend or pull the campaign

Extend the campaign by one week

Publish the post-mortem with sell-through and ROAS

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Retail Performance Review Checklist

Pre-Review Preparation

Pull the employee's KPI report

Review attendance and punctuality records

Gather peer and customer feedback

Confirm review type and period

Sales Performance

Compare sales to plan and LY

Evaluate UPT, ATV, and conversion

Review loyalty enrollment and email capture

Score selling-floor behaviors

Customer Service and Product Knowledge

Review mystery shop and survey scores

Assess complaint and return resolution

Verify product knowledge by category

Operational Compliance

Review cash-handling and drawer variance

Audit age-restricted sale compliance

Assess inventory and shrink contribution

Verify training and certification status

Training Gap Remediation

Identify the missing certification

Schedule completion before next shift

Teamwork and Leadership

Evaluate shift coverage and reliability

Assess peer training and mentoring

Review communication with management

Development Plan and Sign-Off

Set goals for the next review period

Hold the review conversation

Capture overall rating and signatures

Open a Performance Improvement Plan

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Retail Policy Update and Compliance Checklist

Policy Review and Drafting

Pull the current policy from the SOP system

Identify the regulatory triggers for this update

Draft the revised policy language

Route the draft to PCI and legal review

Training Material Build

Build the store-team training module

Write the manager talking-points one-pager

Update register prompts and POS screens

Update the scheduling tool notice window

Store Rollout

Publish to the SOP system of record

Send the district-manager rollout email

Hold store-team training sessions

Confirm associate acknowledgement in the LMS

Schedule makeup training for low-completion stores

Vendor and Partner Notification

Notify vendors and 3PL partners of the change

Flag contracts that need amendment

Collect updated COIs and compliance attestations

Compliance Audit and Monitoring

Run a 30-day store compliance audit

Review POS exception reports for the new prompts

Investigate stores below the audit threshold

Feedback and Continuous Improvement

Survey store managers on policy clarity

Log policy revisions for the next cycle

Sign off on the 90-day policy review

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Retail Promotion Checklist

Promo Planning & Buyer Sign-Off

Define promo goals and KPI targets

Select promotion mechanic

Build the SKU list and sell-through forecast

Verify markdown stays above the cost floor

Obtain VP Merch sign-off on below-cost SKUs

Promo Setup

Build the promo in POS and e-comm

Test the discount at a pilot register

Re-test after POS fix

Print and ship signage to stores

Update the planogram for promo end-caps

Store Launch

Brief store managers on the promo

Stage signage during the closing shift

Photograph the launch-day floor set

Confirm promo is live at every store

In-Flight Monitoring

Review daily sell-through against forecast

Rebalance inventory between stores

Decide whether to deepen the markdown

Push the second markdown to POS

Promo Close & Post-Mortem

Take down promo signage and POS rules

Reset planogram to non-promo state

Pull the final promo sell-through report

Hold the cross-functional post-mortem

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Retail Social Media Campaign Checklist

Campaign Strategy and Planning

Set the month's promo theme and goals

Confirm featured SKUs and inventory depth

Pick the channel mix for this campaign

Build the content calendar in Later or Hootsuite

Set KPIs for reach, conversion, and store traffic

Content Production

Shoot product photography on brand backdrop

Cut Reels and TikTok videos for hero SKUs

Write platform-specific captions and hashtags

Source UGC and secure repost rights

Route assets through brand-voice review

Apply revisions and re-route for approval

Publishing and Scheduling

Schedule posts in Meta Business Suite

Tag products in the Shopify catalog

Update link-in-bio with campaign landing pages

Refresh BOPIS and curbside pickup copy

Community Management

Monitor mentions, DMs, and comments daily

Respond to customer inquiries within four hours

Flag complaints for store-manager escalation

Curate UGC for the repost queue

Paid Promotion

Set Meta Ads Manager budget and bid strategy

Build retargeting audiences from Klaviyo

Boost top-performing organic posts

Run A/B test on ad creative and CTAs

Performance Review and Wrap-Up

Pull engagement and conversion metrics

Reconcile attributed sales in Shopify

Decide to extend, pivot, or kill the campaign

Brief the team on the campaign pivot

Document learnings in the brand playbook

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Retail Store Audit Checklist

Store Exterior

Inspect signage, lighting, and storefront glass

Walk the parking lot and entry path

Photograph the current window display

Sales Floor and Visual Merchandising

Walk aisles for obstructions and recovery

Walk the current planogram for drift

Open a planogram reset ticket with the visual team

Verify lighting, temperature, and music levels

Customer Service and POS

Shadow a transaction at the register

Audit refund and void approvals from the last 7 days

Quiz an associate on the return policy and loyalty program

Schedule a coaching session with the store manager

Inventory and Pricing

Run a cycle count on 10 audit SKUs

Spot-check shelf prices against POS scans

Walk the stockroom for organization and RTV staging

Open a shrink investigation with loss prevention

Safety, Security, and Compliance

Walk emergency exits and fire equipment

Test CCTV coverage and EAS gates

Verify age-restricted sale prompts and training

Confirm required postings and OSHA 300A

Audit Sign-Off

Review findings with the store manager

Sign off on the audit and post the action plan

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Retail Store Emergency Procedures Checklist

Incident Identification

Classify the incident type

Note the time the incident began

Fire Response

Pull the nearest fire alarm pull station

Call 911 from outside the building

Evacuate by the nearest unblocked exit

Assist customers and employees with mobility needs

Account for all staff at the muster point

Medical Response

Call 911 with location and nature of injury

Render first aid within trained scope

Clear bystanders and screen the area

Document witnesses and the incident scene

Flag the OSHA 300 recordability question

Severe Weather Response

Confirm the NWS alert level and threat

Move occupants to the designated shelter area

Secure storefront and exterior fixtures

Stand down when the all-clear is issued

Power Outage Response

Determine whether the outage is store-wide or partial

Switch to emergency lighting and flashlights

Protect POS and back-office equipment

Decide whether to close the store to customers

Log refrigerated and frozen product temperatures

Active Shooter / Hostile Intruder Response

Run to the nearest exit if a clear path exists

Hide in a securable room if escape is blocked

Call 911 silently when safe to do so

Fight only as a last resort

Follow law enforcement instructions on arrival

Post-Incident Reporting

Notify the district manager and corporate ops

Preserve CCTV footage of the incident window

Complete the incident report

Schedule the staff debrief and refresher

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Retail Store Hiring Checklist

Define the Role

Finalize the job description

Get district manager approval on pay band

Post the listing to job boards

Source and Screen

Screen applications in the ATS

Phone-screen for availability and fit

Schedule the in-store interview

Interviews

Prepare role-specific interview questions

Conduct the store manager interview

Make the advance-or-decline call

Conduct the district manager interview

References and Background

Check two professional references

Run the background check

Review background check results

Issue FCRA pre-adverse-action notice

Offer

Set the final pay rate within band

Prepare the written offer letter

Extend the verbal offer

Send the offer for e-signature

Onboarding and Day-1 Setup

Complete I-9 and W-4 on Day 1

Run E-Verify where state-required

Add the new hire to the WFM system

Schedule POS and loss-prevention training

Assign a Day-1 buddy and first shift

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Retail Store Safety Checklist

Sales Floor and Facility Walk

Walk the floor for slip and trip hazards

Inspect aisles for ADA path clearance

Verify HVAC and stockroom ventilation

Scan for fire code violations

Photograph any hazards found on the walk

Required Postings and Signage

Confirm OSHA 300A summary is posted

Verify state and federal labor law posters

Inspect wet-floor and caution signage stock

Check emergency exit and evacuation maps

Employee Safety Readiness

Verify safety training is current for all staff

Schedule make-up training for overdue staff

Inspect stockroom PPE and lifting belts

Review the incident reporting procedure with the team

Customer-Facing Safety

Inspect fitting rooms and restrooms

Verify checkout and queue area clearance

Test EAS gates and tag deactivators

Confirm age-restricted register prompts work

Open a POS service ticket for failed prompts

Incident Response and Sign-Off

Verify first-aid kit and AED inventory

Review the shoplifting and ORC response policy

Walk emergency exits and alarm panel

Sign off on the safety walk

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Retail Store Technology Audit Checklist

Hardware Inventory

Inventory POS terminals and pinpads

Test barcode scanners at every register

Inspect receipt printers and cash drawers

Audit back-office workstations and stockroom tablets

Inspect wireless access points and switches

Software and Patching

Confirm POS software version against vendor release notes

Verify OS patch level on POS terminals

Audit installed applications against the approved list

Update endpoint antivirus signatures

Review POS user accounts and disable inactive logins

Schedule a POS patch window with the MSP

Networking and Connectivity

Verify VLAN segmentation between POS and guest Wi-Fi

Test the failover internet connection

Review firewall rules against the documented baseline

Pull network monitoring alerts from the quarter

Storage and Backup

Confirm nightly POS database backup ran

Test restore from the most recent backup

Verify off-site backup retention meets policy

Confirm cardholder data is not stored on POS terminals

Open a ticket with the MSP for backup failure

Security and PCI Compliance

Run the quarterly ASV vulnerability scan

Remediate ASV findings and schedule a rescan

Complete the PCI SAQ for the current period

Review CCTV recording coverage and retention

Audit physical access to the network closet

Reconcile badge access list against active roster

Sign off on the quarterly IT audit

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Retail Strategy Planning Checklist

Market and Customer Analysis

Profile the target customer segments

Run a SWOT against the top three competitors

Benchmark comp sales and traffic trends

Decide whether to expand the trade area

Merchandise and Assortment Plan

Set the assortment value proposition by category

Build the open-to-buy by month

Set the markdown cadence and floors

Lock the pricing strategy by category

Marketing and Omnichannel

Build the promotional calendar

Plan the loyalty and CRM program

Confirm the BOPIS and ship-from-store model

Define the BOPIS pilot scope and KPIs

Store Operations Plan

Refresh the planogram and visual standards

Set the cycle count and shrink program

Review the POS and PCI compliance plan

Schedule the loss-prevention program review

Financial Plan

Build the annual P&L by store

Forecast SPLH and labor budget

Set the weekly financial review cadence

Workforce and Training

Plan hiring against the seasonal ramp

Refresh age-restricted sale training

Publish the retention and career-path program

Expansion and Sign-Off

Scope the new-location real estate workstream

Walk through the customer-experience standards

Sign off on the annual plan

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Retail Technology Implementation Checklist

Project Scoping

Define the in-scope systems and store list

Identify the project sponsor and store champions

Confirm PCI scope impact

Document target KPIs for success

Current-State Assessment

Inventory the existing POS and back-office stack

Map current integrations and data flows

Survey store managers on current pain points

Audit network and bandwidth per store

Vendor Selection

Draft the RFP and functional requirements

Shortlist three to five POS or platform vendors

Run scripted demos with store-team participation

Engage a QSA for PCI assessment

Negotiate the MSA, SLA, and data-portability terms

Configuration and Integration

Configure the SKU catalog, departments, and tax rules

Build register-level prompts for restricted items

Wire integrations to e-commerce and accounting

Configure EAS, CCTV, and loss-prevention triggers

Testing and UAT

Build a transaction test script per store role

Run UAT with cashiers from pilot stores

Log defects and re-test before go-live

Run a mock close on a duplicate dataset

Training and Rollout

Train store managers as first-wave instructors

Run cashier training in 90-minute shifts

Cut over the pilot store

Run the rollback and root-cause review

Roll out remaining stores in waves

Stabilization and Handoff

Compare post-launch KPIs to baseline

Schedule the recurring POS patch window

Hand off to store operations and IT support

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Return Merchandise Authorization Checklist

Intake and RMA Issuance

Capture the customer's return request

Look up the order in the OMS

Verify the purchase falls inside the return window

Confirm the stated return reason

Issue the RMA number and shipping label

Receiving and Inspection

Match the inbound package to the open RMA

Inspect the item for wear, damage, or missing components

Test the product against the reported defect

Determine the resolution path

Manager Review on Exceptions

Escalate the denial to the store manager

Send the denial notice to the customer

Refund and Inventory Disposition

Process the refund or exchange in the POS

Update on-hand and disposition in the inventory system

Notify the customer that the return is closed

Log the return outcome for the weekly shrink review

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Sales Associate Daily Checklist

Opening Procedures

Disarm the alarm and unlock the back door

Count the opening till to the start float

Log in to the POS and confirm sync

Walk the sales floor against the morning planogram

Confirm opening readiness for the door

Shift Huddle and Promotions

Review today's promotions and BOGO offers

Confirm sale signs match the current price file

Review the daily UPT and ATV targets

Customer Service on the Floor

Greet customers within ten seconds of entry

Offer fitting room or product trial assistance

Handle customer complaints per the escalation policy

Log the interaction outcome

Sales Floor Maintenance

Refold tables and reface hanging product

Recover fitting rooms between customers

Replenish high-traffic SKUs from the stockroom

Clean spills and clear walkway hazards immediately

Point of Sale Operations

Process transactions on chip, tap, or mobile wallet

Deactivate EAS tags before bagging

Card every age-restricted sale at the prompt

Drop cash to the safe at the $500 threshold

Capture refunds over $50 for manager approval

Inventory and Receiving

Verify piece count against the PO before signing the BOL

Record receiving variances in the inventory system

Investigate the variance with receiving and LP

Tag and source-mark new merchandise for the floor

Loss Prevention Awareness

Acknowledge customers in blind-spot zones

Document any shoplifting or ORC observation

End-of-Shift Handoff

Reconcile the drawer to the X-report

Stage replenishment list for the next shift

Submit the shift summary to the manager

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Sales Floor Management Checklist

Visual Merchandising Walk

Walk the floor against the current planogram

Reset end-caps and feature tables to schematic

Photograph end-caps for the district visual recap

Refresh price tags, talkers, and danglers

Replenishment and Stock Levels

Pull the morning replenishment list from the POS

Restock shelves from the stockroom pull

Flag any out-of-stock advertised SKUs

Submit inter-store transfer request

Cleanliness and Floor Safety

Sweep aisles and spot-mop spills

Clear aisles, fitting rooms, and fire exits

Walk the fitting rooms for left-behind items

Confirm restrooms are stocked and clean

Customer-Facing Readiness

Brief associates on today's promo and loyalty offer

Stage BOPIS and curbside orders for pickup

Verify register prompts on age-restricted SKUs

Open a POS support ticket for the failing prompt

Staffing and Coverage

Confirm coverage against the posted schedule

Verify a key-holder is on the floor each hour

Schedule meal and rest breaks per state rules

Loss Prevention and Safety Sign-Off

Test EAS gates and deactivator at the wrap

Spot-check CCTV coverage on blind aisles

Confirm OSHA 300A is posted (Feb–Apr)

Sign off the sales floor walk

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Seasonal Promotion Planning Checklist

Sales & Customer Insight Review

Pull last year's same-season sell-through report

Benchmark competitor promo cadence and depth

Review post-promo customer survey themes

Inventory & Allocation Planning

Build the seasonal SKU buy plan

Confirm vendor ship windows against launch date

Allocate units to stores by velocity tier

Reserve DC safety stock for replenishment

Promotion & Markdown Strategy

Set the markdown matrix and margin floor

Get VP approval for sub-floor markdowns

Draft the seasonal promo calendar

Lock in BOGO, GWP, and loyalty offers

Visual Merchandising & Store Setup

Build the seasonal planogram and end-cap schematic

Ship signage kits to stores

Walk the pilot store reset

Rebuild the planogram before chain rollout

Digital & CRM Campaigns

Brief the paid social agency on creative and budget

Schedule the email drip to the loyalty segment

Update homepage and PLP banners with the season theme

Store Team Readiness

Distribute the seasonal selling guide and FAQ

Train cashiers on register prompts for stacked promos

Confirm staffing covers projected traffic peaks

Launch & Post-Promo Review

Sign off on Day 1 launch readiness

Hold the launch readiness remediation huddle

Walk stores during opening weekend

Hold the post-promo recap meeting

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Shipping and Fulfillment Checklist

Order Intake and Verification

Pull the order batch from the OMS

Verify ship-to address and payment status

Check on-hand availability against the pick list

Split the order or backorder the missing line

Pick and Pack

Pick items against the scan-verified pick ticket

Select packaging by product profile

Insert packing slip and brand inserts

Seal, weigh, and dimension the package

Carrier Selection and Label Generation

Rate-shop the carrier mix for the lane

Print the shipping label and tracking barcode

Confirm late-cutoff handoff for expedited orders

Carrier Handoff and Manifest

Stage packages by carrier and service

Close out and transmit the end-of-day manifest

Get the driver's signature on the BOL

Tracking and Customer Communication

Trigger the ship-confirmation email

Monitor in-transit exceptions daily

Confirm delivery and capture proof

File the carrier claim and reship

Returns and Exchanges

Receive the return at the inspection bench

Inspect condition against the return policy

Process the refund or exchange in the POS

Restock or route to RTV

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Staff Scheduling Checklist

Forecast and Demand Inputs

Pull last year's same-week traffic and sales

Note promotions, holidays, and local events

Calculate target SPLH for the week

Confirm the labor budget with the district manager

Availability and Time-Off Intake

Close the time-off request window

Reconcile availability changes in Homebase

Review minor work-permit hour limits

Check for predictive-scheduling jurisdiction

Approve or deny each time-off request

Build the Schedule

Stage shifts against the daily traffic curve

Assign a key holder to every open and close

Cover register, floor, fitting room, and stockroom

Schedule meal and rest breaks per state rules

Run the overtime audit before publishing

Compliance Check

Confirm predictive-scheduling status for this location

Post the schedule to meet advance-notice law

Verify no shift triggers clopening premium pay

Publish and Communicate

Publish the schedule in the workforce app

Post a printed copy in the back-of-house

Confirm associate acknowledgement of shifts

Capture the published schedule for the audit log

Mid-Week Adjustments

Triage call-outs and no-call no-shows

Approve shift swaps in the workforce app

Log predictive-scheduling premium pay owed

Record the final schedule outcome

Weekly Review

Compare actual SPLH to the target

Note recurring coverage gaps for next week

Submit weekly labor variance to the district manager

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Stock Replenishment Checklist

Inventory Assessment

Pull yesterday's sell-through report

Walk the floor and flag empty facings

Cycle count flagged SKUs

Investigate variances over threshold

File a shrink incident report

Shelf Replenishment

Build the pick list by aisle

Pull product from the backroom

Restock shelves to planogram

Photograph reset end-caps and promo zones

Backroom Management

Update on-hand counts in the system

Re-stage the backroom by velocity

Schedule the next cycle count

Ordering and Receiving

Check weeks-of-supply against reorder point

Submit POs to vendors

Count freight against the PO before signing

Open a vendor claim or RTV

Rotation and Expiry

Rotate stock FIFO on the shelf

Pull expired and near-expiry SKUs

Apply markdown on near-expiry units

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Store Cleaning and Maintenance Checklist

Store Exterior

Sweep entrance, sidewalks, and parking apron

Empty and reline exterior trash receptacles

Wash entry doors, windows, and hardware

Inspect exterior signage and lighting

Sales Floor

Vacuum carpet and dust-mop hard floors

Dust shelves, fixtures, and end-caps

Reset fitting rooms between customers

Walk the planogram for visual drift

Fitting Rooms and Restrooms

Clean and disinfect toilets, urinals, and sinks

Refill soap, paper towels, and toilet tissue

Mop floors and polish mirrors

Verify ADA fitting room and restroom access

Stockroom and Receiving

Sweep and mop stockroom floors

Organize overstock by SKU and zone

Wipe down receiving table and pricing gun

Confirm chemical storage and SDS binder

Checkout and POS Area

Sanitize counters, PIN pads, and scanners

Inspect PIN pad and card reader for tampering

Empty checkout trash and replace liners

Restock bags, receipt paper, and impulse displays

Break Room and Closing Sign-Off

Clean tables, chairs, and microwave interior

Empty break-room trash and recycling

Wipe counters, sink, and refrigerator handle

Confirm OSHA and labor-law posters are visible

Sign off on the daily cleaning log

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Store Closing Checklist

Pre-Close Floor Prep

Announce closing at 30, 15, and 5 minutes

Refold tables and reface high-traffic SKUs

Clear fitting rooms of returns and empty hangers

Replenish from stockroom per the pick list

Customer Departure & Lockup

Walk the sales floor for remaining customers

Lock the front door and flip the sign to closed

Log any incidents from the shift

File the incident report

Cash Reconciliation

Run the X-report on each register

Count each drawer down to the start-of-shift float

Run the Z-report to close the POS day

Prepare the deposit bag and log

Drop the deposit in the safe

Visual & Merchandising Reset

Walk the planogram against the current schematic

Photograph end-caps and feature tables

Stage tomorrow's promo signs at the registers

Cleaning & Stockroom

Sweep, mop, and vacuum the sales floor

Empty trash and replace liners

Confirm chemicals are stored per OSHA SDS

Stage AM receiving in the dock area

Security & Lockup

Verify all back doors are locked from inside

Confirm CCTV is recording on all channels

Open a maintenance ticket for the camera outage

Set the burglar alarm

Lock the front door from outside

Submit the closing report

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Store Maintenance Checklist

Interior Sales Floor and Back-of-House

Vacuum and mop sales-floor traffic paths

Dust shelves, fixtures, and end-caps

Service customer restrooms and fitting rooms

Inspect fixtures, lighting, and HVAC

Flag interior repairs needed

File a work order with facilities

Inspect merchandise for damage and shrink

Exterior and Curb Appeal

Sweep entryway and storefront sidewalks

Clear parking lot of debris and stray carts

Inspect signage, awning, and exterior lighting

Photograph and report exterior damage

Walk the perimeter for graffiti or vandalism

Loss Prevention and Security

Test EAS sensor gates at the entrance

Review overnight CCTV footage

File a loss-prevention incident report

Verify all door and window locks

Walk fitting rooms for empty hangers and tags

Confirm safe, cash office, and stockroom secured

Emergency Preparedness and Compliance

Inspect fire extinguishers for current monthly tag

Verify emergency exits are unobstructed

Test fire alarm pull stations on schedule

Restock the first-aid kit to ANSI Z308.1

Test emergency and exit lighting

Sign off on the maintenance walk

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Store Manager Daily Routine Checklist

Opening Procedures

Disarm the alarm and unlock the store

Walk the sales floor for overnight issues

Confirm openers are clocked in and assigned

Log any overnight incidents

File an LP incident report

Cash and POS Open

Count each drawer to the starting float

Investigate the drawer variance

Pull yesterday's Z-report and review exceptions

Confirm change order needs for the day

Inventory and Visual Walk

Replenish high-velocity SKUs from the stockroom

Walk the planogram against the current schematic

Run a 10-SKU cycle count on a fast-mover category

Investigate the cycle count variance

Team Huddle and Selling

Run the daily team huddle

Coach one associate on the floor

Check mid-day sales against target

Safety and Compliance

Walk the floor for slip, trip, and lift hazards

Verify required posters and OSHA 300A

Inspect the first-aid kit and emergency supplies

Closing and Lockup

Announce closing at 30, 15, and 5 minutes

Walk fitting rooms and restrooms

Run Z-report and reconcile drawers

Drop the deposit in the safe

Set the alarm and lock up

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Store Opening and Closing Checklist

Pre-Open Walkthrough

Disarm the alarm and unlock back-of-house

Confirm opening staff against the schedule

Walk the sales floor for safety hazards

Log any overnight damage or break-in indicators

File an LP incident report and notify the DM

Cash and POS Readiness

Pull tills from the safe and verify floats

Boot POS terminals and confirm card reader connectivity

Confirm receipt paper and bag stock at every register

Review yesterday's Z-report exceptions

Floor and Visual Standards

Walk the current planogram for drift

Stage replenishment from the stockroom

Verify fitting rooms are cleared and stocked

Test EAS gates with a tagged item

Unlock the front door and flip the sign to open

Pre-Close Wind Down

Announce closing at 30, 15, and 5 minutes

Refold tables and reface the wall

Clear fitting rooms and re-hang returns

Verify the last customer has exited

Cash Reconciliation and Deposit

Run X-report on each register

Count each drawer down to the start-of-shift float

Investigate any drawer over or short above $5

Run Z-report and close the POS day

Bag, seal, and log the deposit

Security and Lockup

Confirm rear and stockroom doors are locked

Verify CCTV is recording on all channels

Power down floor lighting and non-essential electronics

Arm the burglar alarm and exit

Submit the closing report to the DM

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