Store Audit Checklist Template

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Store audit checklist

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Use this template with Lumiform

Customize this template or build your own
Fill out templates via mobile app
Get reports and analyse your data

Prices start from ░░░ per month

Book a demo

Learn more

Take control of your retail operations with this detailed store audit checklist that examines everything from product presentation to electrical safety. Retail shrink is a significant concern, with the National Retail Federation finding that internal factors like employee theft and operational inefficiencies drive over 50% of total shrink.

This template enables you to conduct thorough evaluations across key operational areas, helping you maintain brand standards while identifying potential sources of loss. When used regularly, it can help you spot patterns—like certain departments consistently failing safety protocols or merchandising standards—so you can implement targeted training and process improvements.

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Created by

Ima Ocon

Preview of the template

Audit

1.0 - Previous inspection

1.1 - Has the last inspection been reviewed?

1.2 - Have outstanding actions been sufficiently closed?

2.0 - Fire Prevention

2.1 - Evacuation plan displayed and understood by all employees? (Ask team members)

2.2 - Fire drills conducted twice per year, as per company procedures?

2.3 - Extinguishers in place and the correct type, serviced and not obstructed

2.4 - Adequate direction notices for fire exits?

2.5 - Exit doors easily opened from inside?

2.6 - Exits clear of obstructions?

2.8 - Emergency exit lighting operable?

2.9 - Sprinkler system pressure weekly test up to date

3.0 - Assembly points identified?

3.1 - External walkways to company standard?

2.7 - Fire alarm system functioning correctly?

3.0 - General Documentation and signage.

3.1 - Has the correct visitor procedure been followed?

3.2 - Is file 6 to company standard?

3.5 - Is the fire precautions log book to company standard?

3.6 - Is the Health & Safety policies and procedures file to company standard?

3.7 - All health and safety signs in place?

3.8 - Is H&S being communicated effectively?

3.9 - Health and Safety notice board up to date?

4.0 - Is Prime being used effectively?

4.1 - Are near miss reports being acted upon?

4.0 - Front of house

4.1 - Floor surfaces in good condition?

4.3 - Entrance and exits clearly marked?

4.4 - Is display equipment to company standard?

4.5 - Customer access in to and around store to standard.

4.7 - Are restricted access doors locked or secure?

4.8 - Till areas kept clean tidy and to company standard?

4.9 - Are customer toilets to company standard?

5.0 - Back of house

5.1 - Waste control to company standard?

5.2 - Floor surfaces in good condition?

5.3 - Work equipment not in use kept in place?

5.4 - Condition of delivery area.

5.5 - Are fixture rooms organised and hazard free?

5.6 - are items stored correctly?

5.7 - Are WoW trolley's in a safe condition?

5.8 - Staff areas maintained to appropriate standard?

5.9 - Are any Void areas unavailable and not being used?

6.0 - Is warehouse racking in good condition?

6.1 - Are plant rooms to company standard?

6.0 - Machinery and equipment

6.1 - Are lifts kept maintained and in serviceable condition?

6.2 - Confirm lift releases are not being carried out?

6.3 - Are escalators/travelators maintained and kept in serviceable condition?

6.4 - Are escalators and travelators checked before operation?

6.5 - Are Ladders maintained and kept in a serviceable condition?

6.6 - Are platform hoists / dock levellers maintained and kept in a serviceable condition?

6.7 - Are any wheelchairs clean and in serviceable condition?

6.8 - Evac chairs maintained and in serviceable condition?

6.9 - MHE equipment in good working condition?

7.0 - Electrical Safety

7.1 - All electrical equipment maintained and in good working order?

7.2 - Are fixed electrical installation adequate and in good working order?

8.0 - First Aid Facilities

8.1 - Are boxes and contents clean and maintained?

8.2 - First aider available during working hours?

8.3 - First Aider list up to date?

9.0 - Delivery operation.

9.1 - Are there trained watch persons to cover delivery operation?

9.2 - Is there an up to date and site specific SSOW in place?

9.3 - Is the goods in delivery area in good condition?

9.4 - Are bridging plates and side guards in good serviceable condition and being used?

9.5 - Appropriate PPE available and being worn?

9.6 - Are relevant team members aware of the Risk Assessment for that area?

9.7 - adequate CCTV coverage in the goods in delivery area?

9.0 - External areas

9.1 - General condition of building, signage, walkways and escape routes?

9.2 - Safe access to roof and external plant rooms?

9.3 - Porch areas in good condition?

9.4 - External displays safe and controlled?

10.0 - Safety and Hygiene.

10.1 - All food areas to company standard?

10.2 - Are back up thermometers available and being used?

10.3 - Food hygiene rating displayed (Legal Req Wales)?

10.4 - is Pest control in place?

10.5 - Food items stores on wipeable warehouse racking?

10.6 - All food chillers inc back up chillers to company standard?

11.0 - Team Members

11.1 - Food safety and hygiene?

11.2 - Fire and evacuation procedures?

11.3 - Goods in delivery operation?

11.4 - Safe movement of stock?

11.5 - Manual Handling?

11.6 - Working at height?

12.0 - General comments.

12.1 - Any general comments or actions outside of the scope of the audit.

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Frequently asked questions

What’s the best way to implement this store audit checklist without disrupting daily operations?

Schedule audits during slower business hours and divide the checklist into sections that can be completed by different team members. Communicate the purpose clearly to staff—it’s about improvement, not punishment. Consider conducting certain sections (like facility checks) before opening or after closing to minimize customer disruption.

How do I address issues discovered during a store audit consistently across multiple locations?

Document findings in detail with photos when possible, and develop standardized response protocols for common issues. You can use Lumiform to monitor resolution progress across locations. Regular follow-up audits focused specifically on previously identified issues will ensure consistent implementation of solutions.

How can I modify this store audit checklist for different store formats or sizes?

Start with the core checklist and add location-specific sections addressing unique features of each store format. For smaller locations, combine related sections to streamline the process. The key is maintaining consistency in how you evaluate fundamental elements while accommodating physical differences between locations.

Ima Ocon

Ima is a writer and editor who specializes in technology, with experience crafting content for companies like Canva and FluentU. She's passionate about startups, remote work, and language learning, as well as the applications of AI in marketing. Currently, she is based in Asia, and she previously studied in Taiwan and Singapore.

This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.