Free templates

Free retail checklists and templates

Checklists, audit forms and reports for the people who run retail stores: store managers, area managers and operations teams. Every template comes as a print-ready PDF and as an editable spreadsheet. Use them as they are or change them to fit your stores.

Built first for retail, including supermarkets and fashion. Café and restaurant templates are included too.

PDF: free, no email. Editable spreadsheet: free, email required.

Browse the templates
Area manager and store manager reviewing a printed checklist in a supermarket aisle

Audits and store visits

Walk a store, score it and turn every failed item into a fix.
Area manager and store manager reviewing a clothing store window display at the entrance during a store visit

Retail

Retail store visit checklist

A walk-through checklist for area and district managers, from the exterior to the wrap-up with the store manager.
33 items · 7 sections · PDF, 3 pages, and editable Excel
What is inside
Preview of the retail store visit checklist template: header fields and the first checklist section
1. Before you walk in
3 items
2. Exterior and entrance
3 items
3. Sales floor
8 items
4. Stockroom and receiving
4 items
5. Team and customer service
5 items
6. Safety and maintenance
4 items
7. Wrap-up with the store manager
6 items
Area manager crouching to check a shelf price label against a printed audit checklist while the store manager watches

Retail

Retail store audit checklist with weighted score

A weighted store audit: a blocked fire exit counts for more than a dusty shelf, and the score shows where to act first.
42 items · 9 sections · PDF, 3 pages, and editable Excel
What is inside
Preview of the retail store audit checklist with weighted score template: header fields and the first checklist section
1. Exterior and entrance
5 items
2. Merchandising and displays
5 items
3. Stock and availability
5 items
4. Pricing and promotions
4 items
5. Cleanliness and maintenance
5 items
6. Safety
6 items
7. Loss prevention and cash handling
4 items
8. Team and customer service
5 items
9. Brand and campaign execution
3 items
Manager completing a store visit report at a back-office desk next to a laptop

Retail

Store visit report template

A structured report to record what you saw on a visit, rate the store and list every issue with an owner and a due date.
18 items · 6 sections · PDF, 2 pages, and editable Excel
What is inside
Preview of the store visit report template: header fields and the first checklist section
1. Store snapshot
7 items
2. Numbers for context
3 items
3. What went well
1 items
4. Follow-up on the last visit
3 items
5. Coaching and support
2 items
6. Next visit
2 items
Auditor checking the temperature of prepared food in a supermarket deli case with a probe thermometer

Grocery · Retail

Grocery and supermarket store audit checklist

A weighted audit for food retail: front end, shelves, fresh departments, chilled and frozen, backroom and safety.
49 items · 7 sections · PDF, 4 pages, and editable Excel
What is inside
Preview of the grocery and supermarket store audit checklist template: header fields and the first checklist section
1. Entrance, carts and front end
6 items
2. Aisles and shelves
9 items
3. Fresh departments: produce, bakery, deli, meat and fish
9 items
4. Chilled and frozen
7 items
5. Backroom, receiving and waste
7 items
6. Safety and security
7 items
7. Team and customer service
4 items
Two colleagues checking a fashion store display while one adjusts a mannequin outfit and the other holds a clipboard

Fashion · Retail

Visual merchandising audit checklist

Check a store against the visual merchandising brief: window, entrance, displays, stock on the floor, fitting rooms and signs.
43 items · 9 sections · PDF, 3 pages, and editable Excel
What is inside
Preview of the visual merchandising audit checklist template: header fields and the first checklist section
1. Window and storefront
7 items
2. Entrance and first impression
4 items
3. Floor layout and flow
4 items
4. Displays and presentation standards
8 items
5. Stock on the floor
4 items
6. Fitting rooms
3 items
7. Signs, prices and promotions
4 items
8. Cleanliness and maintenance
3 items
9. Photo record
6 items

Opening and closing

The daily routine to start and finish a trading day.
Store employee opening the front door of a shop in the morning with a checklist on a clipboard

Retail

Retail store opening and closing checklist

The daily routine to open a store and close it again, with checks during trading hours.
27 items · 3 sections · PDF, 2 pages, and editable Excel
What is inside
Preview of the retail store opening and closing checklist template: header fields and the first checklist section
1. Opening: before the doors open
13 items
2. During trading: at the agreed check times
5 items
3. Closing: after the last customer
9 items
Cafe barista cleaning an espresso machine before opening with a checklist hanging on the wall

Cafés and restaurants

Café and restaurant opening and closing checklist

Opening and closing routines for cafés and restaurants that serve food, on one template.
43 items · 8 sections · PDF, 3 pages, and editable Excel
What is inside
Preview of the café and restaurant opening and closing checklist template: header fields and the first checklist section
1. Arrival and safety
5 items
2. Kitchen and bar
9 items
3. Front of house
6 items
4. Team and opening
3 items
5. Kitchen and bar
7 items
6. Front of house
4 items
7. Stock, cash and reports
4 items
8. Lock-up
5 items

Onboarding

Get a new team member ready for day one.
Store manager and new team member going through a printed checklist on the sales floor of a home goods store

Retail

Retail onboarding checklist for new store team members

What to prepare before day one, cover on the first day and first week, and review at 30 days.
29 items · 4 sections · PDF, 2 pages, and editable Excel
What is inside
Preview of the retail onboarding checklist for new store team members template: header fields and the first checklist section
1. Before day one
7 items
2. Day one
7 items
3. First week
9 items
4. First 30 days
6 items

Run these checks in Bitreport

A template gets a store checked. Bitreport is for what happens next: build your own audit templates, complete them on a phone with photo proof, and create a follow-up task with an owner and a deadline from every failed item. Results show up in live dashboards and can be exported.

Free to use inside your company. To share publicly, link to getbitreport.com/resources/templates/

Checklists are a starting point, not legal advice. Temperature figures follow the US FDA Food Code (2022 edition); state and local rules can differ. Last updated September 2026.