3 Digital Checklists Every Retail Team Needs

Digitize your retail checklists to improve daily operations and enhance the in-store experience for customers

To ensure that your daily operations at your retail store are efficient and running smoothly, it is imperative that you have taken your paper checklists to digital. With digital checklists, you can guarantee that all stakeholders - managers, supervisors, and floor staff are working under the correct protocol and that expectations are consistently met. By creating custom digital forms with Checkbox Groups, you can easily outline duties for security and safety inspection, housekeeping, visual merchandising, turning on electronics such as point of sale systems (POS), and more. 

Read below for the top three retail checklists that your team should be using:

Opening Checklist

Before entering the store, it is important that staff make sure that nothing from the outside looks suspicious or dangerous. By using a mobile checklist app and moving away from a paper checklist, staff members can use their mobile device to start the Inspection prior to entering the store. For security purposes, identifying if there are any broken windows or signs of a break-in should be high on the task list. Once inside the store, there should be tasks for turning off the security alarm, making sure that security cameras are on and working properly, and turning on point of sale systems. 

After the lights are turned on and the store is secure, staff members should walk through the checklist items for housekeeping duties. Tasks like sweeping the floor, ensuring fitting rooms are tidy and clean, and window washing are common duties for retail staff. By using a digital checklist, store owners and supervisors can be sure that employees are performing their necessary cleaning tasks in real-time.  

With COVID-19 cleaning requirements, it is imperative that retail stores are following state and federal cleaning protocols and procedures. By utilizing digital checklists, these forms can be submitted to management for documentation for quality control and managing employee performance. Learn more about fields and features to include in COVID-19 workplace cleaning checklists.

Promotional & Merchandising Checklists

Most retail store owners rely on their in-store staff to make sure that promotional campaigns are being properly executed. In order to ensure that the correct brand logos, sale prices in the POS, and promotional materials are being displayed correctly, creating a digital form for employees to ‘check off’ is critical. Starting in the front of the store and working your way to the back, you can create a digital form that matches the flow of the promotional signage. You can even add images to your mobile form so that employees can have a reference for their tasks. Using an online checklist maker is a simple way to guarantee that your sales and promotions are being executed at the right time and the right place. Creating Checkbox Groups like Exterior Signage, Shelve Displays and Floor Signage will organize your Checklists for ease of use.

Closing Checklist

In order to prepare for the next day, creating tasks with a checklist form creator, you can seamlessly make a mobile form that encompasses all tasks related to closing the store and preparing for the next day.  When it is time to close up shop, staff will be responsible for completing tasks like bringing in exterior signage, double-checking that customers have left the dressing rooms, and finally, locking the doors. A final walk-through of the store to straighten shelves and replace sold inventory will ensure a smooth transition to the next day of operations. By utilizing Required Fields in the Template Editor, you can guarantee that staff are filling out fields and alert management when these fields have not been completed. To learn more about Required Fields, check out our ProTip: Making a Form Field Required.

Using Conditional Logic, you can configure fields to be interactive and dynamic based on your staff’s input. This helps eliminate errors in reporting and improves the overall accuracy of your forms. Adding in Conditional Logic can modify how the form appears to different groups of people. For example, a floor staff member may see one set of fields highlighted, while a supervisor will see a separate set of highlighted fields.

Now that you understand the basics of creating Opening and Closing Checklists and Promotional & Merchandising Checklists, you can get started today with GoFormz. Improve your business process for team members in-store by making the switch to paperless checklists. To learn more about getting started, check out our Quick Start Guide.