Form library · Quality and compliance
Store audit checklist
For store teams and people reviewing operational standards. Record store and standards, operations and exceptions and follow-up. Try the form below, see every question or download a blank PDF or Word copy.
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Which safety issues should a store audit consider?
HSE identifies manual handling, slips and trips, violence and workplace transport as common retail risks. Include relevant observations in the store audit and refer significant hazards into the responsible safety process.
Last updated . Facts checked by the SiteSurvey team on 6 October 2026 against HSE common risks in retail and HSE retail slips and trips.
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Answer a few questions and watch it adapt. Your answers are not saved, and any photos you add are deleted within the hour.
This is the real form as your team would use it: questions appear as you answer, scores work themselves out and you can add photos and signatures. No sign-up needed.
Want to see one filled in? See a completed retail store audit report (PDF), made by SiteSurvey from a fictional site visit.
Fill it in on a phone or tablet
Your team completes the retail store audit on site in the SiteSurvey app on iPhone, iPad and Android phones and tablets. The project name and address fill in for them, it works without signal, and it syncs when the device is back online with photos kept against the question they answer.
Customers and subcontractors do not need the app: send them a link and they can fill it in from any browser.
Every question in the retail store audit template
A retail operations audit covering opening readiness, presentation, stock controls, service arrangements, safety observations and corrective actions. 5 sections and 40 questions. Follow-up questions and guidance appear only when an answer calls for them, so the person on site never sees the ones that do not apply.
Make it your own: every question is editable
This is a starting point, not a fixed form. Once it is in your SiteSurvey account you can reword any question, add or remove questions, sections and answer options, and add your own logo, so it fits the way your team works and the jobs you do.
Details you only enter once
Add this form to a project in SiteSurvey and it fills in what the project already knows, so nobody on site retypes it and every form on the job uses the same names. Anything filled in can still be changed.
- Project: the project name
- Site or premises address: the site address, from the space or the project
- Client or organisation: the project's customer
Record details and scope
- ProjectShort answer
Filled in from the project in SiteSurvey.
Fills in from the project name - Site or premises addressShort answerFills in from the site address, from the space or the project
- Client or organisationShort answerFills in from the project's customer
- Record date*Date
- Person completing the record*Short answer
- CheckThis is an operational store review, not a complete legal, food safety, fire or pricing compliance audit. Apply the retailer’s current procedures and separate specialist checks.
- CheckHSE identifies manual handling, slips and trips, violence and workplace transport as common retail risks. Include relevant observations in the store audit and refer significant hazards into the responsible safety process.
Store and standards
- Walk Cam: store walk-roundWalk Cam video with voice-to-text
Optional. Film a guided walk-through on the SiteSurvey app.
- Store ID and manager*Short answer
- Operating standard and version*Short answer
- Visit type*Choose one
- Opening readiness
- Routine audit
- Follow-up
- Departments and exclusionsNotes
Operations
- Entrance and customer routes are ready*Choose one
- Acceptable
- Action needed
- Not checked
- Not applicable
- Action, limitation or reason not applicable*NotesShown only when the answers above make it relevant
- Displays, labels and promotions match the approved brief*Choose one
- Acceptable
- Action needed
- Not checked
- Not applicable
- Action, limitation or reason not applicable*NotesShown only when the answers above make it relevant
- Stock rotation, damage and quarantine arrangements checked*Choose one
- Acceptable
- Action needed
- Not checked
- Not applicable
- Action, limitation or reason not applicable*NotesShown only when the answers above make it relevant
- Service desk and till readiness checked*Choose one
- Acceptable
- Action needed
- Not checked
- Not applicable
- Action, limitation or reason not applicable*NotesShown only when the answers above make it relevant
- Delivery and back-of-house arrangements reviewed*Choose one
- Acceptable
- Action needed
- Not checked
- Not applicable
- Action, limitation or reason not applicable*NotesShown only when the answers above make it relevant
- Visible trip hazards and spill response addressed*Choose one
- Acceptable
- Action needed
- Not checked
- Not applicable
- Action, limitation or reason not applicable*NotesShown only when the answers above make it relevant
- Supporting photosPhotos
Exceptions and follow-up
Tie each exception to the relevant store standard and a specific location. Identify immediate action and later follow-up separately.
- Operational exceptionRepeat for each operational exception. Each one asks:
- Department or location*Short answer
- Requirement reference*Short answer
- Observed deviation and evidence*Notes
- Responsible manager*Short answer
- Immediate controls and escalationNotes
- Previous audit and action referencesShort answer
Actions and review
- Are further actions required?*Choose one
- Yes
- No
- Further actionRepeat for each further action. Each one asks:Shown when “Are further actions required?” is “Yes”
- Action and evidence reference*Notes
- Person responsible*Short answer
- Target dateDate
- Action status*Choose one
- Open
- In progress
- Completed
- Completion evidence*NotesShown when “Action status” is “Completed”
- Outstanding limitations and information to pass onNotes
- Record status*Choose one
- Ready for review
- Further work needed
- Work or use stopped
- Reviewed byShort answer
- Review dateDate
- Author signature*Signature
- CheckSigning records the information entered. It does not itself certify legal compliance, remove a limitation or authorise unsafe work.
Scope and responsibility
This is an operational store review, not a complete legal, food safety, fire or pricing compliance audit. Apply the retailer’s current procedures and separate specialist checks.
What a useful entry looks like
Operational exception
Tie each exception to the relevant store standard and a specific location. Identify immediate action and later follow-up separately.
Stock obstructed the designated rear access route at 10:15. Finding linked to standard ST-04 and reported to the shift manager.
Fictional example of record wording. Use the actual evidence and approved arrangements for your job; this is not a completed report or an instruction to carry out the work.
See it filled in
A completed retail store audit report, made by SiteSurvey from a fictional site visit: every answer, the photos, the guidance that applied and the sign-off, ready to send as a PDF.
Retail Store Audit FAQs
How should I record “Operational exception”?
Tie each exception to the relevant store standard and a specific location. Identify immediate action and later follow-up separately.
Does it cover food departments?
Record the department and refer food-specific controls to the food safety and temperature forms. This audit does not replace them.
Does it calculate an audit percentage?
No. It keeps findings and their evidence visible without treating every criterion as equally important.
Can I compare repeat visits?
Use consistent store and standard references and link the previous audit. This form does not automatically analyse trends.
What are the limits of this template?
This is an operational store review, not a complete legal, food safety, fire or pricing compliance audit. Apply the retailer’s current procedures and separate specialist checks.
Can I complete this form on site and share the record?
In the SiteSurvey app the form works offline, with photos and signatures recorded against the questions. Share the completed record as a PDF or a link. Dates and action owners are recorded fields; this form does not send reminders or update other systems.
Related
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Templates that go with the retail store audit form
A mystery shopping visit record capturing the agreed scenario, service timings, factual observations, purchase evidence and client review actions.
A hotel room readiness inspection covering bedroom and bathroom condition, amenities, visible defects, room release and maintenance follow-up.
Record daily store readiness, unresolved issues and the duty manager’s opening decision before customers arrive.
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