Checklist template

Gift shop daily operations

A ready-to-use checklist with 119 items in 6 sections, covering Opening, Sales floor, Gift wrap, Stock, Checkout, Closing. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 119 Items
  • 104 Yes / No checks
  • 5 Scored ratings
  • 129 Points

Use this template How audits work

1. Opening 20 items

  1. Name of the employee who opened the shop today Short text
  2. The shop was unlocked at the posted opening time Yes / No 1 pt
  3. The opening employee checked the storefront from outside before unlocking Yes / No 1 pt
  4. The float in each register was counted before opening Yes / No 1 pt
  5. Opening float counted today (dollars) Number
  6. The counted float matched the amount set by company policy Yes / No 1 pt
  7. Each register has rolls of coins and small bills for the day Yes / No 1 pt
  8. A test of the card terminal was made before opening Yes / No 1 pt
  9. Online and phone orders received overnight were printed or opened before opening Yes / No 1 pt
  10. The sales target for the day is written on the communication board Yes / No 1 pt
  11. Window display lights are on Yes / No 1 pt
  12. The store playlist is playing at a volume that allows conversation at the counter Yes / No 1 pt
  13. The glass of the entrance door is free of fingerprints Yes / No 1 pt
  14. The window display has no fallen or leaning items Yes / No 1 pt
  15. The floor was swept or vacuumed before opening Yes / No 1 pt
  16. Glass shelves and showcase tops were wiped before opening Yes / No 1 pt
  17. The count of the locked jewelry case at opening agrees with last night's count sheet Yes / No 1 pt
  18. The sidewalk sign is out where the lease or the mall permits one Yes / No 1 pt
  19. The opening checklist was initialed today Yes / No 1 pt
  20. Readiness of the shop at opening time Rating
    • Fully ready 5 pts
    • Ready with tasks still under way 3 pts
    • Not ready for customers 1 pt

2. Sales floor 23 items

  1. Every item sampled has a price tag or a shelf label Yes / No 1 pt
  2. Price stickers on glass and ceramic are on the base, not on the visible face Yes / No 1 pt
  3. Wind chimes and hanging decor hang above head height, clear of the aisles Yes / No 1 pt
  4. Items sold as a set (coasters, mugs, bowls) are displayed with the full set together Yes / No 1 pt
  5. Books and journals on display have no bent covers or torn jackets Yes / No 1 pt
  6. The sign of each item offered with personalization shows the personalization fee Yes / No 1 pt
  7. No shelf has an empty space wider than one product facing Yes / No 1 pt
  8. Each candle fragrance has one tester with its lid Yes / No 1 pt
  9. Lotion and soap testers are labeled as testers Yes / No 1 pt
  10. Jewelry hangs untangled on its cards Yes / No 1 pt
  11. Earrings on display are in complete pairs Yes / No 1 pt
  12. Glass and ceramic pieces are set back from the shelf edge Yes / No 1 pt
  13. Chipped or cracked pieces have been removed from display Yes / No 1 pt
  14. Packaged food gifts (chocolate, tea, jam) are within their best-before date Yes / No 1 pt
  15. Food items past their date found on display Number
  16. Chocolate is displayed away from sunlight and spotlights Yes / No 1 pt
  17. Personalized name items (mugs, keychains) are in alphabetical order Yes / No 1 pt
  18. The feature table shows the theme of the current monthly directive Yes / No 1 pt
  19. A finger wiped along 3 shelves picked up no dust Yes / No 1 pt
  20. An employee acknowledged each customer who entered during the visit Yes / No 1 pt
  21. The employee asked about the occasion or the person the gift is for Yes / No 1 pt
  22. The employee offered to hold items at the counter while the customer kept browsing Yes / No 1 pt
  23. Presentation of the sales floor Rating
    • Full, clean and priced 5 pts
    • Gaps or dust in places 3 pts
    • Many gaps, unpriced or damaged items 1 pt

3. Gift wrap 21 items

  1. A sign at the counter states whether gift wrap is free or its price Yes / No 1 pt
  2. Gift boxes are in stock in each size the shop uses Yes / No 1 pt
  3. Tissue paper in the shop's color is in stock Yes / No 1 pt
  4. Ribbon is mounted on a dispenser at the wrap station Yes / No 1 pt
  5. The wrapping paper matches the current season or occasion Yes / No 1 pt
  6. The surface of the wrap station is clean Yes / No 1 pt
  7. Scissors and a loaded tape dispenser are at the wrap station Yes / No 1 pt
  8. Price tags are removed or blacked out before an item is boxed Yes / No 1 pt
  9. Breakable items are wrapped in tissue or bubble wrap before boxing Yes / No 1 pt
  10. A boxed breakable gift made no sound when gently shaken Yes / No 1 pt
  11. The shop's seal or sticker is applied to each wrapped gift Yes / No 1 pt
  12. Enclosure cards with envelopes are offered with a wrapped gift Yes / No 1 pt
  13. Every employee on shift has been signed off on the shop's wrapping standard Yes / No 1 pt
  14. When the shop is busy, the customer is given a pick-up time for the wrapped gift Yes / No 1 pt
  15. Gifts left for wrapping are tagged with the customer's name and the receipt number Yes / No 1 pt
  16. Where the shop ships gifts, the customer confirms the delivery address in writing Yes / No 1 pt
  17. Shipping charges are posted or quoted from the carrier's rate table Yes / No 1 pt
  18. Made-to-order gift baskets carry a list of their contents Yes / No 1 pt
  19. Par levels of wrap supplies are checked weekly Yes / No 1 pt
  20. Time taken to box and wrap a mug-sized gift during the visit (minutes) Number
  21. Finish of a wrapped gift inspected Rating
    • Crisp folds, straight ribbon and seal in place 5 pts
    • Minor creases or uneven ribbon 3 pts
    • Torn paper, visible price or loose wrapping 1 pt

4. Stock 21 items

  1. Deliveries are checked against the packing slip on the day they arrive Yes / No 1 pt
  2. Breakage found on arrival is photographed Yes / No 1 pt
  3. Breakage claims are sent to the vendor within the vendor's claim period Yes / No 1 pt
  4. New items are ticketed before they go to the sales floor Yes / No 1 pt
  5. Stock in the drawers and cupboards under the displays is grouped by category Yes / No 1 pt
  6. Back stock of boxed items is stored with the item label facing out Yes / No 1 pt
  7. An item is written on the reorder sheet when its last back-stock unit goes to the floor Yes / No 1 pt
  8. Reorders of core items are placed on the order day set by company policy Yes / No 1 pt
  9. Tags on consignment or local artisan goods show the consignor code Yes / No 1 pt
  10. Sales of consignment goods are reported per consignor each month Yes / No 1 pt
  11. A never-out list of core items is posted in the stock area Yes / No 1 pt
  12. Items on the never-out list that are out of stock today Number
  13. Seasonal goods are held in the stock area until their set date Yes / No 1 pt
  14. After a holiday, seasonal goods are marked down on the company's schedule Yes / No 1 pt
  15. Marked-down items are gathered in one clearance area Yes / No 1 pt
  16. Damaged goods are logged before they are written off Yes / No 1 pt
  17. Back stock of jewelry and collectible figurines is kept in a locked cabinet Yes / No 1 pt
  18. Cartons of breakables are not stacked higher than the limit printed on the carton Yes / No 1 pt
  19. Customer special orders are logged with the deposit and the customer's phone number Yes / No 1 pt
  20. Date of the last full inventory count Date
  21. Availability of core items Rating
    • All in stock 5 pts
    • A few gaps 3 pts
    • Many gaps 1 pt

5. Checkout 15 items

  1. Customers waiting at the counter at the time of the visit Number
  2. The counter is clear of personal items, food and drink Yes / No 1 pt
  3. The cashier asked whether the purchase was a gift before deciding what to do with the price tags Yes / No 1 pt
  4. The cashier wrapped each breakable item separately in tissue before bagging Yes / No 1 pt
  5. The cashier suggested a card or a gift bag to go with the purchase Yes / No 1 pt
  6. The price of an untagged item was looked up in the system, not estimated Yes / No 1 pt
  7. Gift cards are kept behind the counter or are inactive until sold Yes / No 1 pt
  8. The customer received the activation receipt with a gift card Yes / No 1 pt
  9. A discount outside a posted promotion requires a manager's code Yes / No 1 pt
  10. Employee purchases are rung by another employee Yes / No 1 pt
  11. Voids and refunds from the last 7 days carry a manager's signature Yes / No 1 pt
  12. A cash drop is made when the drawer exceeds the limit set by company policy Yes / No 1 pt
  13. Large bills are checked with a counterfeit detection pen or lamp Yes / No 1 pt
  14. Carrier bags are stocked in each size the shop uses Yes / No 1 pt
  15. The return policy is printed on the receipt Yes / No 1 pt

6. Closing 19 items

  1. The door was locked at the posted closing time on each of the last 7 days, per the alarm or register log Yes / No 1 pt
  2. Customers still in the shop at closing time are served before the registers are closed Yes / No 1 pt
  3. Each register was counted at the last close Yes / No 1 pt
  4. Register variance at the last close (dollars) Number
  5. The deposit was verified by a second person where two employees close Yes / No 1 pt
  6. The deposit is in the safe or was taken to the bank per company policy Yes / No 1 pt
  7. The card terminal batch was settled at the last close Yes / No 1 pt
  8. Candles and wax warmers used for display are put out and switched off Yes / No 1 pt
  9. The jewelry case is locked and its key is in the key safe Yes / No 1 pt
  10. High-value items are taken out of the window overnight Yes / No 1 pt
  11. Shelves are fronted and cards straightened for the next morning Yes / No 1 pt
  12. The wrap station is restocked at closing Yes / No 1 pt
  13. The back door was checked locked before the alarm was set Yes / No 1 pt
  14. Two employees leave together at closing where company policy requires it Yes / No 1 pt
  15. The closing checklist was signed for each of the last 7 days Yes / No 1 pt
  16. Notes for the opening employee are written in the communication log Yes / No 1 pt
  17. Name of the shop manager Short text
  18. Overall running of the shop Rating
    • Excellent 5 pts
    • Good 4 pts
    • Uneven 3 pts
    • Poor 1 pt
  19. Comments and corrective actions required Comments

About this template

This checklist is part of the Bindy template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In Bindy you can add photos, assign corrective actions, require sign-off and compare results across sites.

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