Checklist template

Jewelry Store

A ready-to-use checklist with 77 items in 6 sections, covering Storefront and Security, Showroom and Merchandising, Consultation and Presentation, Sales Operations, Inventory and Vault Management, Safety and Compliance. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 77 Items
  • 72 Yes / No checks
  • 4 Scored ratings
  • 1245 Points

Use this template How audits work

1. Storefront and Security 13 items

  1. Is the main signage clean, polished, and fully illuminated? Yes / No 10 pts
  2. Are entrance doors and glass free of smudges, streaks, or fingerprints? Yes / No 5 pts
  3. Is the sidewalk and entry area free of trash and debris? Yes / No 10 pts
  4. Are window displays current, secure, and styled to brand standards? Yes / No 20 pts
  5. Is the entrance clear of any obstacles or trip hazards? Yes / No 15 pts
  6. Are store hours and contact info clearly and discreetly visible? Yes / No 5 pts
  7. Are security personnel or hosts dressed in impeccable attire? Yes / No 10 pts
  8. Is the interlocking door/mantrap system fully functional? Yes / No 50 pts
  9. Are security cameras at the entrance unobstructed and clean? Yes / No 15 pts
  10. Is the exterior lighting functional for evening safety? Yes / No 10 pts
  11. Is the entry mat clean, branded, and positioned correctly? Yes / No 5 pts
  12. Are panic buttons/silent alarms tested and accessible? Yes / No 50 pts
  13. Initial storefront impression: Rating
    • Luxurious/Secure 10 pts
    • Acceptable 5 pts
    • Unkempt 0 pts

2. Showroom and Merchandising 13 items

  1. Are the floors swept, mopped, and free of any dust? Yes / No 10 pts
  2. Are jewelry cases cleaned and polished (inside and out)? Yes / No 20 pts
  3. Are items organized by collection, metal type, or gemstone? Yes / No 15 pts
  4. Are all products correctly priced with discreet/hidden tags? Yes / No 15 pts
  5. Is the lighting adjusted to maximize "sparkle" and brilliance? Yes / No 25 pts
  6. Are mirrors at every station clean and streak-free? Yes / No 10 pts
  7. Are busts and displays in good condition (no fraying or dirt)? Yes / No 10 pts
  8. Are jewelry pieces aligned and facing the customer? Yes / No 10 pts
  9. Are there any empty spots (holes) in the display pads? Yes / No 20 pts
  10. Is the store scent and music volume appropriate? Yes / No 5 pts
  11. Are watch winders functional and displays set to correct time? Yes / No 10 pts
  12. Is the showroom temperature comfortable for high-end browsing? Yes / No 5 pts
  13. Visual Merchandising quality: Rating
    • High Standard 20 pts
    • Needs Recovery 10 pts
    • Disorganized 0 pts

3. Consultation and Presentation 13 items

  1. Was the customer greeted within 15 seconds of entry? Yes / No 15 pts
  2. Are staff wearing clean, professional, current brand attire? Yes / No 10 pts
  3. Are presentation mats (velvet/leather) clean and available? Yes / No 15 pts
  4. Are loupes and tweezers sanitized and ready for use? Yes / No 20 pts
  5. Did staff offer a personalized tour or seat the customer? Yes / No 15 pts
  6. Can staff explain the "4 Cs" or gemstone origins accurately? Yes / No 25 pts
  7. Are staff using white gloves when handling high-value items? Yes / No 15 pts
  8. Did staff offer refreshments (water/champagne) to guests? Yes / No 15 pts
  9. Are ring sizers and measuring tools accessible? Yes / No 10 pts
  10. Are staff maintaining a professional and elevated demeanor? Yes / No 15 pts
  11. Did staff mention the warranty, cleaning, or appraisal service? Yes / No 10 pts
  12. Was a private viewing room offered for high-value items? Yes / No 20 pts
  13. Overall service quality: Rating
    • Exceptional 25 pts
    • Satisfactory 12 pts
    • Poor 0 pts

4. Sales Operations 12 items

  1. Is the POS area clean and free of personal items? Yes / No 5 pts
  2. Are high-value sales handled in a discreet area? Yes / No 20 pts
  3. Are customer records handled according to Privacy laws? Yes / No 30 pts
  4. Are certificate holders and appraisals ready for delivery? Yes / No 15 pts
  5. Are jewelry boxes, ribbons, and gift bags fully stocked? Yes / No 5 pts
  6. Are special orders or repairs tagged and stored securely? Yes / No 20 pts
  7. Are product returns logged according to store policy? Yes / No 15 pts
  8. Is the jewelry ultrasonic cleaner solution changed daily? Yes / No 10 pts
  9. Are staff IDs or credentials worn as per security protocol? Yes / No 10 pts
  10. Is the payment terminal clean and functional? Yes / No 5 pts
  11. Are invoices and receipts printed on high-quality paper? Yes / No 5 pts
  12. Is the backroom free of loose trash or packaging? Yes / No 10 pts

5. Inventory and Vault Management 12 items

  1. Is the vault room organized with clear, safe walkways? Yes / No 15 pts
  2. Is a daily "count-in/count-out" audit completed and signed? Yes / No 50 pts
  3. Are high-value/loose stones secured in individual parcels? Yes / No 30 pts
  4. Is inventory rotated (FIFO) where applicable? Yes / No 15 pts
  5. Are damaged or defective items tagged and separated? Yes / No 10 pts
  6. Are staff break areas and restrooms clean and stocked? Yes / No 15 pts
  7. Are inventory sensors/scanners fully charged? Yes / No 10 pts
  8. Are metal shipments (e.g., gold) verified for weight/purity? Yes / No 25 pts
  9. Is new freight processed and placed in the vault immediately? Yes / No 20 pts
  10. Are cleaning agents for jewelry stored safely? Yes / No 15 pts
  11. Is the safe/vault timer functioning correctly? Yes / No 40 pts
  12. Are employee personal belongings stored in lockers? Yes / No 5 pts

6. Safety and Compliance 14 items

  1. Are all emergency exits completely unobstructed? Yes / No 50 pts
  2. Are fire extinguishers charged and tagged? Yes / No 20 pts
  3. Are electrical panels clear (3ft clearance)? Yes / No 25 pts
  4. Is the first aid kit accessible and fully stocked? Yes / No 15 pts
  5. Are hazardous cleaning chemicals stored safely and labeled? Yes / No 15 pts
  6. Are wet floor signs available and used appropriately? Yes / No 15 pts
  7. Are employee rights posters clearly displayed? Yes / No 5 pts
  8. Are step stools/ladders stored correctly and in good repair? Yes / No 10 pts
  9. Is the flooring free of cracks, snags, or trip hazards? Yes / No 10 pts
  10. Is the alarm system functional and tested? Yes / No 20 pts
  11. Are MSDS (Material Safety Data Sheets) accessible? Yes / No 20 pts
  12. Is the trash dumpster area secure and tidy? Yes / No 10 pts
  13. Safety compliance level: Rating
    • Fully Compliant 30 pts
    • Minor Deficiencies 10 pts
    • High Risk 0 pts
  14. Final audit summary: 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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