Free Opening Procedures Checklist Template

Opening Checklist - [YOUR COMPANY NAME]

By diligently following this Opening Procedures Checklist, [YOUR COMPANY NAME] aims to create a welcoming and efficient environment for both staff and customers at the beginning of each business day.

Company:

[YOUR COMPANY NAME]

Address:

[YOUR COMPANY ADDRESS]

Department:

[DEPARTMENT]

Prepared by:

[YOUR NAME]

Unlocking the Premises:

  • Open front and back doors for staff and customers.

  • Disable any security alarms.

Security Checks:

  • Review overnight security footage for any irregularities.

  • Verify that surveillance cameras and alarms are in working order.

Lights and Utilities:

  • Turn on lights in the sales area, storage room, and employee break room.

  • Adjust thermostat settings for a comfortable environment.

Inventory Checks:

  • Check stock levels for popular items and restock shelves as needed.

  • Ensure that promotional displays are adequately stocked.

Equipment Inspection:

  • Test and confirm the functionality of cash registers and card payment terminals.

  • Check barcode scanners and receipt printers.

Cash Handling:

  • Ensure each cash register has sufficient change for the day.

  • Securely place starting cash in registers.

Cleaning and Organization:

  • Wipe down counters and displays.

  • Sweep and mop the sales floor.

Staff Briefing:

  • Gather staff for a brief meeting to communicate any updates, promotions, or special instructions.

  • Review the day's schedule and assign specific tasks.

Opening Signage:

  • Turn on the "Open" sign outside the store.

  • Ensure that promotional signs are properly displayed.

Customer Service Preparations:

  • Set up customer service desk with necessary materials.

  • Check that shopping carts and baskets are available and in good condition.

Safety Checks:

  • Inspect emergency exits to ensure they are clear and accessible.

  • Confirm that fire extinguishers are present and in working order.

Technology Check:

  • Boot up computers and check connectivity to the point-of-sale system.

  • Ensure that Wi-Fi is functioning for staff and customer use.

Compliance Checks:

  • Confirm that all necessary licenses and permits are visible and up to date.

  • Ensure compliance with health and safety regulations.

Marketing and Promotions:

  • Set up any promotional displays or materials according to the marketing plan.

  • Ensure that sale prices are accurately reflected in the system.

Opening Cash Fund:

  • Count and distribute starting cash to each register.

  • Double-check the accuracy of the cash count.

Special Instructions:

  • Remind staff of any specific customer service priorities.

  • Communicate any changes in store policies.

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