What to do every morning: Checklist for opening a retail store

A smiling woman holding a key to her new home.

Table of Contents

Table of Contents

The success of a retail store hinges on many factors, one of the most crucial being the morning setup. A checklist for opening a retail store ensures that every significant detail is attended to, providing a foundation for a smoothly run operation. This article outlines 39 essential morning tasks you should complete, divided into 10 categories. By ticking off these tasks, you’re creating an environment where both employees and customers can thrive.

See how Solink can help your retail business.

What is a store opening checklist and why do you need one?

A store opening checklist is a curated list of tasks that need to be completed to ensure that your retail store is ready for business each day. It typically covers a variety of categories, from initial security checks to inventory management and customer experience enhancements. It’s a tool that ensures all the essentials are in place, right from the moment the first employee clocks in to the second the doors open for your customers.

Why do you need one? Well, a well-crafted checklist acts as an insurance policy against human error and oversight. It’s easy to forget minor but crucial details in the whirlwind of retail operations. Whether it’s ensuring enough change in the cash register or checking that all security cameras are functional, these seemingly small tasks collectively make a significant impact. A checklist ensures that these tasks are performed consistently, contributing to smooth operations and customer satisfaction.

Furthermore, a store opening checklist standardizes the procedures for your staff. It takes the guesswork out of what needs to be done, thus increasing overall efficiency. It’s not just a list but a structured approach to starting the day right, backed by the collective wisdom of retail best practices. 

Solink should be integrated into your checklist to provide an additional layer of security and actionable business insights, making it a comprehensive tool for daily store management.

A smiling woman holding a key to her new home.

39 essential tasks for your opening a retail store checklist

Launching your store each morning is akin to preparing a stage for a performance. Every little detail matters, and missing one could disrupt the entire show. The following list breaks down 39 essential tasks for your opening a retail store checklist, offering a comprehensive guide to set the stage for a successful, smooth-operating retail environment. 

Covering a range of categories, this list ensures that both the visible and behind-the-scenes elements of your store are finely tuned and ready for business.

Security checks

Security is the first concern for a reason; it’s the foundation upon which a business can safely operate. As you enter your store, disarming the security system is crucial, but so is a visual inspection of the entire premises. A functional surveillance system like Solink’s can offer peace of mind with features like cloud video surveillance.

  1. Disarm security system: Turn off alarms when you come in. Conversely, set up your Solink Video Alarms schedule for this to be done automatically.
  2. Inspect entry points: Check doors and windows are secure.
  3. Verify security cameras: Make sure they work. Solink’s cloud video surveillance is great for this.

Lights and temperature

Creating the right atmosphere starts with lights and temperature. A well-lit space is inviting and enhances the visibility of your products. Adjusting the thermostat to a comfortable setting ensures a welcoming environment, essential for customer satisfaction.

  1. Turn on lights: Light up the store.
  2. Adjust thermostat: Set a comfy temperature.
  3. Test emergency lights: Make sure they work.

Inventory management

Stocks are the backbone of a retail store. Inventory needs to be sorted, stacked, and ready for purchase. Additionally, any new shipments should be unpacked and stored in the right places. Keeping your point of sale system updated with the latest inventory changes ensures that checkout is a breeze.

  1. Check stock levels: Look at shelves and storage.
  2. Unpack deliveries: Put away new stock.
  3. Update POS system: Put new stock data into the POS system.
  4. Rotate perishables: Move older items to the front.
  5. Label new items: Put price tags on new things.

Staff preparation

Employees are the face of your retail store, making it essential for them to be well-informed and presentable. Assign duties to cover all aspects of store operation, from customer service to inventory management. Briefing the team on daily goals keeps everyone on the same page.

  1. Assign duties: Tell staff what to do.
  2. Review daily goals: Talk about sales targets.
  3. Uniform check: Make sure staff dress right.
  4. Clock in: Have staff log their hours digitally to prevent time theft.

Equipment setup

Cash registers, weighing scales, and other devices need to be in top-notch condition. These tools are pivotal in speeding up transactions and providing efficient service. Ensuring that all devices are working correctly can save you from a midday crisis.

  1. Start cash registers: Turn them on.
  2. Calibrate scales: Check weighing scales if you use them.
  3. Test scanners: Make sure they work.
  4. Printer and copier: Check paper and ink.

Store cleanliness

Cleanliness is a direct reflection of your store’s values. A well-maintained space shows that you care for both your products and your customers. It can also prevent shoplifting. Start the day by ensuring that all areas of the store are clean, from floors to counters.

  1. Sweep floor: Clean the floor.
  2. Wipe counters: Use cleaner on surfaces.
  3. Restock cleaning supplies: Have enough ready.
  4. Sanitize carts/baskets: Customers want to use clean carts.

Customer experience

First impressions are often lasting. Therefore, it’s essential to pay close attention to elements that shape the customer’s experience. Whether it’s the in-store music or the state of the fitting rooms, every little detail counts.

  1. Arrange signage: Put up signs.
  2. Music and PA system: Test the sound system.
  3. Check fitting rooms: Make sure they’re clean.
  4. Restock brochures: Fill up any empty stands.
  5. Position promotions: Set up special deals.

Financial prep

Financial readiness is just as crucial as having your inventory in order. Cash registers should have enough change to manage early transactions. A quick review of the previous day’s sales and prepping for any bank deposits keeps you financially agile.

  1. Float in cash register: Be sure there is enough change.
  2. Review sales data: Look at yesterday’s numbers.
  3. Bank deposits: Get them ready if you need to.

Pre-opening review

Just before opening the doors, it’s good practice to do a final walkthrough. This last check ensures that nothing has been missed and that the store is fully prepared for business. A brief team huddle can serve to motivate staff and clarify any last-minute instructions.

  1. Walkthrough: Check the whole store.
  2. Team briefing: A quick chat with staff.
  3. Open doors: Time to start the day.

Miscellaneous

Last but not least, there are always those miscellaneous items that don’t neatly fit into any other category. These could range from ensuring that Wi-Fi is operational for customer use to confirming that the return/exchange policies are clearly displayed and understood by staff. 

  1. Test Wi-Fi: Make sure it works.
  2. Review return/exchange policy: Staff should know this.
  3. Check for hazards: No tripping allowed.
  4. Review emergency exits: They should be clear.
  5. Data backups: Make sure to save important info.

As you navigate through the myriad tasks involved in opening a retail store every morning, it’s essential to have tools that simplify the process and enhance performance. That’s where Solink comes into play. With its cloud video surveillance, you not only bolster the security of your store but also gain valuable business insights that can guide decision-making.

Integrating Solink into your daily routine can serve as an all-in-one solution for various aspects of your store’s operation, from loss prevention to enhancing customer experience. Its robust features offer real-time insights, giving you an extra layer of understanding and control over your business. 

Make Solink a non-negotiable part of your checklist for opening a retail store to ensure you’re not just ticking off boxes but genuinely optimizing every aspect of your retail operation.

To see how Solink can help your retail business, sign up for a demo today.