Retail

The store audit app for area managers and retail auditors

SiteSnag is a store audit app for area managers, retail auditors and store managers. It comes with a store standards audit that runs from the windows to the stockroom, plus a health and safety check for the shop. Findings are photographed during the visit and become a Store Audit Report you can send before you leave.

See how it works Coming soon to theApp StoreComing soon toGoogle Play

Used by Area and regional managers · Store managers · Retail auditors · Visual merchandisers · Franchise support managers

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Why SiteSnag

Built for retail inspections done on a phone.

Visit forms that come back as ticks, with the photos sent separately on WhatsApp.

Every finding carries its own photos in the report, marked up to show the gap on the shelf or the missing shelf-edge price.

Findings that sit on a list with nobody’s name against them.

Each finding is assigned to someone such as the store manager or the stockroom team, and the report can group findings by who’s responsible.

Checking last visit’s actions by digging through old emails.

Past reports are kept on the phone with the visit they came from, so last month’s PDF is there to open as you walk into the store.

Writing up the week’s store visits on a Friday afternoon.

The report is finished in the store with a summary and the store manager’s signature, ready to share before you get back in the car.

Built-in checklists

Store standards audit and Store health and safety check, ready on day one.

These are the visit checklists SiteSnag adds when you choose retail. Tick them on your phone with pass or fail, yes or no, readings and condition ratings, and they go straight into the PDF. Edit them or build your own.

Store standards audit

Presentation and standards walk-round for a store visit

Entrance and windows

Shop front clean with signage lit and undamaged
Windows clean and displays current
Entrance clear, clean and free from litter
Opening hours displayed
Entrance matting flat and in good condition
First impression

Shop floor

Floors clean and dry
Aisles clear of cages, pallets and stock
Lighting working throughout
Fixtures and shelving clean and undamaged
Music and temperature comfortable
Overall shop floor standard

Merchandising

Shelves full and faced up
Planograms followed
Aisle ends set to the current plan
Gaps filled or shown as out of stock
Damaged and out-of-date stock removed
Gaps counted on shelves

Pricing and promotions

All products clearly priced
Shelf-edge prices match the till
Promotions current and correctly signed
Expired promotional material removed
Pricing errors found in spot check

Tills

Till area clean and tidy
Enough tills open for the queue
Carrier bags and till supplies stocked
Age-restricted sales policy displayed
Card machines working

Fitting rooms

Fitting rooms clean and tidy
Mirrors, hooks and curtains or doors in good condition
Returned items cleared back to the floor
Fitting room staffed or monitored

Stockroom

Stockroom tidy and organised
Stock off the floor and stored safely
Heavy items stored low
Deliveries processed and put away
Cardboard and waste removed

Staff areas

Staff room clean and tidy
Required notices displayed
Staff toilets clean and stocked
Staff in correct uniform and wearing name badges?
Other notes

Store health and safety check

Routine health and safety check for a shop

Fire safety

Fire exits unlocked, clear and signed
Escape routes clear inside and outside
Fire extinguishers in place and in date
Fire alarm tested this week
Fire doors closed and not wedged
Fire alarm test logged?

Slips, trips and falls

Floors dry with spills cleaned up
Wet floor signs available and used
No trailing cables or loose mats
Step stools and ladders in good condition
Steps and ramps marked and in good repair

Storage and manual handling

Stock not stacked too high
Heavy items stored at waist height
Cages and trolleys in good repair
Racking undamaged and not overloaded
Lifting aids available

Electrical and equipment

Plugs, cables and sockets undamaged
No overloaded extension leads
Electrical cupboards closed and clear
Equipment tested

First aid and welfare

First aid kit stocked and in date
First aider on duty and named
Accident book available
Accidents recorded since last visit

Security

CCTV working
Intruder alarm working
Cash office locked
Security tags and detectors working
Notes

Finding wording

36 findings already written.

Start typing on site and matching wording appears, with a description, severity and who puts it right. Pick one and you’re done.

Presentation

Shop front signage damagedModerate
Fascia or projecting sign damaged or partly unlit. Arrange repair.
Maintenance
Window display out of dateMinor
Window still showing a past campaign. Change to the current display.
Visual merchandising
Lighting out on shop floorMinor
Ceiling or display lights not working. Replace lamps or report a fault.
Maintenance
Fixture damagedModerate
Shelving or display fixture broken or with sharp edges. Repair or remove.
Maintenance

Merchandising and pricing

Shelf-edge price missingModerate
Products on display with no price shown. Fit shelf-edge labels.
Shop floor team · Price Marking Order 2004
Till price differs from shelf priceMajor
Product scanned at a different price from the shelf label. Correct the label or the till file.
Store manager · Price Marking Order 2004
Expired promotion price still displayedMajor
Promotion ended but price card still on display. Remove and replace with the current price.
Shop floor team · Price Marking Order 2004
Planogram not followedMinor
Range not laid out to the current planogram. Reset to plan.
Visual merchandising
Gaps on shelvesMinor
Shelves empty where stock is available in the stockroom. Replenish and face up.
Shop floor team
Out-of-date stock on saleMajor
Products past their use-by or best-before date on display. Remove from sale.
Shop floor team

Cleanliness

Floor dirtyMinor
Shop floor dirty or sticky. Clean and check the cleaning schedule.
Cleaning
Litter at entranceMinor
Litter and debris at the store entrance. Clear and add to opening checks.
Shop floor team
Fitting rooms untidyMinor
Fitting rooms left with returned items and hangers. Clear and return stock to the floor.
Shop floor team
Bin store overflowingModerate
Waste and cardboard piled outside bins. Clear and review collections.
Facilities

Safety

Fire exit blockedSafety
Fire exit or escape route blocked by stock or cages. Clear immediately and keep it clear.
Store manager · Regulatory Reform (Fire Safety) Order 2005
Fire door wedged openMajor
Fire door held open with a wedge or stock. Remove and keep the door closed.
Store manager · Regulatory Reform (Fire Safety) Order 2005
Fire extinguisher missing or out of dateMajor
Extinguisher missing from its point or past its service date. Replace or arrange service.
Facilities · Regulatory Reform (Fire Safety) Order 2005
Trip hazard in aisleSafety
Cage, box or loose mat left in the aisle. Remove and keep aisles clear.
Shop floor team · Workplace (Health, Safety and Welfare) Regulations 1992
Spillage not cleaned upSafety
Spill on the shop floor with no wet floor sign. Cordon off and clean immediately.
Shop floor team · Workplace (Health, Safety and Welfare) Regulations 1992
Stock stacked too highMajor
Stock stacked above safe height or unstable. Restack within safe limits.
Stockroom team
Damaged electrical leadSafety
Cable or plug damaged on store equipment. Take out of use and replace.
Maintenance · Electricity at Work Regulations 1989
Unsafe step ladder in useMajor
Step ladder damaged or unsuitable. Remove from use and replace.
Store manager

Stockroom

Stockroom disorganisedMinor
Stock not stored in its locations, making it hard to find and replenish. Sort and label.
Stockroom team
Heavy stock on high shelvesModerate
Heavy boxes stored above shoulder height. Move to waist height.
Stockroom team · Manual Handling Operations Regulations 1992
Delivery not put awayMinor
Delivery left in cages or on the floor. Process and put away.
Stockroom team
Cardboard build-upModerate
Cardboard waste building up in the stockroom. Bale or remove regularly.
Stockroom team

Security

CCTV camera not workingMajor
Camera offline or not recording. Report and arrange repair.
Security
Cash office left openMajor
Cash office door left unlocked or open. Lock when not in use.
Store manager
Security tag detectors not workingModerate
Detectors at the exit not alarming when tested. Report and arrange repair.
Security
High-value stock unprotectedModerate
High-value items on display without tags or secure fixtures. Tag or move to secure display.
Shop floor team

Customer facilities

Customer toilet out of orderModerate
Customer toilet out of use or not stocked. Report fault and restock.
Facilities
Trolleys or baskets damagedMinor
Damaged trolleys or baskets in use. Take out of use and replace.
Shop floor team
Too few tills openMinor
Long queues with tills closed. Open more tills and review staffing.
Shift manager

Accessibility

Accessible route obstructedMajor
Wheelchair route through the store blocked or too narrow. Clear and keep a wide route.
Store manager · Equality Act 2010
Accessible till unavailableModerate
Lowered till or counter closed or blocked. Keep it clear and open when needed.
Store manager · Equality Act 2010
Entrance ramp or door faultMajor
Automatic door or entrance ramp not working. Report and arrange repair.
Maintenance · Equality Act 2010

FAQ

Retail questions.

Can the store manager sign the visit report?

Yes. The store manager and the auditor can both sign on screen at the end of the visit, and the signatures appear in the Store Audit Report. That gives you a record that the store saw the findings on the day. The cover page shows the auditor and the store separately.

Does it work across a large estate of stores?

Each store visit is set up on its own with a store type, such as supermarket, convenience store or concession. The free version covers one visit, while Pro gives you unlimited visits and automatic backup. There’s no shared team account, so each area manager uses SiteSnag on their own phone.

Can I use our own visit checklist?

Build your own from your brand standards with yes or no, number and condition answers, or edit the built-in store standards audit. Number answers suit counts and readings such as chiller temperatures, and condition answers suit the shop front and fitting rooms. The answers go straight into the PDF.

Can I export the findings to Excel?

No. SiteSnag produces a PDF report, shared from the phone by email or any messaging app. Inside the report you can group findings by severity or by who’s responsible, so the store manager sees the most serious points first while head office can read them by owner.

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