Build a daily sales assistant checklist around each stage of the shift. For every action, specify what to check, which data to use, who performs the task, and when they record the result. Start with the template below and fill it in to match how your store operates.
Leave separate space for unfinished tasks and discrepancies. At the end of the shift, record the specific status: what has been done, what still needs checking, and what next action needs to be determined.
Specify the requirements for each task
A clear task includes a person responsible, an action, a deadline, and a goal. Before using the checklist, enter these details in every row. For example, instead of “check products,” specify the product list, the required labeling, and the result the employee must record.
Create your own list of equipment checks. If the store uses a receipt printer and barcode scanner, add checks for the paper and scanner. For the workstation, include checks for cleanliness and tidiness. Enter the specific devices and the method for checking them in the template.
For products, define which items need to be checked. Include labeling with the size, price, and special price, if applicable. The owner should specify the source of current prices and the terms of active promotions. The sales assistant compares the selected products’ price labels with these records. Record the items checked, the price source, whether the prices match or the exact discrepancy, and who is responsible for correcting it.
Daily sales assistant checklist template
Copy the table into a working document. Replace the text in square brackets with your store’s information. In “Who performs it,” enter an employee or role; in “Outcome,” enter the deadline, expected result, and space to record the actual result.
| Check | Required inputs | Who performs it | Outcome |
|---|---|---|---|
| Workstation preparation | [Equipment list; cleanliness and tidiness checks; method for checking devices] | [Employee or role] | [Deadline; expected condition; check result] |
| Product and price check | [Product list; information about sizes, prices, and special prices, if applicable] | [Employee or role] | [Deadline; list of items checked; discrepancies] |
| Cash register check | [Register; list of checks before work starts] | [Employee or role] | [Deadline; expected result; problems found] |
| Identifying the customer’s needs | [Example questions suited to the store’s product range] | [Employee or role] | [When to do it; what needs to be clarified] |
| Customer transaction | [Transaction type; required data; store instructions; permitted actions] | [Employee or role] | [When to do it; expected result; actual status] |
| Recording unfinished tasks | [Order or task identifier; current status; next action] | [Who makes the record; who must take the next action] | [Deadline for the next action; expected result] |
| End-of-shift review | [Date; register; sales receipts; payment records for comparison] | [Who reconciles; who investigates discrepancies] | [Deadline; result of cash counting and comparison; list of discrepancies] |
Add questions for serving customers
An open-ended question encourages a meaningful answer. Prepare a few questions the sales assistant can use for your product range: “What do you need this product for?”, “Which features matter to you?”, “What should we take into account when choosing?”
In the checklist, describe the action: identify the customer’s needs and clarify the product requirements. Do not require the same fixed list of questions for every conversation. Encourage the sales assistant to choose a suitable question based on the answer already received.
For the transaction item, enter a link to or the name of the store’s operating instructions. Separately specify whom to contact when a required action falls outside the employee’s defined permissions.
Keep a brief record of unfinished tasks
Add a brief status record or shift handover log at the end of the shift. Include these fields in the handover log: task identifier, what has already been done, what remains, next action, person responsible, and deadline.
If the person responsible for the next action has not yet been determined, leave that field blank and record who needs to assign someone. Do not mark a task as complete just because it has been recorded.
Illustrative example of a completed item
Suppose that, in a training example, a customer asks to confirm the size of product A, and the sales assistant has not received an answer yet. For this example, the store owner determines the next action and assigns someone to carry it out. This illustrates how to fill in the template.
- Task: confirm the size of product A.
- Current status: the customer’s request has been recorded; an answer has not yet been received.
- Next action: check the size information and prepare an answer.
- Person responsible: sales assistant on the next shift.
- Deadline: by 11:00 on the next working day.
- Expected result: a record with the answer or a description of what still needs to be clarified.
End-of-shift review: cash, payments, and discrepancies
Include reconciliation for each register in the checklist. For the same register and period, record the opening cash and every documented cash inflow and outflow. Calculate expected closing cash as opening cash plus inflows minus outflows, then compare it with the amount physically counted. Hypothetical example, with all amounts assumed: opening cash is UAH 500, inflows are UAH 600, and outflows are UAH 100, with no other movements. Expected closing cash is 500 + 600 − 100 = UAH 1,000. If the physical count in this example is UAH 990, record a discrepancy of −UAH 10 and refer it to the person assigned in the checklist for investigation. Enter the date, register, person responsible, and deadline.
To compare payments, specify the period and two sources: bank statements and payment records in the accounting system. Compare the corresponding transactions by date, amount, and description; record differences, including those caused by timing, for investigation. Put any discrepancies found on a separate list for investigation. Suggested fields: which records were compared, exactly what does not match, who checks next, and by what deadline.
Torgsoft cash report in the end-of-shift checklist
If you use the Torgsoft cash report for the end-of-day review, add a field for the report date to the template. To generate it, specify a date; you can also select a specific register. The report covers the currently active accounting centre, so check that the required centre is active before generating it.
The store owner should enter the date and register required for the relevant checklist item and include space to record which report was used. Keep cash counting, payment comparison, and the list of discrepancies as separate items: selecting a date and register in the report does not replace these actions.
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