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Course Collection

10 Opening and closing procedures training for retail

It takes a lot of store preparation to make sure operations run smoothly during work hours, making it easier for employees to do their jobs safely. We’ve compiled 10 opening and closing procedures training so your team can get the store ready for customers and protect it from break-ins.

Opening and closing procedures training
Opening and closing procedures training - SC Training
1

 Opening and Closing Procedures for Retail (US)

This retail store opening and closing training keeps your team well-equipped to start and end their shifts right, preventing issues during store hours. It starts off discussing the importance of having these procedures in place and lists several tasks your team needs to do to open and close the store.

Each task mentioned in the course includes industry best practices. Additionally, a sample checklist is given at the end of each lesson to help you and your team create one that works best for your store’s daily operations. 

SC Training’s Briefcase feature allows videos, images, and PDF files to be attached to courses to help align course contents with existing opening and closing protocols. For a quick template, you can also use the retail store opening and closing checklist available on the SafetyCulture website.

Created by: SC Training (formerly EdApp)

Length: 5 to 10 minutes per lesson (self-paced)

Certificate: Available (for completion)

Cost: Free (up to 10 users)

Opening and closing procedures training - SC Training
2

Stocking

Without inventory, your business cannot generate revenue, making restocking a core part of store opening and closing procedures. The second SC Training course on our list familiarizes your team with the three types of stock. It discusses key stock management terminologies like stock levels, stock ratio, and stock control.

This course teaches your team the reorder level formula so they can verify with the stock manager if the store inventory needs to be replenished. This is important in keeping inventory at the optimum level, meeting customer demand, and reducing costs. It also discusses stock control systems to sort inventory by stocking priority.

Once your team has started their training, you’ll have full visibility of their performance and their progress. Thanks to SC Training’s advanced reporting and analytics tools, you can easily generate reports as proof of compliance or as a reference for future training development.

Created by: SC Training

Length: 5 to 10 minutes per lesson (self-paced)

Certificate: Available (for completion)

Cost: Free (up to 10 users)

Opening and closing procedures training - Shopify Academy
3

POS Setup and Configuration

POS systems are one of the most important equipment employees set up in advance when opening a store. This helps diagnose issues early and prevents customers from waiting in line for a POS system to start up. 

Gaining a deeper understanding of the system gives retail teams better insights when troubleshooting existing issues. This Shopify Academy course introduces Shopify POS users to the challenges of migrating POS data and guides them through the installation process of the Shopify POS. 

Created by: Shopify Academy

Length: 3 hours and 45 minutes

Certificate: Available

Cost: Free (up to 10 users)

Opening and closing procedures training - Cloud Assess
4

Cash Handling and Register Operation Course

POS systems can make it easy to track transactions and revenue. However, proper cash handling is crucial in making sure that the money in the register aligns with POS data. Cloud Assess offers cashier training on cash handling techniques and anti-theft practices, enabling your team to maintain accurate financial records.

Created by: Cloud Assess

Length: 45 minutes

Certificate: Available

Cost: Free

Opening and closing procedures training - Retail Learning Institute
5

Stocking – Process

In this course, the Retail Learning Institute trains your team to maintain their health and safety in retail establishments using various unboxing techniques. It also teaches them efficient ways to locate and display products in store aisles, minimizing disruptions to store operations during restocking. 

Created by: Retail Learning Institute

Length: 15 minutes

Certificate: Available

Cost: Contact for pricing

Opening and closing procedures training - SC Training
6

Manual Handling

Restocking inventory requires your team to frequently lift items of various weights and sizes. To maintain the safety of your employees during this process, proper handling techniques must be followed. This SC Training course covers manual handling techniques to protect your employees from injuries related to improper handling.

Other lessons in the course discuss the TILE (Task, Individual Capacity, Load, Environment) approach to help assess the risk of carrying particular items. This is important in deciding the most optimal lifting technique that can minimize injury while maintaining the efficiency of the restocking process. 

The last lesson in the course is meant to introduce a practical assessment for a more accurate way to track your team’s performance. With SC Training’s blended learning capabilities, you can assess offline and online training progress together for a more cohesive performance evaluation. 

Created by: SC Training

Length: 5 to 10 minutes per lesson (self-paced)

Certificate: Available (for completion)

Cost: Free (up to 10 users)

Opening and closing procedures training - HealthCareCourses
7

Advanced Skill Certificate in Retail Store Waste Handling

Part of the store closing procedure involves disposing of non-sellable inventory, such as expired or defective products, to maintain the quality of goods sold in your store. HealthCareCourses takes this a step further by presenting safer and more sustainable waste disposal methods, ultimately reducing environmental impact and costs. 

Created by: HealthCareCourses

Length: 1-2 months

Certificate: Available

Cost: 90-140 GBP (depends on duration)

Opening and closing procedures training - Retail Learning Institute
8

Deli – Closing Procedures

Due to factors such as decontamination and food quality, the deli section of retail establishments may require additional steps during store closing. As such, the Retail Learning Institute also offers a course on store closing procedures that specifically addresses the maintenance needs of deli products.

Created by: Retail Learning Institute

Length: 15 minutes

Certificate: Available

Cost: Contact for pricing

Opening and closing procedures training - High Speed Training
9

Retail Customer Service Training Course

High Speed Training covers key communication strategies like active listening and body language so your team can offer quality customer service. This could be helpful in communicating opening and closing times to customers in a professional manner, especially those who wish to be serviced outside of store hours.

Created by: High Speed Training

Length: 2 hours

Certificate: Available

Cost: 30 GBP

Opening and closing procedures training - QGlobal Academy
10

Good Housekeeping Practices - Certificate Course

A core part of store opening and closing is dedicated to inspecting the store’s cleanliness. This course can also serve as a store cleanliness and hygiene training. It covers good housekeeping practices in detail for an effective and efficient cleaning process, making sure your store stays spotless before and after each day’s shift.

Created by: QGlobal Academy

Length: 24 hours

Certificate: Available

Cost: 290 USD

What is opening and closing procedures training for retail? 

Opening and closing procedures training for retail is all about getting the store ready for customers at the start of the day and securely closing it once the last shift ends. It often comes with step-by-step instructions or a list of best practices that can help your team maintain store safety, security, and efficiency from start to finish.

What should be included in store opening and closing procedures training?

Store opening and closing procedures training should include comprehensive lessons on all tasks involved in setting up and closing down the store. We’ve listed some of the key topics included in this training program below:

Store opening procedure topics

  • Arriving early and inspecting the store exterior and interior for issues or safety concerns
  • Disarming security systems and retrieving keys
  • Checking HVAC and lighting systems and turning on all equipment
  • Cleaning and tidying the sales floor, restocking shelves and displays
  • Counting and verifying starting cash in registers
  • Starting up POS systems and testing if they’re working correctly
  • Preparing fitting rooms and customer areas (clothing stores)
  • Setting up promotional displays
  • Assigning roles and briefing staff on daily goals
  • Emphasizing safety protocols and security measures

Store closing procedure topics

  • Counting cash in registers and cross-checking with sales
  • Preparing bank deposits and storing cash securely
  • Documenting inventory issues, such as missing or damaged items
  • Cleaning the store, restocking, and disposing of expired products
  • Turning off lights, electronics, POS systems, and other equipment
  • Locking doors, windows, and activating alarms
  • Final walkthrough to maintain safety and make sure that no customers remain
  • Employee clock-out procedures and team debrief
  • Communication and documentation of incidents or notable events

How can training improve efficiency in store opening and closing procedures?

Training gives your retail team clear, consistent guidance and tools to perform tasks accurately and quickly. Below are some particular elements of training that can help improve the efficiency of store opening and closing procedures.

  • Consistency: Training gives your team standard steps to follow so they can make fewer mistakes and deliver the same quality of service every day.
  • Employee confidence: Employees gain a clearer understanding of the requirements for each opening and closing task, allowing them to perform their job with confidence. 
  • Use of checklists: Tools, such as checklists and tutorial videos, are provided in training to prevent your team from skipping important tasks. 
  • Use of technology: Your team gets the opportunity to learn about modern tools and apps that can speed up key opening and closing procedures. 
  • Performance tracking: Managers are given insights into the store opening and closing performance of each employee, which can be used as a reference for feedback and development.
  • Time conservation: Well-trained employees know how to sequence and prioritize tasks logically, saving time and reducing delays.

Maintain secure and fully operational retail stores with SC Training

Store opening and closing procedures are vital to the operational readiness and financial security of your store. It makes sure shelves are well-stocked and creates a welcoming atmosphere for customers. Additionally, these procedures are crucial for tracking the sales performance and productivity of the store and its staff. 

Aside from its store opening and closing lessons, the SC Training library also includes courses on relevant skills like communication and cash handling. Its microlearning format makes it easy to deliver bite-sized training sessions to your team, resulting in higher completion rates. 

Unlock smoother operations with store opening and closing procedures training for retail. Join SC Training today.

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