Store Audit: How to Perform a Store Audit

Last updated: March 10, 2026

Overview

  • Performing an audit in Progress Retail is straightforward.

  • Once you are on-site at a store location, you select the relevant audit template and work through each question, adding comments and photos where required or applicable.

Step-by-Step: Conducting an Audit

Navigate to the Audit section from the left sidebar.

  1. Select the audit template you want to use (e.g., Safety Audit, Visual Merchandising Audit).

  2. Confirm the store you are visiting and tap Start Audit.

  3. Answer each question as it appears. Question types may include:

  • Yes / No responses

  • Scored responses (e.g., 2 out of 3)

  1. Add comments where relevant. If a question requires a comment, you must complete this before moving on.

  2. Attach photos where required or as supporting evidence. Tap the attachment option and take or upload a photo.

  3. Continue through all questions, tapping Next after each one.

  4. Once all questions are complete, review your answers on the summary screen.

  5. Tap Submit to complete the audit. The results will be recorded and available in reporting immediately.

Tips

  • The platform tracks how long each audit takes, so work methodically and avoid leaving an audit open without completing it.

  • Use the comments field to provide context for any scored or non-compliant answers — this helps leadership understand the full picture.

  • Photos are valuable evidence — use them even when not required to support your findings.