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training checklist

1. Attendance and Punctuality

Arrive at the store no later than 9:45 AM

Turn off the alarm by 10 AM or notify the company President if not done

Set the alarm the night before no later than 9 PM (8 PM on Saturdays, 6 PM on Sundays)

If running late, contact John immediately

2. Lunch and Break Policy

Do not leave the store during work hours when alone

Notify John before leaving for lunch and return promptly

Leave a note on the door indicating the expected return time (e.g., "Will return at 4:15")

Punch out for lunch in ADP, except when running a bank deposit

3. Daily Equipment Checks

Ensure both Pax machines are on the Shift4 app before 10 AM and plugged in to charge when leaving

Sign into the store tablet every morning and keep it ready for use

Log into your store email each morning and monitor throughout the day

4. Order Management

Print the "Report open order sales summary" from Storis every morning the day before deliveries

Wait until 1-2 PM before rescheduling if merchandise is not reserved

Finalize any next-day order adjustments by 4:30 PM

Complete bank deposits by 11 AM the next morning with the deposit slip in the Sleep Lab

5. Cash and Check Procedures

Follow the check procedure outlined in the Sleep Lab, including entering the Certegy station number

Inform the salesperson if accepting cash and leave a note on the desk

Prepare the deposit slip for the bank

6. Cleanliness and Store Maintenance

Vacuum/sweep daily, take out garbage, and wipe down all surfaces

Clean front windows and organize the back room

Ensure sales tags on beds are current and accurate

7. Customer Interaction and Service

Answer phone calls and check for voicemails throughout the day

Handle customer issues and notify the Store Manager and DM when necessary

Do not submit refunds without consulting John or the Store Manager

8. Sales and Commission Tracking

Keep track of commissions and make necessary adjustments in Storis

Follow the agreed-upon commission split with coworkers at the start of the shift

Understand and adhere to the commission pay periods (2 weeks, Sunday to Saturday)

9. Scheduling and Time Off Requests

Check the store email for your schedule and communicate any changes to John

Submit time-off requests to John at least 2 weeks in advance

Attempt to cover shifts if sick and notify John of any absences

10. Compliance with Policies

Discuss all policies with customers before they leave, including comfort exchange and price match guarantees

Ensure customers sign the terms and conditions at the desk or on the tablet

11. Daily Checklists

Complete the Opening and Closing Checklists daily

Use the Post Sale Checklist with every customer when finalizing sales

12. Inventory Management

Conduct ISTs every 2 weeks and verify received merchandise against orders

Follow procedures for floor samples, including pricing and delivery limitations

13. Warranty and Return Procedures

Submit warranty claims with required customer documentation

Follow the in/out form process for any exchanges, ensuring compliance with company policies

14. Communication

Maintain open communication with coworkers and management

Use the 7-steps sales process consistently with every customer

15. Customer Financing Options

Understand financing options and procedures, including Synchrony and Koalafi

Ensure all necessary documents are completed and submitted correctly

16. Google Reviews and Customer Feedback

Request Google reviews from every customer before they leave the store

17. Attention to Detail

Regularly check and ensure the cleanliness and organization of the store

Verify the accuracy of sales tags and promotional materials

18. Emergency Procedures

Know the protocols for handling repairs, maintenance issues, or emergencies in the store

This checklist is designed to ensure that all employees are aware of their responsibilities and the procedures in place to maintain a high standard of service and operations within the retail environment.

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