Run Retail Online BOPIS Pickup Audit — Free

Pickup Area Readiness

Pickup area is clearly designated and easy to locate critical (required)

Yes No N/A

BOPIS signage is visible and accurate critical (required)

Yes No N/A

Waiting area is clean, organized, and free of obstructions

Yes No N/A

Order staging area is secure and not accessible to unauthorized customers critical (required)

Yes No N/A

Order Readiness and Pickup Timing

Order was ready by the promised pickup time critical (required)

Yes No N/A

Customer was notified promptly when the order was ready

Yes No N/A

Any delay in pickup was communicated clearly to the customer

Yes No N/A

Actual pickup time

Record the date and time the customer received the order.

Identity Verification

Customer identity was verified before order release critical (required)

Yes No N/A

Accepted ID matched the pickup order details critical (required)

Yes No N/A

Verification process followed store policy critical (required)

Yes No N/A

Any exceptions to ID verification were documented

Yes No N/A

Substitution Handling

Customer was informed of substitutions before pickup critical (required)

Yes No N/A

Substituted items matched approved alternatives

Yes No N/A

Customer approval was obtained for any required substitution changes critical (required)

Yes No N/A

Substitution notes were clear and complete in the order record

Yes No N/A

Customer Handoff and Service Quality

Order was handed off to the correct customer critical (required)

Yes No N/A

Associate was courteous and professional during pickup

Pickup process was completed efficiently

Additional comments or observations

Use this field to capture any notable issues, best practices observed, or follow-up recommendations.

Get your results

Enter your email — we'll send you a PDF of your filled-out template. We won't sign you up to anything; you can opt in to the trial from the email if you want.

Email (required)

Your name (optional)

Run: Retail Online BOPIS Pickup Audit

Pickup Area Readiness

Order Readiness and Pickup Timing

Identity Verification

Substitution Handling

Customer Handoff and Service Quality

Get your results