
Retail Stocking Merchandising and Shelf Management SWMS
- 100% Compliant with Australian WHS Acts & Regulations
- Fully Editable MS Word & PDF Formats Included
- Pre-filled Content – Ready to Deploy Immediately
- Customisable – Easily Add Your Logo & Site Details
- Includes 2 Years of Free Compliance Updates
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Upload your logo and company details — we'll customise all your documents automatically.
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Product Overview
This Retail Stocking Merchandising and Shelf Management SWMS is a comprehensive Safe Work Method Statement designed to identify hazards and implement controls for retail stocking, merchandising, and display activities to support WHS compliance in Australian workplaces. It provides end-to-end coverage of all key tasks involved in retail stock handling, display unit setup, and shelf management to help you manage retail safety risks effectively.
Activities & Specific Tasks Covered
This document includes specific risk controls for:
- Safe setup, positioning, and securing of display units to prevent collapse or instability
- Operation and use of electronic and app-based reorder technology for stock management
- Product merchandising techniques that minimise trip hazards and maintain safe customer access
- Replenishing stock on shelves and gondolas while controlling manual handling and traffic risks
- Restocking products on high shelves using step ladders, platform ladders, and appropriate access equipment
- Setting up promotional displays, end caps, and floor stands without obstructing aisles or emergency exits
- Installation, loading, and restocking of vending machines, including electrical isolation and crush prevention
- Safe unpacking of cartons, use of box cutters, and disposal of packaging to prevent cuts and slips
- Use of trolleys, pallet jacks, and stock carts in shared customer and staff areas
- Traffic management and segregation of stocking activities from customers during trading hours
- Housekeeping controls to keep aisles, back-of-house areas, and storerooms clear and accessible
- Emergency procedures, incident reporting, and response to spills or falling merchandise
Who is this for?
This SWMS is designed for supermarket and grocery staff, retail store teams, merchandisers, vending operators, labour hire personnel, and site supervisors responsible for retail stocking and display activities.
Specific Job Steps & Hazards Covered
| Job Step / Activity | Potential Hazards |
|---|---|
| Pre-start planning and briefing |
|
| Site inspection and area isolation |
|
| Receiving and staging stock |
|
| Manual handling and ergonomics |
|
| Use of trolleys and pallet jacks |
|
| Display unit setup and relocation |
|
| Product merchandising and shelf management |
|
| Replenishing and restocking high shelves |
|
| Setting up promotional and seasonal displays |
|
| Operating reorder and scanning technology |
|
| Vending machine installation |
|
| Vending machine restocking and servicing |
|
| Housekeeping, waste and packaging disposal |
|
| Close-out, review and handover |
|
Need to add specific site requirements?
Don't worry if a specific job step isn't listed above. Once you purchase, simply log in to your Client Portal and add your own custom job steps at no extra cost. We take care of the hard work—creating the hazards and control measures for free—to ensure your document is compliant within minutes.
Legislation & References
This document was researched and developed to align with:
- Work Health and Safety Act 2011
- Work Health and Safety Regulations 2017
- Managing Risks of Hazardous Manual Tasks Code of Practice: Guidance on identifying, assessing, and controlling manual handling risks in stocking and merchandising tasks
- How to Manage Work Health and Safety Risks Code of Practice: Framework for risk management applied to all retail stocking and display activities
- Managing the Work Environment and Facilities Code of Practice: Requirements for safe aisles, access, lighting, and amenities in retail environments
- First Aid in the Workplace Code of Practice: Provisions for first aid arrangements relevant to cuts, sprains, and other retail-related injuries
- AS 1657 – Fixed platforms, walkways, stairways and ladders: Referenced for safe access to high shelving where applicable
Standard SWMS Features (Click to Expand)
- Operational guidelines, with a step-by-step approach to safe work
- Possible hazards that may be encountered
- Step-by-step safety procedures to follow
- Before work starts – Guidelines and Checks
- Safety measures and guides
- Operational Safety Checks
- Before and After Risk Ratings
- Risk Assessment Matrix
- High Risk Work Involved
- Emergency Evacuation Procedure
- Plant and Equipment
- Qualifications and Permits
- Specific Personal Protective Equipment (PPE)
- Company Personnel Sign-off form
Suitable for Industries
$96.8
Includes all formats + 2 years updates

Retail Stocking Merchandising and Shelf Management SWMS
- • 100% Compliant with Australian WHS Acts & Regulations
- • Fully Editable MS Word & PDF Formats Included
- • Pre-filled Content – Ready to Deploy Immediately
- • Customisable – Easily Add Your Logo & Site Details
- • Includes 2 Years of Free Compliance Updates
Retail Stocking Merchandising and Shelf Management SWMS
Product Overview
This Retail Stocking Merchandising and Shelf Management SWMS is a comprehensive Safe Work Method Statement designed to identify hazards and implement controls for retail stocking, merchandising, and display activities to support WHS compliance in Australian workplaces. It provides end-to-end coverage of all key tasks involved in retail stock handling, display unit setup, and shelf management to help you manage retail safety risks effectively.
Activities & Specific Tasks Covered
This document includes specific risk controls for:
- Safe setup, positioning, and securing of display units to prevent collapse or instability
- Operation and use of electronic and app-based reorder technology for stock management
- Product merchandising techniques that minimise trip hazards and maintain safe customer access
- Replenishing stock on shelves and gondolas while controlling manual handling and traffic risks
- Restocking products on high shelves using step ladders, platform ladders, and appropriate access equipment
- Setting up promotional displays, end caps, and floor stands without obstructing aisles or emergency exits
- Installation, loading, and restocking of vending machines, including electrical isolation and crush prevention
- Safe unpacking of cartons, use of box cutters, and disposal of packaging to prevent cuts and slips
- Use of trolleys, pallet jacks, and stock carts in shared customer and staff areas
- Traffic management and segregation of stocking activities from customers during trading hours
- Housekeeping controls to keep aisles, back-of-house areas, and storerooms clear and accessible
- Emergency procedures, incident reporting, and response to spills or falling merchandise
Who is this for?
This SWMS is designed for supermarket and grocery staff, retail store teams, merchandisers, vending operators, labour hire personnel, and site supervisors responsible for retail stocking and display activities.
Specific Job Steps & Hazards Covered
| Job Step / Activity | Potential Hazards |
|---|---|
| Pre-start planning and briefing |
|
| Site inspection and area isolation |
|
| Receiving and staging stock |
|
| Manual handling and ergonomics |
|
| Use of trolleys and pallet jacks |
|
| Display unit setup and relocation |
|
| Product merchandising and shelf management |
|
| Replenishing and restocking high shelves |
|
| Setting up promotional and seasonal displays |
|
| Operating reorder and scanning technology |
|
| Vending machine installation |
|
| Vending machine restocking and servicing |
|
| Housekeeping, waste and packaging disposal |
|
| Close-out, review and handover |
|
Need to add specific site requirements?
Don't worry if a specific job step isn't listed above. Once you purchase, simply log in to your Client Portal and add your own custom job steps at no extra cost. We take care of the hard work—creating the hazards and control measures for free—to ensure your document is compliant within minutes.
Legislation & References
This document was researched and developed to align with:
- Work Health and Safety Act 2011
- Work Health and Safety Regulations 2017
- Managing Risks of Hazardous Manual Tasks Code of Practice: Guidance on identifying, assessing, and controlling manual handling risks in stocking and merchandising tasks
- How to Manage Work Health and Safety Risks Code of Practice: Framework for risk management applied to all retail stocking and display activities
- Managing the Work Environment and Facilities Code of Practice: Requirements for safe aisles, access, lighting, and amenities in retail environments
- First Aid in the Workplace Code of Practice: Provisions for first aid arrangements relevant to cuts, sprains, and other retail-related injuries
- AS 1657 – Fixed platforms, walkways, stairways and ladders: Referenced for safe access to high shelving where applicable
Standard SWMS Features (Click to Expand)
- Operational guidelines, with a step-by-step approach to safe work
- Possible hazards that may be encountered
- Step-by-step safety procedures to follow
- Before work starts – Guidelines and Checks
- Safety measures and guides
- Operational Safety Checks
- Before and After Risk Ratings
- Risk Assessment Matrix
- High Risk Work Involved
- Emergency Evacuation Procedure
- Plant and Equipment
- Qualifications and Permits
- Specific Personal Protective Equipment (PPE)
- Company Personnel Sign-off form
$96.8