Looking for Department Store Salesperson Templates to download? See the main templates that a Department Store Salesperson would use in their day-to-day work.
Need one of these templates? Request for it to be built by one of our experts.
Department Store Salesperson Templates
Contents
Department Store Salesperson Templates
There is a huge number of templates that someone in the Department Store Salesperson role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Department Store Salesperson. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Sales Report
2. Customer Feedback Form
3. Inventory Spreadsheet
4. Sales Forecast
5. Commission Calculation Sheet
6. Product Price List
7. Sales Presentation Template
8. Weekly Sales Performance Report
9. Customer Complaint Form
10. Monthly Sales Analysis
Reports
Reports are often prepared by a Department Store Salesperson to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Sales by Department Report
2. Inventory Turnover Report
3. Customer Traffic Report
4. Sales by Employee Report
5. Gross Margin Report
6. Sales by Product Category Report
7. Sales by Store Location Report
8. Sales by Time of Day Report
9. Sales by Payment Method Report
10. Return and Exchange Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Department Store Salesperson does and how they do it.
1. Opening and Closing Procedures
2. Customer Service Guidelines
3. Cash Handling and Register Operations
4. Product Knowledge and Sales Techniques
5. Inventory Management and Stock Replenishment
6. Visual Merchandising and Store Layout
7. Return and Exchange Policies
8. Loss Prevention and Security Measures
9. Team Communication and Collaboration
10. Store Cleaning and Maintenance
Presentations
Department Store Salesperson presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Sales Performance Report
2. New Product Launch Presentation
3. Customer Satisfaction Analysis
4. Visual Merchandising Guidelines
5. Staff Training and Development Program
Legal Docs
There are several key times when a Department Store Salesperson needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Sales Agreement Template
2. Non-Disclosure Agreement Template
3. Employment Contract Template
4. Purchase Order Template
5. Return Policy Template
Health & Safety Templates
Health & Safety templates for a Department Store Salesperson ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Safety Inspection Checklist Template
3. Emergency Evacuation Plan Template
4. First Aid Kit Inspection Template
5. Hazardous Materials Inventory Template
Calendars
Setting up Department Store Salesperson calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Staff Schedule Calendar
3. Promotions and Events Calendar
4. Inventory Management Calendar
5. Marketing Campaign Calendar
Invoice Templates
Several types of Department Store Salesperson invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Invoice: This invoice is used to record sales transactions made by the department store salesperson to customers.
2. Commission Invoice: This invoice is used to calculate and record the commission earned by the salesperson based on their sales performance.
3. Return Invoice: This invoice is used when customers return purchased items, and it helps to track the return process and issue refunds if necessary.
4. Expense Invoice: This invoice is used to record any expenses incurred by the salesperson, such as travel expenses or promotional materials.
5. Reimbursement Invoice: This invoice is used to request reimbursement for any out-of-pocket expenses that the salesperson has paid for on behalf of the department store
Survey Templates
For a Department Store Salesperson to get insights related to the work they do, they need to send out Department Store Salesperson surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Store Experience Survey
4. Employee Performance Survey
5. Market Research Survey
Meeting Agendas
Having premade Department Store Salesperson meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Sales Performance Review Meeting
2. Product Training Meeting
3. Team Collaboration Meeting
4. Customer Feedback Meeting
5. Inventory Management Meeting
Budget Templates
To manage finances well, a Department Store Salesperson would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Sales Revenue Budget
2. Operating Expense Budget
3. Payroll Budget
4. Inventory Budget
5. Capital Expenditure Budget
Dashboards
Dashboards are a useful way for a Department Store Salesperson to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales Performance Dashboard
2. Inventory Management Dashboard
3. Customer Engagement Dashboard
4. Marketing Campaign Dashboard
5. Employee Performance Dashboard
Proposal Templates
For bidding or requesting work, a Department Store Salesperson needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Sales Promotion Proposal
2. Customer Loyalty Program Proposal
3. Visual Merchandising Proposal
4. Inventory Management Proposal
5. Staff Training and Development Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Department Store Salesperson templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
