Merchandise Displayer Templates

There is a huge number of templates that someone in the Merchandise Displayer 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 Merchandise Displayer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Sales Report
2. Inventory Management Spreadsheet
3. Visual Merchandising Plan
4. Product Pricing Sheet
5. Promotional Campaign Calendar
6. Store Layout Blueprint
7. Product Placement Guidelines
8. Seasonal Merchandising Checklist
9. Competitor Analysis Template
10. Merchandise Return Log

Reports

Reports are often prepared by a Merchandise Displayer 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 Performance Report
2. Inventory Analysis Report
3. Visual Merchandising Report
4. Product Performance Report
5. Customer Feedback Report
6. Competitor Analysis Report
7. Promotional Campaign Report
8. Store Traffic Report
9. Merchandise Planning Report
10. Trend Analysis 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 Merchandise Displayer does and how they do it.

1. Product Placement SOP
2. Visual Merchandising SOP
3. Window Display SOP
4. Signage and Pricing SOP
5. Inventory Management SOP
6. Store Layout SOP
7. Seasonal Display SOP
8. Promotional Display SOP
9. Fixture and Display Maintenance SOP
10. Sales Floor Organization SOP

Presentations

Merchandise Displayer 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. Product Launch Template
2. Seasonal Display Template
3. Promotional Sale Template
4. Trending Products Template
5. Visual Merchandising Template

Legal Docs

There are several key times when a Merchandise Displayer 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. Employment Agreement Template
2. Non-Disclosure Agreement Template
3. Vendor Agreement Template
4. Lease Agreement Template
5. Product Return Policy Template

Health & Safety Templates

Health & Safety templates for a Merchandise Displayer 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. Personal Protective Equipment (PPE) Assessment Template
5. Hazard Communication Program Template

Calendars

Setting up Merchandise Displayer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Sales Calendar
2. Product Launch Calendar
3. Promotional Events Calendar
4. Visual Merchandising Calendar
5. Inventory Management Calendar

Invoice Templates

Several types of Merchandise Displayer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Sales Invoice
2. Purchase Invoice
3. Inventory Invoice
4. Commission Invoice
5. Expense Invoice

Survey Templates

For a Merchandise Displayer to get insights related to the work they do, they need to send out Merchandise Displayer 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 Layout and Display Evaluation Survey
4. Brand Awareness and Perception Survey
5. Market Research and Consumer Behavior Survey

Meeting Agendas

Having premade Merchandise Displayer 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. Monthly Sales Review Meeting
2. Visual Merchandising Strategy Meeting
3. Product Launch Planning Meeting
4. Inventory Management Meeting
5. Team Training and Development Meeting

Budget Templates

To manage finances well, a Merchandise Displayer would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Sales Budget Template
2. Expense Budget Template
3. Payroll Budget Template
4. Inventory Budget Template
5. Marketing Budget Template

Dashboards

Dashboards are a useful way for a Merchandise Displayer 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. Visual Merchandising Dashboard
4. Customer Engagement Dashboard
5. Competitor Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Merchandise Displayer 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 Visual Merchandising Proposal
2. Seasonal Window Display Proposal
3. Product Placement and Shelving Proposal
4. Promotional Signage and Graphics Proposal
5. Store Layout and Fixture 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 Merchandise Displayer 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.

Merchandise Displayer Templates