Merchandiser Templates

Merchandiser Templates

There is a huge number of templates that someone in the Merchandiser 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 Merchandiser. 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. Product Performance Analysis
4. Promotional Campaign Plan
5. Visual Merchandising Guidelines
6. Competitor Analysis Template
7. Merchandise Assortment Plan
8. Store Visit Checklist
9. Pricing Strategy Spreadsheet
10. Merchandise Return Authorization Form

Reports

Reports are often prepared by a Merchandiser 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. Product Performance Report
4. Market Trends Report
5. Competitor Analysis Report
6. Pricing Analysis Report
7. Promotional Campaign Report
8. Customer Feedback Report
9. Visual Merchandising Report
10. Profitability 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 Merchandiser does and how they do it.

1. Store Display Setup SOP
2. Inventory Management SOP
3. Product Pricing SOP
4. Visual Merchandising SOP
5. Sales Promotion SOP
6. Stock Replenishment SOP
7. Product Return Handling SOP
8. Customer Service SOP
9. Store Opening and Closing SOP
10. Merchandise Ordering SOP

Presentations

Merchandiser 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. Sales Performance Analysis
2. Product Launch
3. Store Layout Optimization
4. Competitive Market Analysis
5. Visual Merchandising Strategy

Legal Docs

There are several key times when a Merchandiser 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. Sales Contract Template
5. Lease Agreement Template

Health & Safety Templates

Health & Safety templates for a Merchandiser ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Health and Safety Training Record Template

Calendars

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

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

Invoice Templates

Several types of Merchandiser 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. Commission Invoice
4. Expense Invoice
5. Return Invoice

Survey Templates

For a Merchandiser to get insights related to the work they do, they need to send out Merchandiser 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. Brand Awareness Survey
5. Market Research Survey

Meeting Agendas

Having premade Merchandiser 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. Inventory Management Meeting
3. Marketing Strategy Meeting
4. Product Launch Planning Meeting
5. Team Performance Evaluation Meeting

Budget Templates

To manage finances well, a Merchandiser 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 Merchandiser 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. Product Performance Dashboard
4. Marketing Campaign Dashboard
5. Competitive Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Merchandiser 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. New Product Launch Proposal
3. Store Layout and Visual Merchandising Proposal
4. Inventory Management and Stock Replenishment Proposal
5. Customer Loyalty Program 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 Merchandiser 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.