Merchant Templates

Merchant Templates

There is a huge number of templates that someone in the Merchant 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 Merchant. 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. Sales Forecast
3. Inventory Management Spreadsheet
4. Purchase Order Template
5. Customer Order Form
6. Price List
7. Sales Presentation Template
8. Sales Performance Dashboard
9. Sales Territory Analysis
10. Sales Commission Calculator

Reports

Reports are often prepared by a Merchant 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. Customer Satisfaction Report
4. Profit and Loss Statement
5. Sales Forecast Report
6. Market Research Report
7. Competitor Analysis Report
8. Sales Conversion Report
9. Sales by Product Category Report
10. Sales by Region 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 Merchant does and how they do it.

1. Sales Order Processing Template
2. Inventory Management Template
3. Customer Relationship Management Template
4. Sales Forecasting Template
5. Pricing Strategy Template
6. Sales Performance Evaluation Template
7. Lead Generation Template
8. Sales Training Template
9. Sales Report Template
10. Sales Territory Management Template

Presentations

Merchant 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 Overview
2. Product Launch Presentation
3. Customer Engagement Strategy
4. Market Analysis and Trends
5. Sales Training and Development

Legal Docs

There are several key times when a Merchant 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. Purchase Order Template
4. Invoice Template
5. Employment Contract Template

Health & Safety Templates

Health & Safety templates for a Merchant 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 Response Plan Template
5. Health and Safety Training Record Template

Calendars

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

1. Sales Target Calendar
2. Sales Performance Calendar
3. Sales Meeting Calendar
4. Sales Promotion Calendar
5. Sales Training Calendar

Invoice Templates

Several types of Merchant 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 bill customers for products or services sold.
2. Purchase Invoice: This invoice is used to record purchases made from suppliers or vendors.
3. Proforma Invoice: This invoice is used to provide a detailed quote or estimate to customers before the actual sale.
4. Credit Memo: This invoice is used to issue credit to customers for returned or faulty products.
5. Statement Invoice: This invoice is used to provide a summary of all outstanding invoices and payments due from customers

Survey Templates

For a Merchant to get insights related to the work they do, they need to send out Merchant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. Sales Performance Survey
5. Competitive Analysis Survey

Meeting Agendas

Having premade Merchant 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 Team Performance Review Meeting
2. Monthly Sales Forecast Meeting
3. Product Development Strategy Meeting
4. Customer Relationship Management Meeting
5. Sales Training and Coaching Session

Budget Templates

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

1. Sales Revenue Budget Template
2. Operating Expense Budget Template
3. Cash Flow Budget Template
4. Marketing Budget Template
5. Capital Expenditure Budget Template

Dashboards

Dashboards are a useful way for a Merchant to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Customer Acquisition Dashboard
3. Inventory Management Dashboard
4. Marketing Campaign Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Merchant 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 Forecast Proposal
2. New Product Launch Proposal
3. Marketing Campaign Proposal
4. Customer Retention Strategy Proposal
5. Sales 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 Merchant 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.