Pharmacy Sales Assistant Templates

Looking for Pharmacy Sales Assistant Templates to download? See the main templates that a Pharmacy Sales Assistant would use in their day-to-day work.

Need one of these templates? Request for it to be built by one of our experts.

Pharmacy Sales Assistant Templates

There is a huge number of templates that someone in the Pharmacy Sales Assistant 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 Pharmacy Sales Assistant. 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. Customer Complaint Log
4. Purchase Order Template
5. Price List Spreadsheet
6. Sales Performance Dashboard
7. Product Return Form
8. Staff Schedule Template
9. Expense Reimbursement Form
10. Promotional Campaign Plan


Reports are often prepared by a Pharmacy Sales Assistant 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 Report
2. Inventory Report
3. Prescription Fill Report
4. Customer Satisfaction Report
5. Product Performance Report
6. Employee Performance Report
7. Profit and Loss Report
8. Prescription Transfer Report
9. Return and Refund Report
10. Promotional Campaign Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Pharmacy Sales Assistant does and how they do it.

1. Opening Procedures
2. Closing Procedures
3. Cash Handling Procedures
4. Prescription Filling Procedures
5. Inventory Management Procedures
6. Customer Service Procedures
7. Product Return Procedures
8. OTC Medication Sales Procedures
9. Prescription Transfer Procedures
10. Controlled Substance Handling Procedures


Pharmacy Sales Assistant 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. Product Training Presentation
3. Customer Satisfaction Survey Results
4. New Product Launch Presentation
5. Promotional Campaign Analysis Report

Legal Docs

There are several key times when a Pharmacy Sales Assistant 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. Sales Agreement Template
4. Purchase Order Template
5. Return and Refund Policy Template

Health & Safety Templates

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

1. Incident Report Template
2. Hazard Identification Checklist Template
3. First Aid Register Template
4. Safety Meeting Minutes Template
5. Personal Protective Equipment (PPE) Inspection Checklist Template


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

1. Monthly Sales Calendar
2. Inventory Management Calendar
3. Promotional Events Calendar
4. Staff Schedule Calendar
5. Prescription Refill Calendar

Invoice Templates

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

1. Sales Invoice – for recording sales transactions with customers.
2. Purchase Invoice – for documenting purchases made from suppliers.
3. Credit Invoice – for issuing credit to customers for returned or faulty products.
4. Proforma Invoice – for providing a preliminary invoice to customers before the actual sale.
5. Expense Invoice – for recording expenses incurred by the pharmacy, such as utility bills or office supplies

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Employee Engagement Survey
4. Market Research Survey
5. Inventory Management Survey

Meeting Agendas

Having premade Pharmacy Sales Assistant 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. Inventory Management Meeting
5. Customer Service Improvement Meeting

Budget Templates

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

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


Dashboards are a useful way for a Pharmacy Sales Assistant 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 Satisfaction Dashboard
4. Product Performance Dashboard
5. Promotions and Discounts Dashboard

Proposal Templates

For bidding or requesting work, a Pharmacy Sales Assistant 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. Inventory Management Proposal
3. Customer Loyalty Program Proposal
4. Staff Training and Development Proposal
5. Marketing and Advertising Campaign 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 Pharmacy Sales Assistant 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.

Category: Tags: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,