Retail Sales Assistant Templates

There is a huge number of templates that someone in the Retail 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 Retail 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. Sales Report
2. Inventory Spreadsheet
3. Customer Complaint Form
4. Purchase Order Template
5. Shift Schedule
6. Sales Forecast
7. Product Price List
8. Employee Performance Evaluation
9. Sales Training Manual
10. Expense Report

Reports

Reports are often prepared by a Retail 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 Performance Report
2. Inventory Report
3. Customer Satisfaction Report
4. Employee Performance Report
5. Profit and Loss Report
6. Sales by Product Category Report
7. Sales by Store Location Report
8. Sales by Customer Segment Report
9. Sales by Promotional Campaign Report
10. Sales Forecast 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 Retail Sales Assistant does and how they do it.

1. Opening and Closing Procedures
2. Cash Handling and Register Operations
3. Customer Service and Sales Techniques
4. Inventory Management and Stock Replenishment
5. Visual Merchandising and Store Presentation
6. Product Knowledge and Training
7. Returns and Exchange Policies
8. Store Security and Loss Prevention
9. Team Communication and Collaboration
10. Health and Safety Guidelines

Presentations

Retail 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 Report
2. Product Training Presentation
3. Customer Service Review
4. New Product Launch
5. Visual Merchandising Update

Legal Docs

There are several key times when a Retail 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 Contract Template
2. Non-Disclosure Agreement Template
3. Sales Agreement Template
4. Return and Refund Policy Template
5. Customer Complaint Form Template

Health & Safety Templates

Health & Safety templates for a Retail Sales Assistant 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 Retail Sales Assistant calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Sales Calendar
2. Staff Rota Calendar
3. Promotions and Events Calendar
4. Inventory Management Calendar
5. Marketing Campaign Calendar

Invoice Templates

Several types of Retail 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 recording purchases made from suppliers.
3. Credit Invoice – for issuing credit to customers for returns or refunds.
4. Proforma Invoice – for providing a detailed quote or estimate to customers.
5. Intercompany Invoice – for recording transactions between different branches or entities within the retail company

Survey Templates

For a Retail Sales Assistant to get insights related to the work they do, they need to send out Retail 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. Store Experience Survey
4. Employee Performance Survey
5. Market Research Survey

Meeting Agendas

Having premade Retail 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. Customer Service Improvement Meeting
5. Inventory Management Meeting

Budget Templates

To manage finances well, a Retail Sales Assistant 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 Retail 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. Marketing Campaign Dashboard
5. Employee Performance Dashboard

Proposal Templates

For bidding or requesting work, a Retail 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. Customer Loyalty Program Proposal
3. Store Layout and Merchandising Proposal
4. Inventory Management and Ordering 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 Retail 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.

Retail Sales Assistant Templates