Route Salesperson Templates

Route Salesperson Templates

There is a huge number of templates that someone in the Route Salesperson 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 Route Salesperson. 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. Customer Order Form
3. Inventory Spreadsheet
4. Route Schedule
5. Expense Report
6. Sales Presentation
7. Product Price List
8. Customer Feedback Form
9. Sales Forecast
10. Sales Territory Map

Reports

Reports are often prepared by a Route Salesperson 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. Customer Satisfaction Report
3. Inventory Management Report
4. Route Efficiency Report
5. Product Performance Report
6. Competitor Analysis Report
7. Sales Forecasting Report
8. Expense Tracking Report
9. Customer Acquisition Report
10. Sales Territory 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 Route Salesperson does and how they do it.

1. Sales Visit SOP
2. Customer Relationship Management SOP
3. Inventory Management SOP
4. Order Processing SOP
5. Product Presentation SOP
6. Sales Reporting SOP
7. Route Planning SOP
8. Customer Complaint Handling SOP
9. Sales Target Achievement SOP
10. Sales Training SOP

Presentations

Route Salesperson 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 Report
2. Customer Satisfaction Analysis
3. New Product Launch Presentation
4. Territory Expansion Proposal
5. Competitive Analysis Overview

Legal Docs

There are several key times when a Route Salesperson 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. Sales Report Template

Health & Safety Templates

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

1. Monthly Safety Inspection Checklist
2. Accident/Incident Report Form
3. Personal Protective Equipment (PPE) Assessment Form
4. Vehicle Inspection Checklist
5. Safety Training Attendance Record

Calendars

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

1. Monthly Sales Calendar
2. Customer Visit Calendar
3. Product Promotion Calendar
4. Route Planning Calendar
5. Sales Target Calendar

Invoice Templates

Several types of Route Salesperson 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 the products or services they have purchased from the salesperson.
2. Delivery Invoice: This invoice is used to document the delivery of products to customers and includes details such as quantity, price, and delivery date.
3. Commission Invoice: This invoice is used to calculate and bill customers for any commission earned by the salesperson on sales made.
4. Expense Invoice: This invoice is used to reimburse the salesperson for any business-related expenses incurred during their route sales activities.
5. Credit Invoice: This invoice is used to issue credits or refunds to customers for returned or faulty products, or for any other reason requiring a credit adjustment

Survey Templates

For a Route Salesperson to get insights related to the work they do, they need to send out Route Salesperson 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 Route Salesperson 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. Territory Planning Meeting
3. Product Training Meeting
4. Customer Relationship Meeting
5. Team Collaboration Meeting

Budget Templates

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

1. Sales Revenue Budget
2. Expense Budget
3. Sales Commission Budget
4. Travel and Entertainment Budget
5. Vehicle Maintenance Budget

Dashboards

Dashboards are a useful way for a Route Salesperson 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. Route Optimization Dashboard
5. Sales Target Achievement Dashboard

Proposal Templates

For bidding or requesting work, a Route Salesperson 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. Customer Retention Strategy Proposal
4. Territory Expansion 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 Route Salesperson 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.