Looking for Sales Assistant (General) Templates to download? See the main templates that a Sales Assistant (General) would use in their day-to-day work.
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Sales Assistant (General) Templates
Contents
Sales Assistant (General) Templates
There is a huge number of templates that someone in the Sales Assistant (General) 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 Sales Assistant (General). 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 Database
3. Sales Forecast
4. Product Catalog
5. Purchase Order
6. Sales Invoice
7. Sales Presentation
8. Sales Performance Tracker
9. Sales Meeting Agenda
10. Sales Training Manual
Reports
Reports are often prepared by a Sales Assistant (General) 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. Sales by Product Category Report
5. Sales by Store Location Report
6. Sales by Salesperson Report
7. Sales by Customer Report
8. Sales by Promotion Report
9. Sales by Time of Day 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 Sales Assistant (General) does and how they do it.
1. Sales Report Template
2. Customer Complaint Resolution Template
3. Inventory Management Template
4. Product Knowledge Training Template
5. Sales Target Tracking Template
6. Visual Merchandising Template
7. Sales Meeting Agenda Template
8. Customer Follow-up Template
9. Sales Performance Evaluation Template
10. Sales Promotion Template
Presentations
Sales Assistant (General) 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
2. Product Launch
3. Customer Feedback Analysis
4. Competitor Analysis
5. Sales Training and Development
Legal Docs
There are several key times when a Sales Assistant (General) 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. Sales Invoice Template
5. Return and Refund Policy Template
Health & Safety Templates
Health & Safety templates for a Sales Assistant (General) 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 Sales Assistant (General) calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Sales Calendar
2. Promotional Calendar
3. Inventory Management Calendar
4. Staff Schedule Calendar
5. Marketing Campaign Calendar
Invoice Templates
Several types of Sales Assistant (General) invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Sales Invoice: This template is used to bill customers for products or services sold by the retail store.
2. Purchase Invoice: This template is used to record and track purchases made by the retail store from suppliers or vendors.
3. Credit Memo: This template is used to issue credit to customers for returned or damaged goods.
4. Proforma Invoice: This template is used to provide a preliminary invoice to customers before the actual sale is made.
5. Expense Invoice: This template is used to record and track expenses incurred by the retail store, such as utility bills or office supplies
Survey Templates
For a Sales Assistant (General) to get insights related to the work they do, they need to send out Sales Assistant (General) 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. Sales Performance Survey
5. Market Research Survey
Meeting Agendas
Having premade Sales Assistant (General) 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 Meeting
2. Monthly Sales Review Meeting
3. Product Training Meeting
4. Customer Feedback Meeting
5. Inventory Planning Meeting
Budget Templates
To manage finances well, a Sales Assistant (General) 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. Marketing and Advertising Budget
Dashboards
Dashboards are a useful way for a Sales Assistant (General) 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 Sales Assistant (General) 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 Report Proposal
2. New Product Launch Proposal
3. Promotional Campaign Proposal
4. Customer Loyalty Program Proposal
5. Inventory Management 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 Sales Assistant (General) 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.
