Shelf Filler Templates

Shelf Filler Templates

There is a huge number of templates that someone in the Shelf Filler 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 Shelf Filler. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Inventory Spreadsheet
2. Replenishment Order Form
3. Price Change Request Template
4. Product Return Form
5. Shelf Planogram Template
6. Sales Report Spreadsheet
7. Employee Schedule Template
8. Training Checklist
9. Safety Inspection Form
10. Performance Evaluation Template

Reports

Reports are often prepared by a Shelf Filler 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. Replenishment Report
4. Out-of-Stock Report
5. Shelf Space Report
6. Product Performance Report
7. Price Change Report
8. Promotional Activity Report
9. Customer Feedback Report
10. Employee Productivity 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 Shelf Filler does and how they do it.

1. Opening Procedures
2. Stock Replenishment
3. Product Pricing
4. Inventory Management
5. Customer Service
6. Merchandise Display
7. Cleaning and Sanitization
8. Cash Handling
9. Closing Procedures
10. Safety and Security

Presentations

Shelf Filler 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. Product Display Analysis
3. Inventory Management Overview
4. Customer Feedback Analysis
5. Promotional Campaign Results

Legal Docs

There are several key times when a Shelf Filler 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. Incident Report Template
4. Performance Evaluation Template
5. Time Off Request Template

Health & Safety Templates

Health & Safety templates for a Shelf Filler 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. Training Attendance Record Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

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

1. Monthly Sales Calendar
2. Inventory Replenishment Calendar
3. Promotional Events Calendar
4. Staff Schedule Calendar
5. Product Launch Calendar

Invoice Templates

Several types of Shelf Filler 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 record the sales made by the shelf filler in a given month.
2. Purchase Invoice: This invoice is used to document the purchases made by the shelf filler for restocking the shelves.
3. Expense Invoice: This invoice is used to track and record any expenses incurred by the shelf filler during their job.
4. Supplier Invoice: This invoice is used to document the invoices received from suppliers for the products purchased.
5. Salary Invoice: This invoice is used to generate the shelf filler’s monthly salary, including any additional bonuses or deductions

Survey Templates

For a Shelf Filler to get insights related to the work they do, they need to send out Shelf Filler 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 Engagement Survey
5. Inventory Management Survey

Meeting Agendas

Having premade Shelf Filler 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. Monthly Team Meeting
2. Inventory Review Meeting
3. Sales Performance Meeting
4. Product Training Meeting
5. Safety and Compliance Meeting

Budget Templates

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

1. Monthly Income and Expense Tracker
2. Grocery Budget Template
3. Transportation Budget Template
4. Personal Care Budget Template
5. Entertainment Budget Template

Dashboards

Dashboards are a useful way for a Shelf Filler 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. Product Performance Dashboard
4. Employee Productivity Dashboard
5. Customer Satisfaction Dashboard

Proposal Templates

For bidding or requesting work, a Shelf Filler 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 Product Restocking Proposal
2. Shelf Organization and Inventory Proposal
3. Promotional Display Proposal
4. Seasonal Merchandising Proposal
5. Supplier Evaluation and Selection 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 Shelf Filler 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.