Shop Assistant Templates

Shop Assistant Templates

There is a huge number of templates that someone in the Shop 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 Shop 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. Purchase Order
4. Customer Complaint Form
5. Staff Schedule
6. Cash Register Reconciliation
7. Product Price List
8. Return Authorization Form
9. Employee Performance Evaluation
10. Weekly Sales Forecast

Reports

Reports are often prepared by a Shop 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. Customer Feedback Report
4. Employee Performance Report
5. Profit and Loss Report
6. Marketing Campaign Report
7. Product Performance Report
8. Stock Replenishment Report
9. Customer Demographics Report
10. Competitor 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 Shop Assistant does and how they do it.

1. Opening Procedures
2. Closing Procedures
3. Cash Handling Procedures
4. Customer Service Procedures
5. Inventory Management Procedures
6. Product Display Procedures
7. Sales Promotion Procedures
8. Return and Exchange Procedures
9. Safety and Security Procedures
10. Cleaning and Maintenance Procedures

Presentations

Shop 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 Promotion
3. Customer Feedback Analysis
4. Inventory Management
5. Staff Training and Development

Legal Docs

There are several key times when a Shop 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. Purchase Agreement Template
4. Return and Refund Policy Template
5. Health and Safety Policy Template

Health & Safety Templates

Health & Safety templates for a Shop 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. Personal Protective Equipment (PPE) Assessment Template

Calendars

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

1. Shift Schedule Calendar
2. Sales and Promotions Calendar
3. Inventory Management Calendar
4. Staff Training Calendar
5. Customer Events Calendar

Invoice Templates

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

1. Sales Invoice
2. Purchase Invoice
3. Credit Memo Invoice
4. Proforma Invoice
5. Intercompany Invoice

Survey Templates

For a Shop Assistant to get insights related to the work they do, they need to send out Shop 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 Engagement Survey
5. Market Research Survey

Meeting Agendas

Having premade Shop 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. Monthly Sales Review Meeting
2. Inventory Management Meeting
3. Staff Training and Development Meeting
4. Customer Service Improvement Meeting
5. Marketing and Promotions Planning Meeting

Budget Templates

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

1. Sales Budget Template
2. Expense Budget Template
3. Payroll Budget Template
4. Inventory Budget Template
5. Cash Flow Budget Template

Dashboards

Dashboards are a useful way for a Shop 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 Engagement Dashboard
4. Marketing Campaign Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Shop 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. Visual Merchandising Proposal
4. Customer Loyalty Program 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 Shop 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.