Shop Keeper Templates

Shop Keeper Templates

There is a huge number of templates that someone in the Shop Keeper 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 Keeper. 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. Employee Schedule
5. Cash Flow Statement
6. Profit and Loss Statement
7. Customer Feedback Form
8. Marketing Plan
9. Expense Tracker
10. Monthly Budget

Reports

Reports are often prepared by a Shop Keeper 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. Profit and Loss Report
4. Customer Satisfaction Report
5. Employee Performance Report
6. Marketing Campaign Report
7. Cash Flow Report
8. Supplier Performance Report
9. Product Performance Report
10. Store Traffic 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 Keeper does and how they do it.

1. Opening Procedures
2. Closing Procedures
3. Cash Handling Procedures
4. Inventory Management Procedures
5. Customer Service Procedures
6. Sales and Promotion Procedures
7. Merchandising Procedures
8. Employee Training Procedures
9. Safety and Security Procedures
10. Store Maintenance Procedures

Presentations

Shop Keeper 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 Report Template
2. Inventory Management Template
3. Customer Feedback Template
4. Marketing Campaign Template
5. Employee Performance Template

Legal Docs

There are several key times when a Shop Keeper 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. Purchase Agreement Template
4. Lease Agreement Template
5. Sales Contract Template

Health & Safety Templates

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

1. Monthly Sales Calendar
2. Staff Schedule Calendar
3. Inventory Management Calendar
4. Promotions and Marketing Calendar
5. Financial Planning Calendar

Invoice Templates

Several types of Shop Keeper 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 they have purchased from the retail shop.
2. Purchase Invoice: This invoice is used to record and track the expenses incurred by the shop for purchasing inventory or supplies.
3. Credit Invoice: This invoice is issued when a customer returns a product and is entitled to a refund or store credit.
4. Proforma Invoice: This invoice is used to provide customers with a detailed breakdown of costs before a sale is finalized.
5. Statement Invoice: This invoice is sent to customers periodically, summarizing all their transactions and outstanding balances with the shop

Survey Templates

For a Shop Keeper to get insights related to the work they do, they need to send out Shop Keeper 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 Shop Keeper 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. Staff Training and Development Meeting
3. Inventory Management Meeting
4. Marketing and Promotions Planning Meeting
5. Customer Service Improvement Meeting

Budget Templates

To manage finances well, a Shop Keeper 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. Cash Flow Budget Template
4. Inventory Budget Template
5. Marketing Budget Template

Dashboards

Dashboards are a useful way for a Shop Keeper 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 Analytics Dashboard
4. Marketing Campaign Dashboard
5. Financial Overview Dashboard

Proposal Templates

For bidding or requesting work, a Shop Keeper 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 Keeper 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.