Shop Manager Templates

Shop Manager Templates

There is a huge number of templates that someone in the Shop Manager 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 Manager. 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. Employee Schedule
4. Purchase Order
5. Cash Flow Statement
6. Performance Evaluation
7. Marketing Plan
8. Budget Forecast
9. Customer Complaint Log
10. Staff Training Manual

Reports

Reports are often prepared by a Shop Manager 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. Employee Performance Report
5. Customer Satisfaction Report
6. Marketing Campaign Report
7. Cash Flow Report
8. Product Performance Report
9. Stock Replenishment 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 Manager 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. Staff Training Procedures
8. Safety and Security Procedures
9. Visual Merchandising Procedures
10. Performance Evaluation Procedures

Presentations

Shop Manager 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. Staff Performance Review
3. Inventory Management Update
4. Visual Merchandising Plan
5. Customer Feedback Analysis

Legal Docs

There are several key times when a Shop Manager 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 Manager 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 Manager calendars ensures that they can visually see what’s coming up and plan events successfully.

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

Invoice Templates

Several types of Shop Manager 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 store.
2. Purchase Invoice: This invoice is used to record and track the expenses incurred by the retail store for purchasing inventory or supplies.
3. Supplier Invoice: This invoice is received from suppliers for the goods or services provided to the retail store.
4. Credit Memo: This invoice is used to issue credit to customers for returns, refunds, or any other adjustments to their account.
5. Proforma Invoice: This invoice is used to provide customers with a detailed breakdown of costs for goods or services before the actual sale takes place

Survey Templates

For a Shop Manager to get insights related to the work they do, they need to send out Shop Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Employee Satisfaction Survey
4. Market Research Survey
5. Store Performance Survey

Meeting Agendas

Having premade Shop Manager 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 Performance Evaluation Meeting
3. Inventory Management Meeting
4. Marketing and Promotions Planning Meeting
5. Team Training and Development Meeting

Budget Templates

To manage finances well, a Shop Manager 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. Marketing Budget Template

Dashboards

Dashboards are a useful way for a Shop Manager 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. Employee Productivity Dashboard
4. Customer Satisfaction Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Shop Manager 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. Staff Training and Development Proposal
4. Visual Merchandising Proposal
5. Customer Loyalty Program 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 Manager 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.