Wholesaler Templates

Looking for Wholesaler Templates to download? See the main templates that a Wholesaler would use in their day-to-day work.

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Wholesaler Templates

There is a huge number of templates that someone in the Wholesaler 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 Wholesaler. 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. Purchase Order
3. Invoice
4. Inventory Spreadsheet
5. Sales Forecast
6. Customer Database
7. Price List
8. Expense Report
9. Sales Presentation
10. Sales Performance Dashboard


Reports are often prepared by a Wholesaler 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 Analysis Report
3. Customer Satisfaction Report
4. Profit and Loss Statement
5. Sales Forecast Report
6. Market Share Analysis Report
7. Sales by Product Category Report
8. Sales by Customer Report
9. Sales by Region Report
10. Sales by Salesperson Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Wholesaler does and how they do it.

1. Sales Order Processing Template
2. Inventory Management Template
3. Customer Relationship Management Template
4. Sales Forecasting Template
5. Pricing and Discounting Template
6. Product Catalog Template
7. Sales Performance Tracking Template
8. Sales Training and Onboarding Template
9. Sales Reporting Template
10. Sales Territory Management Template


Wholesaler 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 Launch Presentation
3. Quarterly Sales Review
4. Customer Relationship Management (CRM) Analysis
5. Market Trends and Analysis

Legal Docs

There are several key times when a Wholesaler 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. Invoice Template
5. Employment Contract Template

Health & Safety Templates

Health & Safety templates for a Wholesaler ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Monthly Safety Inspection Checklist
2. Accident and Incident Report Form
3. Emergency Evacuation Plan Template
4. Personal Protective Equipment (PPE) Assessment Form
5. Health and Safety Training Attendance Record


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

1. Sales Meeting Calendar
2. Sales Target Calendar
3. Sales Promotion Calendar
4. Sales Training Calendar
5. Sales Performance Calendar

Invoice Templates

Several types of Wholesaler 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 the products they have purchased from the wholesaler.
2. Purchase Invoice: This template is used to record and track the purchases made by the wholesaler from suppliers.
3. Credit Memo: This template is used to issue credit notes to customers for returned or damaged goods.
4. Proforma Invoice: This template is used to provide a preliminary invoice to customers before the actual shipment of goods.
5. Statement of Account: This template is used to provide a summary of all transactions and outstanding balances for a specific customer

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Feedback Survey
3. Market Research Survey
4. Sales Performance Survey
5. Competitive Analysis Survey

Meeting Agendas

Having premade Wholesaler 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. Product Training Meeting
3. Client Relationship Meeting
4. Sales Performance Review Meeting
5. Marketing Strategy Meeting

Budget Templates

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

1. Sales Revenue Budget Template
2. Operating Expense Budget Template
3. Cash Flow Budget Template
4. Inventory Budget Template
5. Capital Expenditure Budget Template


Dashboards are a useful way for a Wholesaler 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 Relationship Management (CRM) Dashboard
4. Financial Analysis Dashboard
5. Sales Forecasting Dashboard

Proposal Templates

For bidding or requesting work, a Wholesaler 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 Forecast Proposal
2. New Product Launch Proposal
3. Pricing Strategy Proposal
4. Marketing Campaign Proposal
5. Customer Retention 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 Wholesaler 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.

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