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Retail Store Downloads and Forms Library
Looking for ready-to-use retail store forms, templates, spreadsheets, manuals, and handbooks for your retail business? Here's just a sample of the many different retail store resources you can use to help your business run more efficiently, get better organized, and become more profitable.
Join IndependentStoreSuccess.com now and gain IMMEDIATE access to all of our retail store forms, templates, spreadsheets, and manuals. SAVE COUNTLESS HOURS (and money) to create them on your own - they're all available at no additional charge with your membership. We've done the work for you so you don't have to.
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DOWNLOAD: Retail Store Job Descriptions
Having an accurate and detailed job description for each position in your retail store holds your employees accountable so that they meet or exceed your expectations for their positions. Use these retail store job descriptions to communicate your expectations and increase employee performance. . . . more >>
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DOWNLOAD: Retail Store Competition Shop Analysis
Knowing your competitors' pricing, brands carried, sales promotions, and selling strategies is vital for independent retailers. Knowing this information will allow you to set better prices, choose appropriate inventory, schedule sales promotions, and emphasize certain aspects of your store's operation. Use the Retail Store Shop Analysis form to help you manage your findings and compare them to how you run your store. . . . more >>
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DOWNLOAD: Retail Store Telephone Answering Procedures
Your store spends a fortune on advertising and marketing. If your staff is "winging it" when they answer the phone, then you're pouring money down the drain. Use the Retail Store Telephone Answering Procedures to put in place an effective script to help your staff convince the caller to come into your store and buy . . . more >>
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DOWNLOAD: Retail Employee Interview Rating Form
Independent retailers cannot afford to make a bad hiring decision. Bad personnel decisions result in customers shopping elsewhere, unneccessary headaches for your management, and a less desireable environment for your employees to work in. Use the Retail Employee Interview Rating Form to record your observations and thoughts as you interview job applicants so that you hire the right employee for the job . . . more >>
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DOWNLOAD: Retail Store Advertising Campaign Worksheet
Having detailed records of how well (or how poor) each of your advertising campaigns did is crucial in planning out your long term advertising strategy. Unless you track and analyze this information, you will not be able to make accurate decisions on which ones to repeat. Use the Retail Store Advertising Campaign Worksheet to track and analyze all your advertising campaigns . . . more >>
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DOWNLOAD: Retail Store Anti-Harassment Policy
Sexual and discriminatory harassment in your retail store is a very serious issue. No business can be without a clear policy and procedures for dealing with this. Use this template as a guide to document and inform your employees on your store's anti-harassment policy . . . more >>
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DOWNLOAD: Retail Store Yearly Advertising Plan
Putting together a yearly advertising plan for your retail store is vital in allocating your advertising spend. With the amount that you spend on advertising, you can't afford to "wing it". Use the Retail Store Yearly Advertising Plan spreadsheet to help you calculate and plan out your store's yearly advertising expenditures. . . . more >>
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DOWNLOAD: Retail Store Sale Planning Worksheet
Making a sales event a financial success requires that you execute correctly in many different areas. Today's business environment requires that you have a multi-prong marketing and advertising approach. Plan your upcoming sales events using the Retail Store Sales Planning Worksheet so that you use all appropriate marketing tools at your disposal . . . more >>
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DOWNLOAD: Retail Store Special Order Form
Done right, special orders can be easy and profitable sales. Leave any significant details out of the order process and you could be stuck with merchandise you will not be able to sell. Use the Retail Store Special Order Form to make your special order process run smoothly. . . . more >>
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DOWNLOAD: Retail Store Inventory Status Form
Knowing what inventory you have on hand and what is on order for any item is vital to keeping just the right amount of inventory in stock and to reduce the likelihood of overstocking a particular item. Use the Retail Inventory Status Form to monitor where you stand on inventory for particular items. . . . more >>
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DOWNLOAD: Retail Store Inventory Variance Worksheet
Comparing your physical inventory count to your book inventory count allows you to spot shrinkage or carelessness with your inventory control. Use the Retail Store Inventory Variance Worksheet to find any variances in your inventory counts. . . . more >>
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DOWNLOAD: Retail Store Inventory Count Sheet
Knowing how much inventory your store has is important when calculating inventory turns, merchandise purchasing decisions, and your store's profitability. Use the Retail Store Inventory Count Sheet when you take your store's inventory. . . . more >>
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DOWNLOAD: Retail Employee Performance Review Form
Unless your employees know how well they are doing, they probably will not show any improvement in their job performance. Periodic reviews are necessary in order to inform staff how well they are performing in their jobs. Use the Retail Employee Performance Review Form to recognize good performance and point out possible room for improvement. . . . more >>
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DOWNLOAD: Retail Employee Warning Notice Form
When an employee does something or fails to do something according to your store's stated policies, it is necessary to bring this unacceptable behavior to his or her attention. Use the Retail Employee Warning Notice Form to document the occurrence and make the employee aware of the issue so that they do not repeat it again. . . . more >>
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DOWNLOAD: Retail Store Merchandise Return Form
Having an easy to understand return policy and system for processing returns in place is key in keeping your revenue and cash flow loses to a minimum. Download the Retail Store Merchandise Return Form and use it to make your return process run smoothly and avoid future customer service issues. . . . more >>
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DOWNLOAD: Retail Employee Leave of Absence Request
On occassion employees will request a leave of absence without pay from your business. Use the Retail Employee Leave of Absence Form to document this request in writing to protect your business in case the details are questioned in the future . . . more >>
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DOWNLOAD: Retail Employee Annual Attendance Record
Every retailer needs to have a written record of any employee absences. This will help when performing employee reviews as well as disciplining employees for excessive absences. Use the Retail Employee Annual Attendance Record to keep track of your employees' attendance throughout the year . . . more >>
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DOWNLOAD: Retail Employee File Database
Keeping on top of all the details that go with having employees can be a challenge if you're not organized. Use the Retail Employee File Database to track key personnel details of all your employees . . . more >>
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DOWNLOAD: Retail Store Emergency Evacuation Procedures
Retail store owners should never take a chance with safety. Every retail store should have emergency evacuation procedures posted in a visible location that all employees can see. Use the Retail Store Emergency Evacuation Procedures to properly inform your staff on what steps to take in case of fire or another emergency . . . more >>
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DOWNLOAD: Retail Store Payroll Deduction Authorization
It may be necessary to provide your employees with uniforms or even a paycheck advance on certain occassions. Use the Retail Store Payroll Deduction Authorization Form to get your employees' approval to deduct money from their paycheck until the amount is repaid to your store . . . more >>
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DOWNLOAD: Retail Store Petty Cash Form
While most independent retailers prefer to pay for merchandise and services by check or credit card, sometimes paying by cash is necessary. Use the Retail Store Petty Cash Form to manage and account for your petty cash payments . . . more >>
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DOWNLOAD: Retail Store Inventory Receiving Log
Every store needs to have a system in place for tracking merchandise as it is received at the store. Otherwise, you risk not catching mechandise undershipments or outright theft of your inventory. Use the Retail Store Inventory Receiving Log to record all your inventory receiving as it occurs . . . more >>
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