Retail Forms & Useful Docs

Here you will find all the retail forms, spreadsheets and other useful documents, which TheRetailCoach has produced for independent retail business owners and managers to use in their business.

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Retailer Resources

Customer Layaway Invoice: Offering your customers a layaway service can be a profitable part of your retail shop business. Having a clear layaway policy is important to avoid any misunderstandings with your customers.

Glossary: Key Retail Measures & Calculations: Regular assessment of your shop's performance is vital to the success of your retail business.
Here's a list of the key measures and calculations to help you manage your retail shop's performance.

Weekly Customer Count Form: Keeping a count of your customers will provide valuable data to help inform your retail business decisons and control key costs.

Daily Task List: There's always a multitude of things to do when running your own retail shop.
Use this form to list tasks that need to be undertaken each day by you and your staff.

Christmas Savings Club - Customer Record Sheet: Print off and use this form (MS Excel format) to record customer deposits when running a Christmas Savings Club in your shop.

Retailing - Key Drivers: Like all businesses, retailers operate in an ever changing environment. These changes may present new opportunities or, equally, they may pose threats to the viability of the business.

The 12 P's of Retailing: Whether a multi-national retail chain or a small, independent shop, creating a compelling and credible retail proposition in today's marketplace demands thorough management planning, implementation, monitoring and review.

DOWNLOAD: Job Applicant Comparison Form: Use this form to help you make the right appointment decision when recruiting retail staff for your shop.

DOWNLOAD: Accident & Incident Report Form: Use this form to record details of accidents or incidents which occur on your retail site.