Resources for retail store owners, including forms, manuals, handbooks, spreadsheets, tactics, and strategies to help independent retailers successfully run their retail businesses and thrive against the competition.
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Retail Store Form and Download 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 RetailBusinessOwner.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.

DOWNLOAD: Retail Store Competition Shop Analysis
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 >>
DOWNLOAD: Retail Store Telephone Answering Procedures
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 >>
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 >>
DOWNLOAD: Retail Store Yearly Advertising Plan
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 >>
DOWNLOAD: Retail Store Inventory Status Form
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 >>
DOWNLOAD: Retail Store Return to Vendor Shipping Form
DOWNLOAD: Retail Store Return to Vendor Shipping Form It is important to track any inventory being returned back to the manufacturer or wholesaler. Use the Retail Store Return to Vendor Shipping Form to keep track of any inventory being sent back for credit or refund. . . . more >>
DOWNLOAD: Retail Store Inventory Variance Worksheet
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 >>
DOWNLOAD: Retail Store Inventory Value Worksheet
Keeping track of how much money you have tied up in inventory can be challenging. Use the Retail Store Inventory Value Worksheet to calculate the amount and value of your store's inventory. . . . more >>
DOWNLOAD: Retail Store Inventory Count Sheet
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 >>
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 >>
DOWNLOAD: Retail Employee Warning Notice Form
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 >>
DOWNLOAD: Retail Employee Leave of Absence Request
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 >>
DOWNLOAD: Retail Employee Reference Check Form
The cost of making a bad hire can be huge for any independent retail store. Use the Retail Employee Reference Check Form to verify the work history and experience of prospective applicants. . . . more >>
DOWNLOAD: Retail Employee Annual Attendance Record
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 >>
DOWNLOAD: Retail Employee File Database
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 >>

DOWNLOAD: Retail Employee Vacation Request Form
DOWNLOAD: Retail Employee Vacation Request Form Getting all vacation requests from employees in writing instead of verbally will help you stay organized. Use the Retail Employee Vacation Request Form to help you manage employee absences due to vacations. . . . more >>
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 >>
DOWNLOAD: Retail Store Payroll Deduction Authorization
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 >>
DOWNLOAD: Retail Store Personnel Data Change Form
DOWNLOAD: Retail Store Personnel Data Change Form Staying organized is always a challenge for independent retailers. Use the Retail Store Personnel Data Change Form to keep track of employee address and phone number changes . . . more >>
DOWNLOAD: Retail Store Petty Cash Form
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 cas is necessary. Use the Retail Store Petty Cash Form to manage and account for your petty cash payments . . . more >>
DOWNLOAD: Retail Store Inventory Receiving Log
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 >>
DOWNLOAD: Retail Store Month to Month Sales Comparison Log
Use the Retail Store Month to Month Sales Comparison Log to track your sales totals each month. . . . more >>
DOWNLOAD: Retail Store Commission Report Worksheet
DOWNLOAD: Retail Store Commission Report Worksheet If you have staff who work on commission, then you know how important it is to correctly calculate how much commission is due each employee. Use the Retail Store Commission Report Worksheet to easily and quickly calculate employee commission. . . . more >>
DOWNLOAD: Retail Employee Status Change Form
DOWNLOAD: Retail Employee Status Change Form Stay organized by keeping on top of status changes with your employees. Use the Retail Employee Status Form to document the relevant employee's personnel file with any compensation changes, promotions leave of absences, changes in employment status, etc. . . . more >>
DOWNLOAD: Retail Employee Resignation Form
Whenever an employee leaves your company's employment voluntarily, you need to have the employee sign a form acknowledging their resignation in case they decide to file unemployment benefits in the future. Use the Retail Store Resignation Form to document any resignation. . . . more >>
DOWNLOAD: Retail Employee Exit Interview Form
DOWNLOAD: Retail Employee Exit Interview Form Departing employees often offer a candid view of your store's operation. Knowing what questions to ask will help you obtain critical feedback that you can use to improve your business. Use the Retail Employee Exit Interview Form to find out what those most familiar with your business think about its operation. . . . more >>
DOWNLOAD: Retail Store Employee Handbook Receipt Form
DOWNLOAD: Retail Store Employee Handbook Receipt Form Every employee who is provided with an employee handbook needs to acknowledge that they have received it. Without this signed acknowledgement, the employee can claim that they were unaware of your store's policies and procedures. Use the Retail Store Employee Handbook Form to insure that each employee has in fact received a copy of your employee handbook. . . . more >>
DOWNLOAD: Retail Store Employee Handbook Template
Having a well-written and complete Retail Store Employee Handbook is vital to the success and safety of your retail business. Use this template to create one of the most important documents for any retail store. Put into writing your retail store's policies and procedures so that your employees know what to expect from . . . more >>
DOWNLOAD: Retail Store Applicant Comparison Form
DOWNLOAD: Retail Store Applicant Comparison Form Comparing the abilities of each job applicant to handle key job requirements of the position is important when making your final hiring decision. Use the Retail Store Applicant Comparison Form to rate each job applicant head to head to help you hire the best fit for your store. . . . more >>
DOWNLOAD: Retail Store Profit and Loss Statement Template
DOWNLOAD: Retail Store Profit and Loss Statement Template Use the Retail Store Profit and Loss Statement Template to calculate how your store revenue (money received from the sale of products) is transformed into net income (the result after all revenues and expenses have been accounted for). Simply plug in the appropriate numbers and your P&L will be calculated. . . . more >>
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