Retail forms

Formtastic simplifies work processes for retailers by providing easy-to-use digital forms for employee time recording, stocktaking and invoicing. Retail companies can thus increase their productivity and reduce costs.

Advantages for Retail

Standardised documentation

Formtastic bietet verschiedene Eingabeelemente wie Fotos, Unterschriften oder auch Barcodes. Händler können diese Funktionen nutzen, um Inventarlisten und Lagerbestände aktuell zu halten, Angebote zu erstellen und die Arbeitszeiten von Mitarbeitern zu erfassen. Die Barcode-Scanfunktion sorgt für eine genaue und schnelle Erfassungen von Produkten.

Customised design for your reports

With free templates for timesheets, inventory lists or checklists, Formtastic simplifies the creation of PDF reports for retailers. The templates can be customised to your company design. Customer data can be stored to reduce manual input. This saves time and avoids errors.

Intelligent and sustainable management

Use intelligent field settings for visibility, pre-filled values (target values) and calculations to achieve an optimal result during input and PDF export. This saves time in internal processes and customer contact. You also save paper and can increase customer satisfaction as a sustainable company.

Form templates for Retail

Free & Customisable

Maintenance Order

The Inventory List template is a vital tool for retailers to maintain accurate records of their stock across different areas or departments within the store. By recording the date and the responsible person, it ensures accountability and timely updates. Item details, including designation, number, and quantity, provide clear visibility of available stock, which is essential for replenishing shelves and preventing overstocking.

As a result, this helps in managing supply chain logistics, planning for sales, and forecasting demand. The signature field at the end of the template confirms the verification of the inventory, adding an extra layer of accuracy and reliability to the inventory management process.

Cost Estimate/Offer

The Cost Estimate/Offer template is invaluable for retailers, streamlining the creation of detailed price proposals for products and services. Accurate item descriptions, along with quantity and price fields, provide customers with transparency, fostering trust and aiding decision-making.

The inclusion of discounts and clear tax calculations ensures that customers understand final costs upfront. For the retailer, this precision in cost presentation helps manage profit margins and aids in negotiating deals, which can enhance the likelihood of sales conversions and improve customer satisfaction.

Receipt

The receipt template is vital in retail for documenting sales transactions. It captures essential details like the receipt number for tracking, net amount, VAT, and gross total for accurate financial records. The ‘From’ and ‘for’ fields specify the transaction parties and purpose, essential for customer records. The place and date confirm the transaction’s occurrence, and the signature field adds a layer of authentication.

This form ensures a transparent purchase process, enables accurate record-keeping for inventory and accounting, and provides customers with proof of purchase for potential returns or exchanges.

Working Time Recording

The Working Time Recording template benefits retail businesses by meticulously documenting employee work hours, including start, end times, and breaks. This information is essential for accurate payroll processing, compliance with labor laws, and analyzing staffing needs against customer footfall patterns.

It enables effective shift planning and ensures that the store is adequately staffed during peak times, enhancing customer service and operational efficiency. The signature field provides a layer of verification, confirming that the reported hours are accurate.

All templates