Refund and Exchange Record
See refunds as a pattern rather than a series of one-offs, and match the till's refund total to a named reason and an authorising initial every time.
RS-15 1 page
Retail shop floor · RS-13
Price Change and Markdown Record
A free printable markdown record sheet — date, product, old and new price, the reason, whether label and till were both changed, quantity on hand and initials.
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One page. Choose your paper size — both versions are laid out identically, so neither one gets shrunk to fit.
Print it and write on it
Fill it in type and save
The fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.
What this sheet is for
Keep the shelf label and the till telling the same story, and leave a trail showing why a line was reduced and how much of it was left when it was.
Who it is for
Owners, managers and keyholders of an independent shop or a branch where prices are changed on the floor rather than only at head office.
How to use it
- Log every price change the day it happens — reductions, increases and returns to full price.
- Write the old price and the new one, and the reason in a word or two.
- Tick the label and till columns only once each has actually been changed.
- Note the quantity on hand at the time, so the markdown can be costed later.
- Initial the row; keep the sheet with the week's takings paperwork.
What is on the sheet
One page, top to bottom:
Printed under the title: Every price change made on the shop floor — up, down or back to full price — with the old and new price, the reason, and whether the label and the till were both changed, so the two never disagree at the counter.
Your prices, recorded here. How much a line is marked down, and when, is your pricing decision or your head office's. This sheet records what the price was, what it became and that the label and the till both moved with it — nothing on it tells you what to charge.
Write-on lines: Shop / branch · Week beginning · Record kept by
Table, 14 rows: Date · Product / SKU · Was · Now · Reason · Label · Till · On hand · Initials
Questions
Does the sheet tell me how much to mark something down?
No. The reduction is your decision or your head office's, based on your margins and your stock. The sheet records what the price was, what it became and why, so the decision can be checked afterwards.
Why record the quantity on hand?
Because a markdown costs the shop the difference on every unit still in stock, and that figure is only knowable at the moment the price changes. Written down then, it can be totted up at the end of the week or the season.
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