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Retail shop floor · RS-16

Seasonal Stock Changeover Plan

A free printable seasonal stock plan for a shop — fixture by fixture, what comes off and where it goes, what goes on, when it is due, who does it and when done.

First page of the Seasonal Stock Changeover Plan — Change the floor over in one planned push rather than a fortnight of half-cleared bays, with every outgoing line given a destination before it comes off.
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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

Change the floor over in one planned push rather than a fortnight of half-cleared bays, with every outgoing line given a destination before it comes off.

Who it is for

Owners and managers of shops whose stock turns with the season — clothing, garden, gifts, homewares — and branch staff carrying out a head-office changeover.

How to use it

  1. Write the outgoing and incoming season, the changeover dates and where boxed stock will be stored.
  2. List the fixtures in the order a customer walks the shop, one row each.
  3. For each, write what comes off and its destination — sale, return, store, another branch.
  4. Write what goes on and the date its stock is due, then name who does the fixture.
  5. Date the done column as each fixture is finished.

What is on the sheet

One page, top to bottom:

Printed under the title: The plan for swapping one season's stock for the next, fixture by fixture — what comes off and where it goes, what goes on and when it is due — so the floor changes over in one push rather than a fortnight of half-cleared bays.

Your call on the outgoing stock. What to do with outgoing stock — clear it, mark it down, send it back or box it for next year — is your buying decision or your supplier's terms. Write the decision in the column; this sheet holds the plan, not the rule.

Write-on lines: Shop / branch · Season out · Season in · Changeover date(s) · Plan drawn up by · New stock due from · Storage for boxed stock

Fixture by fixture — work the floor in the order the customer walks it

Table, 10 rows: Fixture / bay · Coming off · Outgoing goes to · Going on · Stock due · Who · Done

Questions

Why is there no rule for what to do with outgoing stock?

Because whether to clear it, mark it down, return it or box it for next year depends on your buying terms, your storage and your margins. The sheet has a column for the decision, not a rule for making it.

What if the new stock is late?

The stock due column is there so the plan can be re-ordered: fixtures whose new lines have arrived get done first, and the rest wait with their outgoing stock still on display rather than leaving a bare bay.

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