# Free Retail and Shop Document Templates

Source: https://nerix.ai/templates/for/retail

Terms and conditions of sale, returns and refund policies, privacy and cookie notices, price increase notices, credit notes, stock counts, supplier agreements and staff rosters. Download Word or PDF.

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## 25 templates

- [Terms and Conditions of Sale Last updated: 7 November 2026 1. About these terms 1.1 These terms apply to every order for goods that you place with us through Your website ,… 1.2 In these terms, "we", "us" and "our" mean Your business name , of Business address .… 1.3 Our details: Company and tax numbers (optional) Email: Customer service email Phone: Customer service phone (optional) 1.4 Order of precedence. If these terms conflict with what we agreed with you in a written quot… 1.5 If you are a Consumer, nothing in these terms takes away the rights that consumer law gives… Terms and conditions of sale Set out how customers order, pay, receive goods, cancel and complain. Policies and terms](https://nerix.ai/templates/terms-and-conditions-of-sale)
- [Returns and Refund Policy Last updated: 7 November 2026 This policy explains how to return items you bought from Your shop's name at Your website… 1. Return window You can return most items for any reason within Days customers have to return days after th… The following items cannot be returned unless they are faulty: Items that cannot be returned… 2. Condition of returned items Please return items unused and in their original condition and packaging, with any tags still a… 3. How to return an item Tell us within the return window, by email to Email for returns , giving your order number a… Pack the items securely, with your order number. Returns and refund policy Tell customers how long they have to return, how to do it and when they get their money. Policies and terms](https://nerix.ai/templates/returns-and-refund-policy)
- [Privacy Notice Last updated: 7 November 2026 1. Who we are Your business name ("we" or "us") runs the website Your website and is responsible for… Address: Business address Company registration number: Company registration number (optional) Email: Email for privacy questions Data protection officer: Data protection officer (optional) This notice explains what personal data we collect when you visit our website, contact us or bu… 2. The data we collect Contact details: your name, email address, phone number, and delivery and billing addresses. Website privacy notice Tell visitors and customers what data you collect, why, and what their rights are. Policies and terms](https://nerix.ai/templates/website-privacy-notice)
- [Cookie policy Website: Website address Owner: Company or site owner Last updated: Last updated 1. What cookies are Cookies are small text files that a website saves on your device when you visit it. Similar tec… 2. How we use them We use four kinds of cookies on Website address . Cookies that are strictly necessary are al… 3. Cookies we use Necessary cookies These make the site work, for example to keep you signed in or to remember your cookie choice.… Cookie policy Tell visitors which cookies your website uses, why, and how they can control them. Policies and terms](https://nerix.ai/templates/cookie-policy)
- [Subject: Changes to our prices from New price from Dear Client's name , Thank you for working with Your business . I am writing to let you know about a change to ou… From New price from , the price of What the price is for will go up How much it goes u… Why, in one honest sentence Nothing else changes: What stays the same . Anything that softens the change (optional) If you have any questions, or would like to talk it through, please reply to this email. We val… Kind regards, Your name Your role (optional) Price increase notice Announce a price rise clearly and kindly: when, how much, why, and what stays the same. Emails Email](https://nerix.ai/templates/price-increase-notice)
- [Pricing review Company: Company Covers: Products or services reviewed Led by: Review led by Date: Review date Currency: Currency 1. Current prices Current prices 2. Costs and margins Costs and margins 3. What the numbers show Pricing review Review your prices against costs, margins, competitors and customers, then decide what to keep or change. Sales and marketing](https://nerix.ai/templates/pricing-review)
- [Your logo Offer Offer number: Offer number Date: 7 November 2026 Valid until: Valid until From: Your business: name, address and contact To: Client Client's contact person and address (optional) 1. What you get Sales offer A formal offer with priced items, a valid-until date and acceptance on paper or by email. Offers and proposals](https://nerix.ai/templates/sales-offer)
- [Your logo Invoice Invoice number: Invoice number Invoice date: 7 November 2026 Due date: Due date From Your name or business, address and contact Tax ID: Your tax or VAT number (optional) Bill to Bill to: client's name and address Details Popular Invoice Bill a client clearly with items, tax, total, due date and how to pay. Money and payments](https://nerix.ai/templates/invoice)
- [Credit note Cancel or reduce an invoice you issued, for a return, an error or a discount. Finance and accounting](https://nerix.ai/templates/credit-note)
- [Payment receipt Confirm money received, such as rent or a deposit, with the amount, date and method. Money and payments](https://nerix.ai/templates/payment-receipt)
- [Petty cash log Track the small cash float: each payment, receipt, top-up and the count that proves it balances. Finance and accounting](https://nerix.ai/templates/petty-cash-log)
- [Purchase order Order goods or services from a supplier with items, prices, delivery and payment terms. Money and payments](https://nerix.ai/templates/purchase-order)
- [Supplier agreement Agree what a supplier will deliver, the price, the quality, how payment works and how it ends. Contracts and agreements Premium, €9.99](https://nerix.ai/templates/supplier-agreement)
- [Supplier evaluation Score a supplier on quality, delivery, price, service and risk, and decide whether to keep, improve or replace it. Operations and quality](https://nerix.ai/templates/supplier-evaluation)
- [Delivery note Send goods with a clear list of what is in the delivery and a place for the receiver to sign. Operations and quality](https://nerix.ai/templates/delivery-note)
- [Stock count sheet Count what is on the shelves, compare it with your records and explain every difference. Operations and quality](https://nerix.ai/templates/stock-count-sheet)
- [Waste log Record what is wasted each day or week, why, and where it went, so you can cut it and show your records. Operations and quality](https://nerix.ai/templates/waste-log)
- [Customer complaints procedure Tell customers how to complain, who answers and by when, and what happens if they are not satisfied. Operations and quality](https://nerix.ai/templates/customer-complaints-procedure)
- [Apology email to a customer Say sorry properly: what went wrong, what you did, what you offer and how it will not happen again. Emails Email](https://nerix.ai/templates/customer-apology-email)
- [Customer satisfaction survey A short survey to learn how happy customers are, what to fix and what to keep doing. Sales and marketing](https://nerix.ai/templates/customer-satisfaction-survey)
- [Mystery shopper report Record a secret visit: what happened, scored points for service and cleanliness, and what to improve. Operations and quality](https://nerix.ai/templates/mystery-shopper-report)
- [Shift schedule Plan who works which shift each day of the week, with the cover you need and the rules everyone follows. Operations and quality](https://nerix.ai/templates/shift-schedule)
- [Staff shift handover Pass a shift on without losing anything: guests, bookings, stock, problems and jobs left open. Operations and quality](https://nerix.ai/templates/staff-shift-handover)
- [Marketing plan Plan who you want to reach, what you will say, where, when, for how much and how you will know it worked. Sales and marketing](https://nerix.ai/templates/marketing-plan)
- [Sales forecast Forecast revenue by quarter with low, expected and high cases, assumptions, risks and review dates. Sales and marketing](https://nerix.ai/templates/sales-forecast)

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Templates

## Templates in this collection

Customers want to know what they can return, what they pay and what you do with their data. These templates put those answers in plain words for a shop or a web store, and cover the stock and supplier paperwork behind the till.

Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are.

Retail and shops

## Questions people ask

### Which policies should an online shop publish?

At least terms of sale, a returns and refund policy and a privacy notice, each on its own page linked from the footer and the checkout. Check the consumer rules where you sell.

### Can I use the templates for a physical shop?

Yes. The terms, returns, stock and supplier templates work in a shop as they do online. Change the wording to match how you sell.

### Are these templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

### Do they follow my country's law?

They assume no country's law. Where the rules matter, such as safety, data protection or employment, each template says to check what applies where you are, and a lawyer should read anything that carries real risk.

By trade

## Templates for other trades

Every trade has its own page with the documents it reaches for.

[Draft it with nerix](https://nerix.ai/try?write=1)[All templates](https://nerix.ai/templates)
