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Sales Rep Visit Report Template

by Elliott White, from the Community

Downloads: 20+
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This Sales Rep Visit Report template helps field sales and merchandising teams document in-store visits for Top of the Range locations. Capture store and manager contact details, assess merchandising displays, header boards, out-of-stock cards, and shop-fitting needs, and verify manuals and order forms are up to date. Record stock levels, place or decline orders, note product condition and any faulty stock agreements, and log any new products demonstrated. Gather store manager feedback, summarize positives and negatives, and assign clear follow-up actions for both the TOTR team and the store. Includes space for notes and signatures to finalize each visit.

With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

About author

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.