A vendor management template helps businesses track and manage all the information related to vendors in one place. You can track contracts, payments, vendor requests, etc. with your team and make sure that there are no hiccups in the process. It is just like a data repository that helps you in initiating and developing relationships with providers of goods and services for your business.

Why do businesses need vendor management?

Manage where your money is going: The vendor management template helps you keep track of spending on different vendors on a yearly or monthly basis. This way you can know whether your vendor relationships are bringing you profits or not.

Store all records in one place: No need to maintain different copies of vendor data with each employee. Now, everyone can recognize the new merchants that have joined you recently and improve their dealings.

Detailed overview of vendor performance: You can include critical factors in this template like time of delivery, complaints, or quality of service to know more about each vendor.

Improved decision-making: You can create real-time reports for vendor performance and use the data in decision-making for your business. Since all the vendor data is stored in one place, creating reports is a matter of minutes.

Overview of Stackby’s Vendor Management Template

Store all vendor requests

The vendor management template includes a Requests table where you can track whether you have contacted the vendor or not and if contacted what is the current status of the request. It also helps in storing data related to vendors like email, contact person, phone, and estimated spending per year.

Manage vendor details

The template for vendor management includes a separate table to store the list of vendors. You can add details like their name, website, product or service offering, contacts, agreement, bank details, and so on.

Manage vendor needs

Does your vendor require any resources from you? It could be product details, forms, agreements, etc. Our vendor management template helps you store information about what a vendor requires to complete the requests.

Store all vendor documents in one place

Whether you need payment forms, contracts, sales order forms, GST forms, or work order forms, you can maintain a single updated copy of them to be shared with your vendors. The All Documents table stores these documents as attachments so that anyone in your team can access them.

Who will find this template useful?

Firms frequently carrying out businesses with third parties as well as start-ups will find this template extremely helpful. It also helps firms that produce goods involving several steps of production of the final product.

How to use Stackby’s Vendor Management Template?

Customize our vendor management template as per your business requirements and start streamlining your workflows.

• Create a form for vendor requests you have and let responses fill the Requests table
• Fill out the remaining information about the status of the request
• Add vendor details to the Vendors table, upload their agreements and bank details
• Add information about all the contacts
• Upload all the documents needed by vendors

Make changes to column names and column types based on your business requirements and you can start managing vendor data from a single repository. Use our vendor management template today!

Other Operations templates to try:

Manage products, generate enquiries and orders directly from this configurable Product Order Form template. 

Steps to use this Product Order Form template:

Step 1: Add your product details in the Product table (Details, Price, Images etc.) and create a gallery view for the product (to share with your clients)  

Step 2: Create an inquiry form using Stackby forms in the Inquiries table. 

Step 3: Create two buttons - Inquire Now (linked to the inquiry form) and Buy now (linked button using your payment gateway provider hosted invoice link for that item) in the Products table. 

Step 4: Bring orders automatically from your payment provider via Zapier (or Make.com or similar) in the orders table, which are linked to your products. 

.. and that's it! 

Product inventory is used to record and monitor a company's inventory and manage sales effectively and efficiently. Using product inventory is necessary for any company's smooth functioning, and the best way to achieve that is by using a product inventory template! A product inventory template would make things easier for the company to comprehend and make informed decisions.

What is the Product Inventory Template?

A Product inventory template is used to record and monitor a company’s inventory of products and manage sales. Product inventory template also makes it easier for companies to realize their best-selling product and the company's least performing product. Using a product inventory template, companies can manage their warehouses in a more organized and efficient manner.

Why do you need a Product Inventory Template?

Product Inventory Template will help companies to replenish their stocks in time to avoid running out of in demand products.

By using a product inventory template, companies can easily manage the rise and fall of demand. They would know exactly how much inventory they have and start acting in advance to prepare themselves.

Having a good product inventory system would lead to happy and loyal customers because they know you would fulfil their demands. 

Having a proper product inventory would lead to cost-cutting and would reduce human error issues. Fewer errors results in less money and time spent fixing the problems.

Who is this template for?

The inventory manager of a company can use this template to get the entire process automated, have all the information at one glance, and make important and effective inventory management decisions.

How will Stackby’s Product Inventory Template help you?

With a single glance, you can get an overview of all your products. Our Product Inventory template will make your job easier in the following ways:

• Our template lets you see a detailed summary of all the inventory your company has, in an easy and accessible way.
• Our template provides you with all the information required by your company to make informed decisions. Information like product name, product photo, type of product, can be easily entered to keep track.
• You can enter their product ID, stock left with the company, their unit price, total inventory value of every individual product, and supplier name.  
• If required, you can also keep details about the shelf where the product is stored under stock or not indicator and a notes section, for additional comments.
• This template lets you individually track the inventory of individual products.
• You also get the option to view the inventory in a gallery view option on our template for easy analysis.
• You also get the options to filter through all your products and look at specific products and our template; the option to sort it using different options is also available. You can also hide certain columns for a better inspection of certain aspects of your product's inventory.

An equipment inventory software or template is used to keep track of all the equipment used at either your office or your home. This template can be used to ensure that all the equipment owned by your company is useful and does not need repair or replacement.

What is an Equipment Inventory Template?

An Equipment Inventory template allows you to keep track of all equipment or machinery used by the company to run its business. This free equipment inventory template can be used to ensure all the available equipment and machinery owned or rented by any company is being used effectively and efficiently. 

This template lets you know exactly where certain equipment is present and if it's being used or is sitting idle. This ensures none of the equipment is unaccounted for.

Why do you need an Equipment Inventory Template?

An Equipment Inventory Template can be used to confirm that the resources, equipment, and machinery of any company are being used effectively and efficiently. It helps to make sure that there is no wastage and duplication of use of any equipment.

This Equipment Inventory template keeps a detailed record of where and when the equipment has been used. It makes it easier for the company to track the physical and financial condition of the equipment such as if the equipment is damaged, if they need repairs or replacements, etc.

The Equipment inventory template also provides you with complete details about the purchase history and date of purchase. This makes asset management easier and ensures the equipment is getting regular service checks to ensure they operate optimally and do not cost the company more money than it makes.

Who is this template for?

No matter the size, every company must use this template to organize their equipment and manage them effectively and efficiently systematically.

How will Stackby’s Equipment Inventory Template help you?

• Our free equipment inventory template offers you a complete overview and the ability to manage your equipment in the best possible manner.
• Along with the name of the equipment and the item number, you are also provided with images to identify them, making it easier for the company to keep track of its resources.
• Using this template, you would know what type of equipment is being used exactly where within minutes, making the entire process of asset management easier for the company.
• You are also provided with a column that mentions the equipment's condition, making sure that if the equipment needs a repair or replacement, it is being done on time so that productivity does not diminish. 
• You also get real-time updates about the whereabouts of your equipment in the “status” column. 
• Combine all this with the ability to edit and filter the template according to your need freely, and you have one of the best asset management templates at your fingertips to manage the equipment owned by your company.

Every organization must keep a track of all its assets. Whether you are running a business expanding to multiple locations, your employees are working from remote locations, or you have multiple offices in different locations, you need an asset tracker to manage, organize and monitor your assets. Stackby’s free-to-use, custom asset tracker template can solve all your problems and make this process much easier for you. 

What is Asset Tracker? 

An asset tracker is a tool that helps you monitor the physical location and status of movable and fixed assets in an organization. For example, office furniture, electronic devices, stationeries, all can be considered as valuable assets for an organization. Every business incurs a certain cost on buying and maintaining assets and therefore it must keep track of them. 

Stackby’s asset tracker tool helps ensure that the movement of assets is strictly controlled thereby preventing loss and improving customer service and business operations. 

Why do Businesses need to Automate Asset Tracking Systems? 

Manual asset tracking methods include many challenges such as:

• You have to manually enter all the information and update the records every day.
• The operations team often has to rely on finance teams for the purchase details of assets.
• Assets cannot be scanned using barcodes which means more chances of errors in entering data.
• Manual tracking methods often lead to redundancy and inefficient tracking.