Purchase Process Template

Introduction Running a company involves much more than just earning profits! To keep the company or facility running, it is necessary to maintain the condition of the facility and pay heed to all the requirements of the employees. This involves a good level of forethought, maintenance, and management activities, and that’s where our Facilities Planning Template comes in handy. Facilities-related requirements vary according to the nature of your company, and They may range from various electronic equipment to simple furniture like tables, chairs, computer desks, and so on. Some common maintenance requirements usually include washroom maintenance, restocking papers for the printer, or just simply making sure the coffee machine is in working order. A company may have many maintenance requests and facility planning across departments, and it can prove to be quite hectic to manage them all using different platforms. All these activities may become a lot to tackle, if managed separately. The person or the team that has to oversee all the facility maintenance requests from different departments can get a bit overwhelmed, to say the least. A facility planning template helps you to manage all this information in one place and provides you with the opportunity to tackle all the maintenance requests from a single location. Why do we need a Facility Planning Template? If we have an organized and updated facilities list, asset tracking and management gets easier. All the different inventory is kept at a particular place, and tracking it easily saves a lot of time. Record-keeping becomes simple and easy when you use a single facility planning template. Employees perform more efficiently in a workplace which is well run and managed properly. Chances of missing any request regarding replacement, addition or management becomes quite less. A facility planning template will help you ease down your work and let you manage your requests from a single location. How will Stackby’s Facility Planning Template help you? With the facility planning template created by Stackby, you can schedule maintenance requests, keep track of your facilities budget, send out updates on maintenance requests to your employees, all from one place. You can even add a picture of the item that has been requested for maintenance or servicing. The facilities planning template lets you add data such as item name, item type, location, cost of maintenance, the status of maintenance etc.. You can also add more columns if required. The Facilities Planning template is easily customizable, and you can add the data in a systematic category and search accordingly. Now, plan your facility efficiently and effectively at one place and manage your budget along with it without being daunted by the immense amount of work. Divert your attention to managing the company and save time on tackling maintenance activities with the Facilities Planning Template 

This table template is designed for tracking tasks and issues efficiently, assigning responsibilities, and monitoring progress

Simplify IT service management with this template. Track requests, assign agents, and prioritize issues for efficient support.

Manage your task lists, projects and assignees in this easy to customize task management template for your teams or business. What is Employee Task Management ? Employee Task Management refers to the process of planning, organising, and overseeing the tasks and activities assigned to employees within an organisation. It involves the systematic management of work assignments, tracking progress, and ensuring that tasks are completed efficiently and on time. The primary goal of employee task management is to enhance productivity, streamline workflows, and achieve organisational objectives. Key Components of Task Management : 1. Task Planning: This involves the initial step of defining and assigning tasks. It includes determining the scope of work, setting priorities, and allocating resources appropriately. 2. Task Assignment: Once tasks are defined, they need to be assigned to specific employees or teams. This involves considering the skills, availability, and workload of each employee to ensure a balanced distribution of tasks. 3. Deadline Setting: Setting deadlines for tasks is crucial to ensure that work is completed within a specified timeframe. This helps in managing workloads, prioritising tasks, and meeting overall project deadlines. 4. Progress Tracking: Monitoring the progress of tasks is essential to identify any potential issues, delays, or bottlenecks. This can be done through regular check-ins, status updates, or by using project management tools and software. 5. Collaboration and Communication: Effective communication is key to successful task management. Employees need to communicate with each other, share updates, and seek clarification if needed. Collaboration tools and platforms facilitate seamless communication and information sharing. 6. Feedback and Evaluation: Providing feedback on completed tasks is essential for employee growth and improvement. It helps in recognizing achievements, addressing issues, and refining processes for future tasks. 7. Task Prioritization: Not all tasks are equal in terms of importance and urgency. Task management involves prioritising assignments to ensure that critical tasks are addressed first, contributing to the overall success of projects and organisational goals. 8. Use of Technology : Many organisations use task management software and tools to automate and streamline the process. These tools often include features such as task lists, project timelines, collaboration spaces, and progress tracking. What is a Task Management Template ? A Task Management Template is a pre-designed structure or format that serves as a framework for organising and managing tasks within a project or workflow. It provides a standardised way to outline, assign, and track tasks, making it easier for individuals or teams to stay organised and focused on their responsibilities. Task management templates are commonly used in various professional settings, including businesses, project management, and personal productivity. Why do you need a task management template ? A task management template is essential for fostering organisation and efficiency in any project or workflow. It provides a structured framework for outlining tasks, assigning responsibilities, setting deadlines, and tracking progress. The template serves as a visual roadmap, ensuring that team members have a clear understanding of their roles and the overall project timeline. This standardised approach not only streamlines communication and collaboration but also helps in prioritising tasks, managing dependencies, and avoiding bottlenecks. Benefits of using Stackby Task management template ? Customization: Stackby allows users to create tailored databases and templates to fit their specific needs. With a task management template, you can customise fields, layouts, and views based on your team's workflow, ensuring a personalised and efficient task management process. Collaboration: Stackby is designed for collaboration, allowing team members to work together in real-time. A task management template in Stackby can enhance communication by providing a central hub for all task-related information, updates, and discussions. Integration: Stackby may offer integrations with other tools and apps, allowing you to connect your task management template with other relevant software your team uses. This can streamline processes and reduce the need for manual data entry. Automation: Task management templates in Stackby may come with automation features, allowing you to set up workflows and triggers that automate repetitive tasks. This can save time and reduce the risk of errors in task management. Flexibility: Stackby's flexibility in terms of data types and structures allows for versatile task management. You can include various types of information in your task template, such as attachments, checkboxes, dates, and more. Visibility: Stackby provides different views and filters, helping you visualise your tasks in different ways. Whether you prefer a calendar view, kanban board, or traditional spreadsheet, Stackby may offer options to suit your team's preferences. Tracking and Analytics: Stackby may provide tools for tracking task progress and generating analytics. This can be valuable for assessing team performance, identifying trends, and making data-driven decisions. FAQs - On Task Management What Should Be Included in a Task Management Template? A comprehensive task management template should include fields for task description, assignee, due date, priority level, status, dependencies, notes/comments, and attachments. This ensures a well-rounded overview of each task, aiding in effective organisation and tracking. How Can I Customise a Task Management Template to Fit My Team's Workflow? Stackby's task management templates offer extensive customization options. Users can modify fields, add or remove columns, and adjust views to align with their team's specific needs and workflow. The platform's flexibility allows for tailoring the template to match unique project requirements seamlessly. Are Task Management Templates in Stackby Suitable for Agile Project Management? Yes, Stackby task management templates are adaptable to Agile methodologies. Users can create boards for sprint planning, incorporate custom fields for story points or sprints, and leverage automation features to enhance Agile workflows. The platform's flexibility accommodates various project management approaches, including Agile methodologies. How Can I Track Progress and Performance Using a Task Management Template? Stackby's task management template provides features for tracking task progress. Utilise status fields, progress trackers, and reporting tools to monitor completion rates, identify bottlenecks, and assess team performance. This facilitates data-driven decision-making and helps in optimising workflows for increased efficiency. Can I Integrate Stackby's Task Management Template with Other Tools We Use? Yes, Stackby supports integrations with various third-party tools and applications. You can seamlessly connect your task management template with other software your team uses, such as communication platforms, calendars, or project management tools. This integration streamlines data flow, reduces manual effort, and enhances overall collaboration across different tools. Checkout other related Templates :Product Operations

A cleaning schedule is a list of things to be done in cleaning the house and the workplace at a specific time. This cleaning schedule Template can be daily, weekly, or monthly. Cleaning schedules are important. Through these, tasks are equally divided into assigned cleaners and sanitize all things on time.

Clearly scope and manage your project plan with the statement of work template, built especially for project managers. Check Out Other related Teplates :Product Operations  

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.  Read more: Why you should ditch Spreadsheets to Scale your Business  If you are still depending on spreadsheets for keeping a check on your company assets, your operations team is underperforming. It is time to boost their productivity by giving them an automated asset tracking system.  Collaboration: Manage all your assets from different locations in one place with the Stackby asset tracker template.  Automation: Use Stackby’s barcode scanner column type and keep an automated record of your company assets.  Vendor Details: Manage your vendor list to keep a track of which asset was bought from which vendor.  Purchase Details: Store all the purchase details for every asset so that you do not exceed your company budget. Read more: Barcode Column Type in Stackby  What are the Benefits of using an Asset Tracker?  Reduced operational costs: You can monitor assets round the clock and in-real time thereby streamlining your operational process and costs. AccessibilityYou can ensure fast verification, disposal, and acquisition of assets with an easy-to-use asset tracker system. Security: You can find the exact location of an asset of your company at any time. This will help you protect your assets from theft or fraud. Management: You can easily adjust company records when an asset is transferred from one department or location to another.  Stackby’s asset tracker template enables businesses to store, manage and coordinate all the asset data in one place, thereby making it easier for operations teams to collaborate on the asset management tasks. It is free to use and can be easily customized according to your asset management requirements.  Who can use Stackby’s Asset Tracker Template?  This template can be used by business owners, administrative departments, operations teams, operations managers, IT departments, and any other authority responsible for managing assets in an organization.  How is Stackby’s Asset Tracker Template Helpful for You?  Stackby’s asset tracker template includes three tables for managing your assets, vendor details, and purchase details respectively. With this template, you will be able to do the following: Maintain a record of every physical asset owned by the company with the asset name and code Tracking the type of asset owned by the company (furniture, office equipment, stationeries, etc) Store an image of each asset  Record the details of the asset such as manufacturer, model name, and price Track the vendor details for various assets of the company such as  vendor name, address, city, state, and total assets Track the purchase details for every asset such as purchase date, status (completed, order shipped, etc), order type, price, invoice, etc Other asset management templates for better productivity: Sales Asset Management Template Marketing Asset Management Template Digital Asset Management Template Product Operations Product Catalog 

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!  Keep adding your products, and build an automated inquiry and order management system along with it with this Product Order Form Template. Sign up and try it for free. Check Out Other related Teplates : Product Operations   

An office inventory template helps maintain an office supplies inventory so that you can check which item needs to be replenished and by when. If you want to keep track of the volume and consumption of office supplies, you need a proactive office inventory management system. Once you know how much supplies you need, you can allocate budgets accordingly. Stackby’s office inventory template streamlines the whole process of managing office supplies by: Minimizing redundancy and errors in inventory details Ensuring clear segmentation of office supplies for every department Providing a centralized office supply inventory for all team members Automating the inventory check process What does Stackby’s office inventory template include? Our office inventory template includes 4 tables: Requests: to keep a track of all the items that need to be stocked Purchase orders: to track the order details of every purchase Supplier: to keep a record of the supplier’s details Sales: to track the amount spent on every purchase With the help of our office inventory management template, you can do the following: Track how many purchase requests are completed Record the barcode, purchase date, sales price, and supplier’s price Track every order detail including the order number, order date, status, quantity, total price, arrived date, etc. Store the invoices of every order in a systematic manner Keep a record of the supplier details such as name, photo, email, purchase orders, etc. Keep a track of sales made on a day along with the number of office supplies bought, their total price, and price per unit Other features of our office inventory template You can customize our office inventory template according to your different business requirements as follows: Group items:  You can further classify the inventory items by grouping them based on their usage, features, or requirements. For example, all the writing supplies such as pens, pencils, notepads, sticky notes can be grouped together. Read more: What is view sharing?  Calculate reorder point:  Reorder point is calculated by the formula: Reorder Point = Lead Time Demand + Safety Stock that is, how long you have to wait to receive the shipment plus how much safety stock you have. Reorder time tells you when you have to reorder an item. Stackby allows you to create a column of formula type that you can use to calculate reorder points of different supplies. Read more: How to use the Formula column type? Collaborate with your team:  You can add your team members and your whole team can work together on this office inventory template to ensure that there are no duplicates or errors in the inventory management. Read more: Inviting users to work on your Stack Who can use Stackby’s office inventory template? Our office inventory template can be used by office administrators, operations teams, small businesses, entrepreneurs, and office management staff. Other inventory management templates to consider: Inventory Management Template  Restaurant Inventory Tracking Template Art Inventory Tracker Template  Product Inventory Template  Equipment Inventory Template 

A vendor management template helps businesses track and manage all their 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 purchasing 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 access the vendor management template and 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 in the vendor management template 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: Inventory Management TemplateAsset Tracker TemplateEquipment Inventory Template Product Inventory