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Inventory Templates

An inventory template is used to track and record items available, at work or home. Whether you’re keeping stock of your products, equipments, office supplies or orders, get organised with our free online inventory templates. Keep stock of your current situation in real-time at office or home, and say no to manually recording information.

Whether you’re a manufacturer or purchasing from vendors, you can manage all your purchase orders in any of the inventory templates. If you don’t see an inventory template that fits your needs, just customise one by adding tables and right columns from 25+ column types that fits your workflow - without any coding. By taking your inventory spreadsheets online with our ready to use inventory templates, you can eliminate registers, paperwork and easily manage and view all the products information in a professional spreadsheet-database format.

Programming Equipment Order Form

Programming Equipment Order Form

Training Funds Request Form

Training Funds Request Form

Coffee Service Request Form

Coffee Service Request Form

FPA Supplies Order Request

FPA Supplies Order Request

Purchase Request Form

Purchase Request Form

Purchase Requisition Form Template on Stackby – Streamline requests, approvals, and purchase tracking efficiently Templates

Purchase Requisition Form

What Is a Purchase Requisition Form? A Purchase Requisition Form is an internal business document that employees or departments use to formally request the purchase of goods, materials, or services. It serves as the first step in the procurement process, ensuring that all purchases are authorized, documented, and aligned with budgets before a purchase order is created.  Who Can Use a Purchase Requisition Form? Purchase Requisition Forms are useful for: Project Managers & Team Leads – to request equipment, software, or services for their teams. Operations & Manufacturing Units – to request raw materials or spare parts for production. Office Administrators & HR – to procure office supplies, furniture, or recruitment services. Finance & Procurement Departments – to monitor and approve requests before purchases are made. Any Organization – that wants a standardized, auditable purchasing process.  What Problems Are Solved Using a Purchase Requisition Form? Uncontrolled Purchases: Prevents employees from directly ordering items without approval. Budget Overruns: Ensures all expenses are pre-approved and linked to a budget code. Duplicate Orders: Reduces duplicate or unnecessary purchases through standardized tracking. Lack of Transparency: Provides a clear audit trail for procurement requests. Delays in Procurement: Streamlines approval workflows, speeding up order processing.  Key Features A typical Purchase Requisition Form includes: Requisition number / ID for tracking – A unique identifier to easily track and reference each request. Requester and department details – Captures who is making the request and from which department. Item/service description with specifications – Provides detailed information about the product or service needed. Quantity and estimated cost – Specifies how much is required and the approximate expense. Purpose/justification of purchase – Explains why the item or service is needed for approval context. Budget or project code reference – Links the request to the correct budget or project for accounting purposes. Preferred vendor suggestions (optional) – Allows suggesting a supplier if there’s a preferred vendor. Approval signatures (manager/finance/procurement) – Ensures that the request is reviewed and authorized before purchase. Requested delivery date and location – Indicates when and where the items should be delivered to meet project or departmental needs.  Benefits of Purchase Requisition Form Control & Compliance – Only authorized purchases move forward. Budget Discipline – Keeps spending aligned with budgets and project codes. Transparency – Provides full visibility into who requested what and why. Error Reduction – Standardized forms reduce miscommunication and ordering mistakes. Audit & Reporting – Easy tracking for audits, expense reporting, and accountability. Faster Procurement Cycle – Structured approvals minimize delays and bottlenecks.  Use Cases of Purchase Requisition Form A marketing team requests new laptops and software for an upcoming campaign. A construction project team requests safety equipment and raw materials. The HR department requests new office chairs for onboarding employees. A maintenance team requests spare parts for machine repairs. A research lab requests chemicals and lab consumables for experiments.  Workflow of the Purchase Requisition Form Request Raised – Employee fills the requisition form with item details. Review & Approval – Managers and finance validate the need and budget. Procurement Action – Purchasing team converts it into a Purchase Order (PO). Order & Delivery – Items are ordered, received, and verified. Closure – Records are updated for inventory and financial tracking.  Other Related Templates Material Requisition Form Template Purchase Order Template Procurement Tracker Template Inventory Management Template  Supplier Database Template Expense Request Form Template 

Book Inventory Template for managing library books and tracking availability in Stackby. Templates

Book Inventory Template for Easy Library Management

Managing a library or a personal book collection can be overwhelming without the right tools. Whether you oversee a school library, a community center, or a corporate book archive, maintaining an organized inventory is essential for seamless operations. The Book Inventory Template by Stackby is designed to streamline your library management process. With dedicated tables to track book details, monitor borrowing activities, and manage author and publisher information, this template ensures efficient record-keeping. You’ll have real-time visibility into book availability, lending history, and overdue returns, all in one place. Why Use the Book Inventory Template? Efficient Book Tracking: Manage book entries with detailed information. Seamless Borrowing Management: Track borrowed and returned books easily. Author and Publisher Management: Maintain a centralized database for quick reference. Monitor Availability: Ensure books are accessible with accurate status tracking. Improve Productivity: Reduce administrative work with automated updates and real-time reports. Whether you're a librarian, educator, or book enthusiast, this template helps you stay organized and ensures a hassle-free library management experience. How the Book Inventory Template Works in Stackby This template includes three essential tables that cover all aspects of library management: 1. Books Table The Books Table serves as the foundation for your inventory, storing essential details about each book. Key columns include: Book Title: Enter the name of each book for quick identification. Author: Link authors from the Authors Table for a detailed view. Genre: Categorize books by genre to make searching easy. ISBN: Track books using a unique ISBN for accurate record-keeping. Availability Status: Mark books as Available, Borrowed, or Reserved. Publication Year: Keep track of the book’s publishing year. Location: Specify shelf or section details for physical library management. 2. Borrowing Log Table Managing book loans is simplified using the Borrowing Log Table. This table allows you to: Record Borrower Details: Track the name and contact information of borrowers. Borrow and Return Dates: Maintain accurate loan records. Due Date Tracking: Set return deadlines to monitor overdue books. Book Status: Automatically update the availability status upon return. Late Fees: Track applicable late fees for overdue books. This system ensures accountability and encourages timely book returns. 3. Authors and Publishers Table A dedicated table to store and manage author and publisher information: Author Name: Track detailed author information linked to respective books. Publisher Name: Maintain publisher contact details for reference. Published Books: View a list of all books published by a specific author or publisher. Contact Information: Keep records of publisher emails or phone numbers for inquiries. This view helps librarians efficiently manage author and publisher-related data. Key Features and Benefits Real-Time Tracking: Instantly know which books are available or borrowed. Automated Reminders: Set reminders for overdue books to ensure timely returns. Effortless Book Management: Easily add, edit, or remove book entries. Detailed Reports: Generate reports on book availability, borrowing trends, and popular titles. Collaboration Tools: Share the template with team members for seamless collaboration. With Stackby’s automation capabilities, you can also connect the template to external tools for additional functionalities like email reminders or notifications. Who Can Benefit from This Template? School and College Libraries: Efficiently manage academic resources and student borrowing records. Public Libraries: Track large volumes of books and monitor lending activities. Corporate Libraries: Manage book collections in offices for employee access. Personal Book Collectors: Organize personal libraries with detailed book information. Bookstores: Keep records of book stocks and sales history. Getting Started with the Book Inventory Template Add the Template to Your Workspace: Duplicate the Book Inventory Template to your Stackby account. Input Book Details: Enter book titles, author information, ISBNs, and availability. Track Borrowings: Log borrower details and set due dates using the Borrowing Log Table. Monitor Book Status: Easily update statuses as books are borrowed, returned, or reserved. Generate Reports: Analyze data to track borrowing patterns and popular genres. By using Stackby’s customizable views, you can switch between List View, Kanban View, or Calendar View for clear visibility of all activities. Check out other related Templates : Product OperationsProduct Inventory Inventory Management 

Office Inventory Tracker By Stackby Templates

Office Inventory

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 a 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 through effective budget management. 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 using our purchase process template 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 using business contract management 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 template to ensure that there is no duplicity or error in inventory management. This collaborative approach works well with other business templates like project resource management and work order tracking. Who can use Stackby's office inventory template? Our office inventory template can be used by: Office administrators managing day-to-day operations Operations teams coordinating with employee attendance tracking Small businesses implementing comprehensive business plan roadmaps Entrepreneurs scaling their operations with startup KPI dashboards Office management staff overseeing facility operations Integration with other business processes The office inventory template works seamlessly with various business workflows. For procurement teams, it integrates well with purchase approval forms to streamline the approval process. Operations managers can combine it with asset tracking for comprehensive resource management. For businesses looking to optimize their inventory processes, consider implementing this template alongside vendor assessment tools to ensure you're working with the most reliable suppliers. The template also complements meeting room booking systems for offices managing shared resources. Other inventory management templates to consider: Inventory Management Template - For comprehensive inventory and sales tracking Restaurant Inventory Tracking Template - Specialized for food service businesses Art Inventory Tracker Template - Perfect for galleries and creative spaces Product Inventory Template - Ideal for retail and e-commerce businesses Equipment Inventory Template - For tracking machinery and equipment Wine Cellar Inventory - Specialized for beverage managementFor organizations with complex inventory needs, consider combining this template with stock ledger management for detailed financial tracking or production workflow management for manufacturing environments. 

Inventory Management Template By Stackby Templates

Inventory Management

Are you tired of playing a never-ending guessing game with your inventory levels? Step into the realm of precise inventory control with Stackby's Inventory Management Template. It's like having a crystal ball that predicts demand, optimizes stock levels, and keeps your business ahead of the curve. Designed with simplicity and effectiveness in mind, our template empowers you to take control of your inventory management processes like never before. What is Inventory Management, and Why is It Essential for Businesses of All Sizes? Inventory management refers to the process of overseeing and controlling the flow of goods in and out of a company. It involves managing stock levels, tracking products, handling supplier orders, and fulfilling customer demands. Adequate inventory management is crucial to ensure smooth operations, minimize stockouts, reduce costs, and improve customer satisfaction. A Brief Overview of Stackby's Inventory Management Template The Inventory Management Template by Stackby is a powerful tool designed to simplify and streamline the inventory management process for businesses of all sizes. It provides a comprehensive solution to track and organize products, suppliers, purchase orders, customers, line item orders, and sales orders in one centralized platform. Who is This Inventory Management Template for? This template suits businesses across various industries, including retail, e-commerce, manufacturing, and distribution. Whether you are a small business owner or part of a larger organization, our template caters to your specific inventory management needs. Why Do You Need Stackby's Inventory Management Kanban Template? Streamline your inventory management process with Stackby's intuitive and customizable Inventory Management Template. Gain real-time visibility into your inventory levels, suppliers, purchase orders and sales orders to make informed business decisions. Optimize stock levels, reduce stockouts, and minimize excess inventory with effective inventory control. Maximize efficiency and cost-effectiveness by implementing inventory management just in time practices. Harness the power of inventory management Kanban methodology to visualize and track inventory flow and improve operational efficiency. Customize the template to align with your unique inventory management needs and integrate it seamlessly into your existing workflows. Table Included in Our Inventory Management Template Products: This table helps you to keep a detailed record of your products, including their names, images, SKUs, and other relevant details. Make this table in your custom product catalog. Suppliers: With its aid, you can manage your suppliers' information, such as contact details, addresses, and key contacts. Purchase Orders: It lets you track orders, including order numbers, dates, quantities, and associated suppliers. Customers: It helps you to maintain a database of your customers, their contact information, and purchase history for effective customer relationship management. Line Item Orders: It allows you to keep a record of individual line items within orders, including product details, quantities, and prices. Sales Orders: This table lets you manage all your sales orders, track order status, and monitor sales performance. As mentioned above, the Link Column Type helps you link any tables you want. For example, you can connect each product to its respective supplier, allowing you to track and manage the supplier information associated with each product. Thus, it helps you to facilitate seamless data organization, reference, and analysis across different tables. Create custom inventory tracking dashboards with charts and pivot tables and analyze your key metrics in real-time. With our Inventory Management Template, you can say goodbye to manual inventory tracking and embrace a more efficient and organized approach. Sign up for Stackby today, explore our template, and experience the power of streamlined inventory management. Ways to Customize Our Inventory Management Template Expand the template by adding tables to track information such as product categories, pricing tiers, or supplier performance metrics. Tailor and enhance your inventory management experience by integrating various apps and power-ups into Stackby's Inventory Management Template. If you’re an e-commerce brand, you can also connect to your Shopify, Woocommerce or other e-commerce stores and automate your order inflow and track real-time inventory. Take Your Inventory Tracking to the Next Level with Stackby's Inventory Management Template! Sign up now and gain complete control over your inventory, enhance operational efficiency, and drive business success!Check out more related Templates : Product Inventory

Equipment Inventory Template By Stackby Templates

Equipment 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. You Will Also Find These Templates Useful: Product Catalog Gallery Asset Management Product InventoryInventory Management  

Product Inventory Template By Stackby Templates

Product Inventory

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. You Will Also Find These Templates Useful: Product Roadmap Product Launch Agile Product Planning Template  Product Operations 

Art Inventory Tracker By Stackby Templates

Art Inventory Tracker

Use our free art inventory tracker template to keep a track of all your artworks. Using professional software for managing all your artwork can really boost your career. From young, emerging artists to established artists, art gallery owners, and museum curators, this art inventory management software can be the most useful tool that they have ever used. Key features of Stackby's art inventory tracker tool: Track the details of your artwork: Keep a check on the basic details of every artwork so that you can seal the deal with your clients or buyers. Our client database integration ensures you have all customer information readily available. Track sales and expenses: You must have an insight into whether your artwork is selling or not, or how much profit are you earning from your artworks. Use our commission tracking features to monitor your earnings effectively. Manage artist and dealer information: This art inventory tool utilizes your contact list for your art business and helps you maintain all the details of artists and art dealers. Similar to our vendor management system, you can organize all your business relationships in one place. Get insights about every artwork: Which artists have created which artwork, which dealer is selling the most artwork. Get all insights like this with our free art inventory tracker, just like our comprehensive project tracker provides detailed analytics for project management. Create professional reports and invoices for artwork: Visualize your art gallery inventory in Grid, Kanban, Gallery, and Calendar views and generate real-time reports for your artwork. Our system works similarly to marketing campaign tracker tools, providing multiple visualization options for better insights. User-friendly, customizable art inventory management: Stackby provides a user-friendly spreadsheet-like interface so that you can easily adapt to it. Moreover, you can change the art inventory tracker as per your business requirements at any time. Learn more about the advantages of using database software over traditional spreadsheets. Cloud-based artwork tracker: You can access this artwork tracker from anywhere and at any time using your mobile, laptop, or tablet. Perfect for remote work scenarios where team collaboration is essential. Easy to export information: You can export your Stack to excel file in just one click whenever you want and keep a local record with you. Our Excel to database conversion tools make data migration seamless. Shareable art gallery software: If you are working in a team, you can create different views of this art inventory tracker and share them with your team members. This way all of you can collaborate in one place and track the artwork, similar to how our facilities management template enables team coordination. Who can use Stackby's Art Inventory Tracker Template? Our free artwork tracker is suitable for artists, artwork dealers, museum owners, art gallery owners, art studio owners, and anyone who runs an artwork business. Whether you're managing a small studio or running large-scale operations management, this template adapts to your needs. How can Stackby's Art Inventory Tracker Template help you? Our art inventory tracker template helps you organize your art pieces, artists' information, and dealers' information in one place. With this template, you can do the following: Track all the details of your artwork like creation year, artist, dealer, price, and status Also, add the image of your artwork as a separate column Add notes related to every artwork which may include your artwork story, a complaint regarding the artwork, or any other important information Keep a track of all the artists you are associated with, their number of arts, and total art costs Add artist pictures as an attachment for clarity Keep a track of all art dealers you are associated with, their phone, number of arts, and the artwork inventory costs Choose an artwork tracker system that goes beyond the basic inventory management needs of your art and manage your artwork career or business successfully. For businesses requiring comprehensive tracking solutions, explore our office inventory template as well. More Creative Templates from Stackby: Film Production Planning Template: Perfect for creative project management Gallery Asset Management Template: Complement your art inventory with asset tracking Bullet Journal Template: Personal organization for creative professionals Looking for more business solutions? Explore our complete range of templates in sales and CRM or discover powerful marketing automation tools to grow your art business.

Vendor Management Template by Stackby Templates

Vendor Management

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. Similar to how a business contract management system helps organize legal agreements, a vendor management template streamlines all supplier relationships under one centralized platform. 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. For comprehensive financial oversight, consider pairing this with a personal budget or monthly budget tracker. 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. This centralized approach works similarly to digital asset management where all company resources are organized in a single location. 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. For deeper insights into supplier relationships, complement your vendor tracking with competitor analysis to benchmark performance standards. 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. These insights can be as valuable as those provided by customer research templates for strategic planning. 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: Inventory Management Template Asset Tracker Template Equipment Inventory Template Other Operations templates to try: Inventory Management TemplateAsset Tracker TemplateEquipment Inventory Template Product Inventory 

Programming Equipment Order Form

Programming Equipment Order Form

Training Funds Request Form

Training Funds Request Form

Coffee Service Request Form

Coffee Service Request Form

FPA Supplies Order Request

FPA Supplies Order Request

Purchase Request Form

Purchase Request Form

Purchase Requisition Form Template on Stackby – Streamline requests, approvals, and purchase tracking efficiently Templates

Purchase Requisition Form

What Is a Purchase Requisition Form? A Purchase Requisition Form is an internal business document that employees or departments use to formally request the purchase of goods, materials, or services. It serves as the first step in the procurement process, ensuring that all purchases are authorized, documented, and aligned with budgets before a purchase order is created.  Who Can Use a Purchase Requisition Form? Purchase Requisition Forms are useful for: Project Managers & Team Leads – to request equipment, software, or services for their teams. Operations & Manufacturing Units – to request raw materials or spare parts for production. Office Administrators & HR – to procure office supplies, furniture, or recruitment services. Finance & Procurement Departments – to monitor and approve requests before purchases are made. Any Organization – that wants a standardized, auditable purchasing process.  What Problems Are Solved Using a Purchase Requisition Form? Uncontrolled Purchases: Prevents employees from directly ordering items without approval. Budget Overruns: Ensures all expenses are pre-approved and linked to a budget code. Duplicate Orders: Reduces duplicate or unnecessary purchases through standardized tracking. Lack of Transparency: Provides a clear audit trail for procurement requests. Delays in Procurement: Streamlines approval workflows, speeding up order processing.  Key Features A typical Purchase Requisition Form includes: Requisition number / ID for tracking – A unique identifier to easily track and reference each request. Requester and department details – Captures who is making the request and from which department. Item/service description with specifications – Provides detailed information about the product or service needed. Quantity and estimated cost – Specifies how much is required and the approximate expense. Purpose/justification of purchase – Explains why the item or service is needed for approval context. Budget or project code reference – Links the request to the correct budget or project for accounting purposes. Preferred vendor suggestions (optional) – Allows suggesting a supplier if there’s a preferred vendor. Approval signatures (manager/finance/procurement) – Ensures that the request is reviewed and authorized before purchase. Requested delivery date and location – Indicates when and where the items should be delivered to meet project or departmental needs.  Benefits of Purchase Requisition Form Control & Compliance – Only authorized purchases move forward. Budget Discipline – Keeps spending aligned with budgets and project codes. Transparency – Provides full visibility into who requested what and why. Error Reduction – Standardized forms reduce miscommunication and ordering mistakes. Audit & Reporting – Easy tracking for audits, expense reporting, and accountability. Faster Procurement Cycle – Structured approvals minimize delays and bottlenecks.  Use Cases of Purchase Requisition Form A marketing team requests new laptops and software for an upcoming campaign. A construction project team requests safety equipment and raw materials. The HR department requests new office chairs for onboarding employees. A maintenance team requests spare parts for machine repairs. A research lab requests chemicals and lab consumables for experiments.  Workflow of the Purchase Requisition Form Request Raised – Employee fills the requisition form with item details. Review & Approval – Managers and finance validate the need and budget. Procurement Action – Purchasing team converts it into a Purchase Order (PO). Order & Delivery – Items are ordered, received, and verified. Closure – Records are updated for inventory and financial tracking.  Other Related Templates Material Requisition Form Template Purchase Order Template Procurement Tracker Template Inventory Management Template  Supplier Database Template Expense Request Form Template 

Book Inventory Template for managing library books and tracking availability in Stackby. Templates

Book Inventory Template for Easy Library Management

Managing a library or a personal book collection can be overwhelming without the right tools. Whether you oversee a school library, a community center, or a corporate book archive, maintaining an organized inventory is essential for seamless operations. The Book Inventory Template by Stackby is designed to streamline your library management process. With dedicated tables to track book details, monitor borrowing activities, and manage author and publisher information, this template ensures efficient record-keeping. You’ll have real-time visibility into book availability, lending history, and overdue returns, all in one place. Why Use the Book Inventory Template? Efficient Book Tracking: Manage book entries with detailed information. Seamless Borrowing Management: Track borrowed and returned books easily. Author and Publisher Management: Maintain a centralized database for quick reference. Monitor Availability: Ensure books are accessible with accurate status tracking. Improve Productivity: Reduce administrative work with automated updates and real-time reports. Whether you're a librarian, educator, or book enthusiast, this template helps you stay organized and ensures a hassle-free library management experience. How the Book Inventory Template Works in Stackby This template includes three essential tables that cover all aspects of library management: 1. Books Table The Books Table serves as the foundation for your inventory, storing essential details about each book. Key columns include: Book Title: Enter the name of each book for quick identification. Author: Link authors from the Authors Table for a detailed view. Genre: Categorize books by genre to make searching easy. ISBN: Track books using a unique ISBN for accurate record-keeping. Availability Status: Mark books as Available, Borrowed, or Reserved. Publication Year: Keep track of the book’s publishing year. Location: Specify shelf or section details for physical library management. 2. Borrowing Log Table Managing book loans is simplified using the Borrowing Log Table. This table allows you to: Record Borrower Details: Track the name and contact information of borrowers. Borrow and Return Dates: Maintain accurate loan records. Due Date Tracking: Set return deadlines to monitor overdue books. Book Status: Automatically update the availability status upon return. Late Fees: Track applicable late fees for overdue books. This system ensures accountability and encourages timely book returns. 3. Authors and Publishers Table A dedicated table to store and manage author and publisher information: Author Name: Track detailed author information linked to respective books. Publisher Name: Maintain publisher contact details for reference. Published Books: View a list of all books published by a specific author or publisher. Contact Information: Keep records of publisher emails or phone numbers for inquiries. This view helps librarians efficiently manage author and publisher-related data. Key Features and Benefits Real-Time Tracking: Instantly know which books are available or borrowed. Automated Reminders: Set reminders for overdue books to ensure timely returns. Effortless Book Management: Easily add, edit, or remove book entries. Detailed Reports: Generate reports on book availability, borrowing trends, and popular titles. Collaboration Tools: Share the template with team members for seamless collaboration. With Stackby’s automation capabilities, you can also connect the template to external tools for additional functionalities like email reminders or notifications. Who Can Benefit from This Template? School and College Libraries: Efficiently manage academic resources and student borrowing records. Public Libraries: Track large volumes of books and monitor lending activities. Corporate Libraries: Manage book collections in offices for employee access. Personal Book Collectors: Organize personal libraries with detailed book information. Bookstores: Keep records of book stocks and sales history. Getting Started with the Book Inventory Template Add the Template to Your Workspace: Duplicate the Book Inventory Template to your Stackby account. Input Book Details: Enter book titles, author information, ISBNs, and availability. Track Borrowings: Log borrower details and set due dates using the Borrowing Log Table. Monitor Book Status: Easily update statuses as books are borrowed, returned, or reserved. Generate Reports: Analyze data to track borrowing patterns and popular genres. By using Stackby’s customizable views, you can switch between List View, Kanban View, or Calendar View for clear visibility of all activities. Check out other related Templates : Product OperationsProduct Inventory Inventory Management 

Office Inventory Tracker By Stackby Templates

Office Inventory

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 a 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 through effective budget management. 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 using our purchase process template 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 using business contract management 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 template to ensure that there is no duplicity or error in inventory management. This collaborative approach works well with other business templates like project resource management and work order tracking. Who can use Stackby's office inventory template? Our office inventory template can be used by: Office administrators managing day-to-day operations Operations teams coordinating with employee attendance tracking Small businesses implementing comprehensive business plan roadmaps Entrepreneurs scaling their operations with startup KPI dashboards Office management staff overseeing facility operations Integration with other business processes The office inventory template works seamlessly with various business workflows. For procurement teams, it integrates well with purchase approval forms to streamline the approval process. Operations managers can combine it with asset tracking for comprehensive resource management. For businesses looking to optimize their inventory processes, consider implementing this template alongside vendor assessment tools to ensure you're working with the most reliable suppliers. The template also complements meeting room booking systems for offices managing shared resources. Other inventory management templates to consider: Inventory Management Template - For comprehensive inventory and sales tracking Restaurant Inventory Tracking Template - Specialized for food service businesses Art Inventory Tracker Template - Perfect for galleries and creative spaces Product Inventory Template - Ideal for retail and e-commerce businesses Equipment Inventory Template - For tracking machinery and equipment Wine Cellar Inventory - Specialized for beverage managementFor organizations with complex inventory needs, consider combining this template with stock ledger management for detailed financial tracking or production workflow management for manufacturing environments. 

Inventory Management Template By Stackby Templates

Inventory Management

Are you tired of playing a never-ending guessing game with your inventory levels? Step into the realm of precise inventory control with Stackby's Inventory Management Template. It's like having a crystal ball that predicts demand, optimizes stock levels, and keeps your business ahead of the curve. Designed with simplicity and effectiveness in mind, our template empowers you to take control of your inventory management processes like never before. What is Inventory Management, and Why is It Essential for Businesses of All Sizes? Inventory management refers to the process of overseeing and controlling the flow of goods in and out of a company. It involves managing stock levels, tracking products, handling supplier orders, and fulfilling customer demands. Adequate inventory management is crucial to ensure smooth operations, minimize stockouts, reduce costs, and improve customer satisfaction. A Brief Overview of Stackby's Inventory Management Template The Inventory Management Template by Stackby is a powerful tool designed to simplify and streamline the inventory management process for businesses of all sizes. It provides a comprehensive solution to track and organize products, suppliers, purchase orders, customers, line item orders, and sales orders in one centralized platform. Who is This Inventory Management Template for? This template suits businesses across various industries, including retail, e-commerce, manufacturing, and distribution. Whether you are a small business owner or part of a larger organization, our template caters to your specific inventory management needs. Why Do You Need Stackby's Inventory Management Kanban Template? Streamline your inventory management process with Stackby's intuitive and customizable Inventory Management Template. Gain real-time visibility into your inventory levels, suppliers, purchase orders and sales orders to make informed business decisions. Optimize stock levels, reduce stockouts, and minimize excess inventory with effective inventory control. Maximize efficiency and cost-effectiveness by implementing inventory management just in time practices. Harness the power of inventory management Kanban methodology to visualize and track inventory flow and improve operational efficiency. Customize the template to align with your unique inventory management needs and integrate it seamlessly into your existing workflows. Table Included in Our Inventory Management Template Products: This table helps you to keep a detailed record of your products, including their names, images, SKUs, and other relevant details. Make this table in your custom product catalog. Suppliers: With its aid, you can manage your suppliers' information, such as contact details, addresses, and key contacts. Purchase Orders: It lets you track orders, including order numbers, dates, quantities, and associated suppliers. Customers: It helps you to maintain a database of your customers, their contact information, and purchase history for effective customer relationship management. Line Item Orders: It allows you to keep a record of individual line items within orders, including product details, quantities, and prices. Sales Orders: This table lets you manage all your sales orders, track order status, and monitor sales performance. As mentioned above, the Link Column Type helps you link any tables you want. For example, you can connect each product to its respective supplier, allowing you to track and manage the supplier information associated with each product. Thus, it helps you to facilitate seamless data organization, reference, and analysis across different tables. Create custom inventory tracking dashboards with charts and pivot tables and analyze your key metrics in real-time. With our Inventory Management Template, you can say goodbye to manual inventory tracking and embrace a more efficient and organized approach. Sign up for Stackby today, explore our template, and experience the power of streamlined inventory management. Ways to Customize Our Inventory Management Template Expand the template by adding tables to track information such as product categories, pricing tiers, or supplier performance metrics. Tailor and enhance your inventory management experience by integrating various apps and power-ups into Stackby's Inventory Management Template. If you’re an e-commerce brand, you can also connect to your Shopify, Woocommerce or other e-commerce stores and automate your order inflow and track real-time inventory. Take Your Inventory Tracking to the Next Level with Stackby's Inventory Management Template! Sign up now and gain complete control over your inventory, enhance operational efficiency, and drive business success!Check out more related Templates : Product Inventory

Equipment Inventory Template By Stackby Templates

Equipment 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. You Will Also Find These Templates Useful: Product Catalog Gallery Asset Management Product InventoryInventory Management  

Product Inventory Template By Stackby Templates

Product Inventory

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. You Will Also Find These Templates Useful: Product Roadmap Product Launch Agile Product Planning Template  Product Operations 

Art Inventory Tracker By Stackby Templates

Art Inventory Tracker

Use our free art inventory tracker template to keep a track of all your artworks. Using professional software for managing all your artwork can really boost your career. From young, emerging artists to established artists, art gallery owners, and museum curators, this art inventory management software can be the most useful tool that they have ever used. Key features of Stackby's art inventory tracker tool: Track the details of your artwork: Keep a check on the basic details of every artwork so that you can seal the deal with your clients or buyers. Our client database integration ensures you have all customer information readily available. Track sales and expenses: You must have an insight into whether your artwork is selling or not, or how much profit are you earning from your artworks. Use our commission tracking features to monitor your earnings effectively. Manage artist and dealer information: This art inventory tool utilizes your contact list for your art business and helps you maintain all the details of artists and art dealers. Similar to our vendor management system, you can organize all your business relationships in one place. Get insights about every artwork: Which artists have created which artwork, which dealer is selling the most artwork. Get all insights like this with our free art inventory tracker, just like our comprehensive project tracker provides detailed analytics for project management. Create professional reports and invoices for artwork: Visualize your art gallery inventory in Grid, Kanban, Gallery, and Calendar views and generate real-time reports for your artwork. Our system works similarly to marketing campaign tracker tools, providing multiple visualization options for better insights. User-friendly, customizable art inventory management: Stackby provides a user-friendly spreadsheet-like interface so that you can easily adapt to it. Moreover, you can change the art inventory tracker as per your business requirements at any time. Learn more about the advantages of using database software over traditional spreadsheets. Cloud-based artwork tracker: You can access this artwork tracker from anywhere and at any time using your mobile, laptop, or tablet. Perfect for remote work scenarios where team collaboration is essential. Easy to export information: You can export your Stack to excel file in just one click whenever you want and keep a local record with you. Our Excel to database conversion tools make data migration seamless. Shareable art gallery software: If you are working in a team, you can create different views of this art inventory tracker and share them with your team members. This way all of you can collaborate in one place and track the artwork, similar to how our facilities management template enables team coordination. Who can use Stackby's Art Inventory Tracker Template? Our free artwork tracker is suitable for artists, artwork dealers, museum owners, art gallery owners, art studio owners, and anyone who runs an artwork business. Whether you're managing a small studio or running large-scale operations management, this template adapts to your needs. How can Stackby's Art Inventory Tracker Template help you? Our art inventory tracker template helps you organize your art pieces, artists' information, and dealers' information in one place. With this template, you can do the following: Track all the details of your artwork like creation year, artist, dealer, price, and status Also, add the image of your artwork as a separate column Add notes related to every artwork which may include your artwork story, a complaint regarding the artwork, or any other important information Keep a track of all the artists you are associated with, their number of arts, and total art costs Add artist pictures as an attachment for clarity Keep a track of all art dealers you are associated with, their phone, number of arts, and the artwork inventory costs Choose an artwork tracker system that goes beyond the basic inventory management needs of your art and manage your artwork career or business successfully. For businesses requiring comprehensive tracking solutions, explore our office inventory template as well. More Creative Templates from Stackby: Film Production Planning Template: Perfect for creative project management Gallery Asset Management Template: Complement your art inventory with asset tracking Bullet Journal Template: Personal organization for creative professionals Looking for more business solutions? Explore our complete range of templates in sales and CRM or discover powerful marketing automation tools to grow your art business.

Vendor Management Template by Stackby Templates

Vendor Management

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. Similar to how a business contract management system helps organize legal agreements, a vendor management template streamlines all supplier relationships under one centralized platform. 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. For comprehensive financial oversight, consider pairing this with a personal budget or monthly budget tracker. 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. This centralized approach works similarly to digital asset management where all company resources are organized in a single location. 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. For deeper insights into supplier relationships, complement your vendor tracking with competitor analysis to benchmark performance standards. 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. These insights can be as valuable as those provided by customer research templates for strategic planning. 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: Inventory Management Template Asset Tracker Template Equipment Inventory Template Other Operations templates to try: Inventory Management TemplateAsset Tracker TemplateEquipment Inventory Template Product Inventory 