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 

A product launch template is necessary to ensure that your product launch plan is on schedule. Ensure that nothing is left behind, prioritize all the features of your product, and ensure that the whole team is on the same page when it comes to your product launch. What is a product launch? A product launch is the amalgamation of a company’s united efforts to debut a new product in the market and make it available for the public to purchase. It serves many purposes for the organization, such as fostering brand recognition, expansion, attracting new customers, and boosting profits. Whenever your team is going to launch any product in the market, they will need a product launch plan to follow through. Your product launch plan is going to be a blueprint that not only will keep your team updated about the multiple goals for the product; it will also create a to-do list for the team. Following your product launch plans, your product marketing team will need a checklist to track every task in the product journey. But maintaining a checklist is very tedious if it has to be done separately for every element or activity; this is where the product launch plan template steps in. Why do we need a product launch template? A product launch template will help you keep track of every activity regarding the product launch. It will also let you know about the status and every other detail of each stage of the product launch at a glance. Proper communication, setting up clear goals, a strict timeline, and other processes are essential parts of any product launch. This is why a lot of teams start off by creating a product launch checklist from the start. A product launch template will help you keep all the launch details clear and keep the cross-functional teams connected. It will help you visualize a complete timeline for the product launch and share goals, messages, and keep a tab on the status of work assigned. You will be able to pull out any details regarding the product launch at any time and analyze it for future use. A product launch template makes your work quite accessible and convenient to everyone involved. How to create a great product launch plan? 1. Do customer research: find what your potential customer requires and whether their needs match your plans. 2. Create actionable goals: set product goals, sales goals, and marketing goals, and list out the key performance indicators (KPIs) for each. 3. Organize your product launch template: visualize your strategy and save time using our product launch template. What is included in this product launch plan template? We wanted to include a basic framework of product launch in our template so that it can also act as a product plan launch checklist template for you. Our product launch template includes three tables: 1. All Features: This table includes details about the features of the new product. For instance, feature status (in progress/ready, etc.), product leads, product theme, feature description, launch email, press release, and so on. 2. Product Launch: This table includes details about the product type, its description, features, etc. 3. Monthly Newsletter: This table includes details of the monthly newsletter published to share updates on the new features added to your product. How will Stackby’s product launch template help you? The product launch template from Stackby will help you review the overall performance of the new product launch. Using the Product Launch Template, you will be able to: Record all the details of each product or feature launch on a single interface. Add images and documents related to the product to the template itself. Track the feature status in real-time (Ready/ Completed/ In-Progress/ Not Started). Assign a lead to each product. Track the theme of all the products (New Product Launch/ Software Update/ etc.). Store a description of the features. Monitor the target completion and target launch date. Track the launch status of each product or feature. Keep track of the press release, blog post, launch email, support article, ads, and promotions. Track the complexity and value of each launch. You can access the product launch template in the Kanban view as well, which will help you keep track of various products’ status. You can also access the calendar view to keep track of the important dates regarding the product launch. Who will find this product launch template helpful? This template will be best used by product marketing managers, product launch teams, marketing teams, engineering managers, startups, and SMEs. The product launch template is completely customizable, and you can categorize the data and filter it accordingly. If you are gearing up for your next product launch, this is the template for you!You may also find these templates useful: Product Roadmap, Product Competitor Analysis 

Task and Issues Template: Simplify Project Management & Team Collaboration Managing tasks and tracking issues efficiently is critical for any team or business. Without a structured system, project workflows can become chaotic, deadlines may be missed, and communication gaps can slow down progress. That’s where a Task and Issues Tracker comes in handy. With Stackby’s Task and Issues Template, you can seamlessly organize your work, track progress, assign responsibilities, and ensure timely resolution of tasks and issues. This template is designed to help teams enhance productivity, manage workloads efficiently, and stay aligned with project goals. Why Use a Task and Issues Template? Managing multiple tasks and resolving issues requires a streamlined approach. Here’s how this template benefits teams: Organized Task Management: Keep track of tasks, priorities, and deadlines in one place.ssue Tracking & Resolution: Identify, log, and address project blockers quickly.Seamless Collaboration: Assign tasks, update statuses, and improve team communication.Automated Workflows: Reduce manual tracking and automate task progress updates. Improved Accountability: Assign owners to tasks and monitor progress effortlessly. How This Template Works in Stackby This Task and Issues Template is built to support a structured workflow with key tables: Task List: A centralized table to manage all tasks with details like task name, priority level, status, and due dates. Issue Log: Track ongoing issues, their impact, and resolutions. Task Assignees: Assign team members to specific tasks and set priorities. Progress Tracking: Monitor task status updates in real-time and ensure timely completion. With Stackby’s automation and integrations, you can connect with tools like Slack, Trello, Jira, or Google Sheets to enhance workflow efficiency. Key Features & Benefits Customizable Task & Issue Tracking – Modify fields, categories, and views to match your project needs. Real-Time Collaboration – Keep your entire team updated with live task tracking and status changes. Deadline & Priority Management – Assign priorities and due dates to prevent project delays. Kanban & Calendar Views – Visualize your workflow using multiple views for better tracking. Automations & API Integrations – Connect with your favorite tools to automate workflows. Use Cases for Different Teams Software Development Teams – Track feature development, bug fixes, and release cycles. Marketing Teams – Manage campaigns, content production, and social media tasks. Project Managers – Oversee project milestones, team progress, and client deliverables. Customer Support Teams – Log and resolve customer-reported issues efficiently. Getting Started with the Task and Issues Template Access the Template – Open the Task and Issues Template in Stackby.Customize Fields – Modify columns and data as per your project workflow.Assign Tasks & Owners – Distribute responsibilities and set due dates.Update Status & Track Progress – Monitor real-time updates on assigned tasks.Collaborate & Automate – Sync with external tools and automate repetitive actions.

Manage and track all the different equipments, appliances, furniture and more for your store, home or warehouse with this easy to adopt facilities management template.  List all the facilities, their conditions, attachments, work orders, maintenance requests (via forms), dates, costs, locations and more with this template. 

Managing a college schedule can be overwhelming, with multiple classes, assignments, and deadlines to keep track of. A well-structured schedule helps students stay organized, plan their coursework effectively, and balance academics with extracurricular activities. The College Schedule Template in Stackby offers a structured and flexible way to manage your class timetable, assignments, study sessions, and important deadlines. Whether you're tracking lecture schedules, exam dates, or project deadlines, this template simplifies academic planning and ensures nothing falls through the cracks. Why Use a College Schedule Template? Without a structured schedule, students often struggle to keep up with coursework, leading to missed deadlines, last-minute cramming, and increased stress. The College Schedule Template provides: A centralized system to plan and organize class schedules. Easy tracking of assignments, exams, and deadlines. Customizable views to manage daily, weekly, and semester plans. Automated reminders to stay on top of important tasks. A clear overview of workload to improve time management. How This Template Works in Stackby This College Schedule Template is built with structured tables, making it easy to organize and access all academic activities in one place. Key Tables in the College Schedule Template Class Schedule Table – Organize all your courses by day, time, and instructor. Assignments Table – Track due dates, priorities, and completion status of assignments. Exams Table – Plan and prepare for upcoming tests with scheduled study sessions. Study Plan Table – Set study goals and monitor progress for effective time management. Each table is fully customizable to match your academic requirements. Key Features & Benefits 1. Organize Your Class Schedule Input all course details, including subject name, professor, time, and location. Get a visual calendar view of your weekly or monthly schedule. Avoid scheduling conflicts with an easy-to-update format. 2. Keep Track of Assignments & Deadlines Maintain a list of assignments with deadlines and priority levels. Update the status of each task to stay on track with coursework. Receive automated reminders for upcoming submissions. 3. Plan & Prepare for Exams Schedule exam dates, study sessions, and review materials in advance. Allocate study time effectively using the Study Plan Table. Monitor progress and ensure you're prepared for every test. 4. Customize Views for Better Organization Use a calendar view to visualize your schedule. Filter by subjects, assignment due dates, or study priorities. Customize fields to add notes, links, or additional resources. 5. Enhance Time Management & Productivity Balance academic responsibilities with extracurricular activities. Prioritize tasks efficiently to avoid last-minute stress. Plan ahead and stay organized throughout the semester. Who Can Benefit from This Template? The College Schedule Template is ideal for: College Students – Manage course schedules, assignments, and deadlines. Professors & Instructors – Plan lecture schedules and track student tasks. Study Groups – Collaborate on assignments and schedule group study sessions. Parents & Advisors – Help students stay on track with their academic workload. How to Get Started with the Template Import the College Schedule Template into Stackby. Customize Your Course Details – Add subjects, professors, and schedules. Add Assignments & Exam Dates – Set deadlines and study priorities. Use Calendar & List Views – Visualize your weekly or monthly plan. Automate Reminders – Set alerts for assignments and exam preparation.

IT Service Desk Template: Streamline IT Support and Ticket Management In today's fast-paced digital environment, IT service teams need a structured system to track, manage, and resolve technical issues efficiently. The IT Service Desk Template in Stackby offers a seamless way to organize IT tickets, prioritize requests, and ensure quick resolutions—all within a customizable, no-code platform. Whether you're an IT administrator, a service desk manager, or part of an in-house IT team, this template helps improve response times and enhance customer satisfaction. Why Use the IT Service Desk Template? IT teams often face challenges like scattered ticket tracking, lack of prioritization, and delayed issue resolution. This template helps by providing a centralized system where you can: Log and categorize IT support tickets. Assign tickets to team members for resolution. Set priority levels and deadlines. Track ticket status from creation to resolution. Generate reports for performance analysis. By leveraging Stackby’s automation, integrations, and collaboration features, this template ensures that no IT request falls through the cracks. How the IT Service Desk Template Works in Stackby This template consists of key tables that help organize and streamline IT support: 1. Tickets Table The Tickets table acts as the core of the IT service desk, allowing you to log and track IT issues efficiently. It includes columns for: Ticket ID – Unique identifier for each IT request. Requester Name & Department – Helps IT teams understand the requestor’s role and urgency. Issue Description – Detailed explanation of the IT problem. Priority Level – Low, Medium, High, or Critical, ensuring important issues are handled first. Status – Tracks progress from Open, In Progress, Resolved, or Closed. Assigned Technician – Specifies the IT support team member responsible for the request. Resolution Notes – Helps document solutions for future reference. 2. Technician Directory The Technician Directory table contains details of IT support staff, including: Name and role within the IT team. Contact information. Expertise (e.g., hardware, software, networking).This ensures that tickets can be assigned to the right technician based on their area of expertise. 3. Ticket Status & Prioritization This table provides a dashboard-like view of ticket statuses. It helps IT teams monitor trends, track urgent issues, and identify backlog areas. Key Features & Benefits Centralized Ticket Management: Keep all IT support tickets in one place for easy tracking. Automated Notifications: Set up alerts for new tickets, status changes, and upcoming deadlines. Customizable Fields & Views: Tailor the template to your IT service desk’s unique workflow. Collaboration & Assignment: Easily assign tickets to IT staff and track progress. Data-Driven Insights: Generate reports to analyze performance, identify bottlenecks, and improve efficiency. Real-World Use Cases Corporate IT Teams: Manage internal IT support requests across departments. Managed IT Service Providers (MSPs): Track client IT issues and ensure timely resolutions. Help Desk Support Teams: Organize and streamline incoming tickets for a better response system. Educational Institutions & Universities: Handle IT-related queries from students and faculty. Getting Started with the IT Service Desk Template Set Up Your IT Team Directory: Add IT technicians, their expertise, and contact details. Log IT Requests: Start adding tickets as they come in, with all relevant details. Assign & Prioritize Tickets: Assign tickets based on technician availability and expertise. Monitor & Resolve: Track ticket progress, update statuses, and document resolutions. Analyze Performance: Use reports to improve response times and IT service quality.

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  

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 

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 

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