Purchase Process Template

Efficient IT support is essential to keeping your organization running smoothly. Stackby’s IT Ticket Management Template provides a comprehensive, customizable solution to track, manage, and resolve internal IT issues with clarity and speed. Designed for IT help desks, system administrators, and technical support teams, this template gives you a structured way to streamline your ticketing workflow—from issue reporting to resolution. Whether your company handles a handful of support tickets or dozens per day, organizing them efficiently can prevent SLA breaches, reduce response time, and boost internal satisfaction. With this template, you can not only log each support ticket but also track key details like requestor information, ticket priority, issue categories, assigned agents, resolution status, and SLA timelines. What This Template Offers This template is structured into multiple connected views to offer full visibility into your support process. Here’s a breakdown: 1. Support Tickets View Capture all incoming IT issues in a central table. Each ticket can be logged with an auto-generated ID, priority, description, requester details, department, and issue category. You can assign tickets to specific agents, update their status, and track SLA deadlines and resolution time. 2. Agent Directory Keep a centralized list of your IT support team members. Track their contact info, skill levels, roles (Level 1, 2, or 3), and total tickets assigned. This ensures that requests are always routed to the right person based on issue type or expertise. 3. Requester & Department Directory Know who raised each issue and from which department. This makes follow-up easier and gives insights into recurring problems in specific teams like HR, Finance, or Marketing. 4. Issue Categories Classify each ticket based on predefined issue categories like Hardware, Software, Network, or Access. Assign default SLA durations to each category to help your team stay accountable and prioritize effectively.  Key Functional Highlights Priority & Status TrackingInstantly view the status of every ticket—whether it’s Open, In Progress, Resolved, or Closed—along with priority levels from Low to Urgent. SLA & Resolution MetricsUse built-in date and formula columns to track SLA due dates, measure actual resolution time, and flag overdue tickets. Agent Assignment & WorkloadLink each ticket to an agent from your support team. Analyze individual workloads using formulas to ensure even distribution and fast response. Automated Views & FiltersCreate filtered views like “High Priority Tickets,” “Tickets Due Today,” or “Resolved This Week” to keep your team focused on what matters most. Attachment & Communication LogsAdd screenshots, documents, or logs to each ticket. Use long text fields to track back-and-forth conversations with requesters. Use Cases In-House IT TeamsTrack internal requests across all departments, improve SLA compliance, and ensure quicker turnaround. Managed IT Service Providers (MSPs)Use the template to manage client tickets in a white-labeled workspace and report on resolution times. Startups & SMEsImplement an easy-to-use IT help desk system without the cost of complex software. Educational or Government InstitutionsLog and resolve tech issues from faculty, students, or staff while maintaining audit trails. Why Use Stackby for IT Ticket Management? Unlike rigid help desk software, Stackby lets you fully customize the template to your needs. You can: Build ticket submission forms for employees Create automated reminders and status updates Visualize workload via Kanban boards or calendar views Integrate with tools like Slack or Gmail to trigger alerts or auto-create tickets This flexibility makes Stackby ideal for businesses that need a lightweight yet powerful IT management system. Get started instantly, adapt the fields as you grow, and centralize your ticket lifecycle in a collaborative workspace. Would you like me to now help create: A visual layout or screenshot mockup? Help text for each column in the template? Dashboard metrics (e.g., ticket status summary, agent workload charts)?

Efficient onboarding is vital to ensure new hires are equipped with the tools and information they need to become productive from day one. While HR handles the cultural and administrative aspects, IT departments are responsible for enabling access, provisioning hardware, and setting up the necessary systems. The IT Employee Onboarding Tracker by Stackby is designed to bring order, clarity, and collaboration to this process. This fully customizable template enables IT and HR teams to work together in a centralized space—tracking assets, credentials, onboarding progress, and documentation for every new employee. Whether you're onboarding a single hire or managing multiple joiners across departments, this solution provides a structured and scalable approach.  Key Elements Tracked in the Template 1. New Hire Details Start with the essential information: employee name, department, role, start date, manager, work location, and onboarding status. Use filters or grouping to organize hires by department or joining month. 2. Device & Asset Allocation Keep a detailed log of IT hardware assigned to each employee—laptops, monitors, headsets, phones, and more. Track issue date, serial numbers, condition, expected return date, and return status for efficient asset management. 3. Access and Tools Setup For each employee, list all required software and system credentials such as email, Slack, VPN, project management tools, and CRM platforms. Record the setup status, provisioning date, and the IT personnel responsible for each item. 4. Training and Orientation Track mandatory onboarding sessions and technical training. Include training names, dates, trainers, completion status, and comments. This ensures new hires are equipped with the necessary knowledge for their roles. 5. Documentation and Acknowledgment Ensure compliance by logging document submissions like NDAs, IT usage policies, data protection acknowledgments, and ID verification. Each entry includes submission date, file attachment, and approval status.  Template Capabilities and Views Status-Based WorkflowsAssign onboarding stages such as “Pending IT Setup,” “Access Granted,” “Device Delivered,” and “Onboarding Complete.” View team-wide progress in a Kanban layout or Grid view. Calendar & Timeline ViewsVisualize start dates, task deadlines, or asset return dates using calendar and timeline views. Ideal for planning ahead and avoiding last-minute issues. Linked RecordsConnect employee records with asset allocation, system credentials, and training schedules using linked columns. This creates a relational structure that enhances visibility and data management. Reminders and AutomationsUse Stackby’s automation features to set reminders for incomplete tasks or due dates for access setup and device returns, reducing manual follow-ups. Attachment SupportUpload offer letters, signed documents, ID proofs, or onboarding guides directly to each record, making it easy to retrieve key documents in one place. Benefits and Use Cases Unified Workspace for IT and HRCoordinate across departments in a single platform to reduce gaps in communication and task handoffs during onboarding. Improved AccountabilityAssign individual responsibilities and track the progress of each task, from issuing hardware to setting up accounts. Standardized Onboarding ProcessDefine and follow a consistent onboarding process regardless of department, location, or role—ensuring all employees get what they need. Remote Onboarding ReadySupport distributed teams by organizing shipping schedules, remote access setup, and virtual training in a central system. Auditable Records and ComplianceMaintain accurate records for audits, IT policy adherence, and equipment accountability. Who Should Use This Template? IT Managers overseeing employee technology provisioning HR and People Operations teams managing onboarding logistics Startups and growing companies aiming to standardize their onboarding process Remote-first organizations managing distributed hires With the IT Employee Onboarding Tracker, your team can bring structure and visibility to one of the most critical moments in an employee’s journey. It’s more than just a task list—it’s your all-in-one workspace to ensure a successful and stress-free onboarding experience. 

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

Email marketing remains one of the most cost-effective and powerful tools in the digital marketer’s toolkit. Whether you’re nurturing leads, welcoming new customers, or launching a product, email campaigns can drive significant engagement—if tracked and optimized correctly. The Email Marketing & Tracking Template by Stackby is designed to simplify and supercharge your email efforts by centralizing campaign planning, performance tracking, and client engagement in one place. Features That Power Your Email Strategy This fully customizable template includes five comprehensive tables that cover the full lifecycle of your email marketing operations: 1. Dashboard Get a bird’s-eye view of your email performance day-by-day. With fields like total campaigns sent, open rate, click-through rate (CTR), and top-performing campaigns, the dashboard allows you to track key metrics and identify high-impact days and strategies. 2. Email Campaigns Plan and monitor every detail of your email campaigns—from subject lines and target lists to sends, opens, clicks, and conversions. This table lets you log both single campaigns and A/B tests, helping you make data-driven decisions about your messaging and frequency. 3. Client Your audience is your biggest asset. Keep track of client details like email addresses, subscription dates, engagement scores, and current statuses (active, unsubscribed, bounced). This helps you segment your lists more effectively and refine your targeting over time. 4. Email Engagement Get granular insights into how each client interacts with your emails. Record whether they opened, clicked, unsubscribed, or bounced from a specific campaign. These insights help identify which messages resonate and which need improvement. 5. A/B Summary Testing is essential to optimization. The A/B Summary table lets you compare different email versions by tracking open rates, click-throughs, and conversions. Use this data to refine subject lines, CTAs, layouts, and more. Benefits You’ll Love All-in-One Campaign Management:Everything you need to manage your email efforts lives in one place. No more switching between tools and spreadsheets. Real-Time Tracking:Update your template with the latest engagement and campaign data to instantly see trends and performance insights. Client-Level Analysis:Measure how individual users interact with your emails to develop better segments and higher-performing automations. Customizable Structure:Whether you're an agency, a small business, or a large enterprise, the fields and tables can be tailored to fit your unique workflows. Built for Teams:Collaborate in real-time with team members across marketing, design, and analytics. Add comments, attach files, and assign tasks without ever leaving the template. Who Is This Template For? This template is ideal for: Marketing Teams: Looking to centralize and optimize their email outreach. Digital Agencies: Managing campaigns across multiple clients. Small Businesses & Startups: Seeking a streamlined, scalable way to build relationships with leads and customers. Freelancers & Solopreneurs: Who want to track campaign performance without investing in complex marketing platforms. Use Cases Campaign Planning & Review: Schedule upcoming emails, record past performance, and identify what’s working. Performance Optimization: Run A/B tests and continuously improve based on hard data. Customer Segmentation: Use engagement scores to identify and target your most valuable contacts. Report Generation: Easily generate daily, weekly, or monthly performance reports from your dashboard. Final Thoughts With this Email Marketing & Tracking Template, you can take full control of your email marketing strategy from planning to performance review. Say goodbye to disjointed workflows and hello to streamlined, data-driven marketing—all in one place. Get started today with this free, customizable template—only on Stackby. 

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.

Managing IT operations in any organization can quickly become overwhelming without the right systems in place. From tracking hardware and software assets to handling support tickets, managing vendors, and ensuring compliance, IT teams must juggle a wide range of responsibilities daily. To help streamline these operations, the IT Management Dashboard Template in Stackby offers a centralized, collaborative platform that brings together all critical IT functions. This template is designed for IT teams, system administrators, and infrastructure managers who need to track, manage, and report on their technology stack with accuracy and clarity. Whether you're part of a growing startup or an established enterprise, this flexible, no-code template adapts to your workflows and helps maintain full visibility over IT resources.  Key Areas Covered in the Template 1. IT Asset Tracker This module logs every piece of hardware in your organization—from laptops and desktops to routers, monitors, and mobile devices. Each entry includes: Asset ID and type Assigned user or department Purchase date and warranty expiration Status (In Use, Available, Under Repair, Retired) Vendor and serial number The asset tracker ensures every piece of IT equipment is accounted for and can be easily monitored through views like “Assets by Department” or “Warranties Expiring Soon.” 2. Ticket Management Support requests are tracked through a dedicated ticket log. IT team members can use this table to: Record issue details and requestor information Assign tickets to technicians Set priority and current status (Open, In Progress, Resolved) Track resolution time and feedback Tickets can be visualized in Kanban view for workflow clarity or filtered by urgency for triaging. 3. Software License Monitoring Stay compliant by maintaining an accurate record of all software used across the organization. This section includes: Software name and license type Expiration and renewal dates Number of active users License keys and documentation Never lose track of a license renewal again with built-in reminders and calendar views. 4. Vendor Directory Manage all IT vendors in one place—hardware suppliers, cloud service providers, software resellers, and more. Each entry captures: Vendor contact details Services provided Contract periods and renewal terms Assigned point of contact This helps with centralized relationship management and streamlines procurement decisions. 5. Project and Implementation Tracker Keep tabs on all ongoing and planned IT projects—like infrastructure upgrades, cybersecurity implementations, or new software rollouts. Each record allows you to track: Project owner and team members Timeline and milestones Budget, progress status, and notes Linked tickets and assets involved View projects on a timeline to monitor deadlines or filter by status for reporting purposes. Template Features and Custom Views Grid, Kanban, and Calendar ViewsCustomize views to match your workflow—track open support requests in Kanban or view asset return dates on a calendar. Relational LinkingLink software licenses to assigned employees, tickets to projects, and vendors to assets to create a relational database-like experience. Automation ReadySet up alerts for upcoming renewals, overdue tickets, or asset audits using Stackby’s built-in automation tools. Attachments and CommentsUpload supporting documents such as invoices, contracts, screenshots, and user guides directly into each record. Customizable FieldsTailor each table to your organization’s specific needs—add dropdowns, checkboxes, date pickers, or URL fields.  Who Is This Template For? IT Managers & AdministratorsGain visibility into assets, workloads, licenses, and support pipelines. Startups & Mid-Sized BusinessesEstablish scalable IT processes as your business grows. Enterprise Tech TeamsStandardize IT workflows across multiple teams or departments. MSPs (Managed Service Providers)Monitor and manage client systems in one dashboard with ease. The IT Management Dashboard Template for Stackby gives you a real-time overview of your entire IT ecosystem—improving response times, reducing errors, and enabling smarter decisions. With the flexibility of no-code customization and the power of collaboration, you can run IT operations more efficiently than ever before. Let us know if you’d like help adding sample data, formulas (e.g., tracking asset ROI or SLA breaches), or setting up views for your organization. 

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 

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. 

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 

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