School CRM Template

A well-organized purchase process is critical for businesses to efficiently manage procurement, track expenses, and ensure timely approvals and payments. Stackby’s Purchase Process Template simplifies purchasing workflows by providing a structured way to track purchase requests, vendor details, approvals, and payment statuses. This template is ideal for procurement teams, finance departments, and business managers who need a streamlined approach to managing purchases from request to completion. Why Use This Template? Handling purchases involves multiple steps, from vendor selection to order approval and invoice tracking. Without a structured system, businesses can experience delays, budget mismanagement, and inefficiencies. The Purchase Process Template helps you: Centralize Purchase Requests: Track and organize all purchase orders in one place. Streamline Approvals: Assign approvers and automate approval workflows for efficiency. Monitor Vendor Performance: Maintain vendor details, purchase history, and reliability scores. Track Payments & Expenses: Log payment status and maintain financial transparency. How This Template Works in Stackby This template includes key tables designed to simplify the purchase process from start to finish: 1. Purchase Requests Log all purchase requests with details like item name, quantity, cost, and department. Assign requesters and track approval status. Set priority levels and deadlines to ensure timely procurement. 2. Vendor Management Maintain vendor contact details, pricing agreements, and service ratings. Track previous purchases from each vendor to compare costs and reliability. Monitor vendor response time and delivery efficiency. 3. Order Approval Workflow Assign approvers and define purchase request criteria. Track approval stages (Pending, Approved, Rejected) for each request. Automate notifications for pending approvals to keep the process moving. 4. Payment Tracking & Invoice Management Log invoices with due dates, payment status, and amounts. Categorize payments as pending, processed, or overdue. Track expenses against budget allocations for financial oversight. Key Features & Benefits Customizable Fields: Adapt the template based on your business’s purchasing workflow. Automations & Integrations: Connect with accounting software to streamline payment tracking. Real-Time Collaboration: Ensure seamless communication between procurement and finance teams. Multiple Views for Better Insights: Use Table, Kanban, and Calendar views to visualize purchase requests and approvals. Real-World Use Cases Corporate Procurement Teams: Manage purchase requests and vendor agreements efficiently. Small Businesses & Startups: Track expenses and approvals to ensure budget control. Finance Departments: Maintain a structured overview of payments and invoices. Getting Started with the Template Add Purchase Requests: Input all new purchase orders with relevant details. Manage Vendor Details: Keep an updated record of vendors and their reliability scores. Set Up Approval Workflows: Assign approvers and track status changes. Monitor Payments & Expenses: Ensure timely payments and keep financial records updated. Review & Optimize: Regularly analyze the purchase process and make necessary improvements. Final Thoughts The Purchase Process Template in Stackby helps businesses maintain a transparent, structured, and efficient purchasing workflow. Track requests, manage vendors, streamline approvals, and monitor payments—all in one place. Try this template today and take control of your procurement process.

Our college schedule database template empowers students to efficiently manage their courses, professors, and semesters. Easily organize class timings, room assignments, and academic calendars for a streamlined academic experience

Manage products, generate enquiries and orders directly from this configurable Product Order Form template.  Steps to use this Product Order Form template: Step 1: Add your product details in the Product table (Details, Price, Images etc.) and create a gallery view for the product (to share with your clients)   Step 2: Create an inquiry form using Stackby forms in the Inquiries table.  Step 3: Create two buttons - Inquire Now (linked to the inquiry form) and Buy now (linked button using your payment gateway provider hosted invoice link for that item) in the Products table.  Step 4: Bring orders automatically from your payment provider via Zapier (or Make.com or similar) in the orders table, which are linked to your products.  .. and that's it!  Keep adding your products, and build an automated inquiry and order management system along with it with this Product Order Form Template. Sign up and try it for free. Check Out Other related Teplates : Product Operations 

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 

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 

If you have a personal collection or you're running a library or a bookstore, this book inventory template is for you. 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  

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

Every organization must keep a track of all its assets. Whether you are running a business expanding to multiple locations, your employees are working from remote locations, or you have multiple offices in different locations, you need an asset tracker to manage, organize and monitor your assets. Stackby’s free-to-use, custom asset tracker template can solve all your problems and make this process much easier for you.  What is Asset Tracker?  An asset tracker is a tool that helps you monitor the physical location and status of movable and fixed assets in an organization. For example, office furniture, electronic devices, stationeries, all can be considered as valuable assets for an organization. Every business incurs a certain cost on buying and maintaining assets and therefore it must keep track of them.  Stackby’s asset tracker tool helps ensure that the movement of assets is strictly controlled thereby preventing loss and improving customer service and business operations.  Why do Businesses need to Automate Asset Tracking Systems?  Manual asset tracking methods include many challenges such as: You have to manually enter all the information and update the records every day. The operations team often has to rely on finance teams for the purchase details of assets. Assets cannot be scanned using barcodes which means more chances of errors in entering data. Manual tracking methods often lead to redundancy and inefficient tracking.  Read more: Why you should ditch Spreadsheets to Scale your Business  If you are still depending on spreadsheets for keeping a check on your company assets, your operations team is underperforming. It is time to boost their productivity by giving them an automated asset tracking system.  Collaboration: Manage all your assets from different locations in one place with the Stackby asset tracker template.  Automation: Use Stackby’s barcode scanner column type and keep an automated record of your company assets.  Vendor Details: Manage your vendor list to keep a track of which asset was bought from which vendor.  Purchase Details: Store all the purchase details for every asset so that you do not exceed your company budget. Read more: Barcode Column Type in Stackby  What are the Benefits of using an Asset Tracker?  Reduced operational costs: You can monitor assets round the clock and in-real time thereby streamlining your operational process and costs. AccessibilityYou can ensure fast verification, disposal, and acquisition of assets with an easy-to-use asset tracker system. Security: You can find the exact location of an asset of your company at any time. This will help you protect your assets from theft or fraud. Management: You can easily adjust company records when an asset is transferred from one department or location to another.  Stackby’s asset tracker template enables businesses to store, manage and coordinate all the asset data in one place, thereby making it easier for operations teams to collaborate on the asset management tasks. It is free to use and can be easily customized according to your asset management requirements.  Who can use Stackby’s Asset Tracker Template?  This template can be used by business owners, administrative departments, operations teams, operations managers, IT departments, and any other authority responsible for managing assets in an organization.  How is Stackby’s Asset Tracker Template Helpful for You?  Stackby’s asset tracker template includes three tables for managing your assets, vendor details, and purchase details respectively. With this template, you will be able to do the following: Maintain a record of every physical asset owned by the company with the asset name and code Tracking the type of asset owned by the company (furniture, office equipment, stationeries, etc) Store an image of each asset  Record the details of the asset such as manufacturer, model name, and price Track the vendor details for various assets of the company such as  vendor name, address, city, state, and total assets Track the purchase details for every asset such as purchase date, status (completed, order shipped, etc), order type, price, invoice, etc Other asset management templates for better productivity: Sales Asset Management Template Marketing Asset Management Template Digital Asset Management Template Product Operations Product Catalog 

Keeping equipment in top-notch condition is essential for any business that relies on machinery and tools. Regular maintenance ensures longevity, prevents breakdowns, and saves money in the long run. Stackby’s Equipment Maintenance Template is designed to help you organize, schedule, and track maintenance tasks efficiently. Whether you're managing a small workshop or a large industrial facility, this template will help you stay on top of all your maintenance needs. Why Use the Equipment Maintenance Template? Streamline Your Maintenance Process Managing maintenance schedules and tasks can be overwhelming, especially when dealing with numerous pieces of equipment. Stackby’s equipment maintenance log template provides a clear and organized way to track all your maintenance activities. This helps ensure that nothing falls through the cracks and that all equipment receives the attention it needs. Prolong Equipment Lifespan Regular maintenance is key to extending the lifespan of your equipment. By keeping detailed records of all maintenance activities, you can ensure that your machinery is always in optimal condition. This not only prevents costly breakdowns but also maximizes the return on your investment. Improve Efficiency and Safety Well-maintained equipment operates more efficiently and safely. This equipment maintenance schedule template helps you schedule regular maintenance checks, reducing the risk of accidents and ensuring that your equipment performs at its best. This can lead to improved productivity and a safer working environment. Customizable and User-Friendly Every business has unique maintenance needs. Stackby’s template is fully customizable, allowing you to tailor it to fit your specific requirements. Add custom fields, adjust layouts, and organize data in a way that works best for you. The user-friendly interface makes it easy for anyone on your team to use. Who Can Benefit from This Template? Manufacturing Plants Manufacturing plants with numerous machines and equipment can use this template to schedule and track maintenance tasks. This ensures that all machinery is well-maintained, reducing downtime and improving overall productivity. Construction Companies Construction companies rely heavily on their equipment. This template helps track maintenance for everything from heavy machinery to smaller tools, ensuring that all equipment is safe and ready to use on job sites. Small Workshops Small workshops can benefit from this template by organizing their maintenance tasks in one place. This helps keep all equipment in good working condition, preventing unexpected breakdowns that can disrupt operations. Facilities Management Facilities managers overseeing large buildings or campuses can use this template to schedule and track maintenance for various equipment and systems. This ensures that all facilities operate smoothly and efficiently. IT Departments IT departments can use this template to track maintenance for servers, computers, and other hardware. Regular maintenance helps prevent technical issues and ensures that all systems are running efficiently. Benefits of Using Stackby’s Equipment Maintenance Template Organized Maintenance Schedules Keep all your maintenance tasks organized in one place. This template helps you schedule regular maintenance, track completed tasks, and plan upcoming activities, ensuring that every piece of equipment gets the attention it needs. Detailed Maintenance Records Maintaining detailed records of all maintenance activities helps you monitor the condition of your equipment over time. This information is invaluable for making informed decisions about repairs, replacements, and upgrades. Increased Equipment Reliability Regular maintenance reduces the risk of unexpected breakdowns, ensuring that your equipment is always ready when you need it. This increases reliability and helps you maintain consistent operations. Cost Savings Preventative maintenance is often less expensive than emergency repairs. By staying on top of maintenance tasks, you can avoid costly breakdowns and extend the lifespan of your equipment, saving money in the long run. Enhanced Safety Well-maintained equipment is safer to use. This template helps you ensure that all safety checks are completed on time, reducing the risk of accidents and creating a safer working environment for your team. Customizable to Your Needs Every business has unique maintenance requirements, and Stackby’s template is designed to be fully customizable. Add the fields and information that are most important to you, ensuring that the template fits your specific needs and evolves with your business. Managing equipment maintenance doesn’t have to be a headache. Stackby’s Equipment Maintenance Template provides the tools you need to organize, schedule, and track all your maintenance tasks efficiently. Whether you're managing a manufacturing plant, a construction company, a small workshop, or any other type of facility, this template will help you keep your equipment in top-notch condition. Start using Stackby’s Equipment Maintenance Template today and take the hassle out of equipment maintenance!