Wholesale ERP Template Template

What is a construction ERP template? A construction ERP links projects, estimates, budgets, subcontractors, materials, equipment and billing so cost and progress are tracked together. Stackby's Construction ERP template gives contractors construction project tracking and a job costing template in one stack: every cost entry, purchase order and change order rolls up to its project. It is a lighter option than packaged construction ERP software. Who should use this contractor ERP? General contractors, specialty and trade contractors, civil and infrastructure firms, and real estate developers. It suits project managers and owners who need subcontractor management and cost control but do not need every module of enterprise construction management software. Template Features:Title:Project & Phase SchedulingDesc:Plan phases, tasks and milestones on Timeline views, with owners and percent complete for every project. Title:Estimates & BudgetsDesc:Build estimates by cost code and carry them forward as the project budget. Title:Job CostingDesc:Log labor, material, equipment and subcontract costs by cost code and compare them with budget as work progresses. Title:Subcontractor ManagementDesc:Track subcontracts, insurance documents, work completed and payments for every trade on the job. Title:Change Orders & Progress BillingDesc:Approve change orders, update contract value and bill clients by milestone from the same records. Key features of the Stackby Construction ERP template Project and phase tracking: Plan phases, tasks and milestones on timeline views with owners and percent complete. Estimates and budgets: Build an estimate by cost code and carry it forward as the project budget. Job costing by cost code: Log labor, material, equipment and subcontract costs and compare them with budget. Subcontractor management: Track subcontracts, insurance documents, work completed and payments. Material and equipment requests: Site teams request materials through a form, and approved requests become purchase orders. Change orders and progress billing: Approve change orders, update contract value and bill the client by stage. How to set up your construction ERP Copy the template and add projects, clients and cost codes. Enter budgets and import subcontractors and suppliers. Share daily log and material request forms with site teams. Set approval automations for purchase orders and change orders, then review the cost dashboard weekly. Related templates Construction Project Management template Construction CRM Construction Change Order Form Punch List template Contractor Tracker Material Requisition Form Home Builders ERP template 

What is a solar ERP template? A solar ERP tracks the full path of a solar job: lead, site survey, quotation, procurement, installation, commissioning and service. Stackby's Solar ERP template links customers, sites, quotes, projects, materials, vendors and service contracts, so sales and operations work from one record. It gives installers a solar CRM and ERP in one no-code workspace instead of several solar ERP software tools. Who should use this solar business software? Residential and commercial solar installers, EPC contractors, dealers and O&M providers. It suits teams looking for solar installer software or solar EPC software that covers solar project management and day-to-day solar business management without long implementation.Template Features:Title:Lead & Site Survey Capture Desc:Capture leads through a form and record roof type, load, shading and photos during the site survey.  Title:Quotes & Proposal PDFs Desc:Build quotes from system size and components, then turn them into proposal PDFs with Page Designer.  Title:Installation Stage Pipeline Desc:Move each project through design, permitting, procurement, installation, inspection and commissioning on a Kanban or Timeline view.  Title:Bill of Materials & Stock Desc:List panels, inverters, structures and cables for each project, and check them against inventory before ordering.  Title:AMC & Service Scheduling Desc:Schedule maintenance visits on a calendar, log service tickets for each site and remind technicians before every visit. Key features of the Stackby Solar ERP template Lead and site survey tracking: Capture leads through a form and record roof type, load, shading and photos from the survey. Quotations and proposals: Build quotes from system size and components, and generate a proposal PDF with Page Designer. Project stage pipeline: Move each project through design, permitting, procurement, installation, inspection and commissioning. Bill of materials and stock: List panels, inverters, structures and cables for each project and check them against inventory. Procurement and vendors: Raise purchase orders, track deliveries and compare vendor prices. AMC and service scheduling: Schedule maintenance visits on a calendar and log service tickets against each site. How to set up your solar ERP Copy the template and import leads, customers and your component list. Edit project stages and required documents for your region. Share the enquiry form and the site survey form with your field team. Turn on stage-change notifications and service visit reminders. Related templates Solar CRM Construction Project Management template Job Quotation template Work Order template Equipment Maintenance template Bill of Material template ERP template 

What is a vendor portal template? A vendor portal template is a shared workspace where suppliers register, upload documents, view purchase orders and submit invoices. Stackby's Vendor Portal template links vendors, contacts, documents, purchase orders, invoices and scorecards. Suppliers get a vendor self-service portal for their own records, and your procurement team gets a vendor management portal with approvals and performance in one place. Who should use this supplier portal? Procurement, operations and finance teams that onboard suppliers by email and track purchase orders in spreadsheets. It suits manufacturers, retailers, construction firms and agencies that need a vendor onboarding portal and procurement portal but not the cost of full supplier portal software.Template Features:Title:Vendor Onboarding FormsDesc:Collect company, tax and banking details and required documents through a form with conditional questions by vendor type. Title:Compliance Document TrackingDesc:Store certificates, insurance and contracts with expiry dates, and get reminders before anything lapses. Title:Purchase Order SharingDesc:Give each vendor a filtered view of their open and past purchase orders, shared by private link. Title:Invoice Approval WorkflowDesc:Vendors submit invoices through a form, and approvers move each one from received to approved to paid. Title:Vendor ScorecardsDesc:Rate delivery, quality and price on every order, and roll the scores up to compare vendors side by side. Key features of the Stackby Vendor Portal template Vendor onboarding form: Collect company, tax and banking details and required documents, with conditional questions by vendor type. Compliance document tracking: Store certificates, insurance and contracts with expiry dates and reminders. Purchase order sharing: Share each vendor's open and past purchase orders through a filtered view. Invoice submission and approval: Vendors submit invoices through a form, and approvers move them from received to paid. Vendor scorecards: Rate delivery, quality and price for each order and roll scores up to the vendor. Contract renewal reminders: Notify the owner before a contract or certificate expires. How to set up your vendor portal Copy the template and import your current vendor list. Edit the onboarding form and the list of required documents. Add purchase orders and link them to vendors. Share a filtered view with each vendor and enable approval and expiry automations. Related templates Vendor Management template Vendor List template Vendor Assessment template Purchase and Contract Tracking template Purchase Request Form Business Contract Management template Inventory Portal template 

What is a team wiki template? A team wiki template is a structured knowledge base where a team stores processes, guides, policies and answers. Stackby's Team Wiki template treats every article as a record with a category, owner, status and review date, so your internal wiki stays organized and current. It gives you a team knowledge base and SOP library without separate internal knowledge base software. Who should use this internal knowledge base? Operations, HR, support, engineering and remote teams whose internal documentation is spread across docs, chat threads and personal notes. It also works as a company wiki template for small businesses that want one searchable place for how work gets done.Template Features:Title:Structured Article DatabaseDesc:Store every guide, SOP and policy as a record with rich text, attachments, category and tags instead of scattered documents. Title:Ownership & Review DatesDesc:Assign an owner and a review date to each article, and filter for content that is due for a refresh. Title:Fast Search & FilteringDesc:Find answers by keyword, or group articles by team, topic or status to browse the wiki like a library. Title:Role-Based PermissionsDesc:Let the whole team read while named owners edit, with column-level restrictions protecting status and approval fields. Title:AI Summaries & TaggingDesc:Use AI fields with your own OpenAI, Gemini or Anthropic key to summarize long articles and suggest tags.  Key features of the Stackby Team Wiki template Article database with categories: Store each guide or SOP with long text, attachments, category and tags. Owners and review dates: Give every article an owner and a review date, and filter for content that is overdue. Search, filters and grouping: Find articles by keyword, or group them by team, topic or status. Read and edit permissions: Let everyone read while named owners edit, with column-level restrictions on status and approval. AI summaries and tags: Use AI fields to summarize long articles and suggest tags with your own OpenAI, Gemini or Anthropic key. New article request form: Let teammates request a missing guide or flag an outdated one through a form. How to set up your team wiki Copy the template and define your categories and teams. Add or import existing articles and assign an owner to each. Set review dates and an automation that reminds owners before they pass. Share a read-only view with the whole team and pin the request form. Related templates Knowledge Management Database HR Knowledge Base template Meeting Notes template Policy Management template Employee Directory template Employee Training Plan template Company Intranet template  

What is an investor portal template? An investor portal template is a private workspace for sharing updates, metrics, documents and capital information with investors. Stackby's Investor Portal template links investors, commitments, capital calls, update reports, KPIs and documents, so investor reporting comes from one source. Use it as a lightweight alternative to dedicated investor portal software, or as an LP portal for a fund. Who should use this investor relations portal? Founders who send monthly or quarterly investor updates, and venture capital, private equity and angel funds that report to limited partners. It fits teams that keep a cap table in one file, an investor update template in another and an investor data room in a shared drive, and want them connected.Template Features:Title:Investor & LP DirectoryDesc:Keep every investor's contacts, entity, commitment or ownership and communication preferences in one linked table. Title:Capital Calls & DistributionsDesc:Track committed, called and distributed capital for each investor with rollups that update as you record each transaction. Title:Investor Update PublishingDesc:Write monthly or quarterly updates as records with highlights, metrics and asks, then publish them to each investor's shared view. Title:KPI DashboardDesc:Chart revenue, burn, runway and other key metrics with charts and summary boxes that refresh as you add each period's numbers. Title:Secure Document LibraryDesc:Store financials, board decks and legal documents by category and access level, and control who sees each file through permissions. Key features of the Stackby Investor Portal template Investor and LP directory: Keep contacts, entities, ownership or commitment amounts and communication preferences in one table. Commitments and capital calls: Track committed, called and distributed capital for each investor with rollups. Investor update reports: Write each update as a record with highlights, challenges and asks, and publish it to a shared view. KPI dashboard: Chart revenue, burn, runway and other metrics with charts and summary boxes. Document library: Store financial statements, board decks and legal documents with category and access level. Investor Q&A log: Record investor questions through a form and track answers by owner and status. How to set up your investor portal Copy the template and import your investor list from CSV or Excel. Enter commitments or holdings and add this period's KPIs. Upload documents and write your first update record. Share a filtered view with each investor and automate an email when a new update is published. Related templates Fundraising CRM LP Tracking template Fund Portfolio Management template Investor Portfolio Companies template Startup KPI Dashboard Deal Flow Management template Client Portal template 

What is a community hub template? A community hub template is a central workspace for running a community: members, events, resources, announcements and volunteers. Stackby's Community Hub template works as a community portal built on linked tables, so each member connects to the events they attend, the groups they join and the resources they share. It handles membership management without a separate community platform. Who should use this community management template? Community managers, clubs, alumni associations, nonprofits, coworking spaces, professional networks and customer or creator communities. It suits organizers who run their online community hub from a spreadsheet, a chat group and an events tool, and want a member directory template that ties them together. Template Features:Title:Member DirectoryDesc:Show member profiles with photo, role, interests and location in a searchable Gallery view. Title:Self-Service ProfilesDesc:Members join through a form and keep their own details current with updatable forms. Title:Events & RSVPsDesc:Plan events on a calendar, collect registrations and count attendees against capacity automatically. Title:Resource LibraryDesc:Share guides, recordings, links and files tagged by topic so members can find what they need. Title:Announcements & RemindersDesc:Publish news as records, and email members automatically when an announcement goes live or a renewal is due. Key features of the Stackby Community Hub template Member directory: Keep profiles with photo, role, interests, location and membership status in a gallery view. Self-service profile updates: Members join through a form and keep their own details current with updatable forms. Events calendar and RSVPs: Plan events on a calendar, collect registrations and count attendees against capacity. Resource library: Share guides, recordings, links and files, tagged by topic. Announcements: Post news as records and email members when a new announcement is published. Volunteer and committee tracking: Record who has signed up for which role, shift or committee. How to set up your community hub Copy the template and import your member list. Share the join form and choose which fields appear in the directory. Add upcoming events and publish the RSVP form. Share directory, events and resource views with members and automate announcement emails. Related templates Alumni Directory template Volunteer Management template Event Planning template Club Homepage template Coworking Management System Event RSVP Form Team Wiki template 

Free Ratio Coffee Distribution Template  This template provides a basic structure to manage distributors, retailers, deals between them, and the products involved in those deals. You can expand upon this template based on specific needs such as adding more details to the distributors, retailers, or products, or including additional tables for invoicing, payments, etc., depending on the requirements of Ratio Coffee's Distribution business.