Operations Templates

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

Manage your purchase requests from all your departments in a single place with the purchase process template.  Create a purchase process request form  Collect requests directly in the table  Manage all your review status, payments and invoices  Link it to the vendors table to track requests across vendors 

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. 

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. Accessibility: You 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 

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 

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 

Keeping track of your inventory is never easy, there are so many moving pieces. You need to manage products, stocks, supplier orders, sales orders and track everything in a single place. That’s where our Inventory Management Template can be of help. With this Inventory Management template, you'll be able to - Track your products and stocks Manage your suppliers and purchase orders from them Track your sales orders Connect everything to keep track of your current stock, revenues and more. It's time to take your Inventory Tracking to the next level.

A cleaning schedule is a list of things to be done in cleaning the house and the workplace at a specific time. This cleaning schedule Template can be daily, weekly, or monthly. Cleaning schedules are important. Through these, tasks are equally divided into assigned cleaners and sanitize all things on time.

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 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

Manage all your gallery's art pieces, dealers and artists in a single place. Track orders, inventory and much more with this easy to use Art Inventory Tracker Template. 

Manage & 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. 

A vendor management template helps businesses track and manage all their information related to vendors in one place. You can track contracts, payments, vendor requests, etc. with your team and make sure that there are no hiccups in the purchasing process. It is just like a data repository that helps you in initiating and developing relationships with providers of goods and services for your business. Why do businesses need vendor management? Manage where your money is going The vendor management template helps you keep track of spending on different vendors on a yearly or monthly basis. This way you can know whether your vendor relationships are bringing you profits or not. Store all records in one place No need to maintain different copies of vendor data with each employee. Now, everyone can access the vendor management template and recognize the new merchants that have joined you recently and improve their dealings. Detailed overview of vendor performance You can include critical factors in this template like time of delivery, complaints, or quality of service to know more about each vendor. Improved decision-making You can create real-time reports for vendor performance and use the data in decision-making for your business. Since all the vendor data is stored in one place, creating reports is a matter of minutes. Overview of Stackby’s Vendor Management Template Store all vendor requests The vendor management template includes a Requests table where you can track whether you have contacted the vendor or not and if contacted what is the current status of the request. It also helps in storing data related to vendors like email, contact person, phone, and estimated spending per year. Manage vendor details The template for vendor management includes a separate table to store the list of vendors. You can add details like their name, website, product or service offering, contacts, agreement, bank details, and so on. Manage vendor needs Does your vendor require any resources from you? It could be product details, forms, agreements, etc. Our vendor management template helps you store information about what a vendor requires to complete the requests. Store all vendor documents in one place Whether you need payment forms, contracts, sales order forms, GST forms, or work order forms, you can maintain a single updated copy of them to be shared with your vendors. The All Documents table in the vendor management template stores these documents as attachments so that anyone in your team can access them. Who will find this template useful? Firms frequently carrying out businesses with third parties as well as start-ups will find this template extremely helpful. It also helps firms that produce goods involving several steps of production of the final product. How to use Stackby’s Vendor Management Template? Customize our vendor management template as per your business requirements and start streamlining your workflows. Create a form for vendor requests you have and let responses fill the Requests table Fill out the remaining information about the status of the request Add vendor details to the Vendors table, upload their agreements and bank details Add information about all the contacts Upload all the documents needed by vendors Make changes to column names and column types based on your business requirements and you can start managing vendor data from a single repository. Use our vendor management template today! Other Operations templates to try: Inventory Management Template Asset Tracker Template Equipment Inventory Template 

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