Inventory, purchase orders and supply exceptions
Track purchase orders and supply exceptions from request to receipt, alongside the ERP or inventory system you already use.
- Industry
- Manufacturing, Wholesale and Distribution, Logistics and Freight
- Team
- Operations
- Use case
- Project management, Requests and exceptions
Template preview
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Overview
What this template supports
A purchasing and supply database for operations teams. It tracks each order or exception with SKU, supplier, location, quantity, unit cost, order value, requester, buyer, required and expected dates, exception type, ERP reference and evidence. Your ERP stays the system of record. It includes a complete table view, a status board and saved views for orders, supply status and exceptions and late items.
- Status board from requested to closed
- Exceptions and late items view
- ERP reference field
- Evidence file field on orders
How to use this template
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Review the workflow
Confirm the stages from Requested to Closed and the label options match how your team works.
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Plan your records
Decide which suppliers, items, orders and dates your team needs to track.
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Decide who has access
Invite the people who update records and confirm what each person can view or edit before sharing anything outside your team.
Frequently asked questions
What does Inventory, purchase orders and supply exceptions help me do?
Track purchase orders and supply exceptions from request to receipt, alongside the ERP or inventory system you already use.
What is included in this template?
It includes Status board from requested to closed, Exceptions and late items view, ERP reference field and Evidence file field on orders.
Who is this template designed for?
It is designed for Operations teams working in Manufacturing, Wholesale and Distribution and Logistics and Freight.
What should I review before using this template?
Confirm the stages from Requested to Closed and the label options match how your team works. Decide which suppliers, items, orders and dates your team needs to track.
How can I explore the template?
Browse the table and Kanban screenshots to compare the views and inspect how records are organized.