Procurement Template Types
| Template Type | Description and Available Templates |
|---|---|
| Feedback |
Successful organizations depend on feedback, whether it comes from customers,
the public, your employees, or your events. To get proper feedback, you need
a feedback process template that captures all the relevant information. You
can use these process templates to build a better working environment,
increase the efficiency of your company, and provide more valuable service.
You can select a feedback template from the marketplace and customize the
questions as per your business requirements. The available templates in this
type are:
|
| Enrolment |
Enrollment is a registration process that helps you collect details like
personal information, contact details, address, etc. These enrollment
process templates are great if you want to go paperless as well as save
time. You can use an enrollment process template to collect required
information, verification, account creation, etc. You can use these
templates to conduct enrollments for any service such as loans,
subscriptions, student registrations, dealer registrations, etc. The
available templates in this type are:
|
| Travel requisition |
A travel requisition lists the expenses that will be incurred for travel.
Travel requisitions can be used to help manage organization expenditures.
These templates help you to claim reimbursement as well as to manage every
activity in a workflow. You can use these templates to document all the
information that a traveler needs to forward for approval from a higher
authority. It includes trip dates, destinations, important notes on the
trip, travel services such as mode of travel, accommodation, meals, car
rental, approvals, etc. This type is pre-equipped with some sample templates
that can manage workflows in tourism, production tours, etc. The available
templates in this type are:
|
| Poultry feed supply |
Poultry feed supply plays a crucial role in the poultry industry. You must
have proper records like quantity supplied, the amount spent, etc., to track
the feed supply. Use these templates to capture details of the feed supply
and maintain the other activities involved in the supply. You can easily
manage all the workflows involved in bird feeding, birds lifting, daily farm
monitoring, dealer feedback, promotional events, etc. These are very
convenient to use and provides easy access to the data when required. The
available templates in this type are:
|
| Waste Management |
Waste management refers to the collection, transportation, and disposal of
human waste products. It can also refer to the monitoring and management of
waste. The waste management process templates help you to manage waste
operations from collection to disposal. These templates provide an easy way
to manage the activities like waste disposal, food waste log, waste
transfer, etc. These are very convenient to use and provides easy access to
data when required. Here are some sample templates you can use to manage
workflows in the waste management process.
|
| Hotel |
The hotel templates are important for those in the hotel industry, offering
more efficient, cost-effective ways to take care of many tasks and
operations. These were designed to assist with the day-to-day management of
a hotel, resort, or similar property. These solutions are popular within the
hotel and hospitality industry, allowing tasks that previously needed to be
carried out manually on paper to be performed digitally. These templates
allow you to digitally manage bookings, your calendar, and more. You can use
these templates to streamline processes, reduce costs, increase revenue,
improve customer experience, etc. Here are some sample templates you can use
to manage workflows in hotel management.
|
| Farms |
Farms process templates allow you to manage workflows in farm management like
farmer management, crop inspection, procurement process, etc. These
templates are very helpful for registering new farmers for your business
needs. You can capture any information and keep track of every activity
related to crops. The templates in this type are generic, and you can
customize them as per your business requirement. This type is pre-equipped
with the below templates.
|
| Loan Management |
The loan management process templates help you to automate workflows in loan
processing. You can use these templates to manage activities in a loan
process like collecting customer details, customer dedupe verification,
document verification, loan approvals, etc. These templates provide a better
user experience, the accuracy of loan applications, improved decision
accuracy, and eliminate paper documents. This type is pre-equipped with some
sample templates which can manage workflows in loan management.
|
