Materials Manager Templates

Materials Manager Templates

There is a huge number of templates that someone in the Materials Manager role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Materials Manager. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Purchase Order Template
2. Inventory Management Spreadsheet
3. Supplier Evaluation Form
4. Material Requisition Form
5. Production Schedule Template
6. Shipping and Receiving Log
7. Cost Analysis Spreadsheet
8. Demand Forecasting Template
9. Quality Control Checklist
10. Monthly Budget Report

Reports

Reports are often prepared by a Materials Manager to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Inventory Report
2. Purchase Order Report
3. Sales Report
4. Production Report
5. Supplier Performance Report
6. Warehouse Utilization Report
7. Cost Analysis Report
8. Forecasting Report
9. Quality Control Report
10. Shipping and Delivery Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Materials Manager does and how they do it.

1. Inventory Management SOP
2. Procurement SOP
3. Warehouse Operations SOP
4. Shipping and Receiving SOP
5. Demand Planning SOP
6. Supplier Management SOP
7. Quality Control SOP
8. Production Planning SOP
9. Cost Control SOP
10. Risk Management SOP

Presentations

Materials Manager presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Inventory Report
2. Supplier Performance Analysis
3. Production Forecast Presentation
4. Cost Reduction Initiatives Update
5. Warehouse Efficiency Metrics

Legal Docs

There are several key times when a Materials Manager needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Purchase Agreement Template
2. Non-Disclosure Agreement Template
3. Supplier Contract Template
4. Inventory Management Agreement Template
5. Quality Assurance Agreement Template

Health & Safety Templates

Health & Safety templates for a Materials Manager ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Hazard Communication Program Template
2. Emergency Action Plan Template
3. Personal Protective Equipment (PPE) Assessment Template
4. Workplace Inspection Checklist Template
5. Incident Investigation Report Template

Calendars

Setting up Materials Manager calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Production Calendar
2. Inventory Calendar
3. Shipping Calendar
4. Procurement Calendar
5. Demand Forecasting Calendar

Invoice Templates

Several types of Materials Manager invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Purchase Order Invoice
2. Sales Invoice
3. Supplier Invoice
4. Freight Invoice
5. Payment Reminder Invoice

Survey Templates

For a Materials Manager to get insights related to the work they do, they need to send out Materials Manager surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Supplier Performance Survey
3. Inventory Management Survey
4. Warehouse Efficiency Survey
5. Transportation and Logistics Survey

Meeting Agendas

Having premade Materials Manager meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Production Planning Meeting
2. Inventory Management Review Meeting
3. Supplier Performance Evaluation Meeting
4. Cross-Functional Collaboration Meeting
5. Continuous Improvement and Process Optimization Meeting

Budget Templates

To manage finances well, a Materials Manager would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Inventory Budget Template
3. Transportation Budget Template
4. Procurement Budget Template
5. Production Budget Template

Dashboards

Dashboards are a useful way for a Materials Manager to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Inventory Dashboard
2. Supplier Performance Dashboard
3. Production Efficiency Dashboard
4. Cost Analysis Dashboard
5. Demand Forecasting Dashboard

Proposal Templates

For bidding or requesting work, a Materials Manager needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Inventory Optimization Proposal
2. Supplier Performance Evaluation Proposal
3. Cost Reduction Initiative Proposal
4. Warehouse Space Utilization Proposal
5. Transportation Optimization Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Materials Manager templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.