Parts Manager Templates

Parts Manager Templates

There is a huge number of templates that someone in the Parts 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 Parts 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 Spreadsheet Template
3. Sales Report Template
4. Parts Catalog Template
5. Receiving Log Template
6. Return Authorization Template
7. Customer Complaint Form Template
8. Warranty Claim Form Template
9. Price List Template
10. Vendor Contact List Template

Reports

Reports are often prepared by a Parts 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. Sales Report
2. Inventory Report
3. Purchase Order Report
4. Parts Return Report
5. Backorder Report
6. Warranty Claim Report
7. Parts Usage Report
8. Profitability Report
9. Aging Inventory Report
10. Vendor Performance 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 Parts Manager does and how they do it.

1. Parts Ordering SOP
2. Inventory Management SOP
3. Receiving and Inspection SOP
4. Parts Storage and Organization SOP
5. Parts Sales and Customer Service SOP
6. Returns and Exchanges SOP
7. Parts Pricing and Markup SOP
8. Parts Warranty and Claims SOP
9. Parts Marketing and Promotions SOP
10. Parts Reporting and Analysis SOP

Presentations

Parts 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. Sales Performance Report
2. Inventory Analysis Presentation
3. Supplier Evaluation Presentation
4. Parts Pricing Strategy Presentation
5. Team Training and Development Presentation

Legal Docs

There are several key times when a Parts 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. Sales Contract Template
3. Warranty Agreement Template
4. Parts Return Authorization Template
5. Non-Disclosure Agreement Template

Health & Safety Templates

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

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

Calendars

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

1. Sales Calendar
2. Inventory Calendar
3. Maintenance Calendar
4. Delivery Calendar
5. Staff Schedule Calendar

Invoice Templates

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

1. Sales Invoice
2. Purchase Invoice
3. Service Invoice
4. Parts Invoice
5. Repair Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Product Quality Survey
3. Inventory Management Survey
4. Supplier Evaluation Survey
5. Employee Feedback Survey

Meeting Agendas

Having premade Parts 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. Sales Team Meeting
2. Inventory Review Meeting
3. Supplier Negotiation Meeting
4. Staff Training Meeting
5. Performance Evaluation Meeting

Budget Templates

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

1. Sales Budget Template
2. Inventory Budget Template
3. Operating Expense Budget Template
4. Capital Expenditure Budget Template
5. Cash Flow Budget Template

Dashboards

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

1. Sales Performance Dashboard
2. Inventory Management Dashboard
3. Supplier Performance Dashboard
4. Customer Satisfaction Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Parts 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 Parts Inventory Proposal
2. Supplier Evaluation and Selection Proposal
3. Parts Pricing and Profitability Analysis Proposal
4. Parts Ordering and Delivery Optimization Proposal
5. Parts Warranty and Returns Process Improvement 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 Parts 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.