You’re here because you’re looking for a purchase order template to make your life easier.

Well, here are 5 different templates in different formats which you could use:

• Purchase order template in Excel
• Purchase order template in Google Sheets
• Purchase order template in Word
• Purchase order template in Google Docs
• Purchase order template in PDF

If that’s all you need, pick the one in the format you prefer and have a great day.

However, if you didn’t already have a purchase order before you came to this article, then you probably didn’t and still don’t have a system for your purchase orders.

The system is more important than the template.

In this Process Street article, I’ll do a really quick explainer of your options for systemizing your purchase order and tying it into the rest of your accounting activity.

Systemizing it will save you time and effort in future. So it’s in your interest to check out some of the options.

We’ll cover:

• What is a purchase order?
• What is a purchase order workflow?
• 5 free purchase order templates
• Top workflow ideas for purchase orders
• More accounting workflows to make life easier

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Processes are all the rage right now, and we’re very pleased to be leading the charge in making processes agile and actionable for organizations of all shapes and sizes.

We’ve written countless pieces about creating a process, writing standard operating procedures, or building business systems.

But sometimes we’re guilty of assuming that having a process automatically makes something organized. It doesn’t.

If you’re a solopreneur or working in a startup, managing processes is fairly easy. You have a limited number and you can easily scroll through to find the one you need when you need it.

But what about large organizations? Companies where people on different teams are in different countries? Businesses where different departments speak and operate in different languages?

How can we manage processes on such a large scale, and what does that tell us about managing processes for small businesses looking to scale?

This is where a process library comes in.

In this Process Street article, we’ll look at:

• What is a process library?
• Why you should build a process library for your business
• Determine your information architecture before building your library
• How you can build a process library in Process Street
• Harnessing the power of Process Street’s templates!

Or, if you’ve just come for the templates, grab them below:

• Process Library Checklist
• The Process for Optimizing a Process

Let’s get started!

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Accounting processes from invoicing to reporting

Businesses of all sizes have to deal with accounting and it can be a bit difficult if you’re new to it.

Without an effective accounts receivable process, you risk losing out on valuable revenue.

If you don’t put a process in place for your accounts payable then you could be facing late payment charges or even opening up space for fraud.

Accounting is vital to the health of a business and too many companies overlook it. In the UK, the Association of Accounting Technicians revealed that SMEs were “leaking” £2.9bn every year through poor accounting practices.

This is why we’ve created 11 checklists to guide you through your accounting processes.

Using the checklists

You don’t need to be a CPA to create a balance sheet or an invoice. Our checklists enable anyone to perform accounting activities, and as you go through you’ll see the different steps explained where necessary. This way, you know what you’re doing and why you’re doing it.

With these Process Street checklists, you’ll see how you can integrate Process Street with Zapier and Quickbooks to automate accounting processes, saving you time and money.

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Retail stores are a must for today’s essential items. Not every retail store is a success, though, many smaller chains find out that the retail business is tough. If you don’t have a plan in place to help you fight the problems then you will struggle to make your business a success.

With today’s ever-growing competition on the high street from bigger chains and smaller chains, you will find it difficult to win over customers if you sell similar sorts of products. Even if your business is making profits or continually selling products, are you sure on how to keep it going? Do you know the basics from cleaning the store to displaying it correctly?

Here at Process Street, we have created 6 retail process checklists to help you keep on top of your business. These retail process checklists can be used daily and are stacked full of helpful information aiming to make you succeed in the retail world. Continue Reading

Starting and running a business is hard enough without making the same business mistakes as everyone else.

After all, managing a team and keeping the business on track is hard enough without having to worry about running yourself into the ground through hiring too quickly, targeting a bad niche, or just plain overspending until the bank cracks.

That’s why we here at Process Street have scoured the advice of experts such as Paul Graham, Joel Gascoigne, and Sam Altman to highlight the business mistakes you should avoid, and how to do that without tearing your hair out.

Let’s get stuck in!

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It’s an accepted reality of business that customers come and go.

This is why we’re always on the lookout for new customers – we know we can’t just rely on the existing ones to keep things ticking over.

Yet, we don’t have to accept this fact lying down. And many don’t!

This article is about fighting back against those customers abandoning ship; about stemming the tide of the churn.

In this Process Street article, we’ll look at:

• What is churn management?
• What are the different types of churn?
• How the telecom industry pioneered churn management
• The 4 best practices across telecom’s big players
• The 3 critical steps to implementing best practices
• The Harvard trick to boosting profits by 115%

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Branding is a fickle thing.

Even the most consistent brand images can be shaken by a few high profile missteps, but when used correctly it can be a powerful tool for making your product or services instantly recognizable and attractive to your target audience.

To do this, you need to have a regular process for a performing a brand audit.

This will let you build a specific perception of your brand, such as one of an authentic, reliable company. This can have massive benefits too; the Authentic Brands study of 2014 by Cohn and Wolfe surveyed opinions of 12,000 people over 12 markets. They found that brand honesty (along with not letting customers down) was most highly valued with 91% saying it was important in their view of brands.

That’s why this post will take you through what a brand audit is, the elements of audience brand perception, how to measure what they think of you, and how to help shape the brand image that you want to give.

Let’s get started!

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“FACEBOOK ACQUIRES INSTAGRAM”

“TWITTER ACQUIRES VINE”

“GOOGLE ACQUIRES WAZE”

The biggest acquisitions of the hottest startups are hugely public. But because the most newsworthy acquisitions are the biggest, we’re led to believe those are the only kinds of acquisitions that happen. That’s simply not the case.

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Documented processes don’t just save you time, money, and give a consistent method for your team to follow. They make everything you do more reliable and efficient, even increasing project success rate by 70%.

Unfortunately, getting started is the hardest part. Whether you don’t feel like you have time to set up your management system or just don’t know what to use for your needs, it’s difficult to get over the initial learning curve.

That’s why I’m going to outline the 9 organizational tools you can use to get started right now.

From their pros and cons and best use guidelines to general tips on what to do with your organizational tools, this post will cover:

• Process Street
• Office 365 (Microsoft Word and Excel)
• Trello
• Airtable
• Google Suite (Google Docs, Google Sheets, and Google Drive)
• Zapier
• …and 4 process management techniques to get you started

It’s time to learn what organizational tools you need to manage your processes, and how to use them.

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The franchise model of doing business is a decidedly American affair.

The concept marries the power and scale efficiencies of large corporate bodies with the entrepreneurialism and hard work of mom-and-pop small business.

According to the United States International Trade Association:

there are over 780,000 franchise businesses that directly employ over 8.8 million people and account for over $890 billion in direct economic output.

The franchise model is one of the powerhouses of the US economy and features countless household names – McDonald’s being one of its truly global successes.

In this Process Street article, we’ll look at:

• What a franchise is, and the costs associated with starting one
• What the 2016 film The Founder tells us about the origin story of McDonald’s
• The role the Founding Fathers played in the history of franchises
• What systems McDonald’s used to propel their franchised successes

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