Client Onboarding Portal Template

What is an order management portal? An order management portal is a workspace where customers or sales reps place orders and everyone tracks each order through to delivery and invoicing. Stackby's Order Management Portal template is a no-code order management system with customers, products, orders, line items, shipments and invoices. It works as a customer order portal for buyers and as a sales order tracker for your operations team. Who should use this order tracking portal? Wholesalers, manufacturers, D2C brands, print shops and food businesses that receive orders by email, phone or chat. It suits teams that need a B2B order portal and one order processing template shared by sales, warehouse and accounts. Template Features:Title:Multi-Item Order FormsDesc:Customers or reps add several products to one order as line items, and quantities and totals calculate automatically. Title:Order Status PipelineDesc:Move every order through confirmed, picking, shipped, delivered and invoiced on a Kanban board. Title:Customer Order TrackingDesc:Share a filtered view with each customer so they can check the status of their own orders at any time. Title:Inventory-Linked OrdersDesc:Orders link to products, so ordered quantities roll up against available stock and you avoid overselling. Title:Invoice GenerationDesc:Turn any order into an invoice PDF with Page Designer and track payment status on the same record. Key features of the Stackby Order Management Portal template Order form with line items: Customers or reps add several products to one order, and totals calculate automatically. Order status pipeline: Move orders through confirmed, picking, shipped, delivered and invoiced on a kanban view. Customer order views: Share a filtered order tracking view with each customer. Stock and product links: Orders link to products, so ordered quantities roll up against available stock. Invoice generation: Create an invoice PDF for each order with Page Designer and track payment status. Order status notifications: Email the customer or message the team in Slack when an order changes stage. How to set up your order management portal Copy the template and import customers and products with prices. Edit order stages to match your fulfilment process. Share the order form with customers or sales reps. Create customer views and turn on status notifications. Related templates Order Management CRM Order Tracking and Invoicing template Shopify Order Management template Simple Order Form Product Catalog template Invoice Creator Inventory Portal template 

What is an inventory portal template? An inventory portal is a shared view of stock levels, locations and movements that staff and partners can check and update. Stackby's Inventory Portal template is an online inventory system with products, locations, stock movements, suppliers and reorder rules. Stock on hand is calculated from movements, so the inventory dashboard gives real-time inventory tracking to everyone who needs it. Who should use this stock management portal? Retailers, e-commerce sellers, distributors, restaurants and service companies that hold stock in more than one place. It suits teams that have outgrown a spreadsheet warehouse inventory tracker and want sales staff, buyers and partners to see the same numbers in an inventory management portal. Template Features:Title:Live Stock LevelsDesc:Formulas and rollups calculate on-hand, reserved and available quantity for every SKU as movements are logged. Title:Multi-Location TrackingDesc:Track stock by warehouse, store or bin, and record transfers between locations in the same table. Title:Mobile Stock FormsDesc:Warehouse staff log receipts, issues and adjustments from a phone or tablet using stock-in and stock-out forms. Title:Low-Stock AlertsDesc:An automation notifies the buyer by email or Slack as soon as an item falls below its reorder point. Title:Partner Availability ViewsDesc:Share read-only availability with sales reps or resellers while keeping cost and supplier data hidden. Key features of the Stackby Inventory Portal template Live stock levels by item: Formulas and rollups calculate on-hand, reserved and available quantity for each SKU. Multi-location tracking: Track quantity by warehouse, store or bin, and record transfers between locations. Stock-in and stock-out forms: Staff log receipts, issues and adjustments from a phone or tablet. Low-stock alerts: An automation notifies the buyer when an item falls below its reorder point. Shared views for sales and partners: Give sales reps or resellers a read-only availability view without cost data. Inventory value dashboard: See stock value, fast-moving items and items below reorder point in charts. How to set up your inventory portal Copy the template and import products with SKU, unit and cost. Add locations and enter opening stock as the first movements. Set a reorder point for each item and turn on the alert automation. Share the movement forms with warehouse staff and read-only views with sales or partners. Related templates Inventory Management template Product Inventory template Equipment Inventory template Stock Ledger template Supply Orders template Asset Tracker template Order Management Portal template 

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What is a SaaS customer portal? A SaaS customer portal gives software customers one place to follow onboarding, log support tickets, suggest features and check account details. Stackby's SaaS Customer Portal template connects accounts, contacts, onboarding tasks, tickets, feature requests and renewals. It works as a customer self-service portal for customers and as a customer success portal for your team. Who should use this customer self-service portal? B2B SaaS companies with customer success, support and product teams that share the same accounts. It fits early and growth-stage teams that want a B2B customer portal with a support ticket portal and a feature request portal before they buy separate tools for each. Template Features:Title:Account Health OverviewDesc:See plan, seats, MRR, renewal date, open tickets and NPS for every account in one customer health dashboard. Title:Guided Onboarding ChecklistsDesc:Track onboarding tasks for each account and share progress with customers so they know what is done and what comes next. Title:Support Ticket ManagementDesc:Collect tickets through a form and manage priority, owner and status on a Kanban board with automatic routing. Title:Feature Request BoardDesc:Link each request to the accounts that asked for it and rank ideas by number of customers and combined MRR. Title:Tool IntegrationsDesc:Sync accounts, tickets and billing data with your other tools through the Stackby API, webhooks, Zapier and Make. Key features of the Stackby SaaS Customer Portal template Account directory with plan and renewal data: Store plan, seats, MRR, owner and renewal date for every account. Onboarding checklists: Track onboarding tasks for each account and show customers what is done and what is next. Support ticket tracking: Log tickets through a form, then manage priority, owner and status on a kanban view. Feature request board: Collect ideas, link them to accounts and see which requests carry the most revenue. Customer health dashboard: Combine open tickets, onboarding progress, NPS and renewal dates in one dashboard. Automated ticket routing: Assign owners and notify the team in Slack or by email when a ticket arrives. How to set up your SaaS customer portal Copy the template and import accounts and contacts from your CRM or a CSV file. Adjust onboarding tasks, ticket categories and priorities to match your product. Share the ticket and feature request forms with customers. Create a shared view for each account and set up routing automations. Related templates Customer Success Management template Feature Request Form Bug Tracker template User Feedback Tracker Product Roadmap template Net Promoter Score template Client Portal template 

What is an investor portal template? An investor portal template is a private workspace for sharing updates, metrics, documents and capital information with investors. Stackby's Investor Portal template links investors, commitments, capital calls, update reports, KPIs and documents, so investor reporting comes from one source. Use it as a lightweight alternative to dedicated investor portal software, or as an LP portal for a fund. Who should use this investor relations portal? Founders who send monthly or quarterly investor updates, and venture capital, private equity and angel funds that report to limited partners. It fits teams that keep a cap table in one file, an investor update template in another and an investor data room in a shared drive, and want them connected.Template Features:Title:Investor & LP DirectoryDesc:Keep every investor's contacts, entity, commitment or ownership and communication preferences in one linked table. Title:Capital Calls & DistributionsDesc:Track committed, called and distributed capital for each investor with rollups that update as you record each transaction. Title:Investor Update PublishingDesc:Write monthly or quarterly updates as records with highlights, metrics and asks, then publish them to each investor's shared view. Title:KPI DashboardDesc:Chart revenue, burn, runway and other key metrics with charts and summary boxes that refresh as you add each period's numbers. Title:Secure Document LibraryDesc:Store financials, board decks and legal documents by category and access level, and control who sees each file through permissions. Key features of the Stackby Investor Portal template Investor and LP directory: Keep contacts, entities, ownership or commitment amounts and communication preferences in one table. Commitments and capital calls: Track committed, called and distributed capital for each investor with rollups. Investor update reports: Write each update as a record with highlights, challenges and asks, and publish it to a shared view. KPI dashboard: Chart revenue, burn, runway and other metrics with charts and summary boxes. Document library: Store financial statements, board decks and legal documents with category and access level. Investor Q&A log: Record investor questions through a form and track answers by owner and status. How to set up your investor portal Copy the template and import your investor list from CSV or Excel. Enter commitments or holdings and add this period's KPIs. Upload documents and write your first update record. Share a filtered view with each investor and automate an email when a new update is published. Related templates Fundraising CRM LP Tracking template Fund Portfolio Management template Investor Portfolio Companies template Startup KPI Dashboard Deal Flow Management template Client Portal template