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Custom T Shirt Order Form Template

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Order Tracking and Invoicing Template By Stackby Templates

Order Tracking and Invoicing

Whether you run a small local business, a start-up venture, or a multinational company, managing client orders and generating invoices for the work done is a part of your daily routine. If that's the case, then our Order Tracking and Invoicing template is exactly what you need. Clients place orders with your company daily. It is your job to identify the tasks that need to be completed for each project and assign the same to your team members. Tracking each client order from start to finish in real-time is essential to ensure that the work is done on time. In the midst of all this, multiple invoices are generated which need to be carefully recorded and preserved. You need to monitor the due date for each invoice to ensure that you receive all the money and on time from the clients. With multiple clients and too many project orders, it's easy to lose track of the process. Maintaining multiple databases for this purpose can also be quite cumbersome for most companies. So, what should you do? We here, at Stackby, are committed to our goal of making your job easier. That's why we have developed the Order Tracking and Invoicing Template for you. With this customizable and user-friendly template, you will be able to manage everything from a single interface. How will Stackby's Order Tracking and Invoicing Template help you monitor and manage client projects, tasks, and invoices? Using this template, you will be able to: Keep detailed records of all your current clients and the projects assigned by each client to your company using a client database system. Store the billing address and billing contact for each client along with the total amount billed. You can also record and update the payment specifics and payment terms as and when required with finance management capabilities. Add contact details of all your clients to avoid any communication gap, similar to managing relationships in a sales CRM. Record the orders placed by each client. The template comes with a standardized built-in project order form which can be used by clients to assign new projects to your company. Track the ongoing projects that you and your team are responsible for and the corresponding project category (Branding/ Social Media Marketing/ Website Designing/ Online Marketing/ etc.) using project tracker features. Monitor the overall status of each project. You can also track the total hours worked and the project rate per hour. This will allow you to calculate the total amount for each project, the corresponding tax rate, and the tax amount through commission tracking tools. Track the payment due date for a project and check if the client has made payment. Keep track of the invoices generated under each project, its amount, due date, and payment terms and conditions. Record the tasks due under each project and the team member in charge of each task with operations management workflows. Monitor, record and update the details as and when required.Simplify and streamline your project orders and invoices with this easy-to-use Order Tracking & Invoicing Template. Teams can integrate this with sales and CRM systems for comprehensive client management and utilize vendor management for supplier coordination. Business owners can also benefit from customer database software to maintain detailed client records, while leveraging best small business database software for streamlined invoicing operations and marketing campaign tracker for tracking project-related promotional activities. Whether you run a small local business, a start-up venture, or a multinational company, managing client orders and generating invoices for the work done is a part of your daily routine. If that’s the case, then our Order Tracking and Invoicing template is exactly what you need. Clients place orders with your company daily. It is your job to identify the tasks that need to be completed for each project and assign the same to your team members. Tracking each client order from start to finish in real-time is essential to ensure that the work is done on time. In the midst of all this, multiple invoices are generated which need to be carefully recorded and preserved. You need to monitor the due date for each invoice to ensure that you receive all the money and on time from the clients. With multiple clients and too many project orders, it’s easy to lose track of the process. Maintaining multiple databases for this purpose can also be quite cumbersome for most companies. So, what should you do? We here, at Stackby, are committed to our goal of making your job easier. That’s why we have developed the Order Tracking and Invoicing Template for you. With this customizable and user-friendly template, you will be able to manage everything from a single interface. How will Stackby’s Order Tracking and Invoicing Template help you monitor and manage client projects, tasks, and invoices? Using this template, you will be able to: Keep detailed records of all your current clients and the projects assigned by each client to your company. Store the billing address and billing contact for each client along with the total amount billed. You can also record and update the payment specifics and payment terms as and when required. Add contact details of all your clients to avoid any communication gap. Record the orders placed by each client. The template comes with a standardized built-in project order form which can be used by clients to assign new projects to your company. Track the ongoing projects that you and your team are responsible for and the corresponding project category (Branding/ Social Media Marketing/ Website Designing/ Online Marketing/ etc.). Monitor the overall status of each project. You can also track the total hours worked and the project rate per hour. This will allow you to calculate the total amount for each project, the corresponding tax rate, and the tax amount. Track the payment due date for a project and check if the client has made payment. Keep track of the invoices generated under each project, its amount, due date, and payment terms and conditions. Record the tasks due under each project and the team member in charge of each task. Monitor, record and update the details as and when required. Simplify and streamline your project orders and invoices with this easy-to-use Order Tracking & Invoicing Template. Related Templates: Product Catalog Legal Matter Management Asset TrackerLegal Case Management

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Visitor Management System Template by Stackby Templates

Visitor Management System

How Stackby's Visitor Management System Template will help you ?Whether you run an FMCG company, a software company, or a clothing company, there is no doubt that you get multiple visitors on any given day. From customers looking to address their queries to business associates visiting to discuss important issues, organizations receive visitors of all kinds. When you enter the premises of a company, you must have gone through some form of the visitor experience. You may have entered your details in a sign-in sheet or been given a keycard to allow access to different areas of the building. Every company installs its own version of visitor management to monitor their visitors. Keeping track of every individual visiting your premises and the purpose of the visit is extremely important. One of the most important reasons for installing a visitor management system is to have a detailed record of who has entered your building. You should be aware of the time, purpose, and duration of their visit. From job candidates, potential clients to vendor representatives, each company receives multiple visitors regularly. It is important to ensure that everyone is treated well. This has a significant impact on your brand image and perception. Hence, visitor management can be regarded as a part of your brand identity. However, visitor management can be quite a tedious task. Are you looking for a tool to help you manage and monitor your records with the click of a single button? Well, your search is over! You have come to the right place! Stackby has developed a customizable Visitor Management System Template for just this purpose! Bid adieu to the days of maintaining manual records and multiple databases. With Stackby's Visitor Management System Template, you can automate the entire process! The template comes with an in-built standard visitor's form that will allow you to streamline the entire process easily! You don't have to maintain multiple visitor form formats. This standard form can be given to all visitors. Using our Visitor Management System Template, you will be able to: Keep a detailed record of every visitor on a single platform using database software capabilities. Record the reason behind the visit for each visitor. Check whether it was Business or Personal. Record the name of the company that each visitor belongs to, similar to maintaining a client database for business contacts. Store the date and exact time of the visit for each visitor with operations management tracking. Add the contact details for every visitor for any further communication. Record the name of the person whom the visitor wanted to meet during his/ her visit. Add the visitor form and import all the details from each form directly to your template using form builders. Record the names of all your team members. You can also store their contact information, including phone number and email ID, to avoid any communication gap through an employee database management system. Monitor the total number of visitors that have visited each member of your team. Manage and update the details as and when required with facilities management features. Copy the stack today and simplify your visitor management system with this user-friendly visitor management template. Organizations can integrate this with compliance tracking for security protocols and utilize vendor management for supplier visits. HR teams can also benefit from recruitment tracker when managing candidate interviews, while leveraging customer database software to maintain detailed visitor records and using HR management software for streamlined employee-visitor coordination.

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Insurance Database template for managing policies, customers, claims, and agents. Templates

Insurance Database

Managing insurance operations requires a structured system that can handle multiple moving parts—customers, policies, claims, and agents. Traditional spreadsheets often fall short, leading to errors, inefficiencies, and missed opportunities. To solve this, the Insurance Database Template is designed as a flexible and easy-to-use solution to help insurance teams centralize data, streamline workflows, and gain real-time insights. This template is built in multiple linked tables, ensuring that every part of the insurance process is connected and accessible. Whether you’re managing customer profiles, policy details, claim statuses, or agent assignments, this template brings everything together in one centralized workspace. Key Features of the Insurance Database Template Customer ManagementKeep all customer details in one place, including contact information, date of birth, address, and linked policies. This makes it easy to track which customers hold which policies, ensuring a seamless view of client relationships Policy TrackingManage different types of insurance policies—Health, Auto, Life, Home, or Travel—with ease. Each policy includes premium amount, coverage value, start and end dates, and is directly linked to both the customer and the managing agent. Claims ManagementRecord and monitor claims across all policies. Track the claim amount, submission date, approval status, and the agent responsible for processing. This ensures transparency and efficiency in claims handling, reducing delays and errors. Agent Performance TrackingMaintain a record of all insurance agents, including their contact details and the policies they are managing. This makes it easy to assign responsibilities, monitor workloads, and evaluate agent performance over time. Linked Records for Real-Time InsightsThe template uses linked tables to create meaningful relationships between customers, policies, claims, and agents. For example, when viewing a customer, you can instantly see all policies and claims associated with them. Benefits of Using the Insurance Database Template Centralized Information: Replace scattered spreadsheets with a single source of truth where all insurance data is stored. Improved Accuracy: Reduce duplicate entries and manual errors by linking related records across tables. Time Savings: Automate repetitive tracking tasks and quickly access critical details when needed. Better Decision-Making: View customer history, claim records, and policy performance in one place to make informed business decisions. Scalability: Whether you’re an independent insurance agent or part of a larger firm, the template scales with your operations as more customers and policies are added. Use Cases of the Insurance Database Template Insurance Agents and BrokersIndividual agents can track customer portfolios, monitor policy renewals, and manage claims without relying on multiple spreadsheets or external systems. Insurance Firms and AgenciesLarger organizations can use the template to assign policies to agents, track agent performance, and ensure compliance with claim processing guidelines. Customer Service TeamsCustomer support staff can instantly access policy details, claim histories, and customer profiles to provide faster, more accurate assistance. Business OwnersEntrepreneurs in the insurance space can use this database to streamline operations, reduce administrative overhead, and scale their business more effectively. Data Reporting and AnalysisSince the template connects all insurance-related data, it can be used to generate reports, spot trends, and make data-driven business decisions. Why Choose This Template? The Insurance Database Template is designed for real-world use and covers the full cycle of insurance management. Unlike generic spreadsheets, it provides structure, flexibility, and connectivity between records. With powerful search, filter, and reporting options, it ensures that insurance professionals always have access to the right data at the right time. By adopting this template, you can eliminate inefficiencies, streamline workflows, and focus on what matters most—building strong customer relationships and growing your insurance business. 

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Stackby Asset Tracker Template for organizing and managing asset details efficiently. Templates

Asset Tracker

Every organization must keep a track of all its assets. Whether you are running a business expanding to multiple locations, your employees are working from remote locations, or you have multiple offices in different locations, you need an asset tracker to manage, organize and monitor your assets. Stackby's free-to-use, custom asset tracker template can solve all your problems and make this process much easier for you. What is Asset Tracker? An asset tracker is a tool that helps you monitor the physical location and status of movable and fixed assets in an organization. For example, office furniture, electronic devices, stationeries, all can be considered as valuable assets for an organization. Every business incurs a certain cost on buying and maintaining assets and therefore it must keep track of them. Similar to how businesses track their office inventory and manage equipment inventory, Stackby's asset tracker tool helps ensure that the movement of assets is strictly controlled thereby preventing loss and improving customer service and business operations. Why do Businesses need to Automate Asset Tracking Systems? Manual asset tracking methods include many challenges such as: You have to manually enter all the information and update the records every day The operations team often has to rely on finance teams for the purchase details of assets Assets cannot be scanned using barcodes which means more chances of errors in entering data Manual tracking methods often lead to redundancy and inefficient tracking For businesses managing complex inventories, consider complementing your asset tracking with specialized solutions like product inventory management or wine cellar inventory for specific use cases. If you are still depending on spreadsheets for keeping a check on your company assets, your operations team is underperforming. It is time to boost their productivity by giving them an automated asset tracking system. Key Features: Collaboration: Manage all your assets from different locations in one place with the Stackby asset tracker template Automation: Use Stackby's barcode scanner column type and keep an automated record of your company assets Vendor Details: Manage your vendor list to keep a track of which asset was bought from which vendor, similar to vendor assessment template functionality Purchase Details: Store all the purchase details for every asset so that you do not exceed your company budget, integrating seamlessly with purchase process workflows For procurement-heavy organizations, you might also benefit from specialized templates like purchase approval form or it procurement systems. What are the Benefits of using an Asset Tracker? Reduced operational costs: You can monitor assets round the clock and in-real time thereby streamlining your operational process and costs. This approach works particularly well when integrated with work order management systems. Accessibility: You can ensure fast verification, disposal, and acquisition of assets with an easy-to-use asset tracker system. For teams managing multiple locations, consider pairing this with meeting room booking solutions. Security: You can find the exact location of an asset of your company at any time. This will help you protect your assets from theft or fraud, similar to how cleaning log systems help maintain facility security. Management: You can easily adjust company records when an asset is transferred from one department or location to another. This functionality complements it management and broader operational workflows. Stackby's asset tracker template enables businesses to store, manage and coordinate all the asset data in one place, thereby making it easier for operations teams to collaborate on the asset management tasks. It is free to use and can be easily customized according to your asset management requirements. Who can use Stackby's Asset Tracker Template? This template can be used by business owners, administrative departments, operations teams, operations managers, IT departments, and any other authority responsible for managing assets in an organization. Teams using employee attendance tracker or contractor tracker systems will find this asset tracking template integrates well with their existing workflows. How is Stackby's Asset Tracker Template Helpful for You? Stackby's asset tracker template includes three tables for managing your assets, vendor details, and purchase details respectively. With this template, you will be able to do the following: Maintain a record of every physical asset owned by the company with the asset name and code Tracking the type of asset owned by the company (furniture, office equipment, stationeries, etc) Store an image of each asset for visual identification Record the details of the asset such as manufacturer, model name, and price Track the vendor details for various assets of the company such as vendor name, address, city, state, and total assets Track the purchase details for every asset such as purchase date, status (completed, order shipped, etc), order type, price, invoice, etc For specialized asset categories, consider these complementary templates: Art inventory tracker for creative assets Library organizer for book and media collections Car dealership inventory for vehicle assets Other asset management templates for better productivity: Asset Tracker Template Description Primary keywords: asset tracker, asset management, inventory tracking, business asset tracking Secondary keywords: asset monitoring, equipment management, office inventory, asset control system Meta Description: Use Stackby's Asset Tracker Template for free. Control the movement of your assets, prevent loss and improve customer service using an automated Asset Tracker system. Every organization must keep a track of all its assets. Whether you are running a business expanding to multiple locations, your employees are working from remote locations, or you have multiple offices in different locations, you need an asset tracker to manage, organize and monitor your assets. Stackby's free-to-use, custom asset tracker template can solve all your problems and make this process much easier for you. What is Asset Tracker? An asset tracker is a tool that helps you monitor the physical location and status of movable and fixed assets in an organization. For example, office furniture, electronic devices, stationeries, all can be considered as valuable assets for an organization. Every business incurs a certain cost on buying and maintaining assets and therefore it must keep track of them. Similar to how businesses track their office inventory and manage equipment inventory, Stackby's asset tracker tool helps ensure that the movement of assets is strictly controlled thereby preventing loss and improving customer service and business operations. Why do Businesses need to Automate Asset Tracking Systems? Manual asset tracking methods include many challenges such as: You have to manually enter all the information and update the records every day The operations team often has to rely on finance teams for the purchase details of assets Assets cannot be scanned using barcodes which means more chances of errors in entering data Manual tracking methods often lead to redundancy and inefficient tracking For businesses managing complex inventories, consider complementing your asset tracking with specialized solutions like product inventory management or wine cellar inventory for specific use cases. If you are still depending on spreadsheets for keeping a check on your company assets, your operations team is underperforming. It is time to boost their productivity by giving them an automated asset tracking system. Key Features: Collaboration: Manage all your assets from different locations in one place with the Stackby asset tracker template Automation: Use Stackby's barcode scanner column type and keep an automated record of your company assets Vendor Details: Manage your vendor list to keep a track of which asset was bought from which vendor, similar to vendor assessment template functionality Purchase Details: Store all the purchase details for every asset so that you do not exceed your company budget, integrating seamlessly with purchase process workflows For procurement-heavy organizations, you might also benefit from specialized templates like purchase approval form or it procurement systems. What are the Benefits of using an Asset Tracker? Reduced operational costs: You can monitor assets round the clock and in-real time thereby streamlining your operational process and costs. This approach works particularly well when integrated with work order management systems. Accessibility: You can ensure fast verification, disposal, and acquisition of assets with an easy-to-use asset tracker system. For teams managing multiple locations, consider pairing this with meeting room booking solutions. Security: You can find the exact location of an asset of your company at any time. This will help you protect your assets from theft or fraud, similar to how cleaning log systems help maintain facility security. Management: You can easily adjust company records when an asset is transferred from one department or location to another. This functionality complements it management and broader operational workflows. Stackby's asset tracker template enables businesses to store, manage and coordinate all the asset data in one place, thereby making it easier for operations teams to collaborate on the asset management tasks. It is free to use and can be easily customized according to your asset management requirements. Who can use Stackby's Asset Tracker Template? This template can be used by business owners, administrative departments, operations teams, operations managers, IT departments, and any other authority responsible for managing assets in an organization. Teams using employee attendance tracker or contractor tracker systems will find this asset tracking template integrates well with their existing workflows. How is Stackby's Asset Tracker Template Helpful for You? Stackby's asset tracker template includes three tables for managing your assets, vendor details, and purchase details respectively. With this template, you will be able to do the following: Maintain a record of every physical asset owned by the company with the asset name and code Tracking the type of asset owned by the company (furniture, office equipment, stationeries, etc) Store an image of each asset for visual identification Record the details of the asset such as manufacturer, model name, and price Track the vendor details for various assets of the company such as vendor name, address, city, state, and total assets Track the purchase details for every asset such as purchase date, status (completed, order shipped, etc), order type, price, invoice, etc For specialized asset categories, consider these complementary templates: Art inventory tracker for creative assets Library organizer for book and media collections Car dealership inventory for vehicle assets Other asset management templates for better productivity: Marketing & Sales Assets: Digital asset management for marketing materials Brand asset management for brand resources Content studio for content assets Business Operations: Stock ledger template for inventory management Business contract management for legal asset trackingFinancial Management: For organizations looking to track financial performance alongside physical assets, consider implementing balance sheet tracking and investment tracker systems to get a comprehensive view of all organizational assets.

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Fabric Order Form

Fabric Order Form

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Business Model Canvas Template grid view with sample data for strategy planning Templates

Business Model Canvas Template

The Business Model Canvas Template is one of the most powerful strategic planning tools available for entrepreneurs, startups, and established organizations. It allows teams to map out and visualize their entire business model on a single, structured page, making it easier to identify opportunities, address challenges, and align across departments. With this free template, you can move beyond scattered notes and documents into a streamlined, data-driven canvas that supports innovation and growth. What is the Business Model Canvas? The Business Model Canvas (BMC) is a strategic management framework developed by Alexander Osterwalder. It breaks down a business into nine key building blocks: Customer Segments Value Propositions Channels Customer Relationships Revenue Streams Key Resources Key Activities Key Partnerships Cost Structure Each section helps you evaluate the critical components of your business and how they interact. By mapping these areas together, you gain a clear picture of how value is created, delivered, and captured in your business model. Features of the Business Model Canvas Template Pre-structured database design: Each of the nine blocks of the BMC is organized into its own table, making data input and visualization seamless. Linked records: Customer segments, value propositions, and channels can be connected across tables, ensuring clarity on which strategies target specific markets. Sample data included: The template comes pre-filled with 10 example records per block, offering inspiration and a clear demonstration of how to structure your own data. Customizable fields: Every column, from "Segment Name" to "Revenue Streams," can be tailored to match your unique business needs. Ready for integration: Designed to be imported into Stackby or Airtable for easy use and collaboration. Benefits of Using This Template Clarity and Alignment: By capturing your entire business model in one place, your team can better align on vision, goals, and execution. Faster Decision-Making: Quickly see gaps, strengths, and areas for improvement across resources, revenue, and partnerships. Investor Readiness: Present a professional and structured business model to potential investors or stakeholders with minimal effort. Scalable Planning: Whether you’re a solo founder, a small team, or a large enterprise, the template adapts to your scale and helps plan for the future. Collaboration-Friendly: Multiple team members can update the canvas simultaneously, ensuring cross-functional input and insights. Use Cases for the Business Model Canvas Template Startups: Ideal for founders who need to validate their ideas, refine their business model, and pitch to investors. Established Businesses: Helps enterprises re-evaluate existing strategies, test new product lines, or adapt to changing market conditions. Educational Institutions: A valuable teaching tool for business schools, accelerators, and entrepreneurship programs. Consultants and Advisors: Enables strategy consultants to guide clients through structured brainstorming and planning sessions. Nonprofits and NGOs: Useful for organizations that need to clarify value propositions, funding sources, and stakeholder relationships. Why Choose This Template? Unlike static worksheets or PDFs, this template leverages a structured, database-like format that’s dynamic and adaptable. You can track changes over time, add notes, link strategies to specific customer segments, and even connect it to live dashboards or reporting tools. It saves time, improves communication, and brings structure to what is often a chaotic planning process. Getting Started Using the Business Model Canvas Template is simple. Download the file and import it directly into your Stackby workspace. From there, you can: Edit existing sample data to reflect your business. Add new records for different customer segments, partnerships, or revenue streams. Link related fields across tables to see a comprehensive strategy map. Share the canvas with your team for real-time collaboration. Final Thoughts Every business—whether new or established—needs a clear understanding of how it creates and delivers value. The Business Model Canvas Template provides a proven, visual framework that simplifies this process. By using it, you’re not just filling out boxes—you’re laying the foundation for growth, innovation, and long-term success. With this free template, planning your business strategy is no longer overwhelming. It’s structured, actionable, and built for collaboration. Download it today and take the first step toward a smarter, more sustainable business model. 

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Free Rental Car Template for managing bookings, availability, and customer details. Templates

Free rental car

Managing a rental car business requires seamless coordination of bookings, customer information, vehicle availability, and payment tracking. The Free Rental Car Template by Stackby simplifies this process, helping businesses streamline their workflow, improve efficiency, and enhance customer satisfaction. Whether you run a car rental agency, a corporate vehicle fleet, or a peer-to-peer car-sharing service, this template is designed to help you stay organized and optimize your operations. Why Use This Template? Handling car rentals manually can be time-consuming and prone to errors. Tracking reservations, checking vehicle availability, and managing customer details are critical aspects that require an efficient system. This template helps you: Automate Bookings – Keep track of reservations in real-time. Monitor Fleet Availability – Prevent overbooking and maintain accurate car status records. Improve Customer Management – Store essential customer details and rental history. Enhance Operational Efficiency – Organize rental agreements, payments, and return dates in one place. How This Template Works in Stackby This Free Rental Car Template is structured to provide a comprehensive solution for rental car businesses. It includes key tables to manage all aspects of your rental process, ensuring a smooth workflow. 1. Bookings Table Track new and existing car rental bookings. Store customer details, rental duration, and pickup/drop-off times. Use filters to view current, upcoming, or past reservations. 2. Vehicles Table Maintain a record of available, rented, and under-maintenance cars. Track vehicle condition, mileage, and insurance details. Assign cars to customers based on availability. 3. Customers Table Store essential customer information, including name, contact details, and rental history. Manage customer preferences and eligibility criteria. Easily reference past bookings and payment history. 4. Payments Table Record rental charges, payment methods, and due amounts. Track security deposits and refunds. Set up automated reminders for pending payments. Key Features & Benefits Customizable Views – Use Grid, Calendar, and Kanban views to manage data efficiently. Automation & Integrations – Automate reminders, integrate with payment systems, and connect with APIs. Collaborative Access – Allow team members to update data in real-time. User-Friendly Interface – Easily navigate and update records without complex software. Real-World Use Cases Car Rental Businesses – Streamline fleet management, bookings, and customer relations. Corporate Vehicle Leasing – Manage company-owned cars, employee rentals, and lease agreements. Peer-to-Peer Car Sharing – Track personal vehicle rentals and ensure smooth operations. Getting Started with the Template Sign Up for Stackby – If you don’t have an account, create one for free. Use the Template – Import the Free Rental Car Template into your workspace. Customize It – Add or modify columns, set up automation, and personalize workflows. Start Managing Rentals – Enter bookings, update car availability, and track payments effortlessly.

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Stackby Product Catalog Template for managing and displaying product listings. Templates

Product Catalog

Every online, B2C, retail, or e-commerce business must ensure that its products are accessible online, trusted, and convert well. This is possible with an effective product catalog. If your products are not described well, it will be hard to find potential customers. Stackby's product catalog template is a streamlined way to organize your product catalog management and track what's working for you and what's not. What is Product Catalog Management? Product catalog management is the process of managing your product catalog so that all your marketing and sales channels contain high-quality product data. It includes how you organize, standardize, and publish your product across each sales channel. For businesses looking to optimize their sales process, implementing a purchase process template alongside catalog management can significantly improve operational efficiency. Challenges Businesses Face in Product Catalog Management and Tracking 1. Involvement of Team and Stakeholders It often becomes difficult for sales and marketing teams and other stakeholders to collaborate and ensure a smooth product catalog management process. This might lead to serious consequences such as differences in the units of measurement. Implementing proper employee performance management systems can help address these coordination challenges. 2. High-Quality Description & Imagery Since there is no streamlined process, it often becomes difficult for businesses to create simplified, easy-to-understand product descriptions and add the right images/files to depict it. They need to consider the customers' perspectives here. A digital asset management solution can help organize and maintain high-quality product imagery and related assets. 3. Scope of Growth When you are not tracking your product catalog efficiently, it often becomes tough to analyze the gaps in your efforts. This problem multiplies when you are trying to expand your catalog. For businesses planning product expansion, our product planning template can be invaluable for strategic growth initiatives. 4. Finding the Right Catalog Management Tool Many businesses suffer because they are unable to find the right platform where their team can connect and collaborate to work upon the product catalogs, and share it with the right people (clients, vendors etc.) Stackby's product catalog template helps in overcoming all the challenges that businesses often face in creating and managing product catalogs. How to Fix Your Product Catalog Management? 1. Organize the Descriptions If your product attributes are messy, it will become much more difficult to intrigue customers. So, first, you need to ensure that all your team and stakeholders are on the same page. If you are building your own product, check out our product launch template to ensure a systematic approach to bringing new products to market. 2. Manage Your Product Data Make sure all your product data, descriptions, and other related information is organized if you want to expand your product line and business. This way you will be able to identify which strategies have worked in the past. Consider using a product inventory system to maintain accurate stock levels and product information. 3. Specify Roles and Authorization Flows Make sure your team members know their exact roles and responsibilities when changing the product catalog database. This way you can ensure data quality and minimum redundancy. A workflow management system can help establish clear processes and accountability. Who Can Use Stackby's Product Catalog Template? Stackby's Product Catalog template can be used by e-commerce or online business owners, retailers, traders, suppliers, product managers, sales and marketing teams, or anyone who manages the creation and management of product catalogs for a business. For retail businesses specifically, our inventory & sales tracker provides additional functionality for comprehensive business management. How is Stackby's Product Catalog Template Helpful for You? Our product catalog template can streamline how your team works. It can help you keep track of all your products, their description, features, benefits, price, and more. With this template, you can do the following: Keep a track of all your products, their types, and images Keep a record of price, color, and size for every product Track the inventory for each product such as the number of items available, whether a product is in stock or not Add and manage the description of the products Record the total sale of every product and the number of items sold Monitor the clients and dealers for every product Add and track client details like the order number, order ID, billing address, phone number, product bought, etc. Track every order detail such as order ID, order date, item name, status, invoice, bill number, price per unit, quantity, total cost, client name, etc. Track and monitor the dealer details such as name, address, rating, phone number, year established, email, products, price, quantity, invoice, etc. For e-commerce businesses using Shopify, our Shopify order management template integrates seamlessly with your existing workflow. Complementary Templates for Enhanced Business Management Other templates you can use along with the Product Catalog Template include: Customer Relationship Management: Real estate CRM for property businesses or accounting firm CRM for service-based businesses Inventory Management: Equipment inventory for businesses with physical assets Competitive Analysis: Competitor analysis to stay ahead in your market Marketing Support: Content marketing strategy to effectively promote your products However, sometimes it can be a little tricky to get the best out of your work while looking after each detail & trying to stay on top of it. Managing multiple orders from multiple vendors and all the little details can prove to be a little overwhelming, to say the least. A product catalog helps you manage all the details regarding your products, supply, and maintain vendor relationships. A product catalog template can help you maintain all these data in an organized and accessible way. For businesses dealing with multiple suppliers, a vendor assessment template can help evaluate and manage supplier relationships effectively. Why Do You Need a Product Catalog? Memorizing information about every product's features is a difficult task. Making a product catalog and scribbling all the information related to the product helps the sellers and the customers make a purchasing decision. A product catalog template can help you in keeping track of all your products and the related information. You can use it to have easy access to all the products you have, the ones you have ordered, and those you still need to order. For businesses looking to analyze their product performance, our product feedback analysis template provides valuable insights into customer preferences and satisfaction. You can easily pull up information about any and all the products you have or sold. You can add images, add notes, and customize it. You can also categorize the products according to their build, vendor, or anyway you like. How Can Stackby's Product Catalog Template Help You? You can keep every kind of information about every product listed on different columns such as product name, picture, price, vendor, client, date, etc., in one place. The template can also be customized according to your requirements; use the filter accordingly to access the information you require. Keep up with all the information regarding your products – availability, vendor availability, if you need to put in any order, etc. The ease of accessibility you gain after having all the information about all your products in one place will ultimately increase your productivity. For businesses focused on operational excellence, implementing an office inventory system can complement your product catalog management. You can also add product details, images, and anything you need. The template is completely customizable; you can add all the information you want and categorize it in any way you'd like. For businesses in the hospitality sector, consider our specialized car dealership inventory template for automotive businesses. View it in a Gallery and share with your customers or embed it on your website, and let your clients stay up-to-date with your products, in real-time. For businesses wanting to create professional presentations of their offerings, our books catalog template demonstrates how to showcase products effectively. Stackby's Product Catalog template can easily be your time-saver and the most treasured possession for your business. Use it for free today and create your custom product catalog that drives results and supports your business growth objectives.

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Grants Management

Navigating the world of grants can be complex and time-consuming, but with the right tools, it doesn't have to be. Stackby's Grants Management Template is designed to simplify the process of managing grants, from application to reporting. This template helps you stay organized, track deadlines, and ensure that every detail is covered. Whether you're a nonprofit organization, a researcher, or an educational institution, this template will make managing grants a breeze. Why Use the Grants Management Template? Streamline Your Grant Process Managing multiple grants can quickly become overwhelming. Stackby’s Grants Management Template provides a structured framework to streamline your entire grant process. From tracking application deadlines to managing grant funds, everything is organized in one place, making your workflow more efficient. Stay on Top of Deadlines Missing a deadline can mean losing crucial funding. This grant tracker template includes built-in reminders and deadline tracking, ensuring you never miss an important date. Stay ahead of the curve and keep your grant applications and reports on schedule. Enhance Collaboration Grant management often involves multiple team members. Stackby’s template facilitates seamless collaboration, allowing everyone involved to access and update information in real-time. This ensures that all team members are on the same page and can work together effectively. Customizable to Fit Your Needs Every grant is different, and so are the requirements for managing them. Stackby’s template is fully customizable, allowing you to tailor it to fit the specific needs of each grant. Add custom fields, track specific metrics, and organize your data in a way that works best for you. Comprehensive Financial Tracking Keeping track of grant funds is crucial for compliance and reporting. This template includes features for detailed financial tracking, helping you manage budgets, expenditures, and financial reports. Ensure that every dollar is accounted for and used efficiently. Who Can Benefit from This Template? #1. Nonprofit Organizations Nonprofits often rely on grants for funding their projects and initiatives. This grant management tracker helps nonprofits manage multiple grants, track application progress, and ensure compliance with funding requirements. Focus more on your mission and less on administrative tasks. #2. Researchers Researchers applying for and managing research grants will find this template invaluable. Keep track of application deadlines, funding statuses, and reporting requirements. Stay organized and focus on your research rather than administrative details. #3. Educational Institutions Schools, colleges, and universities often apply for various grants to support educational programs and infrastructure. This template helps educational institutions manage grant applications, track funding, and ensure that all reporting requirements are met. #4. Government Agencies Government agencies responsible for distributing and managing grants can use this grant analysis template to streamline their processes. Track applications, manage funds, and ensure compliance with regulatory requirements. #5. Grant Writers Professionals who specialize in writing and managing grant applications will benefit from the organizational features of this template. Keep track of multiple clients, applications, and deadlines in one centralized location. Managing grants doesn’t have to be a daunting task. With Stackby’s Grants Management Template, you can streamline your processes, improve organization, and enhance collaboration. Whether you’re a nonprofit, researcher, educational institution, government agency, or grant writer, this template provides the tools you need to manage grants efficiently and effectively. Start using Stackby’s Grants Management Template today and take the hassle out of grant management!