Email Marketing & Tracking Template

Are you tired of playing a never-ending guessing game with your inventory levels? Step into the realm of precise inventory control with Stackby's Inventory Management Template. It's like having a crystal ball that predicts demand, optimizes stock levels, and keeps your business ahead of the curve. Designed with simplicity and effectiveness in mind, our template empowers you to take control of your inventory management processes like never before. What is Inventory Management, and Why is It Essential for Businesses of All Sizes? Inventory management refers to the process of overseeing and controlling the flow of goods in and out of a company. It involves managing stock levels, tracking products, handling supplier orders, and fulfilling customer demands. Adequate inventory management is crucial to ensure smooth operations, minimize stockouts, reduce costs, and improve customer satisfaction. A Brief Overview of Stackby's Inventory Management Template The Inventory Management Template by Stackby is a powerful tool designed to simplify and streamline the inventory management process for businesses of all sizes. It provides a comprehensive solution to track and organize products, suppliers, purchase orders, customers, line item orders, and sales orders in one centralized platform. Who is This Inventory Management Template for? This template suits businesses across various industries, including retail, e-commerce, manufacturing, and distribution. Whether you are a small business owner or part of a larger organization, our template caters to your specific inventory management needs. Why Do You Need Stackby's Inventory Management Kanban Template? Streamline your inventory management process with Stackby's intuitive and customizable Inventory Management Template. Gain real-time visibility into your inventory levels, suppliers, purchase orders and sales orders to make informed business decisions. Optimize stock levels, reduce stockouts, and minimize excess inventory with effective inventory control. Maximize efficiency and cost-effectiveness by implementing inventory management just in time practices. Harness the power of inventory management Kanban methodology to visualize and track inventory flow and improve operational efficiency. Customize the template to align with your unique inventory management needs and integrate it seamlessly into your existing workflows. Table Included in Our Inventory Management Template Products: This table helps you to keep a detailed record of your products, including their names, images, SKUs, and other relevant details. Make this table in your custom product catalog. Suppliers: With its aid, you can manage your suppliers' information, such as contact details, addresses, and key contacts. Purchase Orders: It lets you track orders, including order numbers, dates, quantities, and associated suppliers. Customers: It helps you to maintain a database of your customers, their contact information, and purchase history for effective customer relationship management. Line Item Orders: It allows you to keep a record of individual line items within orders, including product details, quantities, and prices. Sales Orders: This table lets you manage all your sales orders, track order status, and monitor sales performance. As mentioned above, the Link Column Type helps you link any tables you want. For example, you can connect each product to its respective supplier, allowing you to track and manage the supplier information associated with each product. Thus, it helps you to facilitate seamless data organization, reference, and analysis across different tables. Create custom inventory tracking dashboards with charts and pivot tables and analyze your key metrics in real-time. With our Inventory Management Template, you can say goodbye to manual inventory tracking and embrace a more efficient and organized approach. Sign up for Stackby today, explore our template, and experience the power of streamlined inventory management. Ways to Customize Our Inventory Management Template Expand the template by adding tables to track information such as product categories, pricing tiers, or supplier performance metrics. Tailor and enhance your inventory management experience by integrating various apps and power-ups into Stackby's Inventory Management Template. If you’re an e-commerce brand, you can also connect to your Shopify, Woocommerce or other e-commerce stores and automate your order inflow and track real-time inventory. Take Your Inventory Tracking to the Next Level with Stackby's Inventory Management Template! Sign up now and gain complete control over your inventory, enhance operational efficiency, and drive business success!Check out more related Templates : Product Inventory

Manage products, generate enquiries and orders directly from this configurable Product Order Form template.  Steps to use this Product Order Form template: Step 1: Add your product details in the Product table (Details, Price, Images etc.) and create a gallery view for the product (to share with your clients)   Step 2: Create an inquiry form using Stackby forms in the Inquiries table.  Step 3: Create two buttons - Inquire Now (linked to the inquiry form) and Buy now (linked button using your payment gateway provider hosted invoice link for that item) in the Products table.  Step 4: Bring orders automatically from your payment provider via Zapier (or Make.com or similar) in the orders table, which are linked to your products.  .. and that's it!  Keep adding your products, and build an automated inquiry and order management system along with it with this Product Order Form Template. Sign up and try it for free. Check Out Other related Teplates : Product Operations 

Managing IT procurement efficiently is crucial for maintaining smooth operations across any organization. From sourcing hardware and software to tracking vendor quotes, approvals, and deliveries, the process often involves multiple stakeholders and moving parts. That’s why Stackby’s IT Procurement Tracker Template is designed to help IT teams organize, automate, and streamline their purchasing workflows—all in one centralized workspace. This flexible and customizable template enables you to log procurement requests, manage vendor relationships, monitor budgets, and ensure timely deliveries. Whether you’re part of an internal IT department, a procurement team, or a managed service provider, this tool is tailored to simplify your IT acquisition process and keep everyone aligned. What This Template Helps You Manage 1. Procurement Requests Tracker Start by capturing procurement needs from various teams. Each entry includes a request ID, requestor name, department, item description, quantity needed, required date, and priority. The status field keeps you informed whether the request is “Under Review,” “Approved,” “Ordered,” or “Delivered.” 2. Vendor List Maintain a detailed list of approved vendors, including contact details, categories supplied (hardware, software, networking), ratings, and terms of service. You can link vendors to specific procurement requests to ensure transparency in sourcing. 3. Quotes and Pricing Store multiple quotes for each procurement item and compare vendor pricing easily. Track quote numbers, item breakdowns, pricing, taxes, and expiration dates to select the best value options. 4. Order & Delivery Status Once a request is approved, track the purchase order ID, order date, expected delivery, shipping status, invoice number, and total cost. This section helps ensure timely follow-ups and identifies delays early. 5. Budget Monitoring Integrate procurement entries with department budgets or cost centers. Compare estimated vs actual spending per item or vendor using custom formulas. This ensures better forecasting and accountability. Key Functional Capabilities Custom Workflows:Move items seamlessly through various stages—Requested, Approved, Ordered, Delivered—using dropdowns or Kanban views. Vendor Comparison:Link multiple quotes to each procurement item and use formulas to automatically highlight the lowest price. Timeline Tracking:Use calendar views to track expected delivery dates or procurement cycles by week or month. Automated Reminders:Set alerts for pending approvals, quote expiration, or delayed deliveries through Stackby’s automation tools. Attachments & Documentation:Upload invoices, purchase orders, product specs, and quote PDFs directly to each record for centralized documentation.  Use Cases for This Template Internal IT DepartmentsManage employee requests for laptops, software licenses, monitors, or cloud services with clear visibility and approval workflows. Procurement & Finance TeamsStreamline communication between IT and finance by maintaining cost records, budgets, and vendor history in one place. Startups & Growing CompaniesBuild a scalable procurement process from day one to avoid miscommunication or overspending. Education, Healthcare, and GovernmentMaintain compliance, documentation, and audit trails for all IT acquisitions.  Why Use Stackby for IT Procurement? Traditional procurement systems can be overly complex or expensive. Stackby offers the flexibility of a spreadsheet with the power of a database, allowing you to adapt the template to your specific needs—whether that’s adding approval workflows, calculating taxes, or integrating with communication platforms like Slack or Microsoft Teams. The template also works well in collaborative environments. Procurement managers, IT staff, department heads, and finance officers can all contribute, review, and update information in real time, ensuring transparency and coordination. With built-in views like “Pending Orders,” “High-Priority Requests,” and “Vendor Comparison,” you can manage the full lifecycle of procurement in a visual, efficient way. Would you like help generating: Sample formulas (e.g., calculating total cost with tax)? Dashboard summaries (e.g., open orders by vendor or cost category)? Column-by-column descriptions? Let me know and I can create those next. 

Managing a college schedule can be overwhelming, with multiple classes, assignments, and deadlines to keep track of. A well-structured schedule helps students stay organized, plan their coursework effectively, and balance academics with extracurricular activities. The College Schedule Template in Stackby offers a structured and flexible way to manage your class timetable, assignments, study sessions, and important deadlines. Whether you're tracking lecture schedules, exam dates, or project deadlines, this template simplifies academic planning and ensures nothing falls through the cracks. Why Use a College Schedule Template? Without a structured schedule, students often struggle to keep up with coursework, leading to missed deadlines, last-minute cramming, and increased stress. The College Schedule Template provides: A centralized system to plan and organize class schedules. Easy tracking of assignments, exams, and deadlines. Customizable views to manage daily, weekly, and semester plans. Automated reminders to stay on top of important tasks. A clear overview of workload to improve time management. How This Template Works in Stackby This College Schedule Template is built with structured tables, making it easy to organize and access all academic activities in one place. Key Tables in the College Schedule Template Class Schedule Table – Organize all your courses by day, time, and instructor. Assignments Table – Track due dates, priorities, and completion status of assignments. Exams Table – Plan and prepare for upcoming tests with scheduled study sessions. Study Plan Table – Set study goals and monitor progress for effective time management. Each table is fully customizable to match your academic requirements. Key Features & Benefits 1. Organize Your Class Schedule Input all course details, including subject name, professor, time, and location. Get a visual calendar view of your weekly or monthly schedule. Avoid scheduling conflicts with an easy-to-update format. 2. Keep Track of Assignments & Deadlines Maintain a list of assignments with deadlines and priority levels. Update the status of each task to stay on track with coursework. Receive automated reminders for upcoming submissions. 3. Plan & Prepare for Exams Schedule exam dates, study sessions, and review materials in advance. Allocate study time effectively using the Study Plan Table. Monitor progress and ensure you're prepared for every test. 4. Customize Views for Better Organization Use a calendar view to visualize your schedule. Filter by subjects, assignment due dates, or study priorities. Customize fields to add notes, links, or additional resources. 5. Enhance Time Management & Productivity Balance academic responsibilities with extracurricular activities. Prioritize tasks efficiently to avoid last-minute stress. Plan ahead and stay organized throughout the semester. Who Can Benefit from This Template? The College Schedule Template is ideal for: College Students – Manage course schedules, assignments, and deadlines. Professors & Instructors – Plan lecture schedules and track student tasks. Study Groups – Collaborate on assignments and schedule group study sessions. Parents & Advisors – Help students stay on track with their academic workload. How to Get Started with the Template Import the College Schedule Template into Stackby. Customize Your Course Details – Add subjects, professors, and schedules. Add Assignments & Exam Dates – Set deadlines and study priorities. Use Calendar & List Views – Visualize your weekly or monthly plan. Automate Reminders – Set alerts for assignments and exam preparation.

A product launch template is necessary to ensure that your product launch plan is on schedule. Ensure that nothing is left behind, prioritize all the features of your product, and ensure that the whole team is on the same page when it comes to your product launch. What is a product launch? A product launch is the amalgamation of a company’s united efforts to debut a new product in the market and make it available for the public to purchase. It serves many purposes for the organization, such as fostering brand recognition, expansion, attracting new customers, and boosting profits. Whenever your team is going to launch any product in the market, they will need a product launch plan to follow through. Your product launch plan is going to be a blueprint that not only will keep your team updated about the multiple goals for the product; it will also create a to-do list for the team. Following your product launch plans, your product marketing team will need a checklist to track every task in the product journey. But maintaining a checklist is very tedious if it has to be done separately for every element or activity; this is where the product launch plan template steps in. Why do we need a product launch template? A product launch template will help you keep track of every activity regarding the product launch. It will also let you know about the status and every other detail of each stage of the product launch at a glance. Proper communication, setting up clear goals, a strict timeline, and other processes are essential parts of any product launch. This is why a lot of teams start off by creating a product launch checklist from the start. A product launch template will help you keep all the launch details clear and keep the cross-functional teams connected. It will help you visualize a complete timeline for the product launch and share goals, messages, and keep a tab on the status of work assigned. You will be able to pull out any details regarding the product launch at any time and analyze it for future use. A product launch template makes your work quite accessible and convenient to everyone involved. How to create a great product launch plan? 1. Do customer research: find what your potential customer requires and whether their needs match your plans. 2. Create actionable goals: set product goals, sales goals, and marketing goals, and list out the key performance indicators (KPIs) for each. 3. Organize your product launch template: visualize your strategy and save time using our product launch template. What is included in this product launch plan template? We wanted to include a basic framework of product launch in our template so that it can also act as a product plan launch checklist template for you. Our product launch template includes three tables: 1) All Features: This table includes details about the features of the new product. For instance, feature status (in progress/ready, etc.), product leads, product theme, feature description, launch email, press release, and so on. 2) Product Launch: This table includes details about the product type, its description, features, etc. 3) Monthly Newsletter: This table includes details of the monthly newsletter published to share updates on the new features added to your product. How will Stackby’s product launch template help you? The product launch template from Stackby will help you review the overall performance of the new product launch. Using the Product Launch Template, you will be able to: Record all the details of each product or feature launch on a single interface. Add images and documents related to the product to the template itself. Track the feature status in real-time (Ready/ Completed/ In-Progress/ Not Started). Assign a lead to each product. Track the theme of all the products (New Product Launch/ Software Update/ etc.). Store a description of the features. Monitor the target completion and target launch date. Track the launch status of each product or feature. Keep track of the press release, blog post, launch email, support article, ads, and promotions. Track the complexity and value of each launch. You can access the product launch template in the Kanban view as well, which will help you keep track of various products’ status. You can also access the calendar view to keep track of the important dates regarding the product launch. Who will find this product launch template helpful? This template will be best used by product marketing managers, product launch teams, marketing teams, engineering managers, startups, and SMEs. The product launch template is completely customizable, and you can categorize the data and filter it accordingly. If you are gearing up for your next product launch, this is the template for you!You may also find these templates useful: Product Roadmap, Product Competitor Analysis

Task and Issues Template: Simplify Project Management & Team Collaboration Managing tasks and tracking issues efficiently is critical for any team or business. Without a structured system, project workflows can become chaotic, deadlines may be missed, and communication gaps can slow down progress. That’s where a Task and Issues Tracker comes in handy. With Stackby’s Task and Issues Template, you can seamlessly organize your work, track progress, assign responsibilities, and ensure timely resolution of tasks and issues. This template is designed to help teams enhance productivity, manage workloads efficiently, and stay aligned with project goals. Why Use a Task and Issues Template? Managing multiple tasks and resolving issues requires a streamlined approach. Here’s how this template benefits teams: Organized Task Management: Keep track of tasks, priorities, and deadlines in one place Issue Tracking & Resolution: Identify, log, and address project blockers quickly. Seamless Collaboration: Assign tasks, update statuses, and improve team communication .Automated Workflows: Reduce manual tracking and automate task progress updates. Improved Accountability: Assign owners to tasks and monitor progress effortlessly. How This Template Works in Stackby This Task and Issues Template is built to support a structured workflow with key tables: Task List: A centralized table to manage all tasks with details like task name, priority level, status, and due dates. Issue Log: Track ongoing issues, their impact, and resolutions. Task Assignees: Assign team members to specific tasks and set priorities. Progress Tracking: Monitor task status updates in real-time and ensure timely completion. With Stackby’s automation and integrations, you can connect with tools like Slack, Trello, Jira, or Google Sheets to enhance workflow efficiency. Key Features & Benefits Customizable Task & Issue Tracking – Modify fields, categories, and views to match your project needs. Real-Time Collaboration – Keep your entire team updated with live task tracking and status changes. Deadline & Priority Management – Assign priorities and due dates to prevent project delays. Kanban & Calendar Views – Visualize your workflow using multiple views for better tracking. Automations & API Integrations – Connect with your favorite tools to automate workflows. Use Cases for Different Teams Software Development Teams – Track feature development, bug fixes, and release cycles. Marketing Teams – Manage campaigns, content production, and social media tasks. Project Managers – Oversee project milestones, team progress, and client deliverables. Customer Support Teams – Log and resolve customer-reported issues efficiently. Getting Started with the Task and Issues Template Access the Template – Open the Task and Issues Template in Stackby. Customize Fields – Modify columns and data as per your project workflow. Assign Tasks & Owners – Distribute responsibilities and set due dates. Update Status & Track Progress – Monitor real-time updates on assigned tasks. Collaborate & Automate – Sync with external tools and automate repetitive actions.

A vendor management template helps businesses track and manage all their information related to vendors in one place. You can track contracts, payments, vendor requests, etc. with your team and make sure that there are no hiccups in the purchasing process. It is just like a data repository that helps you in initiating and developing relationships with providers of goods and services for your business. Why do businesses need vendor management? Manage where your money is going The vendor management template helps you keep track of spending on different vendors on a yearly or monthly basis. This way you can know whether your vendor relationships are bringing you profits or not. Store all records in one place No need to maintain different copies of vendor data with each employee. Now, everyone can access the vendor management template and recognize the new merchants that have joined you recently and improve their dealings. Detailed overview of vendor performance You can include critical factors in this template like time of delivery, complaints, or quality of service to know more about each vendor. Improved decision-making You can create real-time reports for vendor performance and use the data in decision-making for your business. Since all the vendor data is stored in one place, creating reports is a matter of minutes. Overview of Stackby’s Vendor Management Template Store all vendor requests The vendor management template includes a Requests table where you can track whether you have contacted the vendor or not and if contacted what is the current status of the request. It also helps in storing data related to vendors like email, contact person, phone, and estimated spending per year. Manage vendor details The template for vendor management includes a separate table to store the list of vendors. You can add details like their name, website, product or service offering, contacts, agreement, bank details, and so on. Manage vendor needs Does your vendor require any resources from you? It could be product details, forms, agreements, etc. Our vendor management template helps you store information about what a vendor requires to complete the requests. Store all vendor documents in one place Whether you need payment forms, contracts, sales order forms, GST forms, or work order forms, you can maintain a single updated copy of them to be shared with your vendors. The All Documents table in the vendor management template stores these documents as attachments so that anyone in your team can access them. Who will find this template useful? Firms frequently carrying out businesses with third parties as well as start-ups will find this template extremely helpful. It also helps firms that produce goods involving several steps of production of the final product. How to use Stackby’s Vendor Management Template? Customize our vendor management template as per your business requirements and start streamlining your workflows. Create a form for vendor requests you have and let responses fill the Requests table Fill out the remaining information about the status of the request Add vendor details to the Vendors table, upload their agreements and bank details Add information about all the contacts Upload all the documents needed by vendors Make changes to column names and column types based on your business requirements and you can start managing vendor data from a single repository. Use our vendor management template today! Other Operations templates to try: Inventory Management TemplateAsset Tracker TemplateEquipment Inventory Template Product Inventory 

Managing student and teacher information efficiently is essential for schools, educational institutions, and training centers. Traditional methods like spreadsheets and paper records can lead to disorganized data, making it difficult to track student progress, teacher details, and communication history. Stackby’s School CRM Template provides a centralized platform to manage students, teachers, and communication logs, ensuring seamless coordination and data accessibility. With structured tables for Students, Teachers, and Communication Logs, schools can maintain detailed records, improve engagement, and enhance administrative efficiency. Why Use This School CRM Template? Schools and institutions often struggle with fragmented student and teacher records. This template helps in: Keeping all student and teacher details organized – Avoid scattered records and manual tracking. Enhancing communication transparency – Log all interactions between teachers, students, and parents. Automating administrative workflows – Reduce paperwork and streamline processes. Providing a structured approach to CRM – Track progress, queries, and communication history efficiently. How This Template Works in Stackby The School CRM Template consists of three key tables: Students Table – Maintain comprehensive student records, including personal details, enrollment information, and academic progress. Teachers Table – Track teacher profiles, subjects handled, schedules, and availability. Communication Log Table – Log student-teacher interactions, parent communications, and important notes. Key Features & Benefits Centralized Student & Teacher Database – Store all records in one place. Communication Tracking – Maintain a transparent log of interactions. Easy Search & Filters – Quickly access student or teacher data. Customizable Fields – Adapt the template to your school’s specific needs. Improved Coordination – Enhance collaboration between teachers, students, and parents. Who Can Benefit from This Template? Schools & Colleges – Keep student and teacher records structured. Training Institutes – Manage enrollment and instructor details. Education Administrators – Track student progress and communication history. Getting Started Copy the School CRM Template into your Stackby account. Enter student and teacher details in their respective tables. Use the Communication Log to track interactions and maintain transparency. Apply filters and search functions to retrieve specific records quickly.

Managing a library or a personal book collection can be overwhelming without the right tools. Whether you oversee a school library, a community center, or a corporate book archive, maintaining an organized inventory is essential for seamless operations. The Book Inventory Template by Stackby is designed to streamline your library management process. With dedicated tables to track book details, monitor borrowing activities, and manage author and publisher information, this template ensures efficient record-keeping. You’ll have real-time visibility into book availability, lending history, and overdue returns, all in one place. Why Use the Book Inventory Template? Efficient Book Tracking: Manage book entries with detailed information. Seamless Borrowing Management: Track borrowed and returned books easily. Author and Publisher Management: Maintain a centralized database for quick reference. Monitor Availability: Ensure books are accessible with accurate status tracking. Improve Productivity: Reduce administrative work with automated updates and real-time reports. Whether you're a librarian, educator, or book enthusiast, this template helps you stay organized and ensures a hassle-free library management experience. How the Book Inventory Template Works in Stackby This template includes three essential tables that cover all aspects of library management: 1. Books Table The Books Table serves as the foundation for your inventory, storing essential details about each book. Key columns include: Book Title: Enter the name of each book for quick identification. Author: Link authors from the Authors Table for a detailed view. Genre: Categorize books by genre to make searching easy. ISBN: Track books using a unique ISBN for accurate record-keeping. Availability Status: Mark books as Available, Borrowed, or Reserved. Publication Year: Keep track of the book’s publishing year. Location: Specify shelf or section details for physical library management. 2. Borrowing Log Table Managing book loans is simplified using the Borrowing Log Table. This table allows you to: Record Borrower Details: Track the name and contact information of borrowers. Borrow and Return Dates: Maintain accurate loan records. Due Date Tracking: Set return deadlines to monitor overdue books. Book Status: Automatically update the availability status upon return. Late Fees: Track applicable late fees for overdue books. This system ensures accountability and encourages timely book returns. 3. Authors and Publishers Table A dedicated table to store and manage author and publisher information: Author Name: Track detailed author information linked to respective books. Publisher Name: Maintain publisher contact details for reference. Published Books: View a list of all books published by a specific author or publisher. Contact Information: Keep records of publisher emails or phone numbers for inquiries. This view helps librarians efficiently manage author and publisher-related data. Key Features and Benefits Real-Time Tracking: Instantly know which books are available or borrowed. Automated Reminders: Set reminders for overdue books to ensure timely returns. Effortless Book Management: Easily add, edit, or remove book entries. Detailed Reports: Generate reports on book availability, borrowing trends, and popular titles. Collaboration Tools: Share the template with team members for seamless collaboration. With Stackby’s automation capabilities, you can also connect the template to external tools for additional functionalities like email reminders or notifications. Who Can Benefit from This Template? School and College Libraries: Efficiently manage academic resources and student borrowing records. Public Libraries: Track large volumes of books and monitor lending activities. Corporate Libraries: Manage book collections in offices for employee access. Personal Book Collectors: Organize personal libraries with detailed book information. Bookstores: Keep records of book stocks and sales history. Getting Started with the Book Inventory Template Add the Template to Your Workspace: Duplicate the Book Inventory Template to your Stackby account. Input Book Details: Enter book titles, author information, ISBNs, and availability. Track Borrowings: Log borrower details and set due dates using the Borrowing Log Table. Monitor Book Status: Easily update statuses as books are borrowed, returned, or reserved. Generate Reports: Analyze data to track borrowing patterns and popular genres. By using Stackby’s customizable views, you can switch between List View, Kanban View, or Calendar View for clear visibility of all activities. Check out other related Templates : Product OperationsProduct Inventory Inventory Management 

Clearly scope and manage your project plan with the statement of work template, built especially for project managers. Check Out Other related Teplates :Product Operations