Organization Blog Management Template

Managing vendors effectively is crucial for any business, whether you're handling suppliers, service providers, or contractors. Keeping track of vendor details, contacts, pricing, and agreements can be overwhelming without the right system in place. The Vendor List Template in Stackby simplifies vendor management by providing an organized, customizable database to store and track all essential vendor information in one place. This template is designed for businesses of all sizes to streamline procurement, maintain vendor records, and improve operational efficiency. Whether you're managing a supply chain, running an event, or handling procurement for your company, this template ensures that you always have up-to-date vendor information at your fingertips. Why Use the Vendor List Template? 1) Centralized Vendor Information Store all vendor details, including contact information, pricing, payment terms, and contract details, in one structured database. 2) Improved Vendor Management Track vendor performance, categorize suppliers, and ensure smooth operations with clear records. 3) Seamless Collaboration Share vendor details with your team and ensure everyone has access to the latest updates. 4) Customizable to Your Needs Modify columns, add automation, and integrate with third-party tools to enhance efficiency. How This Template Works in Stackby This Vendor List Template is structured into tables that help you manage vendor information effectively. Vendors Table:- The core table where you store vendor details such as: Vendor Name Contact Information Service/Products Offered Payment Terms Contract Expiry Dates Vendor Categories TableOrganize vendors into different categories based on their services, reliability, or contract terms. This helps in filtering and selecting vendors quickly. Transaction Log TableMaintain a history of past transactions, purchase orders, and payments to track vendor performance and spending. Performance Tracking TableAssess vendor reliability and efficiency by tracking ratings, delivery timelines, and service quality. Key Features & Benefits Organized Vendor Database: Keep all vendor details structured for easy access. Customizable Views: Use filters, categories, and automation to tailor the template to your needs. Automated Reminders: Set up reminders for contract renewals or vendor evaluations. Collaborative Access: Share with teams for better decision-making and transparency. Integration-Friendly: Connect with APIs, email systems, and other procurement tools. Who Can Use This Template? Procurement teams to manage supplier relationships and track expenses. Event planners who work with multiple vendors for different services. Retailers and wholesalers to organize supplier lists and pricing. Small business owners who want a structured way to manage vendors and expenses. Getting Started with the Vendor List Template Add VendorsEnter vendor details, including names, contacts, and service descriptions. Categorize VendorsAssign them to relevant categories for easy filtering. Log TransactionsRecord payments, invoices, and past purchases. Monitor PerformanceTrack vendor ratings, delivery schedules, and service quality. Set AlertsUse automation to receive reminders for contract renewals or payment deadlines.

Our Silent Auction Bid Sheet template streamlines the process of managing bids and auction items. With easy tracking and clear organization, you can ensure successful auctions with minimal hassle.

Guest Experience Management

Keeping track of a restaurant’s inventory is very crucial and keeps the business going. Tracking inventory to avoid wastage is necessary, and Stackby's Restaurant Inventory Tracking Template will help you with just that. It will allow you to be in control of your business and have a smooth flow of operations. What is a Restaurant Inventory Tracking Template? A restaurant inventory is recorded to keep track of the supplies needed to prepare meals. A restaurant inventory tracking template is a pre-made, ready-to-use format that helps you keep track of everything you have, thus making you organized. A restaurant inventory tracking template allows you to view your inventory in a calendar mode and tells you which inventory requires restocking and at what date the supplies are received, thus keeping you up to date with your business and its components. What Does the Stackby Restaurant Inventory Tracking Template Offer? It keeps a record of all the inventory you have. It keeps the record of the vendors you supply to and from, along with the status of the purchase order. It helps in effective and efficient management by keeping every item and its details separately, thus freeing you from the hassle of doing manual data entry. It records the date at which the items are reordered and the date at which they are stocked. It also records the amount at which the item has been bought and the number of items. The total cost and the tax given are also mentioned separately for your future benefit. Stackby’s restaurant inventory tracking template shows a complete overview of the purchase that needs to be made and has already been made in a calendar mode that is easy to read. Who Will Find This Template Useful? Restaurant owners or managers can use this restaurant inventory tracking template to keep track of their inventory and avoid lagging behind in business because of a shortage of ingredients. Also, apart from the managers, the warehouse staff can take help from the template to keep the warehouse in proper order and function efficiently.Check Out Other related Teplates : Product CatalogProduct Invnetory Visitor Management System Asset Tracker

Maintaining a clean and organized space is essential for homes, offices, hotels, and commercial spaces. However, keeping track of cleaning schedules, tasks, and progress can be challenging without a structured system. The Cleaning Log Template in Stackby helps individuals, businesses, and cleaning teams efficiently log cleaning activities, manage schedules, and document completed tasks in one place. Whether you are managing housekeeping teams, office cleaning routines, or personal cleaning checklists, this template ensures everything stays on track. Why Use This Cleaning Log Template? Many organizations struggle with: Disorganized cleaning records – Difficulty tracking what has been cleaned and when. Lack of a structured cleaning schedule – No clear visibility into upcoming cleaning tasks. No proof of completed work – No way to document cleaning progress with photos or reports. Inconsistent cleaning practices – Tasks are missed due to lack of oversight. This Cleaning Log Template helps address these issues by providing a centralized, customizable system to monitor and manage all cleaning activities efficiently. How This Template Works in Stackby The Cleaning Log Template consists of a single table: Cleaning Table This table logs all cleaning-related activities, schedules, and task details. It includes four views to organize and filter cleaning tasks effectively: Master View – Displays all cleaning tasks, including assigned areas, dates, and status. Types View – Categorizes cleaning tasks by type (e.g., deep cleaning, daily maintenance, sanitation). Schedule View – Shows upcoming cleaning tasks based on a pre-set schedule. Photos View – Allows users to attach images as proof of completed cleaning tasks. Key Features & Benefits Track Cleaning Activities – Log every cleaning task and mark progress. Organized Cleaning Schedule – Plan and manage upcoming cleaning routines. Categorized Cleaning Types – Differentiate between routine, deep cleaning, and special tasks. Photo Documentation – Upload images of cleaned areas for verification. Collaboration & Automation – Assign tasks, set reminders, and track team progress. Customizable & Scalable – Adapt to different cleaning needs, whether for homes, offices, or businesses. Who Can Benefit from This Template? Hotels & Hospitality – Track housekeeping tasks and ensure cleanliness standards. Offices & Workspaces – Maintain a clean environment with scheduled cleaning routines. Cleaning Service Providers – Manage client cleaning tasks and provide proof of service. Homeowners & Renters – Organize personal cleaning schedules and reminders. Facility Managers – Ensure maintenance and sanitation compliance. Getting Started Copy the Cleaning Log Template into your Stackby workspace. Add cleaning tasks under the Cleaning Table and categorize them by type. Use the Schedule View to plan upcoming cleaning tasks. Upload images in the Photos View to track completed tasks.

Track all your products and collect your orders automatically in your tables with this customizable order enquiry form template. Embed this form in your website and collect all details automatically in your order database.   Related Templates: Product Catalog Visitor Management System Asset TrackerCustomer Onboarding Form 

Track Customer Loyalty and Improve Retention with Stackby’s Net Promoter Score (NPS) Template Understanding what your customers truly think about your brand can be the difference between business growth and stagnation. That’s where Net Promoter Score (NPS) comes in. Stackby’s Net Promoter Score Template is designed to help you effortlessly collect, analyze, and act on customer feedback. Whether you're a startup, SaaS company, agency, or enterprise team — this template gives you a clear snapshot of customer satisfaction and loyalty, all in one place. What is Net Promoter Score (NPS)? Net Promoter Score is a customer loyalty metric that gauges how likely your customers are to recommend your product or service to others. Customers are categorized into three groups based on their rating (0–10): Promoters (9–10): Loyal enthusiasts who will keep buying and refer others. Passives (7–8): Satisfied but unenthusiastic customers. Detractors (0–6): Unhappy customers who can damage your brand. The score is calculated by subtracting the percentage of Detractors from the percentage of Promoters. What’s Inside the Template? This Net Promoter Score Tracker in Stackby helps you: Collect customer responses via forms or integrations. Categorize responses into Promoters, Passives, and Detractors. Auto-calculate your NPS using formula columns. Add follow-up notes or action plans based on feedback. Visualize your data through charts and dashboards. Pre-built columns include: Customer Name and Email Survey Date NPS Rating (0–10) Category (auto-calculated: Promoter, Passive, Detractor) Feedback or Comment NPS Score (formula) Assigned Team Member Status and Follow-up You can also connect it with your CRM, email automation tool, or feedback platform using APIs or third-party tools like Zapier. Key Features Automated Categorization: Based on the score entered, customers are auto-labeled as Promoters, Passives, or Detractors.Real-time Score Calculation: Instantly calculates your current NPS based on active responses.Customizable Views: Filter and group data by rating category, date, or customer segment.Action-Oriented Tracking: Assign team members to follow up and track resolution status.Visual Analytics: View charts for NPS trends over time to spot customer sentiment patterns. Benefits of Using Stackby’s NPS Template Streamline Feedback Collection: Import survey data directly or link Stackby forms with your email campaigns. Improve Customer Relationships: Quickly identify unhappy customers and take action to improve retention. Data-Driven Decisions: Understand what’s driving loyalty and where you need to improve. Cross-Team Collaboration: Assign follow-ups to support, product, or customer success teams. Simple & Scalable: Works whether you're surveying 10 or 10,000+ customers. Who Should Use This Template? This template is ideal for: SaaS businesses measuring user satisfaction post-onboarding or after support. Product teams seeking feature feedback and sentiment analysis. Marketing and customer success teams identifying brand advocates. Agencies or service providers who want to track satisfaction across projects. Ecommerce businesses looking to enhance post-purchase experience. Use Case Example Imagine you're a customer success manager at a growing SaaS startup. You’ve just rolled out a major update and want to see how customers respond. With this template, you can collect user feedback, tag their sentiment, and track changes in your NPS over time. It helps you spot if the new release delighted or frustrated your users — and make smarter decisions going forward. Get Started Today Ready to improve your customer feedback process? Use this free Net Promoter Score template by Stackby to measure what matters most — your customers' loyalty. Customize it to your needs, integrate it with your favorite tools, and start turning insights into action. Try it now — no coding required, fully customizable, and free to use.   

Simplify Your Billing Process with the Invoice Creator Template Managing invoices can be a tedious task for businesses, freelancers, and entrepreneurs. Keeping track of payments, due dates, and customer details manually can lead to inefficiencies and errors. The Invoice Creator Template by Stackby is designed to simplify and automate your invoicing process, helping you create professional invoices while tracking all essential payment details in one place. Whether you are a small business owner, a service provider, or a finance manager, this template ensures a seamless invoicing workflow. With built-in customization, automated calculations, and easy tracking, you can enhance efficiency and focus on growing your business. Why Use the Invoice Creator Template? Eliminate manual errors and ensure accurate calculations. Save time by automating invoice creation and financial tracking. Ensure timely payments by keeping records of due dates and follow-ups. Improve professionalism with clean, structured, and branded invoices. Stay organized by maintaining all invoice records in a structured database. How This Template Works in Stackby The Invoice Creator Template is structured with essential tables to track invoices, clients, payment statuses, and more. Here is how you can use it efficiently: Invoices Table This is the core table where all invoices are stored. You can add: Invoice number as a unique identifier for each invoice. Client name to specify the customer or business being billed. Invoice date and due date to track deadlines and avoid overdue payments. Items and services with detailed pricing information. Total amount with automatic calculations for accuracy. Payment status to mark invoices as paid, unpaid, or pending. Clients Table Keep a record of all your customers with details like: Client name and contact information. Billing address. Invoice history for easy reference. Payment Tracking Table Monitor payment statuses and ensure timely follow-ups: Invoice number and client name. Payment date and amount paid. Payment method such as bank transfer, credit card, or online payments. Balance due for outstanding invoices. Products and Services Table Store all the details of the products or services you offer: Item name and description. Unit price for accurate billing. Tax and discount rates, if applicable. Key Features and Benefits Automated invoice creation for quick and accurate billing. Customizable fields to tailor the template to specific business needs. Easy payment tracking to monitor pending, paid, and overdue invoices. Seamless client management with structured customer records. Real-time updates for collaboration with team members. Export and share invoices as PDFs or via direct links. Real-World Use Cases Freelancers can easily bill clients for completed projects. Small businesses can manage multiple customer invoices effortlessly. Service providers can track payments for consultations, repairs, or subscriptions. E-commerce stores can maintain records of product sales and customer transactions. Getting Started with the Invoice Creator Template Open the template in Stackby to access the pre-built invoice tracker. Customize fields by adding branding, tax rates, and additional columns. Enter invoice details including client names, item descriptions, and pricing. Generate and share invoices as PDFs or direct links. Track payments and update statuses for outstanding balances.