Visitor Management System Template

This template provides a basic structure to manage distributors, retailers, deals between them, and the products involved in those deals. You can expand upon this template based on specific needs such as adding more details to the distributors, retailers, or products, or including additional tables for invoicing, payments, etc., depending on the requirements of Ratio Coffee's Distribution business.

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 

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

Tired of juggling multiple spreadsheets to keep track of your materials? Stackby's bill of material Template is your ultimate solution. Organize every component, streamline your production process, and enhance team collaboration—all in one place. With customizable fields, automation, and real-time updates, managing your materials has never been easier. Get ready to take your production efficiency to the next level! What are the benefits of using this template? Organize Your Material Efficiently Keep track of all your materials in one place with Stackby's bill of material (BOM) Template. This centralized system ensures you have all the necessary components listed and easily accessible. Streamline Your Production Process With every material and component detailed in one template, you can streamline your production process, reducing the chances of missing items and production delays. Enhance Collaboration Across Teams Whether it's procurement, manufacturing, or engineering, everyone can stay updated and in sync with real-time collaboration features, ensuring a smooth workflow across departments. Why should you use a BOM template? Managing a bill of material can be daunting. From listing every component to tracking costs, the process can be overwhelming. That's where Stackby's BOM Template comes in handy, making the task manageable and efficient. Smart table assortment With Stackby's BOM template, you can manage all your raw material, suppliers, purchase orders, and sales orders from the same place . These tables are interlinked in a way that will directly fetch the supplier ID, raw material ID, purchase order ID, and put it in the final purchase order table where the sales data can be calculated easily. No more switching between different spreadsheets — everything is centralized for easy access and management. Customizable Fields Tailor the template to your specific needs with customizable fields. Add details such as part numbers, descriptions, quantities, costs, and suppliers to keep all relevant information at your fingertips. Real-Time Collaboration Work together seamlessly with your team, no matter where they are. Stackby's real-time updates ensure that everyone is on the same page, enhancing collaboration and reducing miscommunication. Automation Automate routine tasks such as updating inventory levels, calculating total costs, and generating purchase orders. This allows your team to focus on more critical aspects of the production process. Data Visualization Visualize your data in various formats—use high-level dashboards, Gantt charts, Kanban boards, or colorful timelines to get a clear overview of your materials and production status. Make data-driven decisions with ease. Easy Access With Stackby, all your BOM information is stored in one visually appealing and easily accessible place. Your team can access the data they need anytime, anywhere, ensuring smooth operations. Trackability Monitor the status of each component from purchase to production. Stackby's tracking features ensure you always know the location and status of your materials, reducing the risk of delays. Who can benefit from this template? This bill of material Template by Stackby is perfect for: Manufacturing Companies: Keep track of all materials and components, streamline production processes, and ensure timely production. Engineering Teams: Manage detailed component lists, track changes, and ensure accurate project execution. Procurement Departments: Simplify the process of ordering materials, manage supplier information, and ensure inventory levels are maintained. Small Businesses: Organize your materials efficiently, streamline your production process, and enhance collaboration. Operations Teams: Oversee the entire production workflow, manage resources efficiently, and ensure smooth operations. Ecommerce Companies: Track inventory levels, manage supplier information, and ensure product availability. By leveraging Stackby's bill of material Template, you can organize your materials efficiently, streamline your production process, and enhance collaboration across teams. You can get started with this template and as you go, make your own as per your business’s unique needs. This will give you complete control over your business’s operations. Give it a try and experience the Stackby advantage! Sign up for free.  

Efficient supply order management is essential for businesses handling inventory, procurement, and vendor relations. The Supply Orders Template in Stackby simplifies the entire process, helping teams organize, track, and manage supply orders effortlessly. From monitoring order status and vendor details to managing payments and delivery schedules, this template ensures your procurement workflow runs smoothly. With a structured database, automation options, and real-time collaboration, this template is ideal for businesses, procurement teams, and warehouse managers looking to improve efficiency. Why Use the Supply Orders Template? Managing supply orders manually can be time-consuming, prone to errors, and difficult to track. This template eliminates those challenges by offering: Centralized Order Tracking: Keep all supply orders in one place, ensuring transparency and easy access. Vendor Management: Store vendor details, contact information, and order history. Status Monitoring: Track the progress of each order, from pending to completed. Automated Notifications: Set up alerts for order approvals, stock updates, and delivery reminders. Customizable Fields: Adapt the template to suit your specific business needs. Key Tables & Features 1. Orders Table Stores all supply order details, including order number, description, quantity, and cost. Tracks order status (Pending, Approved, In Progress, Completed). Assigns orders to relevant team members for efficient processing. 2. Vendors Table Maintains vendor details, including name, contact information, and past transactions. Helps build strong supplier relationships and negotiate better deals. 3. Inventory Table Links supply orders to stock levels, ensuring you never run out of essential materials. Automatically updates stock levels when new supplies arrive. 4. Payments Table Tracks payment status for each supply order (Paid, Pending, Overdue). Maintains invoices, payment terms, and transaction records for easy financial tracking. How This Template Enhances Workflow in Stackby Automated Data Entry: Integrate with APIs to pull real-time order and vendor data. Collaboration & Access Control: Assign permissions to team members for secure data sharing. Real-Time Reporting: Use built-in views to visualize pending, completed, and overdue orders. Custom Views: Filter orders by vendor, date, status, or priority for a clear overview. Real-World Use Cases Retail Businesses: Manage supplier orders for store inventory. Manufacturing Companies: Track material procurement for production lines. Hospitality Industry: Ensure a steady supply of kitchen ingredients and housekeeping materials. Healthcare Facilities: Manage medical supply orders for hospitals and clinics. Getting Started with the Supply Orders Template Set Up Your Orders Table – Add your supply order details and track statuses. Input Vendor Information – Store supplier contacts for easy access. Link to Inventory Management – Ensure stock updates are reflected in real-time. Monitor Payments & Due Dates – Keep track of invoices and payment records. Customize Views & Automations – Set up workflow automation for better efficiency.

Managing a gallery, museum, or digital asset collection requires a well-structured system to track artwork, exhibits, and other creative materials. The Gallery Asset Management Template in Stackby simplifies this process by offering a structured and customizable platform to catalog, store, and manage assets efficiently. Whether you’re a gallery owner, museum curator, or a creative professional, this template helps streamline operations by keeping records of assets, their locations, conditions, and associated details. With Stackby’s powerful database-spreadsheet hybrid, you can add images, categorize assets, track ownership history, and manage exhibition schedules—all in one place. Say goodbye to disorganized files and spreadsheets; Stackby makes it easier to access, update, and share essential asset information with your team. Why Use the Gallery Asset Management Template? 1. Centralized Asset Tracking Keep all your artwork, exhibits, and creative assets in a structured database. Whether you manage physical art collections, digital assets, or multimedia exhibits, this template helps you stay organized. 2. Streamlined Cataloging & Classification With predefined fields for asset details such as title, artist, year, medium, location, and condition, categorizing and retrieving information becomes effortless. 3. Image & Asset Storage Attach high-resolution images of each artwork or digital file, ensuring every asset is well-documented with visual references. 4. Exhibition & Loan Tracking Stay on top of exhibit schedules, asset movements, and loaned-out items. Manage which artworks are on display, in storage, or out for restoration. 5. Collaboration & Access Control Share your asset inventory with team members, curators, or stakeholders while maintaining control over who can edit or view specific data. 6. Customization & Automation Use custom columns, tags, and API integrations to tailor the template to your workflow. Automate reminders for asset maintenance, upcoming exhibitions, or loan return deadlines. How This Template Works in Stackby The Gallery Asset Management Template consists of essential tables to help you organize and manage assets efficiently: 1. Assets Table This table serves as the core inventory database, storing critical details such as: Asset Name – Title of the artwork or digital asset Artist/Creator – The individual or entity responsible for the piece Category – Painting, sculpture, photograph, video, or digital media Acquisition Date – When the asset was acquired Current Status – Whether the asset is on display, in storage, or on loan Condition Report – Notes on the asset’s condition, restoration needs, or damages 2. Exhibition Log Table A dedicated section for tracking exhibitions and gallery displays, allowing you to: Plan future exhibits and allocate artworks accordingly Record past exhibitions for reference and historical tracking Track which assets were featured in each event 3. Loan & Transfer Records For art collectors, gallery owners, and museums, tracking asset movement is crucial. This table helps you: Maintain records of assets loaned to galleries or institutions Set due dates for returns and conditions for lending Track ownership history for valuable assets Real-World Use Cases 1. Art Galleries & Museums Track valuable artworks, their history, and display locations Manage exhibition schedules and loan agreements with other galleries Document maintenance and restoration work for historical pieces 2. Digital Asset Management for Creative Agencies Store and categorize digital artwork, media files, and brand assets Assign assets to different projects or campaigns Set permissions to control who can access or modify files 3. Corporate Art Collections Maintain records of company-owned art pieces and their placements Schedule asset rotations between office locations Monitor conservation needs for high-value collections Getting Started with the Template Add Assets – Enter details such as artwork name, artist, category, and acquisition date. Upload Images – Attach high-quality images for easy visual reference. Classify & Organize – Use categories, tags, and filters to streamline asset retrieval. Track Exhibitions & Loans – Assign assets to exhibitions, record loan details, and set return deadlines. 5. Collaborate & Automate – Share data with your team, set up reminders, and connect to external tools via Stackby integrations. Check Out Other related Teplates : Product Catalog Sales Pipeline Sales Asset Management Visitor Management System Asset Tracker

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.