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Visitor Management System Template

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Visitor Management System Template

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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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Free Financial Tracker template Templates

Free Financial Tracker

You can use spreadsheet software or a database management tool to create and manage these tables. Ensure that you use appropriate formulas or queries to calculate the total income, total expenses, and net overall amount for the month based on the data entered into these tables.

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Order Enquiry Form Template - Stackby Templates

Order Enquiry Form

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 

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Expense Tracking Template for managing and categorizing personal or business expenses. Templates

Expense Tracking

Whether you live by yourself or run a business, managing all expenses and spending the right amount of money on the right things can be a bit hectic. It would help if you kept a rein on your expenses using an expense tracker template. That's where our Expense Tracking Template comes in. As a business owner, you must have all the information handy about what and how much expenses your business is incurring and what needs to be changed. Managing expenses can be a difficult task, be it business-related or your personal expenditure. Use this Expense Tracker Template and keep a check of all your business expenses and customize them according to your needs. From planning spends to managing invoice payments, track all pertinent details from one location. How can Expense Tracking benefit your business? Tracking the Expenses can help in business in the following ways: Better Money Management: If you are a student or someone who spends a lot of money and fails to achieve their savings goal or splurge in general – this can be a good thing for you. Getting better at money management means getting financially stronger! From another perspective, if you are a business owner, it is crucial that you have full knowledge about your expenses for the whole year and not just at the end of the financial year or during the tax month using finance management tools. Always be prepared during the Tax season: Having a thorough knowledge of the expenses will help you know in advance which expenses are tax-deductible. You can calculate that amount on a prior basis. Makes business forecasting easier: When you are keeping track of your expenses, you will find it easier to forecast how much profit the business will earn or at least have an idea. You can plan the activities for the next financial year and expenses accordingly. It will also come in handy when you have your investor meetings and will help you plan effective business strategies. Why would you need an Expense Tracker Template? To keep track of all the expenses done by you individually; or incurred in your business with operations management capabilities. To plan the inflows and outflows of the money. To save your time and improve your productivity. How would Stackby's Expense Tracker Template help you? Stackby's Expense Tracker Template is quite simple to use. You do not need to be a professional or have any coding or accounting experience. All you must do is put all the expenses on a column and other information on different columns. There are different columns from all kinds of information such as category, price, date, name of the vendor, etc.The template can be used by businesses also in any industry and can be completely customized according to your needs. Teams can integrate this with commission tracking for sales expenses and utilize vendor management for supplier payments. Business owners can also benefit from project tracker features to monitor project-related expenses, while leveraging inventory management to track purchase costs. For comprehensive financial oversight, explore customer database software to maintain client billing records and use best small business database software for streamlined expense tracking across all business operations.

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Restaurant Marketing Calendar By Stackby Templates

Restaurant Marketing Calendar

Restaurants need a boost in their content promotion now and then to promote their new products and attract new customers. Stackby's Restaurant Marketing Calendar Template assists the business in garnering public attention to the maximum so that the restaurant's products and services are recognized. How is the Stackby's Restaurant Marketing Calendar Template useful for your business? This Stackby Template is the easiest way to organize the marketing means planned by the business. It allows users to plan their content, saving time and money that would otherwise be used in inefficient advertising, similar to organizing campaigns with a content planning system. The Restaurant Marketing Calendar Template helps you keep track of all the posts and updates made by the business to ensure maximum customer engagement with the posts using social media calendar features. The template allows the business to record where its content is being posted and its constituents, functioning like a marketing campaign tracker for promotional activities. The links and directly accessible images make it easier for the business to navigate its growth. The Restaurant Marketing Calendar template is easily editable, allowing related content to be placed side by side for tracking and comparisons through marketing management tools. Who will find this template useful? Restaurants looking to expand their outreach and promote their products are likely to find this template extremely useful. It can also be utilized by hospitality businesses to grow their customers. Teams can integrate this with ad campaign planning for paid promotions and leverage social media analytics to measure campaign performance. Restaurant managers can also benefit from operations management for streamlining workflows, while using a client database to maintain customer relationships. For comprehensive promotional tracking, explore our b2b content calendar to coordinate content across multiple channels and maximize customer engagement.

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Stackby Personal Budget Template for tracking income, expenses, and savings. Templates

Personal Budget

Managing personal finances is essential for financial stability and achieving long-term goals. Whether you want to track expenses, set a savings plan, or stay on top of your monthly budget, a structured system helps you manage money effectively. The Personal Budget Template in Stackby simplifies budgeting by allowing you to categorize expenses, monitor income, and analyze spending patterns effortlessly. Key Features of Personal Budget Planning Plan your savings: At the beginning of every month, you can set aside a budget for your monthly expenses using our intuitive tracking system. Track your income: How much are you earning every month? Keep a track of everything in one place and plan your budget with our robust database tools. Track your expenses: How much are you spending and on what? Keep a track on your monthly expenses to maintain a strict budget and identify spending patterns. Refine your plan: If you think things are getting out of control, revise your plan and make sure you do better the next month. Jot down all your insights that can help you improve your savings strategy. How to use Stackby's Personal Budget Template? Step 1: Note your net income - To create a personal budget, you must know how much money is coming in. This net income is the total money that you receive every month in hand. Our template works similarly to other spreadsheet templates but offers enhanced database functionality. Step 2: Track your spendings - Start by listing all your fixed expenses such as rent or other fixed payments. Then track your variable expenses like groceries, bills, etc. You can easily import data using our Excel to database converter if you're migrating from existing spreadsheets. Step 3: Set goals - Now that you know how much money you are earning and how much money you need for expenses, you can set goals for your monthly savings using data-driven insights. Step 4: Plan - Decide how you will achieve those goals. For example, some people use the 60-20-20 rule where they spend 60% of their earnings, save 20% in their bank account and another 20% as an emergency fund. Our template supports various budgeting methodologies. Step 5: Find where to cut down expenses - Once you have the monthly list of your expenses, take note of where you can cut down and save more. This analysis is especially crucial if you are not able to meet your financial goals. Step 6: Keep tracking - A personal budget is of no use if you are not using it to keep a track of your income and expenses. Update your budget every week, track down every single expense for better visualization of your cash flow. Who can use the Personal Budget Template? Stackby's personal budget template is useful for everyone whether you are a student, a housewife, or a working professional. Anyone can use this template to keep a check on their monthly and yearly budget. For businesses looking to scale their financial tracking, consider exploring our comprehensive operations management solutions. What are the main features of Stackby's Personal Budget Template? Stackby's personal budget template is the right finance tracker that you need to use to get a real picture of your finances. This tool will help you improve your spending habits and make progress towards achieving your financial goals. Unlike traditional Excel alternatives, our template offers: Track your monthly budget with automated calculations Track your actual income for every month with category-wise breakdown Track the actual expenses for every month with detailed categorization Find savings made in every month through intelligent analysis Keep a comprehensive list of all your monthly expenses (cost, type, month) Keep a detailed list of all your monthly incomes (income, type, month) You can further customize this template as per your personal budget requirements. Add more columns to create a detailed budget framework, similar to how you can customize our database templates. Visualize your budget in the form of a grid, calendar or kanban style and get a better understanding of your spending patterns. Integration with Business Management For small business owners managing personal and business finances, this template pairs perfectly with our project tracker for comprehensive financial oversight. You can also integrate it with inventory management systems for business expense tracking. Other personal and hobby templates: Enhance your personal productivity with these complementary templates: Work Schedule Template for time management Habit Tracker for building financial discipline To-do List for organizing budget-related tasks Birthday Calendar for planning gift expensesReady to take control of your finances? Start with our personal budget template and discover why businesses choose Stackby over traditional Google Sheets alternatives for their data management needs.

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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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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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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.