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Local Business Templates

Enhance your local business operations with our versatile database templates. Efficiently manage restaurant reservations, art gallery exhibitions, matrimonial agency matches, visitors, orders and service agency tasks with customizable templates designed to streamline inventory, client interactions, and scheduling.

 Templates
Bill of Material
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.  
Grants Management Templates
Grants Management
Navigating the world of grants can be complex and time-consuming, but with the right tools, it doesn't have to be. Stackby's Grants Management Template is designed to simplify the process of managing grants, from application to reporting. This template helps you stay organized, track deadlines, and ensure that every detail is covered. Whether you're a nonprofit organization, a researcher, or an educational institution, this template will make managing grants a breeze. Why Use the Grants Management Template? Streamline Your Grant Process Managing multiple grants can quickly become overwhelming. Stackby’s Grants Management Template provides a structured framework to streamline your entire grant process. From tracking application deadlines to managing grant funds, everything is organized in one place, making your workflow more efficient. Stay on Top of Deadlines Missing a deadline can mean losing crucial funding. This grant tracker template includes built-in reminders and deadline tracking, ensuring you never miss an important date. Stay ahead of the curve and keep your grant applications and reports on schedule. Enhance Collaboration Grant management often involves multiple team members. Stackby’s template facilitates seamless collaboration, allowing everyone involved to access and update information in real-time. This ensures that all team members are on the same page and can work together effectively. Customizable to Fit Your Needs Every grant is different, and so are the requirements for managing them. Stackby’s template is fully customizable, allowing you to tailor it to fit the specific needs of each grant. Add custom fields, track specific metrics, and organize your data in a way that works best for you. Comprehensive Financial Tracking Keeping track of grant funds is crucial for compliance and reporting. This template includes features for detailed financial tracking, helping you manage budgets, expenditures, and financial reports. Ensure that every dollar is accounted for and used efficiently. Who Can Benefit from This Template? #1. Nonprofit Organizations Nonprofits often rely on grants for funding their projects and initiatives. This grant management tracker helps nonprofits manage multiple grants, track application progress, and ensure compliance with funding requirements. Focus more on your mission and less on administrative tasks. #2. Researchers Researchers applying for and managing research grants will find this template invaluable. Keep track of application deadlines, funding statuses, and reporting requirements. Stay organized and focus on your research rather than administrative details. #3. Educational Institutions Schools, colleges, and universities often apply for various grants to support educational programs and infrastructure. This template helps educational institutions manage grant applications, track funding, and ensure that all reporting requirements are met. #4. Government Agencies Government agencies responsible for distributing and managing grants can use this grant analysis template to streamline their processes. Track applications, manage funds, and ensure compliance with regulatory requirements. #5. Grant Writers Professionals who specialize in writing and managing grant applications will benefit from the organizational features of this template. Keep track of multiple clients, applications, and deadlines in one centralized location. Managing grants doesn’t have to be a daunting task. With Stackby’s Grants Management Template, you can streamline your processes, improve organization, and enhance collaboration. Whether you’re a nonprofit, researcher, educational institution, government agency, or grant writer, this template provides the tools you need to manage grants efficiently and effectively. Start using Stackby’s Grants Management Template today and take the hassle out of grant management!
Client Database Template Templates
Client Database
Keeping track of client information can be overwhelming, especially as your business grows. Stackby’s Client Database Template is designed to simplify client management, providing a centralized and organized way to store all your client details. Whether you're a freelancer, a small business owner, or part of a larger sales team, this template will help you manage your client relationships more effectively and efficiently. Why Use the Client Database Template? Centralized Information Say goodbye to scattered spreadsheets and endless email threads. Stackby’s Client Database Template centralizes all your client information in one place, making it easy to access and update. You can store everything from contact details and company information to notes and communication history. Improved Organization An organized client database is crucial for efficient client management. This template helps you keep track of all client interactions, ensuring you never miss a follow-up or important detail. With all your client information neatly organized, you can focus more on building relationships and less on administrative tasks. Enhanced Customer Service Having all your client information at your fingertips allows you to provide better customer service. You can quickly reference past interactions, understand client needs, and provide personalized service that makes your clients feel valued and appreciated. Easy Customization Every business is unique, and so are its clients. Stackby’s template is fully customizable, allowing you to tailor it to fit your specific needs. Add custom fields, create unique categories, and organize your client information in a way that works best for you. Time-Saving Manually managing client information can be time-consuming. Stackby’s template streamlines this process, saving you time and reducing the risk of errors. With everything automated and in one place, managing your clients becomes much more efficient. Secure and Accessible Keeping client information secure is paramount. Stackby’s template ensures that all your data is stored securely, with easy access whenever you need it. Whether you’re in the office or on the go, you can access your client database from any device. Who Can Benefit from This Template? #1. Freelancers Freelancers often juggle multiple clients and projects. This customer database template helps you keep track of all your client details, project statuses, and communication history in one place. Stay organized and deliver exceptional service to all your clients. #2. Small Business Owners Small business owners need to manage relationships with numerous clients. Stackby’s Client Database platform helps you keep track of all interactions, ensuring you provide consistent and personalized service to each client. #3. Sales Teams For sales teams, managing a large volume of client information is critical. This template helps you organize leads, track sales progress, and manage follow-ups, ensuring you stay on top of your sales pipeline. #4. Marketing Agencies Marketing agencies work with various clients and need to track detailed information about each one. This template for client list provides a comprehensive solution for managing client details, campaign progress, and communication history, helping you deliver successful campaigns. #5. Consultants Consultants often handle multiple clients and projects simultaneously. Stackby’s Client Database Template helps you keep everything organized, ensuring you never miss a deadline or important detail. Managing client information doesn’t have to be a daunting task. With Stackby’s Client Database Template, you can streamline your client management processes, improve organization, and enhance customer service. Whether you’re a freelancer, small business owner, sales team, marketing agency, or consultant, this template provides the tools you need to manage your client relationships efficiently and effectively. Start using Stackby’s Client Database Template today and take your client management to the next level! Check Out Other related Templates : Product Catalog
Invoice Creator Template - Stackby Templates
Invoice Creator
Drowning in a sea of invoices? Let Stackby's Invoice Creator Template throw you a lifeline! This powerful tool simplifies your invoicing process, allowing you to create, manage, and track all your invoices effortlessly. Say goodbye to administrative headaches and hello to streamlined billing and improved cash flow. Get ready to take your invoicing to the next level! Key Benefits of Using This Template Simplify Your Invoicing Workflow Easily create and manage all your invoices with Stackby's Invoice Creator Template. This centralized system allows you to generate professional invoices quickly and keep all your billing information organized. Streamline Your Billing Operations With all your invoices neatly organized, you can streamline your billing operations, reducing the time spent on administrative tasks and minimizing errors. Enhance Financial Management Monitor your invoices, track payments, and manage overdue accounts effectively to improve your cash flow and ensure timely payments. Why should you go for the Invoice Creator Template? Last few features are almost the same in all template descriptions. Cannot use repetitive feature content. Invoicing can be a tedious and time-consuming task. From generating invoices to tracking payments, the process can quickly become overwhelming. Stackby's Invoice Creator Template simplifies this task, making it efficient and hassle-free. Centralized Billing Information With Stackby's Invoice Creator Template, you can manage all your invoices and related information in one place. No more switching between different documents and spreadsheets—everything is centralized for easy access and management. Flexible Customization Options Tailor the template to your specific needs with customizable fields. Add details such as invoice number, client information, item descriptions, quantities, prices, and due dates to ensure all relevant information is included. Seamless Team Collaboration Work together effortlessly 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. Automated Billing Processes Automate routine tasks such as invoice generation, payment reminders, and overdue notifications. This allows your team to focus on more critical aspects of your business. Visualize Your Financial Data Visualize your invoicing data in various formats—use high-level dashboards, Gantt charts, Kanban boards, or colorful timelines to get a clear overview of your billing status. Make data-driven decisions with ease. Create visually stunning invoices With Stackby’s page designer app integration, you can build custom pages (invoices, certificates, and more) directly from your Stackby records. This will make your invoice designs look visually appealing and be time-efficient as well. You will get professional and presentable templates with ease of use. Read more about this app here. Who Can Benefit from This Template? This Invoice Creator Template by Stackby is perfect for: Freelancers: Manage your invoicing efficiently and ensure timely payments from clients. Small Businesses: Streamline your billing process, track payments, and manage overdue accounts. Accounting Teams: Simplify the process of generating and tracking invoices, ensuring accuracy and efficiency. Consultants: Keep all your billing information organized and track payments with ease. Service Providers: Manage client invoices, track payments, and improve cash flow management. By leveraging Stackby's Invoice Creator Template, you can simplify your invoicing process, streamline your billing, and enhance cash flow management. Try it out and experience the Stackby advantage! Sign up for free.  
Restaurant Budget Template  Templates
Restaurant Budget
Are you tired of struggling with your restaurant's financial management? Do you want to gain better control over your costs and maximize your profitability? Look no further than Stackby's Restaurant Budget Template! This robust tool can help you effectively plan, track, and manage your expenses, ensuring that your budget stays on track and your business thrives. From tracking equipment and supplies to monitoring marketing expenses, rent, labor, insurance, and more, this template provides a clear overview of your financial health. Say goodbye to financial stress and hello to financial success with this Restaurant Budget Template! How to Create a Budget Template? Creating a budget template is essential for effective financial management. Here are the key steps that you need to follow: Start by identifying your goals and breaking down expenses into categories. Choose a reliable tool like Stackby's Restaurant Budget Template and customize it to fit your needs. Enter data, track expenses, and regularly review and analyze your budget. Adapt it as your business evolves. With this comprehensive approach, you can take control of your restaurant's finances and pave the way for success. A Brief Overview of Stackby's Restaurant Budget Template Stackby's Restaurant Budget Template is a comprehensive tool designed to help restaurant owners and managers effectively manage their finances. It provides a structured framework to track and analyze expenses, including equipment and supplies, marketing expenses, rent, labor, insurance, etc. With features like budget calculations, variance tracking, and summary sections, this template empowers users to control their restaurant's budget better and make informed financial decisions. So, it's the ultimate solution for cost management in the food service industry. Who is This Restaurant Budget or Cost Management Template for? Ideal for restaurant owners, managers, and financial professionals, Stackby's Restaurant Budget Template simplifies budgeting and cost management for the food service industry. Whether you're a small eatery or a large chain, this template is designed to meet your budgeting needs. Why Do You Need Stackby's Restaurant Budget Template? Streamline your restaurant's financial management by easily tracking and analyzing expenses. Make informed decisions about cost control and resource allocation. Gain a comprehensive view of your restaurant's budget and financial performance. Identify areas for cost-saving and optimize your spending. Plan for future growth and expansion by effectively managing your budget. Ensure financial stability and profitability for your restaurant. Stay organized and in control of your restaurant's finances. Maximize your restaurant's financial potential with this intuitive budgeting solution. Ways to Customize Our Restaurant Budget Template Add or remove expense categories based on your restaurant's specific needs. Customize budget targets and allocation for each expense category. Modify formulas and calculations to align with your preferred budgeting methods. Incorporate additional tables or sheets to track specific financial metrics or performance indicators. Utilize Stackby's integration capabilities to link the budget template with other relevant tools or data sources. Implement conditional formatting or data validation rules to ensure accurate data entry and analysis. Create charts or visualizations to present budget data more engaging and informatively. Add dedicated columns to easily monitor the variance between the budgeted and the actual amount for each category. Table Included in Our Restaurant Budget Template Equipment and Supplies: This table allows you to track expenses related to purchasing and maintaining equipment and supplies needed for your restaurant operations. Salaries: It helps you manage and monitor your restaurant staff's salaries and wages. You can link tables together using the Link Column Type to establish relationships between different data points. For example, you can link specific equipment or supplies to the related expenses in the budget table. You can even use the Lookup column type to fetch and display data from one table to another based on a common identifier. Additionally, the Aggregation column type helps you perform calculations on data from multiple rows or tables. It allows you to summarize and aggregate information, such as calculating total expenses or average salaries, to gain insights and make informed decisions. Ready to Serve Up Success in Your Restaurant? Gain complete control over your expenses, track budgets effortlessly, and watch your bottom line thrive. It's time to dish out financial clarity and elevate your restaurant's success. Get started with Stackby's Restaurant Budget Template today!
Personal Budget Template By Stackby Templates
Personal Budget
Stackby brings a personal budget template for everyone. We know how seeing our paychecks make us feel like saving all our money for something big. But then, life happens. We are bound to spend our hard-earned money on different things we need (sometimes, on the things we want!).  A personal budget planner template helps you plan and track your spendings every month so that you can manage your cash flow and extend your savings.  Plan your savings: At the beginning of every month, you can set aside a budget for your monthly expenses.  Track your income: How much are you earning every month? Keep a track of everything in one place and plan your budget.  Track your expenses: How much are you spending and on what? Keep a track on your monthly expenses to keep a budget.  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.  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.  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.  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.  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.  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 needs to be especially if you are not able to meet your financial goals.  Step 6: Keep tracking - A personal budget is of now 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 a 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 solopreneur or a working professional. Anyone can use this template to keep a check on their monthly and yearly budget.  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. With this template you can: Track your monthly budget Track your actual income for every month Track the actual expenses for every month  Find savings made in every month  Keep a list of all your monthly expenses (cost, type, month) Keep a list of all your monthly incomes (income, type, month) You can further customize this template as per your personal budget requirements. You can add more columns to create a detailed budget. You can visualize your budget in the form of a grid, calendar or kanban style and get a better idea of your spendings.  Other personal and hobby templates: Work Schedule Template Habit Tracker To-do List Action Tracker Template
Asset Tracker Template By Stackby Templates
Asset Tracker
Every organization must keep a track of all its assets. Whether you are running a business expanding to multiple locations, your employees are working from remote locations, or you have multiple offices in different locations, you need an asset tracker to manage, organize and monitor your assets. Stackby’s free-to-use, custom asset tracker template can solve all your problems and make this process much easier for you.  What is Asset Tracker?  An asset tracker is a tool that helps you monitor the physical location and status of movable and fixed assets in an organization. For example, office furniture, electronic devices, stationeries, all can be considered as valuable assets for an organization. Every business incurs a certain cost on buying and maintaining assets and therefore it must keep track of them.  Stackby’s asset tracker tool helps ensure that the movement of assets is strictly controlled thereby preventing loss and improving customer service and business operations.  Why do Businesses need to Automate Asset Tracking Systems?  Manual asset tracking methods include many challenges such as: You have to manually enter all the information and update the records every day. The operations team often has to rely on finance teams for the purchase details of assets. Assets cannot be scanned using barcodes which means more chances of errors in entering data. Manual tracking methods often lead to redundancy and inefficient tracking.  Read more: Why you should ditch Spreadsheets to Scale your Business  If you are still depending on spreadsheets for keeping a check on your company assets, your operations team is underperforming. It is time to boost their productivity by giving them an automated asset tracking system.  Collaboration: Manage all your assets from different locations in one place with the Stackby asset tracker template.  Automation: Use Stackby’s barcode scanner column type and keep an automated record of your company assets.  Vendor Details: Manage your vendor list to keep a track of which asset was bought from which vendor.  Purchase Details: Store all the purchase details for every asset so that you do not exceed your company budget. Read more: Barcode Column Type in Stackby  What are the Benefits of using an Asset Tracker?  Reduced operational costs: You can monitor assets round the clock and in-real time thereby streamlining your operational process and costs. AccessibilityYou can ensure fast verification, disposal, and acquisition of assets with an easy-to-use asset tracker system. Security: You can find the exact location of an asset of your company at any time. This will help you protect your assets from theft or fraud. Management: You can easily adjust company records when an asset is transferred from one department or location to another.  Stackby’s asset tracker template enables businesses to store, manage and coordinate all the asset data in one place, thereby making it easier for operations teams to collaborate on the asset management tasks. It is free to use and can be easily customized according to your asset management requirements.  Who can use Stackby’s Asset Tracker Template?  This template can be used by business owners, administrative departments, operations teams, operations managers, IT departments, and any other authority responsible for managing assets in an organization.  How is Stackby’s Asset Tracker Template Helpful for You?  Stackby’s asset tracker template includes three tables for managing your assets, vendor details, and purchase details respectively. With this template, you will be able to do the following: Maintain a record of every physical asset owned by the company with the asset name and code Tracking the type of asset owned by the company (furniture, office equipment, stationeries, etc) Store an image of each asset  Record the details of the asset such as manufacturer, model name, and price Track the vendor details for various assets of the company such as  vendor name, address, city, state, and total assets Track the purchase details for every asset such as purchase date, status (completed, order shipped, etc), order type, price, invoice, etc Other asset management templates for better productivity: Sales Asset Management Template Marketing Asset Management Template Digital Asset Management Template Product Operations Product Catalog 
Product Catalog Template - Stackby 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. 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 keep 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. 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 use a product catalog template to categorize the products according to their build, vendor, or any way you like. 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 etc.  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.  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. Stackby’s Product Roadmap template can also be of good use here.  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 overcome all the challenges that businesses often face while 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.   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.  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.  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.  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.  Other templates you can use along with Product Catalog Template:  Multiple Product CRM Template Product Inventory Template  Product Competitor Analysis Template. Agile Product Planning Template  Product Roadmaps 
Plan out your business expenses with this expense tracker from Stackby Templates
Expense Tracking
Whether you live by yourself or run a business, managing all your expenses and spending the right amount of money on the right things can become quite hectic to figure out. It would help if you kept a rein on your expenses using an expense tracker template. That’s where Stackby’s Expense Tracking Template comes in. As a business owner, you must have all relevant information handy about what and how much your business is incurring in the form of expenses and what changes need to be made. Managing expenses can be a difficult task, be it business-related or your own personal expenditure. Use this Expense Tracker Template to keep a check on all your business expenses and customize it according to your needs. From planning spends to managing invoice payments, track all pertinent details from one location. How does Expense Tracking benefit your business? Tracking business 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. 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 Tracking Template? To keep track of all the expenses done by you individually; or incurred in your business. To plan the inflows and outflows of the money. To save your time and improve your productivity. How would Stackby’s Expense Tracking Template help you? Stackby’s Expense Tracking 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 expense tracking template can also be used by businesses in any industry and is completely customizable according to your needs. Check Out Other related Teplates : Legal Matter Management Product Catalog Visitor Management System Asset TrackerLegal Case Management 
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. 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 
Visitor Management System Template by Stackby Templates
Visitor Management System
How Stackby's Visitor Management System Template will help you ?Whether you run an FMCG company, a software company, or a clothing company, there is no doubt that you get multiple visitors on any given day. From customers looking to address their queries to business associates visiting to discuss important issues, organizations receive visitors of all kinds. When you enter the premises of a company, you must have gone through some form of the visitor experience. You may have entered your details in a sign-in sheet or been given a keycard to allow access to different areas of the building. Every company installs its own version of visitor management to monitor their visitors. Keeping track of every individual visiting your premises and the purpose of the visit is extremely important.  One of the most important reasons for installing a visitor management system is to have a detailed record of who has entered your building. You should be aware of the time, purpose, and duration of their visit. From job candidates, potential clients to vendor representatives, each company receives multiple visitors regularly. It is important to ensure that everyone is treated well. This has a significant impact on your brand image and perception. Hence, visitor management can be regarded as a part of your brand identity. However, visitor management can be quite a tedious task. Are you looking for a tool to help you manage and monitor your records with the click of a single button? Well, your search is over! You have come to the right place! Stackby has developed a customizable Visitor Management System Template for just this purpose! Bid adieu to the days of maintaining manual records and multiple databases. With Stackby’s Visitor Management System Template, you can automate the entire process!  The template comes with an in-built standard visitor’s form that will allow you to streamline the entire process easily! You don’t have to maintain multiple visitor form formats. This standard form can be given to all visitors. Using our Visitor Management System Template, you will be able to: Keep a detailed record of every visitor on a single platform. 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. Store the date and exact time of the visit for each visitor. 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. 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. Monitor the total number of visitors that have visited each member of your team. Manage and update the details as and when required.  Copy the stack today and simplify your visitor management system with this user-friendly visitor management template. Check Out Other related Teplates : Product Catalog 
Use a free restaurant inventory tracking template for efficient functioning. Templates
Restaurant Inventory Tracking
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
Gallery Asset Management Template By Stackby Templates
Gallery Asset Management
How Stackby's Gallery Asset Management Template help ? Art speaks where words are unable to explain. Art can be one person’s occupation, another person’s hobby, and it is a form of therapy for some. Setting up and maintaining a gallery allows you to display the artwork in an aesthetically pleasing manner to attract potentially interested buyers and individuals with a genuine appreciation for art. Whether you own a small enterprise or a well-established gallery, managing and running require a broad spectrum of knowledge and skills. You need to keep track of all the artwork bought and sold and the artists you have collaborated with. From maintaining inventory, day to day administration to developing relations with talented artists, as a manager of an art gallery, you are responsible for ensuring its financial stability and artistic development.   Managing the gallery, communicating with artists, and engaging with potential art collectors requires a lot of hard work, patience, a keen eye, and attention to detail. To simplify your job and assist you in managing your gallery, Stackby has launched its very own Gallery Asset Management Template! Using our Gallery Asset Management Template, you can create and regularly update your database of information on your artwork, artists, and business contacts. You can also track the artwork that you have lent to shows and exhibitions with great ease! The Gallery Asset Management Template will enable you to: View all the art pieces in your collection on a single interface. Store the current prices of each piece. Record the artists who have contributed pieces to the gallery. Store the artist’s photograph and a description of each artist to understand their artwork better. Make notes on each piece from the collection to keep track of any work that needs to be done. Track the starting price of each artist’s work to estimate the price range of their pieces. Store the names of the business contacts who are interested in the pieces from your gallery. Record the contact details and address of each business contact to ensure smooth communication. Keep track of which category each contact belongs to (Interior Designer/ Collector/ Investor). Record the shows and exhibitions where the artwork from your gallery is on display. Store the contract agreement, contract start, end date, and current location of each show and exhibition. Stackby’s Gallery Asset Management Template allows you to store and continuously update extensive details about your gallery in real-time on one platform with a single click of a button. Apply our template to reduce your effort and increase your efficiency overnight! You don’t need to take our word for it. Use our Gallery Asset Management Template and notice the difference! Get Stackby’s Gallery Asset Management Template now and manage your gallery without any hassle!Check Out Other related Teplates : Product Catalog Sales Pipeline Sales Asset Management Visitor Management System Asset Tracker
 Templates
Bill of Material
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.  
Grants Management Templates
Grants Management
Navigating the world of grants can be complex and time-consuming, but with the right tools, it doesn't have to be. Stackby's Grants Management Template is designed to simplify the process of managing grants, from application to reporting. This template helps you stay organized, track deadlines, and ensure that every detail is covered. Whether you're a nonprofit organization, a researcher, or an educational institution, this template will make managing grants a breeze. Why Use the Grants Management Template? Streamline Your Grant Process Managing multiple grants can quickly become overwhelming. Stackby’s Grants Management Template provides a structured framework to streamline your entire grant process. From tracking application deadlines to managing grant funds, everything is organized in one place, making your workflow more efficient. Stay on Top of Deadlines Missing a deadline can mean losing crucial funding. This grant tracker template includes built-in reminders and deadline tracking, ensuring you never miss an important date. Stay ahead of the curve and keep your grant applications and reports on schedule. Enhance Collaboration Grant management often involves multiple team members. Stackby’s template facilitates seamless collaboration, allowing everyone involved to access and update information in real-time. This ensures that all team members are on the same page and can work together effectively. Customizable to Fit Your Needs Every grant is different, and so are the requirements for managing them. Stackby’s template is fully customizable, allowing you to tailor it to fit the specific needs of each grant. Add custom fields, track specific metrics, and organize your data in a way that works best for you. Comprehensive Financial Tracking Keeping track of grant funds is crucial for compliance and reporting. This template includes features for detailed financial tracking, helping you manage budgets, expenditures, and financial reports. Ensure that every dollar is accounted for and used efficiently. Who Can Benefit from This Template? #1. Nonprofit Organizations Nonprofits often rely on grants for funding their projects and initiatives. This grant management tracker helps nonprofits manage multiple grants, track application progress, and ensure compliance with funding requirements. Focus more on your mission and less on administrative tasks. #2. Researchers Researchers applying for and managing research grants will find this template invaluable. Keep track of application deadlines, funding statuses, and reporting requirements. Stay organized and focus on your research rather than administrative details. #3. Educational Institutions Schools, colleges, and universities often apply for various grants to support educational programs and infrastructure. This template helps educational institutions manage grant applications, track funding, and ensure that all reporting requirements are met. #4. Government Agencies Government agencies responsible for distributing and managing grants can use this grant analysis template to streamline their processes. Track applications, manage funds, and ensure compliance with regulatory requirements. #5. Grant Writers Professionals who specialize in writing and managing grant applications will benefit from the organizational features of this template. Keep track of multiple clients, applications, and deadlines in one centralized location. Managing grants doesn’t have to be a daunting task. With Stackby’s Grants Management Template, you can streamline your processes, improve organization, and enhance collaboration. Whether you’re a nonprofit, researcher, educational institution, government agency, or grant writer, this template provides the tools you need to manage grants efficiently and effectively. Start using Stackby’s Grants Management Template today and take the hassle out of grant management!
Client Database Template Templates
Client Database
Keeping track of client information can be overwhelming, especially as your business grows. Stackby’s Client Database Template is designed to simplify client management, providing a centralized and organized way to store all your client details. Whether you're a freelancer, a small business owner, or part of a larger sales team, this template will help you manage your client relationships more effectively and efficiently. Why Use the Client Database Template? Centralized Information Say goodbye to scattered spreadsheets and endless email threads. Stackby’s Client Database Template centralizes all your client information in one place, making it easy to access and update. You can store everything from contact details and company information to notes and communication history. Improved Organization An organized client database is crucial for efficient client management. This template helps you keep track of all client interactions, ensuring you never miss a follow-up or important detail. With all your client information neatly organized, you can focus more on building relationships and less on administrative tasks. Enhanced Customer Service Having all your client information at your fingertips allows you to provide better customer service. You can quickly reference past interactions, understand client needs, and provide personalized service that makes your clients feel valued and appreciated. Easy Customization Every business is unique, and so are its clients. Stackby’s template is fully customizable, allowing you to tailor it to fit your specific needs. Add custom fields, create unique categories, and organize your client information in a way that works best for you. Time-Saving Manually managing client information can be time-consuming. Stackby’s template streamlines this process, saving you time and reducing the risk of errors. With everything automated and in one place, managing your clients becomes much more efficient. Secure and Accessible Keeping client information secure is paramount. Stackby’s template ensures that all your data is stored securely, with easy access whenever you need it. Whether you’re in the office or on the go, you can access your client database from any device. Who Can Benefit from This Template? #1. Freelancers Freelancers often juggle multiple clients and projects. This customer database template helps you keep track of all your client details, project statuses, and communication history in one place. Stay organized and deliver exceptional service to all your clients. #2. Small Business Owners Small business owners need to manage relationships with numerous clients. Stackby’s Client Database platform helps you keep track of all interactions, ensuring you provide consistent and personalized service to each client. #3. Sales Teams For sales teams, managing a large volume of client information is critical. This template helps you organize leads, track sales progress, and manage follow-ups, ensuring you stay on top of your sales pipeline. #4. Marketing Agencies Marketing agencies work with various clients and need to track detailed information about each one. This template for client list provides a comprehensive solution for managing client details, campaign progress, and communication history, helping you deliver successful campaigns. #5. Consultants Consultants often handle multiple clients and projects simultaneously. Stackby’s Client Database Template helps you keep everything organized, ensuring you never miss a deadline or important detail. Managing client information doesn’t have to be a daunting task. With Stackby’s Client Database Template, you can streamline your client management processes, improve organization, and enhance customer service. Whether you’re a freelancer, small business owner, sales team, marketing agency, or consultant, this template provides the tools you need to manage your client relationships efficiently and effectively. Start using Stackby’s Client Database Template today and take your client management to the next level! Check Out Other related Templates : Product Catalog
Invoice Creator Template - Stackby Templates
Invoice Creator
Drowning in a sea of invoices? Let Stackby's Invoice Creator Template throw you a lifeline! This powerful tool simplifies your invoicing process, allowing you to create, manage, and track all your invoices effortlessly. Say goodbye to administrative headaches and hello to streamlined billing and improved cash flow. Get ready to take your invoicing to the next level! Key Benefits of Using This Template Simplify Your Invoicing Workflow Easily create and manage all your invoices with Stackby's Invoice Creator Template. This centralized system allows you to generate professional invoices quickly and keep all your billing information organized. Streamline Your Billing Operations With all your invoices neatly organized, you can streamline your billing operations, reducing the time spent on administrative tasks and minimizing errors. Enhance Financial Management Monitor your invoices, track payments, and manage overdue accounts effectively to improve your cash flow and ensure timely payments. Why should you go for the Invoice Creator Template? Last few features are almost the same in all template descriptions. Cannot use repetitive feature content. Invoicing can be a tedious and time-consuming task. From generating invoices to tracking payments, the process can quickly become overwhelming. Stackby's Invoice Creator Template simplifies this task, making it efficient and hassle-free. Centralized Billing Information With Stackby's Invoice Creator Template, you can manage all your invoices and related information in one place. No more switching between different documents and spreadsheets—everything is centralized for easy access and management. Flexible Customization Options Tailor the template to your specific needs with customizable fields. Add details such as invoice number, client information, item descriptions, quantities, prices, and due dates to ensure all relevant information is included. Seamless Team Collaboration Work together effortlessly 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. Automated Billing Processes Automate routine tasks such as invoice generation, payment reminders, and overdue notifications. This allows your team to focus on more critical aspects of your business. Visualize Your Financial Data Visualize your invoicing data in various formats—use high-level dashboards, Gantt charts, Kanban boards, or colorful timelines to get a clear overview of your billing status. Make data-driven decisions with ease. Create visually stunning invoices With Stackby’s page designer app integration, you can build custom pages (invoices, certificates, and more) directly from your Stackby records. This will make your invoice designs look visually appealing and be time-efficient as well. You will get professional and presentable templates with ease of use. Read more about this app here. Who Can Benefit from This Template? This Invoice Creator Template by Stackby is perfect for: Freelancers: Manage your invoicing efficiently and ensure timely payments from clients. Small Businesses: Streamline your billing process, track payments, and manage overdue accounts. Accounting Teams: Simplify the process of generating and tracking invoices, ensuring accuracy and efficiency. Consultants: Keep all your billing information organized and track payments with ease. Service Providers: Manage client invoices, track payments, and improve cash flow management. By leveraging Stackby's Invoice Creator Template, you can simplify your invoicing process, streamline your billing, and enhance cash flow management. Try it out and experience the Stackby advantage! Sign up for free.  
Restaurant Budget Template  Templates
Restaurant Budget
Are you tired of struggling with your restaurant's financial management? Do you want to gain better control over your costs and maximize your profitability? Look no further than Stackby's Restaurant Budget Template! This robust tool can help you effectively plan, track, and manage your expenses, ensuring that your budget stays on track and your business thrives. From tracking equipment and supplies to monitoring marketing expenses, rent, labor, insurance, and more, this template provides a clear overview of your financial health. Say goodbye to financial stress and hello to financial success with this Restaurant Budget Template! How to Create a Budget Template? Creating a budget template is essential for effective financial management. Here are the key steps that you need to follow: Start by identifying your goals and breaking down expenses into categories. Choose a reliable tool like Stackby's Restaurant Budget Template and customize it to fit your needs. Enter data, track expenses, and regularly review and analyze your budget. Adapt it as your business evolves. With this comprehensive approach, you can take control of your restaurant's finances and pave the way for success. A Brief Overview of Stackby's Restaurant Budget Template Stackby's Restaurant Budget Template is a comprehensive tool designed to help restaurant owners and managers effectively manage their finances. It provides a structured framework to track and analyze expenses, including equipment and supplies, marketing expenses, rent, labor, insurance, etc. With features like budget calculations, variance tracking, and summary sections, this template empowers users to control their restaurant's budget better and make informed financial decisions. So, it's the ultimate solution for cost management in the food service industry. Who is This Restaurant Budget or Cost Management Template for? Ideal for restaurant owners, managers, and financial professionals, Stackby's Restaurant Budget Template simplifies budgeting and cost management for the food service industry. Whether you're a small eatery or a large chain, this template is designed to meet your budgeting needs. Why Do You Need Stackby's Restaurant Budget Template? Streamline your restaurant's financial management by easily tracking and analyzing expenses. Make informed decisions about cost control and resource allocation. Gain a comprehensive view of your restaurant's budget and financial performance. Identify areas for cost-saving and optimize your spending. Plan for future growth and expansion by effectively managing your budget. Ensure financial stability and profitability for your restaurant. Stay organized and in control of your restaurant's finances. Maximize your restaurant's financial potential with this intuitive budgeting solution. Ways to Customize Our Restaurant Budget Template Add or remove expense categories based on your restaurant's specific needs. Customize budget targets and allocation for each expense category. Modify formulas and calculations to align with your preferred budgeting methods. Incorporate additional tables or sheets to track specific financial metrics or performance indicators. Utilize Stackby's integration capabilities to link the budget template with other relevant tools or data sources. Implement conditional formatting or data validation rules to ensure accurate data entry and analysis. Create charts or visualizations to present budget data more engaging and informatively. Add dedicated columns to easily monitor the variance between the budgeted and the actual amount for each category. Table Included in Our Restaurant Budget Template Equipment and Supplies: This table allows you to track expenses related to purchasing and maintaining equipment and supplies needed for your restaurant operations. Salaries: It helps you manage and monitor your restaurant staff's salaries and wages. You can link tables together using the Link Column Type to establish relationships between different data points. For example, you can link specific equipment or supplies to the related expenses in the budget table. You can even use the Lookup column type to fetch and display data from one table to another based on a common identifier. Additionally, the Aggregation column type helps you perform calculations on data from multiple rows or tables. It allows you to summarize and aggregate information, such as calculating total expenses or average salaries, to gain insights and make informed decisions. Ready to Serve Up Success in Your Restaurant? Gain complete control over your expenses, track budgets effortlessly, and watch your bottom line thrive. It's time to dish out financial clarity and elevate your restaurant's success. Get started with Stackby's Restaurant Budget Template today!
Personal Budget Template By Stackby Templates
Personal Budget
Stackby brings a personal budget template for everyone. We know how seeing our paychecks make us feel like saving all our money for something big. But then, life happens. We are bound to spend our hard-earned money on different things we need (sometimes, on the things we want!).  A personal budget planner template helps you plan and track your spendings every month so that you can manage your cash flow and extend your savings.  Plan your savings: At the beginning of every month, you can set aside a budget for your monthly expenses.  Track your income: How much are you earning every month? Keep a track of everything in one place and plan your budget.  Track your expenses: How much are you spending and on what? Keep a track on your monthly expenses to keep a budget.  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.  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.  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.  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.  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.  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 needs to be especially if you are not able to meet your financial goals.  Step 6: Keep tracking - A personal budget is of now 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 a 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 solopreneur or a working professional. Anyone can use this template to keep a check on their monthly and yearly budget.  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. With this template you can: Track your monthly budget Track your actual income for every month Track the actual expenses for every month  Find savings made in every month  Keep a list of all your monthly expenses (cost, type, month) Keep a list of all your monthly incomes (income, type, month) You can further customize this template as per your personal budget requirements. You can add more columns to create a detailed budget. You can visualize your budget in the form of a grid, calendar or kanban style and get a better idea of your spendings.  Other personal and hobby templates: Work Schedule Template Habit Tracker To-do List Action Tracker Template
Asset Tracker Template By Stackby Templates
Asset Tracker
Every organization must keep a track of all its assets. Whether you are running a business expanding to multiple locations, your employees are working from remote locations, or you have multiple offices in different locations, you need an asset tracker to manage, organize and monitor your assets. Stackby’s free-to-use, custom asset tracker template can solve all your problems and make this process much easier for you.  What is Asset Tracker?  An asset tracker is a tool that helps you monitor the physical location and status of movable and fixed assets in an organization. For example, office furniture, electronic devices, stationeries, all can be considered as valuable assets for an organization. Every business incurs a certain cost on buying and maintaining assets and therefore it must keep track of them.  Stackby’s asset tracker tool helps ensure that the movement of assets is strictly controlled thereby preventing loss and improving customer service and business operations.  Why do Businesses need to Automate Asset Tracking Systems?  Manual asset tracking methods include many challenges such as: You have to manually enter all the information and update the records every day. The operations team often has to rely on finance teams for the purchase details of assets. Assets cannot be scanned using barcodes which means more chances of errors in entering data. Manual tracking methods often lead to redundancy and inefficient tracking.  Read more: Why you should ditch Spreadsheets to Scale your Business  If you are still depending on spreadsheets for keeping a check on your company assets, your operations team is underperforming. It is time to boost their productivity by giving them an automated asset tracking system.  Collaboration: Manage all your assets from different locations in one place with the Stackby asset tracker template.  Automation: Use Stackby’s barcode scanner column type and keep an automated record of your company assets.  Vendor Details: Manage your vendor list to keep a track of which asset was bought from which vendor.  Purchase Details: Store all the purchase details for every asset so that you do not exceed your company budget. Read more: Barcode Column Type in Stackby  What are the Benefits of using an Asset Tracker?  Reduced operational costs: You can monitor assets round the clock and in-real time thereby streamlining your operational process and costs. AccessibilityYou can ensure fast verification, disposal, and acquisition of assets with an easy-to-use asset tracker system. Security: You can find the exact location of an asset of your company at any time. This will help you protect your assets from theft or fraud. Management: You can easily adjust company records when an asset is transferred from one department or location to another.  Stackby’s asset tracker template enables businesses to store, manage and coordinate all the asset data in one place, thereby making it easier for operations teams to collaborate on the asset management tasks. It is free to use and can be easily customized according to your asset management requirements.  Who can use Stackby’s Asset Tracker Template?  This template can be used by business owners, administrative departments, operations teams, operations managers, IT departments, and any other authority responsible for managing assets in an organization.  How is Stackby’s Asset Tracker Template Helpful for You?  Stackby’s asset tracker template includes three tables for managing your assets, vendor details, and purchase details respectively. With this template, you will be able to do the following: Maintain a record of every physical asset owned by the company with the asset name and code Tracking the type of asset owned by the company (furniture, office equipment, stationeries, etc) Store an image of each asset  Record the details of the asset such as manufacturer, model name, and price Track the vendor details for various assets of the company such as  vendor name, address, city, state, and total assets Track the purchase details for every asset such as purchase date, status (completed, order shipped, etc), order type, price, invoice, etc Other asset management templates for better productivity: Sales Asset Management Template Marketing Asset Management Template Digital Asset Management Template Product Operations Product Catalog 
Product Catalog Template - Stackby 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. 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 keep 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. 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 use a product catalog template to categorize the products according to their build, vendor, or any way you like. 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 etc.  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.  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. Stackby’s Product Roadmap template can also be of good use here.  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 overcome all the challenges that businesses often face while 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.   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.  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.  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.  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.  Other templates you can use along with Product Catalog Template:  Multiple Product CRM Template Product Inventory Template  Product Competitor Analysis Template. Agile Product Planning Template  Product Roadmaps 
Plan out your business expenses with this expense tracker from Stackby Templates
Expense Tracking
Whether you live by yourself or run a business, managing all your expenses and spending the right amount of money on the right things can become quite hectic to figure out. It would help if you kept a rein on your expenses using an expense tracker template. That’s where Stackby’s Expense Tracking Template comes in. As a business owner, you must have all relevant information handy about what and how much your business is incurring in the form of expenses and what changes need to be made. Managing expenses can be a difficult task, be it business-related or your own personal expenditure. Use this Expense Tracker Template to keep a check on all your business expenses and customize it according to your needs. From planning spends to managing invoice payments, track all pertinent details from one location. How does Expense Tracking benefit your business? Tracking business 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. 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 Tracking Template? To keep track of all the expenses done by you individually; or incurred in your business. To plan the inflows and outflows of the money. To save your time and improve your productivity. How would Stackby’s Expense Tracking Template help you? Stackby’s Expense Tracking 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 expense tracking template can also be used by businesses in any industry and is completely customizable according to your needs. Check Out Other related Teplates : Legal Matter Management Product Catalog Visitor Management System Asset TrackerLegal Case Management 
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. 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 
Visitor Management System Template by Stackby Templates
Visitor Management System
How Stackby's Visitor Management System Template will help you ?Whether you run an FMCG company, a software company, or a clothing company, there is no doubt that you get multiple visitors on any given day. From customers looking to address their queries to business associates visiting to discuss important issues, organizations receive visitors of all kinds. When you enter the premises of a company, you must have gone through some form of the visitor experience. You may have entered your details in a sign-in sheet or been given a keycard to allow access to different areas of the building. Every company installs its own version of visitor management to monitor their visitors. Keeping track of every individual visiting your premises and the purpose of the visit is extremely important.  One of the most important reasons for installing a visitor management system is to have a detailed record of who has entered your building. You should be aware of the time, purpose, and duration of their visit. From job candidates, potential clients to vendor representatives, each company receives multiple visitors regularly. It is important to ensure that everyone is treated well. This has a significant impact on your brand image and perception. Hence, visitor management can be regarded as a part of your brand identity. However, visitor management can be quite a tedious task. Are you looking for a tool to help you manage and monitor your records with the click of a single button? Well, your search is over! You have come to the right place! Stackby has developed a customizable Visitor Management System Template for just this purpose! Bid adieu to the days of maintaining manual records and multiple databases. With Stackby’s Visitor Management System Template, you can automate the entire process!  The template comes with an in-built standard visitor’s form that will allow you to streamline the entire process easily! You don’t have to maintain multiple visitor form formats. This standard form can be given to all visitors. Using our Visitor Management System Template, you will be able to: Keep a detailed record of every visitor on a single platform. 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. Store the date and exact time of the visit for each visitor. 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. 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. Monitor the total number of visitors that have visited each member of your team. Manage and update the details as and when required.  Copy the stack today and simplify your visitor management system with this user-friendly visitor management template. Check Out Other related Teplates : Product Catalog 
Use a free restaurant inventory tracking template for efficient functioning. Templates
Restaurant Inventory Tracking
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
Gallery Asset Management Template By Stackby Templates
Gallery Asset Management
How Stackby's Gallery Asset Management Template help ? Art speaks where words are unable to explain. Art can be one person’s occupation, another person’s hobby, and it is a form of therapy for some. Setting up and maintaining a gallery allows you to display the artwork in an aesthetically pleasing manner to attract potentially interested buyers and individuals with a genuine appreciation for art. Whether you own a small enterprise or a well-established gallery, managing and running require a broad spectrum of knowledge and skills. You need to keep track of all the artwork bought and sold and the artists you have collaborated with. From maintaining inventory, day to day administration to developing relations with talented artists, as a manager of an art gallery, you are responsible for ensuring its financial stability and artistic development.   Managing the gallery, communicating with artists, and engaging with potential art collectors requires a lot of hard work, patience, a keen eye, and attention to detail. To simplify your job and assist you in managing your gallery, Stackby has launched its very own Gallery Asset Management Template! Using our Gallery Asset Management Template, you can create and regularly update your database of information on your artwork, artists, and business contacts. You can also track the artwork that you have lent to shows and exhibitions with great ease! The Gallery Asset Management Template will enable you to: View all the art pieces in your collection on a single interface. Store the current prices of each piece. Record the artists who have contributed pieces to the gallery. Store the artist’s photograph and a description of each artist to understand their artwork better. Make notes on each piece from the collection to keep track of any work that needs to be done. Track the starting price of each artist’s work to estimate the price range of their pieces. Store the names of the business contacts who are interested in the pieces from your gallery. Record the contact details and address of each business contact to ensure smooth communication. Keep track of which category each contact belongs to (Interior Designer/ Collector/ Investor). Record the shows and exhibitions where the artwork from your gallery is on display. Store the contract agreement, contract start, end date, and current location of each show and exhibition. Stackby’s Gallery Asset Management Template allows you to store and continuously update extensive details about your gallery in real-time on one platform with a single click of a button. Apply our template to reduce your effort and increase your efficiency overnight! You don’t need to take our word for it. Use our Gallery Asset Management Template and notice the difference! Get Stackby’s Gallery Asset Management Template now and manage your gallery without any hassle!Check Out Other related Teplates : Product Catalog Sales Pipeline Sales Asset Management Visitor Management System Asset Tracker