Showing your appreciation for employees, customers, and partners starts with swag! ClickUp's Swag Order Template is the perfect way to streamline the process of ordering company swag. From designing new products to monitoring inventory levels, this template will help you manage it all—and more—in one place!
ClickUp's Swag Order Template helps you:
- Streamline the design and production process
- Organize requests and manage orders in one centralized database
- Easily track and monitor inventory levels
Say goodbye to spreadsheets and hello to efficient swag management. With ClickUp's Swag Order Template, you can easily keep up with demand and show your company pride!
Benefits of a Company Swag Orders Template
Company swag orders are a great way to increase brand recognition, build loyalty, and reward employees. When you create a company swag orders template, you can:
- Easily order and track swag inventory through one organized system
- Ensure consistent branding and quality control
- Ensure all orders are tracked and accounted for
- Help streamline the ordering process and save time and money
Main Elements of a Company Swag Orders Template
ClickUp's Company Swag Orders Template is designed to help you keep track of orders for company swag. This Folder template includes:
- Custom Statuses: Create tasks with various custom statuses to keep track of the progress of each swag order, such as New Order, Waiting On Supplies, Ready To Ship, and Shipped
- Custom Fields: Categorize and add attributes to manage your swag orders and easily visualize order data
- Custom Views: Open 5 different views in different ClickUp configurations, such as List, Calendar, Board, Needs Payment, and Order Requests, to easily view and manage your swag orders
- Project Management: Improve swag order tracking with time tracking capabilities, tags, dependency warning, emails, and more
How to Use a Company Swag Orders Template
Creating an effective swag order process can be tricky, but it can make a big difference in the way your company is perceived. Follow these steps to make sure your swag orders are successful:
1. Establish a swag budget
Before you can start ordering swag, you need to decide how much money you have to spend. Setting a budget will help you determine how much swag you can order and which items you can afford.
Use Goals in ClickUp to track your swag budget and make sure you don't overspend.
2. Choose the right items
Once you know your budget, it’s time to decide what kind of items you want to order. There are many different kinds of swag, from t-shirts and mugs to hats and stickers. Choose items that reflect your brand and appeal to your target audience.
Use a Doc in ClickUp to brainstorm ideas and get feedback from your team.
3. Make the order
Once you’ve decided which items you want to order, it’s time to make the purchase. Choose a reliable vendor and place the order.
Create a task in ClickUp to track the order process and assign it to the responsible team member.
4. Set up a tracking system
Set up a system to track the swag orders. This can be as simple as a spreadsheet or a more complex system like an inventory management software.
Use a Table view in ClickUp to set up a tracking system and keep track of swag orders.
5. Monitor the orders
It’s important to monitor the orders and make sure they are delivered on time and in good condition. Keep an eye on the tracking system and contact the vendor if there are any issues.
Create a custom field in ClickUp to monitor the orders and ensure they are delivered on time.
6. Distribute the swag
Once the swag has been delivered, it’s time to distribute it. Depending on the size of your order, you may need to enlist the help of volunteers to make sure everything is properly distributed.
Create a Board view in ClickUp to visualize the distribution process and assign tasks to volunteers.
Get Started with ClickUp's Company Swag Orders Template
HR staff can use this Company Swag Orders Template to help everyone stay on the same page when it comes to ordering and tracking company merchandise.
First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.
Next, invite relevant members or guests to your Workspace to start collaborating.
Now you can take advantage of the full potential of this template to streamline your company swag orders:
- Use the List View to keep track of all orders and ensure accuracy
- The Calendar View will help you plan out when to order supplies and when orders will be shipped
- The Board View will give you an overview of the progress of all orders
- The Needs Payment View will help you stay on top of payments due
- The Order Requests View will help you keep track of incoming requests
- Organize tasks into four different statuses: New Order, Waiting On Supplies, Ready To Ship, Shipped, to keep track of progress
- Update statuses as orders progress to keep stakeholders informed of progress
- Monitor and analyze tasks to ensure maximum productivity