❓ How to Use

1️⃣ Start with the Inventory database.

[ ] Delete all entries in the database
[ ] Click the V button next to the New template button to add a New Inventory Item
[ ] Title that page with the name of your stock
[ ] Add the number of minimum items required for this stock in Minimum
[ ] Add your Supplier or any Notes you'd like to make about this item

2️⃣ Add your initial stocks to the Receiving & Dispatch database.

[ ] Delete all entries in the database
[ ] Start with the Date you received your stock
[ ] Add your Supplier & Order # in Order Number or type "Initial stock"
[ ] In Relation, select the appropriate item that you're accounting for
[ ] Use a positive number in the +/- column because this is receiving
[ ] Add any Notes if desired

3️⃣ Subtract your sales/used inventory when customers purchase items.

[ ] Start with the Date of their order
[ ] Add their CO # in Order Number
[ ] In Relation, select the items that they ordered
[ ] Use a negative number in the +/- column because this is dispatch

<aside> ❗ Note: The limitation of this setup is that you have to add a new entry for every item that sells/gets used with a different quantity. See entries on Aug 19 and Aug 13 for an example.

</aside>

Aug 19 - CO # 627

Customer Order # 627 bought 20 Standard Stickers. Each Standard Sticker uses up 3x5 Cello Bag, therefore I can add both of those Items to the Relation column. In the Notes column, you'll see that they're eligible for a free Mystery Bag. I had to make a new entry to account for this using the same CO # because that quantity is 1 and not 10.

Aug 14 - CO # 626

Customer Order # 626 bought 3 Vinyl Stickers. Each Vinyl Sticker uses one 5x7 Cello Bag, therefore I can add both of these Items to the Relation column. They also used a code to get a free sticker as seen in Notes. I had to make a new entry to account for this using the same CO # because that quantity is 1 and not 3.

🔗 Resources Used

Notion Template: Inventory Management System - Red Gregory

Notion Office Hours: Relations & Rollups 🎩

Flaticon, the largest database of free vector icons

Red Gregory's Code

if(prop("Quantity") <= 0 or prop("Quantity") < prop("Minimum"), "🔴", if(prop("Quantity") - prop("Minimum") <= 10, "🟡", "🟢"))

The only changes I made were property names (Quantity & Minimum), emojis, and the yellow warning minimum (10). I highly recommend checking out his resource because he has an even better IMS, but I don't need all of its features and I wanted to practice with relations, roll ups, etc.

Also, here's a smol self-plug:

If you like Animal Crossing fan art, I'm selling self-produced stickers, Amiibos, and hopefully more soon! (':

Animal Crossing goodies & more coming soon! ✿ by secretmushroom