I am looking to create a simple inventory tracking automation. I can’t seem to get it working.
I have an Item in Board 1 that uses 1 unit of stock in a process. Once that process is marked as status complete i want the Inventory item In Board 2 to decrease the total stock amount by 1 unit (Unit amount used in item process of board 1). For example:
When Status changes to Complete in an item of Group 1 in Board 1, decrease number value of Item’s Inventory column value of "Board 2 " in Group 1
I hope my outline above makes sense. Is this possible? any help would be greatly appreciated. I am not looking to spend extra on external apps and integration software
With monday.com’s limitations, I believe this can be done within the specific board you are in. Luckily, you can automate this through Zapier or Make.com.
I am already aware of this automation. It is extremely limited. I want to be able to decrease a number value from a different board on a specific item.
The inventory count will be recorded on a different board
I have a inventory example I would love to walk you through that accomplishes what you are looking for and more. Would greatly appreciate to gain your feedback to improve it.
It context, it is a Inventory Control Center that houses the baseline inventory and a inventory pull board that translates the pulled inventory to the source board subtracting from the total inventory.
I also have automated inventory ordering per the low point of the inventory so that you never run out.
If interested, reach out and happy to schedule a demo and a free consult!
This can be achieved using connected board and mirror column.
Connect both boards and use automations on board 2 to change status based on status change in board 1 & add another automation to decrease value based on status change.
I got the first part of the automation going but cant get the connect boards to translate