Is there a way to update quantities on a inventory group from a form and a status change?
I have the request form and the inventory created with unique part numbers.
Process map:
Person makes a request for items to be pulled from inventory via the request form.
Inventory manager receives the request and pulls the inventory.
Inventory manager changes the status of the request to “Done”
At this point I would like an automation to find the item in the inventory and reduce the quantities on hand by the amount on the request form.
Is it possible for you to provide a snapshot of your current setup - i.e. the relevant columns in your board? Additionally, to confirm, are you working with 2 seperate boards? An inventory board and the board attached to the request form? Look forward to hearing from you!
Set up a formula column in your inventory board and input the stock quantity into the formula. From there, you can mirror the quantity requested column into your inventory board. Once mirrored, you can subtract the requested amount from the total stock quantity in that formula column. Not only will this give you an indication if there is stock (for the requestor) based on the amount requested, because the column mirrors back into the inventory board, it will auto-update the total amount of stock left based on the request - does this make sense?
Hello @mjdowdmi,
If the value comes in as a negative value, you can use the merge functionality of the Duplicates and Uniques app.
Here is a demo of how the merge functionality works
When setting up the merge template, for the Quantities column, your settings will look like this:
Apologies - that wasn’t very clear and I’d also like to change my approach here.
My idea here is to set up a formula column in the inventory board. From there, you can mirror the quantity requested column from your inventory request board, into the inventory board, and subtract this amount from the total stock amount in the formula column to obtain that updated stock level amount…
Bianca,
That worked, but if I have multiple requests for the same part type this will not correctly work.
Say I have 3 separate requests for Dell’s. When I update the inventory request, you can only select one request at a time and only that request will be subtracted from the current inventory. Any work arounds this?
Check out my video of what I am talking about:
Hi. Nir from Triggerly - QR code tracking integration for monday.com I just want to share that we launched a new integration template for modifying stock quantities by scanning a QR code.
Use this integration template for inventory use case, for example for when you are picking items from an inventory into an order and need a quick scanning option without inputting values manually. For this you need to specify the columns where QR code files will be saved or you can use the existing column that is on your board. These columns are consistently of type ‘File’ on monday, but you can customize the column name after adding the file column to your board.
Additionally, select the action - increase or decrease, the column you hold your stock value and the value you that is going to be added or subtracted from the stock column.
