Help would be greatly appreciated!
I’ve created a Board for Inventory Management for a colleague who is not the most computer proficient but will be running this inventory management system, so I’m trying to make it as simple as possible for him.
Is there a way from the main inventory table, that I can create a new Board view tab whereby he can click on it, select from a mirrored drop down list, and based on that selection, it would list all the items that have been book out at that site name, that he could then export to PDF and give to his drivers so they know what items to collect from that site name once the items need to be collected?
I can simplify your inventory management process on Monday.com by creating a custom Board view that allows your colleague to effortlessly select a site name from a mirrored dropdown list. Based on the selection, the system will automatically display all items booked out at that site. Additionally, I’ll set up an easy export to PDF feature so your colleague can quickly generate reports for the drivers.
The intuitive inventory management template in monday.com supports inventory log board creation. By creating this board, your colleague can easily fill out stock information and export it to other PDF files or documents. With this board, tracking all the stats about product performance, profits/prices, and inventory levels becomes easier. Our monday.com consultants can help you create and launch this inventory board as per your requirements.
Please reach out to our consultants to set up this inventory board at the earliest!