We’re an 8-person coffee roasting company and we’re a few days into our free trial. For so many reasons, traditional ERPs aren’t the best tool for us to use for our production. It seems Monday is a good fit for us, but we’re running into a wall when it comes to setting up an inventory and production workflow. We’ve read the knowledge base and reached out to support, but it seems we need help!
The basic architecture of our production workflow goes something like:
Sales team issues a Production Order
Order may have several Products
Products may have several Components
Production team receives Production Order and creates a Roast Log item
Each Component needs its own Roast Log item
We need our Roast Log board to interact with our Green Coffee Inventory board.
Each Component is an item in Green Coffee Inventory
Each Component has a current inventory (number)
We need Component inventory to change by way of two actions:
Roast Log entry (number of coffee kgs roasted will draw down current inventory)
Restock (number of coffee kgs purchased will increase current inventory)
Right now we have Restock as a subitem on each item in Green Coffee Inventory Component, since we will Restock these from time to time. We can’t figure out how to mirror subitems, for one thing. Our Current Inventory (number) is a column in Green Coffee Inventory.
We also need some help setting up our Dashboards for sales & production teams.
upstream can help. We are Platinum Partners, monday.com Preferred Partners and APAC Partner of the Year for 2020. Based in Australia, we have a global staff network encompassing dedicated teams.
You’ll have access to our Solutions Engineers as well as our full stack Development Team who specialize in integrations and custom requirements. We have experience in inventory solutions as well as detailed project management requirements so I’m confident we can help.
Please feel free to return by email directly via peta@upstreamtech.io alternatively you can book straight into my calendar for a meeting using the below link. I would be very interested to understand your use case and see how we can help you.
My team , Lucid Day, and I have a complete system created for your situation! Our system solves the following pain points such as:
Shipment Inventory Management
Future Projections of Shipped Inventory
Quantities of Inventory (Automatic calculations when inventory is used and restocked)
Live Updates of Inventory Locations
Accountability for Responsible Parties involved with Inventory
History of items being shipped to certain Clients and Locations.
*Dashboard analytics on inventory based sales
I would be more than happy to demo this for you in a 30-minute meeting for free! Please choose a date using my Calendly link here.
This sounds like a very interesting use case and I would appreciate the opportunity to connect with you to learn a bit more about your business and the way you wish to utilize monday.com.
Our team at CarbonWeb has worked on quite a few advanced workflows and have implemented a complex inventory management system a few times. Not only for a few of our clients, but also for ourselves! I believe our team is well equipped to assist you with this task and I hope we can find some time to discuss.
Hi Ricky - you’re kind to reply, thanks so much! I took a look at your calendly and everything available is in the middle of the night for us over here in GMT+7
We would love to work with you and talk to you about your monday.com needs. We are a certified monday.com services partner. If you haven’t found someone to work with yet, please send an email to jenna@iointegration.com and we can set up a call this week!!
Hi Kel,
If you are still looking out for some help, feel free to reach out to me as this is well within my area of expertise.
You can reach me on andrewjohnson56782@gmail.com
Best Wishes,
Andrew
