Looking to hire someone to help with creating an order checklist

Each of our jobs have a different list of materials needed.
We want to be able to create a form that we can give to our warehouse specialist to pull.
Once the order is pulled from our inventory whatever is left is ordered and picked up from supplier. I would like that list of what is not in inventory to get emailed to supplier and our warehouse manager will have that list to use as a checklist for when he picks up at supplier to ensure all was picked up.

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Hi Sean,

I’d happily help out. I think the best thing would be to book in a discovery session for 30 minutes or so in order to identify the problem clearly and consider a potential solution together.

Please feel free to contact me via email (flyingravendesign@gmail.com)


Hi @iAirServices :wave:

At upstream , we are proud to offer our expertise as Platinum Partners, monday.com Preferred Partners, and we were most recently awarded Professional Services Partner of the Year! :smile:

That said, there are a number of simple ways we can assist and support you in achieving inventory glory. Your described requirements are well within our remit and we have inventory solution examples I’d be happy to demonstrate for you and help you find best approach for your needs.

I’d be very happy to discuss further with you or have a quick call to get a feel for things if that’s your preference - reach me anytime:

+61 03 9067 5611

Alternatively, you can book straight into my calendar here:
Chat with Peta
International Client - Special Hours

Thank you for considering upstream as your partner, and have a great day ahead!

Kind regards,

Hey @iAirServices!

With monday.com, you can build and use custom forms to gather, track, and evaluate data. The forms created using WorkForms module can be integrated with your existing inventory software, while automatically syncing with monday.com workflows and boards. Through the several permissions and settings, you can decide how your forms are accessed and viewed by suppliers. Some of the permissions include the form restrictions, submission view, personalizing the screen, and the sync between responses.

Building custom forms is even more easier with the support of skilled monday.com consultants. They can construct personalized forms and easily embed the link or share them with via supplier tools.