We’re currently trying to get a working inventory system in Monday. Right now, it’s pretty chaotic, and difficult to understand. We order supplies and materials from about 32 different vendors from month to month. Currently, all 32 of those vendors are set up in separate boards. When an order is made, we make an item in the board, and then add subitems to list out all of the things that are coming in that order. For example, here is what an order from Amazon looks like.
Office Supplies Feb 26 | Amazon
- Masking Tape
- Staple Remover
Each subitem has its own data, price, model number, etc., and then we’re trying to get them to total in the primary item, though we’ve had some intense issues getting subitems to work properly for every use case.
Then, on top of that, we have a dashboard that is a calendar. We can view it by week or by month, and see what orders were made. Unfortunately, it looks as though the dashboard cannot really say what the subitems are.
At the moment, we’re finding that it’s difficult for anybody but the two guys who worked on it to navigate through. It’s hard for them to find orders, ETAs, and other things. Invoices are buried, mixed in with delivery tickets and all the other stuff that make up our orders. Is there any material out there that goes over inventory systems in Monday? Has anybody had any success with this so far? We want it to be easy to enter in orders, easy to find orders, and easy for people to report stuff as being out of stock or low on stock.