Inventory management, also known as stock management, is essential to running a successful business. With monday.com, you can easily manage your inventory in real-time, ensuring that your team has accurate and up-to-date information about your stock levels and orders.
This article will guide you through creating an inventory management system using monday.com. By following these simple steps, you can keep track of your stock levels, manage your orders, and make informed decisions to optimize your inventory and improve your business operations.
To get started, you’ll need to:
You’ll need to install VLookup integrations in the source board “Inventory” and the target board “Orders.”
Note: Webhooks are installed automatically—no need to install them by hand.
Then create the following additional columns;
To use VLookup to manage your inventory and orders, go to the VLookup view on the target board. Then, create a recipe that connects the source “Inventory” and target board “Orders” columns using the “Product Type” column as the key value.
This will allow VLookup to automatically populate the stock column with the data from the corresponding “Used” column in the “Orders” board. This ensures that your inventory management system is always accurate and up-to-date, allowing you to make informed decisions and optimize your stock levels.
By connecting the “Orders” and “Inventory” boards to the primary board, we can ensure that our inventory management system is always accurate and up-to-date. When an order arrives, the stock levels on the “Inventory” board are automatically updated in real-time, reflecting the changes on the primary and “Orders” boards. This allows us to track our inventory and orders across multiple boards, ensuring our stock information is always accurate and consistent.
VLookup has been used successfully by various organizations to streamline their processes and improve their productivity. To get a better understanding of how VLookup can be applied in different contexts, browse the following use cases