Inventory Management Template Template
Use TemplateEffective inventory management is the backbone of any business that sells products. Whether you run an e-commerce store, a retail business, or a wholesale operation, staying on top of your inventory helps prevent stockouts, reduce excess stock, and ensure customer satisfaction.
The Inventory Management Template by Stackby simplifies inventory tracking by providing a centralized space to monitor products, orders, and stock levels. It’s a powerful solution for businesses of all sizes to optimize inventory management, minimize errors, and maximize operational efficiency.
Why Use the Inventory Management Template?
Managing inventory using spreadsheets or outdated systems often leads to:
Stock mismanagement resulting in overstock or stockouts
Lack of real-time updates on inventory levels
Inefficient tracking of product movement
Difficulty in identifying fast-moving or slow-moving products
The Inventory Management Template eliminates these issues by offering an intuitive and customizable platform to monitor inventory in real-time, track orders, and generate insights for better decision-making.
How the Inventory Management Template Works in Stackby
The template consists of four main tables that cover every aspect of inventory management:
1. Products Table
Maintain a complete catalog of all your products with essential details, including:
Product Name – Easily identify and manage each product
SKU (Stock Keeping Unit) – Track products using unique identification numbers
Category – Organize products by category or type
Supplier Information – Keep supplier details accessible for quick reordering
Cost & Selling Price – Track product costs and pricing for profitability analysis
Stock Levels – Monitor available, low, or out-of-stock items
2. Inventory Table
Track your current stock levels and movements using this table. It includes:
Product ID – Connect directly to the Products Table for seamless data linking
Initial Stock – Log your starting stock count
Stock In and Stock Out – Track product inflows and outflows
Stock Adjustments – Record any stock updates, damages, or losses
Reorder Level – Set minimum stock levels to trigger reorder alerts
With Stackby’s automation, you can receive notifications when inventory reaches its reorder point, ensuring stock is replenished on time.
3. Orders Table
Manage your orders and track product movement with detailed order management:
Order ID – Keep all orders organized with unique identifiers
Customer Name – Track orders linked to specific customers
Order Date and Status – Monitor order progress with custom statuses (Pending, Shipped, Delivered)
Products Ordered – View products associated with each order
Quantity and Total Cost – Automatically calculate total costs based on quantity and product prices
The table’s real-time updates provide clear visibility into which orders are completed and which are pending fulfillment.
4. Suppliers Table
Effortlessly manage supplier relationships using the Suppliers Table:
Supplier Name and Contact – Maintain supplier contact details for quick communication
Product Associations – Track which suppliers provide specific products
Pricing and Payment Terms – Keep records of payment terms and negotiated pricing
Last Order Date – Track previous purchases for future planning
This view helps businesses build stronger relationships with suppliers while ensuring timely reordering.
Key Features and Benefits
Real-Time Inventory Tracking – Monitor stock levels in real-time and prevent stockouts
Automated Reorder Alerts – Receive notifications when it’s time to reorder
Order Management – Track customer orders and monitor fulfillment status
Supplier Management – Maintain supplier details and track purchase history
Customizable Reports – Generate reports to analyze product performance and optimize inventory
Collaboration – Share the template with team members for seamless collaboration
Who Can Benefit from This Template?
E-commerce Stores – Manage product catalogs, monitor stock, and fulfill online orders
Retailers – Track inventory across multiple locations and avoid stockouts
Wholesalers and Distributors – Maintain visibility on large volumes of products and track supplier relationships
Manufacturers – Monitor raw materials and finished goods inventory
Getting Started with the Inventory Management Template
Duplicate the template into your Stackby workspace
Add your product information using the Products Table
Log your initial stock in the Inventory Table
Track orders as they come in using the Orders Table
Keep supplier information organized in the Suppliers Table
Automate notifications for low-stock alerts
With Stackby’s integrations and customizable views, you can also connect your inventory data with external systems like e-commerce platforms, accounting tools, or ERP software for seamless data management.
