How to use Inventory

App Installation & User Guide Manual

Tutorial Video

How to Use Inventory

Ready to monitor your inventory directly in monday.com? Get started with Inventory in just 3 easy steps.

Note: To maintain the integrity of your Inventory dashboard, we recommend you perform all actions from the dashboard itself, and not from the individual boards.

Step 1: Add the Inventory template to your monday.com account

Click the blue + button in your workspace.
Go to the Template Center, search for "Inventory," and click “Use Template”

NOTE: The template will be automatically populated with several test products to show you how it works. You can remove these products at any time.

Step 2: Add your products

Products can be added to your Inventory catalog manually or via import from Excel.

Manually:

There are two ways to manually add products.

1 - Open the Products Catalog widget on your dashboard.

Click Add New Product in the upper left corner and fill out the form.

2 - In the products tab, choose Form from the top left drop-down menu.

Add your product in the form provided.

Import from Excel:

Go to the products board and export it.
Edit it with all the products you would like to import and re-import it.

Step 3: Customize your catalog

Personalize your catalog by going to Settings in the dashboard.
Choose which fields to show or hide to tailor the catalog to your needs.
Edit product details or add custom fields using monday.com’s Form Template.

You are good to go!

To start updating stock:

In the catalog, click Update Stock to adjust quantities for specific products.
Use the checkboxes to select items, then adjust quantities with the + or - buttons. (- means taking out of stock)
Click Next, fill out the update details, and hit Update Stock to save changes.

See your stock in the transactions board

Track all stock updates on the transactions board, which logs every change by product.
Generate insights and visuals to better manage your inventory.

Note: If you use an external system to manage your transactions, you can easily integrate it into monday.com. All you have to do is make sure the “Transaction” board gets populated and the rest of the magic will work on its own.