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Inventory and supplies

When you count supplies and stock for an office, shop or club and reorder anything that drops below its minimum

What's inside · Table 3 · Checklist 3

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Inventory and supplies

Review date
Not set
Assignee
Not set
Monthly supplies budget
Not set

Change the inventory list to your items and set a minimum quantity for each.

Inventory list

One line per item. When the current quantity drops below the minimum, set the order status to ‘Need to order’.

Inventory list

ItemCategoryCurrent quantityMinimum quantityStorage locationOrder statusAssignee
Wet wipesConsumables43Break roomNot setNot set
Bottled waterFood & beverages106Break roomNot setNot set
Copy paperOffice supplies32Storage shelf 1Not setNot set
Printer tonerOffice supplies11Drawer by the printerNot setNot set
Wet wipes
Category
Consumables
Current quantity
4
Minimum quantity
3
Storage location
Break room
Order status
Not set
Assignee
Not set
Bottled water
Category
Food & beverages
Current quantity
10
Minimum quantity
6
Storage location
Break room
Order status
Not set
Assignee
Not set
Copy paper
Category
Office supplies
Current quantity
3
Minimum quantity
2
Storage location
Storage shelf 1
Order status
Not set
Assignee
Not set
Printer toner
Category
Office supplies
Current quantity
1
Minimum quantity
1
Storage location
Drawer by the printer
Order status
Not set
Assignee
Not set

Order log

Add a line for each order and check it off when it arrives. Delete the example line before you use it.

DateDateItemQuantityNumberAmountNumberReceivedCheckbox
Empty(Example) Copy paper5EmptyUnchecked
Row 1
Date
Empty
Item
(Example) Copy paper
Quantity
5
Amount
Empty
Received
Unchecked

Check schedule

Decide how often to count each category.

CategoryFrequencyLabelsAssigneeAssigneeLast checkDate
ConsumablesWeeklyEmptyEmpty
Office suppliesMonthlyEmptyEmpty
EquipmentQuarterlyEmptyEmpty
Row 1
Category
Consumables
Frequency
Weekly
Assignee
Empty
Last check
Empty
Row 2
Category
Office supplies
Frequency
Monthly
Assignee
Empty
Last check
Empty
Row 3
Category
Equipment
Frequency
Quarterly
Assignee
Empty
Last check
Empty
☐

Set a minimum quantity for each item.

☐

Deleted the example line in the order log.

☐

Set a check schedule and owner for each category.