The Core Inventory Table Setup
Start with columns for item name, SKU, current stock level (number), reorder point (number), unit cost (amount), and supplier name. A formula column can flag when stock is below the reorder point by comparing the two number fields. This gives you a live low-stock indicator without any automation setup.
Track Purchases and Stock Updates as Records
Create a separate purchases table that links supplier name, quantity received, date, and cost per unit. Update the stock level on the inventory table when goods arrive. This creates a log of every stock movement without needing a scanning system or barcode integration.
Filter to See Only Low-Stock Items
Save a filter view that shows only items where current stock is below the reorder point. Check this view at the start of each week to generate a purchase list. Sorting by days remaining (calculated via formula) shows the most urgent restocking needs first.
Published by Recordbook
17 February 2026