Streamlining Inventory Management: Seeking Feedback on Automation.

[VmA]

Hello everyone,

I'm looking for insights on how you handle the following processes:

• Stock Orders

• Receiving Deliveries

• Inventory Management

• Transfers

• Damaged Returns

Currently, I rely on Google Sheets and Matrixify, but I'm seeking a more automated system to eventually delegate these tasks to colleagues. I experimented with Stocky—the idea is great, but in practice, it quadrupled my processing time.

My current workflow:

1. Stock Orders

• Order: I place orders directly with vendors via their B2B platforms.

• Order Data: When I receive an order confirmation (CSV or PDF, not the invoice), I log the details in a Google Sheet that tracks all seasonal orders.

• Add to Shopify: I then extract the relevant data and insert it into a Matrixify template before importing it into Shopify.

2. Receiving Deliveries

• Count & Price: As shipments arrive (fully or partially), I create a Google Sheet to record pricing and quantities.

• Invoice Comparison: I compare this pricing sheet against the vendor's invoice.

3. Inventory Management

• I record barcodes in column A and the corresponding quantities in column B of my Google Sheet, then import the data using Matrixify.

4. Transfers

• I use Stocky to manage transfers by scanning barcodes or searching for items.

5. Damaged Returns

• I note the quantities of any damaged or undelivered items in the pricing spreadsheet, then email the vendor with the details.

I believe this is a pretty streamlined process, but I'm curious to hear what other methods or tools you use. Any tips or recommendations are greatly appreciated!

Thanks in advance.

[Qoblex-Alain]

Hey there! Alain here from Qoblex 👋

Your setup sounds pretty dialed in — love how you're keeping things running across Google Sheets and Matrixify. If you're looking to automate more and make it easier to hand off tasks to your team, Qoblex might be worth checking out.

It helps manage purchase orders, deliveries, and inventory — all in one place — without needing extra apps or complicated workarounds.

You can:

• Track purchase orders from creation to delivery
• Log received stock and update inventory automatically
• Sync product data (barcodes, SKUs, quantities) directly to Shopify
• Manage stock transfers between locations
• Record damaged returns and link them to orders

It also lets you set up user roles and permissions, so delegating tasks becomes a lot smoother.

If you're curious, there's a free trial — might be worth testing to see if it fits your workflow.

 

[patrick_tailor]

Is there something broken in the process or a particular pain point? Adding tools may end-up making things overly complex or expensive as you experienced so maybe your current setup is ok.