Streamlining Inventory Management: Seeking Feedback on Automation.

Retail & Point of Sale

Topic summary

A retailer is seeking feedback on their current inventory management workflow, which relies heavily on Google Sheets and Matrixify for automation. They tested Stocky but found it significantly slowed their process (quadrupling processing time).

Current workflow breakdown:

  • Stock Orders: Places orders through vendor B2B platforms, logs confirmations in Google Sheets, then imports to Shopify via Matrixify templates
  • Receiving Deliveries: Creates pricing/quantity sheets for incoming shipments and cross-references with vendor invoices
  • Inventory Management: Records barcodes and quantities in spreadsheets, imports via Matrixify
  • Transfers: Uses Stocky for barcode scanning and item searches
  • Damaged Returns: Documents issues in spreadsheets and emails vendors

The user considers their process streamlined but wants to find more automated solutions that can be delegated to colleagues. They’re looking for alternative tools, methods, or improvements from the community.

Summarized with AI on October 31. AI used: claude-sonnet-4-5-20250929.
1

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.