EcofyxOperational area
Inventory
Ready-to-use application
Inventory and stock
Track stock entries, withdrawals, minimum levels, inventory counts and replenishment with simple, objective forms.
What this template is designed to organize
Track stock entries, withdrawals, minimum levels, inventory counts and replenishment with simple, objective forms.
Connected structure
4 forms connected to the same Ecofyx operation and record history.
Template profile
Ready-to-use application
What comes with this template
Add this template to an Ecofyx operation to keep its forms, records and results together.
Inventory control
Key fields:
- Material
- Movement
- Quantity
- Location
- Notes
Minimum stock control
Key fields:
- Material
- Minimum stock level
- Location
Stock replenishment request
Key fields:
- Material
- Requested quantity
- Urgency
- Desired date
- Notes
Cycle inventory count
Key fields:
- Material
- Counted quantity
- Notes
- Photo
How this template organizes the routine
Track stock entries, withdrawals, minimum levels, inventory counts and replenishment with simple, objective forms. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.
Information capture
Use the included forms to collect the information needed for this routine.
Operational view
Track materials, stock movements, minimum stock levels, replenishment and inventory in one view.
History and results
Review previous records, follow progress and view results in the same operation.
Dashboard and operational follow-up
Review the records, filters and indicators available to follow this routine.
Inventory and stock
Track materials, stock movements, minimum stock levels, replenishment and inventory in one view.
Available filters
MovementMaterialLocation
Visible dashboard columns
- Material
- Stock balance / quantity
- Movement
- Location
- Date
- Owner
Headline metrics
Use these indicators to follow activity, progress and items that need attention.
Materials moved
Stock movements this month
Quantity moved
Replenishment requests
Available actions
Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.
- Record stock movement
Attention points
Check these alerts to identify records that may need follow-up.
- Urgent replenishment
What you can customize
Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.
Fields and options
Adjust labels, required answers, alternatives and safe extra fields according to the real need.
Identity and access
Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.
Use and follow-up
Use dashboards, history, filters and exports according to the resources enabled for the template.
Questions about this template
Review the most common questions before using this structure.
What is the Inventory and stock template for?
Track stock entries, withdrawals, minimum levels, inventory counts and replenishment with simple, objective forms.
Which forms are included in this template?
Inventory control, Minimum stock control, Stock replenishment request, Cycle inventory count.
How are records organized in Ecofyx?
Data is organized in the Inventory and stock dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.
Does this template include a public page?
The main flow is internal and uses the operation's access controls and permissions.
Can I customize this template for my organization?
Yes. You can install the ready structure and adjust the elements that are safe to edit. Protected templates keep their main fields and rules; the available customization options are listed in their settings.
Start with Inventory and stock
Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.