How to monitor supplies

← Back to Supplies

The day-to-day loop for keeping consumables stocked without spreadsheets: read the inventory, trust the low-stock tasks, feed it receipts.

The daily glance

1. Open Operations → Supplies.
2. Scan the inventory list — each row shows current stock, the reorder threshold, and the unit (pcs / litres / kg). Rows under threshold are flagged.
3. You normally don't need to do even this — when a supply drops below its threshold, the platform spawns a restock task automatically and routes it to the right teammate. The task IS the monitoring.

When a restock task fires

1. The task ("Restock Coffee Capsules at Hilltop Retreat") lands in Operations → Tasks and the assignee's WhatsApp.
2. Buy the item, then either: - Upload the receipt (Receipt ingestion) — the parser reads the line items, expands packs to base units via Pack sizes, and books the quantity into stock automatically; or - Adjust stock by hand on the supply row.
3. Stock crosses back above the threshold → the restock task auto-resolves (Auto-close behavior). Nothing to tick off.

Weekly hygiene checks

• Not depleting filter — shows supplies no cleaning checklist ever consumes. A supply that never depletes usually means the checklist is missing its use_supplies action, so stock silently diverges from reality. See Consumption categories.
• ⚠ stale-stock chip — stays have happened but stock hasn't moved; same root cause, surfaced per-row.
• History — the per-supply ledger of every consumption + restock event, for when a number looks wrong and you want to know why.

What to configure once