This doc explains features in ClickUp 2.0. Looking for a 1.0 doc? Check out this link!
Make sure you're always two steps ahead of your fulfillment demands with a comprehensive inventory management system!
Set up your Structure
Create a Space called "Product Management". This is where you'll keep track of all of your inventory and order information.
Create Folders within this Space called "Inventory" and "Confirmed Orders".
Under your "Inventory" Folder, add Lists for each product type. For instance, if you're a fashion company, you can add Lists called "Women's Handbags", "Men's Shoes", etc.
Under your "Confirmed Orders" Folder, you can create an "Order Numbers" List to keep track of orders as they come in.
Add tasks under your "Inventory" List for each individual product.
Under your "Order Numbers" List, you can add tasks with each order number as the title.
Important Features and Integrations
Custom Fields: Create unique task fields to manage stock status, available units, SKU and more. Check out how we've set up our Inventory and Orders Folders below.
In these examples, we're using the dropdown, date, text, and number field types.
Start and Due Dates: Hold yourself accountable for on-time completion by setting a start and due date for each inventory task.
Chrome Extension: This is the perfect tool to use on the go. Not only can you track time and quick-create tasks, but you can also create and annotate screenshots, and even add tasks to ClickUp via email.
Custom Fields Reporting: Find the sum, average or range of any numerical field you create to monitor your current inventories.