THE SUPPLY ROOM GUIDE · BY RESTOCKLET
A supply spreadsheet your team can keep current.
A spreadsheet can be a sensible choice when your supplies and team are small. Its usefulness depends on consistent units and regular updates. Start with these columns before adding more complexity.
| Column | What to record |
|---|---|
| SKU / short code | Your unique identifier for the supply type |
| Name and unit | For example, nitrile gloves / box |
| Supplier and shelf | Where to order it and where it is stored |
| Threshold and target | When to flag low stock and the level to order up to |
| Lot and expiry | Separate each lot with a different expiry date |
| Quantity and checked date | The count your team most recently verified |
A small example
“Gloves M” might be counted in boxes, with a threshold of three and a target of ten. If two usable boxes are recorded, the suggested reorder is eight boxes. These numbers are illustrative; choose thresholds from your own usage and delivery schedule.
Keep an update log
Track who changed a count, when, and why. A correction should preserve the old information in a log so another team member can understand it. Protect formula columns and agree who reviews the sheet before ordering.
Know when the sheet is enough
If one person can keep it accurate without effort, keep using it. Software is more useful when several people change counts, different lots expire on different dates, or a recurring digest would make the routine easier to follow.
Explore Restocklet with sample data. The planned pilot price is $15 per practice per month after a 14-day trial; no claim of time savings is assumed for your practice.