How to Build an Inventory Management App in Clappia

Managing inventory effectively requires accurate tracking of stock levels, movements, and documentation. A digital inventory management app can streamline these processes, ensuring real-time visibility and control. This guide shows how to build a comprehensive inventory management system using Clappia's no-code platform.

Why an Inventory Management App?

Converting to a digital inventory system offers significant advantages:

• Real-time Stock Visibility
• Automated Stock Alerts
• Accurate Inventory Tracking
• Streamlined Receiving and Dispatch
• Error Reduction in Stock Counts

Features Used

• Code Scanner: For barcode/QR code scanning
• Number Input: For quantity and price entries
• Drop Down: For product categories and locations
• Single Line Text: For product details
• Image/Video & File Uploads: For product images
• GPS Location: For warehouse tracking
• Date Selector: For transaction dates

Table of Essential Fields

Step-by-Step Process

1. Designing the App

a. Create New App

• Log in to Clappia
• Click "New App"
• Name it "Inventory Management System"

b. Adding Sections

Add the following sections:

• Product Master
• Stock Entry
• Stock Transfer
• Stock Count
• Reports Section

c. Add Fields in Each Section

Product Master Section

• Single Line Text
  • Product Name
  • Product Description
  • Manufacturer
• Unique Numbering
  • Product Code (Auto-generated)
• Drop Down
  • Product Category
  • Storage Location
  • Unit of Measurement
• Number Input
  • Minimum Stock Level
  • Maximum Stock Level
  • Reorder Point
  • Unit Price
• Image/Video & File Uploads
  • Product Image
  • Product Documentation

Stock Entry Section

• Code Scanner
  • Scan Product Code
• Date Selector
  • Transaction Date
• Drop Down
  • Transaction Type (Inward/Outward)
  • Storage Location
• Number Input
  • Quantity
  • Unit Price
• Attached Files
  • Purchase Order/Invoice

Stock Transfer Section

• Code Scanner
  • Product Barcode
• Drop Down
  • From Location
  • To Location
• Number Input
  • Transfer Quantity
• GPS Location
  • Transfer Location Verification

Stock Count Section

• Code Scanner
  • Product Scan
• Number Input
  • Physical Count
  • System Count (Auto-calculated)
  • Variance (Auto-calculated)

2. Configurations

Document Templates

• Configure Dynamic PDFs for:
  • Stock Transfer Notes
  • Inventory Reports
  • Stock Count Sheets

Access Control

• Set up Access Control for:
  • Warehouse Managers
  • Stock Clerks
  • Auditors

3. Workflows

a. Stock Alert Workflows

Configure Notifications for:

• Low stock alerts
• Reorder point notifications
• Stock count variances

b. Approval Workflows

Set up Approval for:

• Stock transfers
• Stock adjustments
• New product additions

c. Integration Workflows

• Get data from Rest APIs for price updates
• Push data with Rest APIs to accounting systems

4. Analytics

a. Inventory Dashboard

Create Live Dashboard with:

• Current stock levels
• Stock movement trends
• Low stock alerts

b. Reports

Set up Automated Reports for:

• Daily stock summary
• Monthly inventory valuation
• Stock movement analysis

5. Distribution

a. User Access

• Configure Teams for different warehouses
• Enable Bulk Data Upload for initial inventory
• Set up Bulk Data Edit for mass updates

b. Mobile Access

• Download Clappia mobile app from App Store or PlayStore
• Clappia supports Offline Mode
• Set up QR Code Scanner for mobile scanning

Additional Features

Integration Options

• Google Sheet/Drive Integration for backup
• Zapier for third-party connections
• Database Integration for enterprise systems

Conclusion

Building an inventory management app in Clappia provides a robust solution for tracking and managing stock efficiently. With features like Offline Mode and mobile accessibility, organizations can ensure smooth inventory operations even in areas with limited connectivity.