July 1, 2024

How to Use Make.com for Inventory Tracking

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Make.com, formerly Integromat, is an advanced online automation platform that can connect apps and services to streamline workflows without requiring extensive programming knowledge. In this guide, we'll explore how you can use Make.com to automate your inventory tracking system.

Step 1: Sign Up and Explore the Interface

The first step is to create an account on Make.com. Once you sign up and log in, familiarize yourself with the dashboard. The interface is intuitive, with sections for scenarios, templates, and other tools you'll use to automate your inventory tasks.

Step 2: Connect Your Inventory Management App

Identify the inventory management tool you use, such as QuickBooks, Shopify, or a custom database. Make.com supports numerous apps and services, so find your specific application in their list. Connect your app by providing the required credentials to allow Make.com to access your data.

Step 3: Create Your First Scenario

A 'scenario' in Make.com refers to a specific automation workflow. To start, click on "Create a new scenario." Add the inventory management app you've connected as the first module. This will serve as the trigger point for your inventory tracking. You might select an action like "New Order" or "Update Product" based on what you need to track.

Step 4: Set up Inventory Tracking Trigger

Decide on how frequently you want the inventory tracking to update. Make.com allows you to set up triggers based on time intervals or specific events. For example, you could establish a trigger that fires when a product stock level falls below a certain threshold or when a new sales order comes in.

Step 5: Add Logic and Actions

Now add other modules to define what happens after the trigger. You could include a logic condition that checks if the item quantity is below the reorder level, and if so, sends an email notification or creates a reorder task in your project management tool. Drag and drop elements to create the flow of your automation.

Step 6: Test the Scenario

Before going live, test your scenario to ensure that it works as intended. Make some dummy entries if necessary, and monitor the workflow. Check for any errors and fine-tune the logic as required.

Step 7: Activate and Monitor

Once satisfied with the setup, activate the scenario. It will now run automatically according to your specifications. Monitor the performance occasionally, and tweak it if your inventory tracking procedures change or if you need to optimize the workflow.

Conclusion

Make.com is a powerful tool that can take a great deal of manual labor out of inventory tracking. By following these steps and exploring Make.com's capabilities, you can create a custom automated inventory tracking system that saves time and reduces human error, allowing you to focus on other critical aspects of your business. Automation can simplify how you handle stock levels, reorder points, and maintain an efficient supply chain.

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