Template Ideas

Inventory form

inventory form

Are you a small to medium-sized business looking to streamline your inventory management process? Our inventory form is perfect for various industries, such as retail, e-commerce, hospitality, and manufacturing.

By using this form, you'll be able to efficiently track, organize, and manage your inventory – ensuring optimal stock levels and timely communication with suppliers. Save time and reduce errors with our inventory form tailored to your business needs.

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Content Snare is like a forms tool on steroids. Autosaving forms mean no progress is lost. Automatic reminders mean you can relax knowing your forms will get finished without you having to chase people down. 

Questions to include on your inventory form

1. Basic Information

Gather essential information about the business to identify the inventory form's user and the company they represent.

  • Business Name
  • Contact Person
  • Email Address
  • Phone Number

2. Inventory Details

Collect specific information about the inventory items, such as the quantity and location of each item, to better understand the current stock.

  • Item Name
  • Item Description
  • Quantity
  • Location (Warehouse, Store, Office)

3. Inventory Category

Categorize each item to facilitate better organization and management of the inventory.

  • Item Category (Electronics, Furniture, Office Supplies, etc.)

4. Supplier Information

Gather information about the suppliers of each inventory item to maintain an up-to-date record and ensure timely communication.

  • Supplier Name
  • Supplier Contact Person
  • Supplier Email Address
  • Supplier Phone Number

5. Purchase and Expiration

Understand the timeline of each inventory item's life cycle to manage stock levels and prevent the sale of expired items.

  • Date of Purchase
  • Expiration Date (if applicable)

The questions about inventory category and expiration date are important because they help in organizing the inventory and ensuring that expired items are not sold to customers. Additionally, this information helps in managing stock levels effectively, reducing the risk of overstocking or running out of items.

Things to consider

  1. Mobile Responsiveness - Ensure that the form is easily accessible and user-friendly across various devices, such as smartphones and tablets. This will help users fill out the form effortlessly and accurately.
  2. Input Validation - Implement real-time input validation to guide users in providing the correct information and format for each field. This will reduce the likelihood of errors and the time spent on corrections.
  3. Clear Instructions - Provide concise and clear instructions for each section of the form. This will help users understand the purpose of each field and avoid any confusion during the form-filling process.
  4. Auto-save Feature - Include an auto-save feature that periodically saves the data entered by users. This will prevent the loss of data in case of accidental page refresh or closure.
  5. Conditional Fields - Use conditional fields to hide or display specific questions based on the user's input. For example, show the "Expiration Date" field only if the user indicates that the item has an expiration date. This will make the form more efficient and tailored to each user's needs.
  6. Progress Indicators - If the form is lengthy, consider using progress indicators to show users how far they have completed the form. This will help them stay engaged and motivated to complete the form.
  7. Error Messages - Provide helpful and specific error messages in case the user enters incorrect information or misses a required field. This will guide them in fixing the issue promptly and ensure the form is completed accurately.

How to create your inventory form

Now that you know what questions you should include, it's time to build your form!

The only problem is that traditional forms tools are inefficient.

People will forget to fill out your form. They'll get stuck halfway and not be able to finish it. Or they'll send you the wrong stuff. You end up wasting hours chasing people down over email. 

That's why you should give Content Snare a try. 

Content Snare is packed with advanced features that will have you hours:

  • Automatic reminders - Remind people to complete their form with fully customizable reminders.
  • Reject incorrect information - If a single question is filled out incorrectly, ask your client to re-do just that one item.
  • Autosaving - No progress gets lost. People can fill out forms in multiple sittings.
  • Comments and questions - If the person filling the form gets stuck, they can ask a question without having to email you.

Give it a go by signing up for your free 14-day trial

Get the information you need without chasing people

Content Snare is the stress-free way to get information from anyone. Break free of your inbox and reclaim your time. Let Content Snare chase your clients for you.