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Connect the item, the supplier and the work around it.

Model items, suppliers and stock movements in an inventory app, then give each team a view suited to the work it handles.

Give the work a relational home

Start with connected tables. A shared name in two spreadsheets is not a relationship.

DealsGroup by stageOwner is Sam Carter
Negotiation3$237,700
Orbit StudioSCSam Carter$126,500Nov 14
Bramble FoodsSCSam Carter$39,900Nov 19
Quarry SupplySCSam Carter$71,300Dec 1
Proposal2$100,000
Northwind TradingSCSam Carter$48,000Nov 21
Pine & PartnerSCSam Carter$52,000Nov 26

Items

Store the item reference, category and supplier relationship.

Suppliers

Link purchasing details to the supplier rather than repeating them per item.

Movements

Record item, quantity, location and date on each stock movement.

Decide who sees what, before the first screen

User roles grant access per table, row, field and action. Every surface follows those rules.

DealsSales
CompanyStageOwnerAmountMargin
Northwind TradingProposalSCSam Carter$48,00032%
Orbit StudioNegotiationSCSam Carter$126,50041%
Halden & CoQualifiedPNPriya Nair$22,00028%
Kestrel FreightWonSCSam Carter$64,20036%
Lumen HealthProposalMDMarc Duval$91,00038%
Fjord AnalyticsQualifiedPNPriya Nair$17,80025%
Bramble FoodsNegotiationSCSam Carter$39,90030%
Atlas MobilityLostMDMarc Duval$55,00022%
Pine & PartnerProposalSCSam Carter$52,00034%
Meridian ApparelProposalPNPriya Nair$33,40029%
Quarry SupplyNegotiationSCSam Carter$71,30031%
Halcyon LabsQualifiedSCSam Carter$28,50037%
Tidewater HotelsQualifiedSCSam Carter$19,90027%
Vela RoboticsQualifiedMDMarc Duval$46,00033%
Who sees whatDeals
ARAna ReyesBuilder14 deals
SCSam CarterAccount manager8 deals
LOLena OrtizClient, Orbit Studio1 deal

Sam's rule

Owner is Sam CarterMargin hidden

Warehouse

Grant reads and movement creation for the relevant operational records.

Purchasing

Grant access to suppliers and purchasing fields.

Finance

Make cost fields readable to finance without widening warehouse access.

Different jobs deserve different screens

The Data grid is the starting point. Interface ideas can be described to the assistant and built over the same authorized data.

My pipelineChange with Ask
Open pipeline$386,100
Closing this month4 deals
Won this quarter$64,200
Proposal2
Northwind Trading$48,000 · Nov 21
Pine & Partner$52,000 · Nov 26
Negotiation3
Orbit Studio$126,500 · Nov 14
Bramble Foods$39,900 · Nov 19
Quarry Supply$71,300 · Dec 1
Qualified2
Halcyon Labs$28,500 · Dec 4
Tidewater Hotels$19,900 · Dec 12

Item catalogue

A grid grouped by category with related supplier information.

Movement entry

A focused interface for recording a movement.

Purchasing overview

An interface over the purchasing records its viewer may read.

Try this as your app brief

"Create Items, Suppliers and Movements. Warehouse users create movements but cannot edit unit costs. Purchasing manages supplier details. Review computed stock rules before using the app for reconciliation."

This is an app design example, not a ready-made template. Explore the product or other use cases.

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