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Insurance agency

Birchcombe Heights Insurance · Insurance agency · Kalamazoo, MI

Ronan Garroway is the agency principal at Birchcombe Heights Insurance, an independent insurance agency in Kalamazoo, and he uses this to keep ID card stock, certificate pads, client giveaways and counter supplies counted at all three offices, reordered on time and never run out.

Legal and professionalInventoryDrill-down5 tables · 8 views · 1 form · 2 dimension sets · 1 dashboard · 1 drill-down · 1 document · 1 notification · 1 row action · 1 agent
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Stock board

Supply stock
In stock25
Auto ID card stock, perforated boxBH-1001Forms and ID cards
ACORD 25 certificate pad, 50 sheetsBH-1002Forms and ID cards
ACORD 125 commercial application padBH-1003Forms and ID cards
Homeowner application packetBH-1004Forms and ID cards
Policy jacket, navy, 9x12BH-1005Forms and ID cards
20 more
Low8
Binder confirmation card padBH-1006Forms and ID cards
Canvas tote, logoBH-1011Client giveaways
Glove-box accident kitBH-1012Client giveaways
Postage meter ink cartridgeBH-1018Mailing and postage
Color toner set, front-desk printerBH-1023Printing supplies
3 more
Out of stock2
Claim report pad, carbonlessBH-1007Forms and ID cards
Label maker tape, 12 mmBH-1035Office and counter
On order1
Black toner, main printerBH-1022Printing supplies

Tables

Supply stock

36 sample rows · 13 columns

The forms, mailers, giveaways and counter supplies each office runs on, with what is on the shelf and when to reorder.

Item nameSKUCategoryUnitOfficeVendorOn hand
#10 window envelopes, box of 500BH-1015Mailing and postageBoxBirchcombe Heights main officeMerriweather Mailing Supply5
9x12 clasp envelopes, box of 100BH-1016Mailing and postageBoxBirchcombe Heights main officeMerriweather Mailing Supply6
ACORD 125 commercial application padBH-1003Forms and ID cardsPadBirchcombe Heights main officeLinnet Hollow Print and Forms8
ACORD 25 certificate pad, 50 sheetsBH-1002Forms and ID cardsPadBirchcombe Heights main officeLinnet Hollow Print and Forms14
Auto ID card stock, perforated boxBH-1001Forms and ID cardsBoxBirchcombe Heights main officeLinnet Hollow Print and Forms6
Ballpoint pens, logo, 50-packBH-1013Client giveawaysPackBirchcombe Heights main officeBrightcrest Promotions7
Binder clips, assorted tubBH-1033Office and counterEachHollin Creek satellitePellham Office Outfitters6
Binder confirmation card padBH-1006Forms and ID cardsPadRiverbend Commons satelliteLinnet Hollow Print and Forms2
Black toner, main printerBH-1022Printing suppliesEachBirchcombe Heights main officeCorvane Paper and Toner2
Canvas tote, logoBH-1011Client giveawaysEachRiverbend Commons satelliteBrightcrest Promotions15
Certified mail receipt padBH-1019Mailing and postagePadBirchcombe Heights main officeMerriweather Mailing Supply10
Claim report pad, carbonlessBH-1007Forms and ID cardsPadHollin Creek satelliteLinnet Hollow Print and Forms0

24 more rows

Stock log

32 sample rows · 9 columns

Everything that goes in or out of a closet: deliveries, items handed to clients, write-offs and count fixes.

Log lineItemKindQuantityDateLogged by
Written off 1: Binder clipsBinder clips, assorted tubWritten off1Oct 15, 2026Winifred Achebe
Count correction 1: Postage meter ink cartridgePostage meter ink cartridgeCount correction1Oct 14, 2026Winifred Achebe
Count correction 2: Dry-erase markersDry-erase markers, 12-packCount correction2Oct 14, 2026Winifred Achebe
Issued to staff 5: #10 window envelopes#10 window envelopes, box of 500Issued to staff5Oct 13, 2026Odalys Brennecke
Issued to staff 8: Paper cupsPaper cups, 12 oz, sleeve of 50Issued to staff8Oct 12, 2026Lazarus Quimby
Issued to staff 3: Black tonerBlack toner, main printerIssued to staff3Oct 10, 2026Lazarus Quimby
Issued to a client 6: Golf umbrellaGolf umbrella, navy logoIssued to a client6Oct 9, 2026Gideon Falconer
Written off 5: Homeowner application packetHomeowner application packetWritten off5Oct 7, 2026Marisol Pettengill
Issued to staff 11: Policy jacketPolicy jacket, navy, 9x12Issued to staff11Oct 6, 2026Marisol Pettengill
Issued to staff 12: Copy paperCopy paper, 20 lb, 10-ream caseIssued to staff12Oct 4, 2026Lazarus Quimby
Written off 3: Ballpoint pensBallpoint pens, logo, 50-packWritten off3Oct 3, 2026Winifred Achebe
Issued to a client 8: Canvas toteCanvas tote, logoIssued to a client8Oct 2, 2026Gideon Falconer

20 more rows

Offices

3 sample rows · 5 columns

The three places clients walk in, each with its own supply closet and the person who keeps it stocked.

OfficeTownKept stocked byOffice phoneCloset code
Birchcombe Heights main officeKalamazooWinifred Achebe(269) 555-01093318
Hollin Creek satellitePortageMarisol Pettengill(269) 555-01105906
Riverbend Commons satelliteVicksburgGideon Falconer(269) 555-01117142

Vendors

6 sample rows · 7 columns

The printers and suppliers the agency buys from, with the rep who takes the order.

VendorRepRep phoneRep emailAccount numberTermsLead time (days)
Brightcrest PromotionsOctavia Mbeki(269) 555-0113octavia.mbeki@brightcrestpromo.comBH-AC-4402Prepaid10
Corvane Paper and TonerDolores Whitmarsh(269) 555-0115dolores.whitmarsh@corvanepapertoner.comBH-AC-4404Net 152
Linnet Hollow Print and FormsFenwick Adeyemi-Cole(269) 555-0112fenwick.adeyemicole@linnethollowprint.netBH-AC-4401Net 304
Merriweather Mailing SupplyJasper Lindqvist(269) 555-0114jasper.lindqvist@merriweathermailsupply.comBH-AC-4403Net 303
Pellham Office OutfittersThaddeus Okoye(269) 555-0116thaddeus.okoye@pellhamofficeoutfit.comBH-AC-4405Net 152
Tradewind Safety KitsRosalind Pecora(269) 555-0117rosalind.pecora@tradewindsafetykits.netBH-AC-4406Net 3012

Also included

  • Stock by office, category and statusDrill-down
  • Reorder requestDocumentThe email that goes to a vendor when an item drops to its reorder point.
  • Item running lowNotificationTells the office manager the moment an item is marked Low so the reorder goes out the same day.
  • Mark as orderedRow action

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