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 professional InventoryDrill-down5 tables · 8 views · 1 form · 2 dimension sets · 1 dashboard · 1 drill-down · 1 document · 1 notification · 1 row action · 1 agent

Use this template

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 name	SKU	Category	Unit	Office	Vendor	On hand
#10 window envelopes, box of 500	BH-1015	Mailing and postage	Box	Birchcombe Heights main office	Merriweather Mailing Supply	5
9x12 clasp envelopes, box of 100	BH-1016	Mailing and postage	Box	Birchcombe Heights main office	Merriweather Mailing Supply	6
ACORD 125 commercial application pad	BH-1003	Forms and ID cards	Pad	Birchcombe Heights main office	Linnet Hollow Print and Forms	8
ACORD 25 certificate pad, 50 sheets	BH-1002	Forms and ID cards	Pad	Birchcombe Heights main office	Linnet Hollow Print and Forms	14
Auto ID card stock, perforated box	BH-1001	Forms and ID cards	Box	Birchcombe Heights main office	Linnet Hollow Print and Forms	6
Ballpoint pens, logo, 50-pack	BH-1013	Client giveaways	Pack	Birchcombe Heights main office	Brightcrest Promotions	7
Binder clips, assorted tub	BH-1033	Office and counter	Each	Hollin Creek satellite	Pellham Office Outfitters	6
Binder confirmation card pad	BH-1006	Forms and ID cards	Pad	Riverbend Commons satellite	Linnet Hollow Print and Forms	2
Black toner, main printer	BH-1022	Printing supplies	Each	Birchcombe Heights main office	Corvane Paper and Toner	2
Canvas tote, logo	BH-1011	Client giveaways	Each	Riverbend Commons satellite	Brightcrest Promotions	15
Certified mail receipt pad	BH-1019	Mailing and postage	Pad	Birchcombe Heights main office	Merriweather Mailing Supply	10
Claim report pad, carbonless	BH-1007	Forms and ID cards	Pad	Hollin Creek satellite	Linnet Hollow Print and Forms	0

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 line	Item	Kind	Quantity	Date	Logged by
Written off 1: Binder clips	Binder clips, assorted tub	Written off	1	Oct 2, 2026	Winifred Achebe
Count correction 1: Postage meter ink cartridge	Postage meter ink cartridge	Count correction	1	Oct 1, 2026	Winifred Achebe
Count correction 2: Dry-erase markers	Dry-erase markers, 12-pack	Count correction	2	Oct 1, 2026	Winifred Achebe
Issued to staff 5: #10 window envelopes	#10 window envelopes, box of 500	Issued to staff	5	Sep 30, 2026	Odalys Brennecke
Issued to staff 8: Paper cups	Paper cups, 12 oz, sleeve of 50	Issued to staff	8	Sep 29, 2026	Lazarus Quimby
Issued to staff 3: Black toner	Black toner, main printer	Issued to staff	3	Sep 27, 2026	Lazarus Quimby
Issued to a client 6: Golf umbrella	Golf umbrella, navy logo	Issued to a client	6	Sep 26, 2026	Gideon Falconer
Written off 5: Homeowner application packet	Homeowner application packet	Written off	5	Sep 24, 2026	Marisol Pettengill
Issued to staff 11: Policy jacket	Policy jacket, navy, 9x12	Issued to staff	11	Sep 23, 2026	Marisol Pettengill
Issued to staff 12: Copy paper	Copy paper, 20 lb, 10-ream case	Issued to staff	12	Sep 21, 2026	Lazarus Quimby
Written off 3: Ballpoint pens	Ballpoint pens, logo, 50-pack	Written off	3	Sep 20, 2026	Winifred Achebe
Issued to a client 8: Canvas tote	Canvas tote, logo	Issued to a client	8	Sep 19, 2026	Gideon 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.

Office	Town	Kept stocked by	Office phone	Closet code
Birchcombe Heights main office	Kalamazoo	Winifred Achebe	(269) 555-0109	3318
Hollin Creek satellite	Portage	Marisol Pettengill	(269) 555-0110	5906
Riverbend Commons satellite	Vicksburg	Gideon Falconer	(269) 555-0111	7142

Vendors

6 sample rows · 7 columns

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

Vendor	Rep	Rep phone	Rep email	Account number	Terms	Lead time (days)
Brightcrest Promotions	Octavia Mbeki	(269) 555-0113	octavia.mbeki@brightcrestpromo.com	BH-AC-4402	Prepaid	10
Corvane Paper and Toner	Dolores Whitmarsh	(269) 555-0115	dolores.whitmarsh@corvanepapertoner.com	BH-AC-4404	Net 15	2
Linnet Hollow Print and Forms	Fenwick Adeyemi-Cole	(269) 555-0112	fenwick.adeyemicole@linnethollowprint.net	BH-AC-4401	Net 30	4
Merriweather Mailing Supply	Jasper Lindqvist	(269) 555-0114	jasper.lindqvist@merriweathermailsupply.com	BH-AC-4403	Net 30	3
Pellham Office Outfitters	Thaddeus Okoye	(269) 555-0116	thaddeus.okoye@pellhamofficeoutfit.com	BH-AC-4405	Net 15	2
Tradewind Safety Kits	Rosalind Pecora	(269) 555-0117	rosalind.pecora@tradewindsafetykits.net	BH-AC-4406	Net 30	12

Views

Movement calendar

Stock log

October 2026

Sun

Mon

Tue

Wed

Thu

Fri

Sat

1Count correction 1: Postage meter ink cartridgeCount correction 2: Dry-erase markers

2Written off 1: Binder clips

Forms and booking

Log a stock movement

Form

Log a stock movementWhat anyone fills in when a delivery arrives or supplies go out the door.

What moved, in a few words? *

Which item was it? *

Did it come in, go out, or get written off? *ReceivedIssued to staffIssued to a clientWritten offCount correction

How many units? *

On what date did it happen?

Who is logging it?

Anything the next person should know?

Add to the log

Dashboards

Supply stock

Items by status

In stock25
Low8
Out of stock2
On order1

Items by category

Forms and ID cards7
Client giveaways7
Mailing and postage6
Printing supplies4
Office and counter12

Units moved by kind0

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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Yellow legal pads, 12-pack	RH-101	Paper and printing
Letter paper, 24 lb, case of 10 reams	RH-102	Paper and printing
Heavy cotton paper for original wills, 100 sheets	RH-103	Paper and printing
Security paper for trust certificates, 50 sheets	RH-104	Paper and printing

Manila folders, letter, box of 100	FIL-2101	Filing and binding
Expanding case files with flap, pack of 10	FIL-2108	Filing and binding
Color tab dividers, set of 8	FIL-2115	Filing and binding
Binder clips, large, box of 12	FIL-2122	Filing and binding

BF-101	Cat6 patch cable, 3 ft, bag of 10	Cables and adapters
BF-102	Cat6 patch cable, 10 ft, bag of 10	Cables and adapters
BF-103	USB-C to HDMI adapter	Cables and adapters
BF-104	USB-C to Ethernet adapter	Cables and adapters

Letter copy paper, 20 lb, case of 10 reams	NB-PAP-101	Paper and pads
Legal copy paper, 20 lb, case of 10 reams	NB-PAP-102	Paper and pads
Letterhead, 24 lb cotton, box of 500	NB-PAP-103	Paper and pads
Pleading paper, 28-line, ream	NB-PAP-104	Paper and pads

Brandywine Roofing — 2025 Form 1120-S	ENG-26-101	Tax return
Hollis Ridge Dental — 2025 Form 1065	ENG-26-102	Tax return
Mercer Street Bakehouse — 2025 Form 1120-S	ENG-26-103	Tax return
Nwankwo Freight — 2025 Form 1120	ENG-26-104	Tax return

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Stock board

Tables

Supply stock

Stock log

Offices

Vendors

Views

Movement calendar

Forms and booking

Log a stock movement

Dashboards

Supply stock

Also included

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