Estate planning practice
Ravenshaw Hill Estate Planning · Estate planning practice · Asheville, NC
Isolde Escobedo is the attorney at Ravenshaw Hill Estate Planning, a small practice in Asheville, and she has her staff count the signing-room paper, archive boxes, stamps and coffee each week so every supply is reordered before the shelf empties and no signing is delayed.
Legal and professionalInventoryDimensions4 tables · 5 views · 1 form · 2 dimension sets · 1 dashboard · 1 drill-down · 1 digest · 1 notification · 1 agent
Use this templateStock board
SuppliesYellow legal pads, 12-pack
Letter paper, 24 lb, case of 10 reams
Black toner cartridge, main printer
Notary journal, 200 entries
Notary stamp refill ink
Heavy cotton paper for original wills, 100 sheets
Drum unit, main printer
Self-inking notary stamp, spare
Red binding ribbon and wax-seal kit
Certified mail forms, 50-form pad
Security paper for trust certificates, 50 sheets
Tyvek vault envelopes, 9 by 12, box of 50
Return receipt cards, 100 pack
Color toner set, main printer
Herbal tea assortment
Tables
Supplies
32 sample rows · 16 columnsEvery item the office keeps on hand: how many are on the shelf, when to reorder and who supplies it.
| Supply | Stock code | Category | Supplier | Unit cost | On hand | Reorder at |
|---|---|---|---|---|---|---|
| Whole-bean coffee, 5 lb bag | RH-124 | Brindle Mountain Roasters | $52 | 2 | 2 | |
| Bottled water, case of 24 | RH-125 | Tollgate Cleaning and Basics | $8.90 | 6 | 3 | |
| Tissue boxes, pack of 8 | RH-126 | Tollgate Cleaning and Basics | $14 | 5 | 3 | |
| Herbal tea assortment | RH-127 | Brindle Mountain Roasters | $13.50 | 0 | 2 | |
| Two-pocket will folders, box of 25 | RH-114 | Larkspur Archive Solutions | $33 | 6 | 3 | |
| Tyvek vault envelopes, 9 by 12, box of 50 | RH-115 | Larkspur Archive Solutions | $41 | 2 | 2 | |
| Archival document sleeves, 100 pack | RH-116 | Larkspur Archive Solutions | $29 | 5 | 2 | |
| Banker boxes, letter size, 10 pack | RH-117 | Larkspur Archive Solutions | $36 | 4 | 2 | |
| Five-pocket expanding folders | RH-118 | Corbin and Wray Office Supply | $7.80 | 18 | 8 | |
| Folder labels, roll of 1,500 | RH-119 | Corbin and Wray Office Supply | $12.40 | 3 | 2 | |
| Certified mail forms, 50-form pad | RH-120 | Pennant Postal Supply | $16.20 | 2 | 2 | |
| Postage stamps, roll of 100 | RH-121 | Pennant Postal Supply | $66 | 3 | 2 |
Suppliers
7 sample rows · 8 columnsThe companies the office orders from, the rep to call and how long a delivery takes.
| Supplier | Rep | Phone | Delivery time | Account number | Supplies | |
|---|---|---|---|---|---|---|
| Brindle Mountain Roasters | Anselm Okafor-Dyer | (828) 555-0136 | anselm.okafordyer@brindlemountainroasters.net | 7 | BR-51162 | Whole-bean coffee, 5 lb bag, Herbal tea assortment |
| Corbin and Wray Office Supply | Henrietta Pruitt | (828) 555-0131 | henrietta.pruitt@corbinwrayofficesupply.net | 3 | CW-51127 | Yellow legal pads, 12-pack, Black toner cartridge, main printer, Color toner set, main printer, Drum unit, main printer, Blue gel pens for original signatures, box of 12, Signature flag tabs, four colors, Five-pocket expanding folders, Folder labels, roll of 1,500, Staples, box of 5,000, Binder clips, assorted sizes, Sticky notes, 12 pack |
| Fenwick Paper Direct | Leopold Mbeki-Strand | (828) 555-0132 | leopold.mbekistrand@fenwickpaperdirect.net | 5 | FP-51134 | Letter paper, 24 lb, case of 10 reams, Heavy cotton paper for original wills, 100 sheets |
| Larkspur Archive Solutions | Tomas Hallström-Reyes | (828) 555-0134 | tomas.hallstrmreyes@larkspurarchivesolutions.net | 6 | LA-51148 | Red binding ribbon and wax-seal kit, Two-pocket will folders, box of 25, Tyvek vault envelopes, 9 by 12, box of 50, Archival document sleeves, 100 pack, Banker boxes, letter size, 10 pack |
| Pennant Postal Supply | Ottilie Banerjee | (828) 555-0135 | ottilie.banerjee@pennantpostalsupply.net | 2 | PP-51155 | Certified mail forms, 50-form pad, Postage stamps, roll of 100, Priority mail envelopes, 25 pack, Return receipt cards, 100 pack |
| Stillwater Legal Forms | Marguerite Obuya | (828) 555-0133 | marguerite.obuya@stillwaterlegalforms.net | 4 | SL-51141 | Security paper for trust certificates, 50 sheets, Notary journal, 200 entries, Notary stamp refill ink, Self-inking notary stamp, spare |
| Tollgate Cleaning and Basics | Zenobia Ferrante | (828) 555-0137 | zenobia.ferrante@tollgatecleaningbasics.net | 3 | TG-51169 | Bottled water, case of 24, Tissue boxes, pack of 8, Hand sanitizer pump bottle, Shred-bin liners, roll of 50 |
Purchase orders
8 sample rows · 9 columnsOrders placed with suppliers, when they should land and when they did.
| Order number | Supplier | Placed on | Expected on | Received on | Order status | Ordered by |
|---|---|---|---|---|---|---|
| PO-4252 | Larkspur Archive Solutions | Aug 15, 2026 | Aug 23, 2026 | Aug 24, 2026 | Ansgar Prescott-Lyle | |
| PO-4266 | Brindle Mountain Roasters | Aug 27, 2026 | Sep 2, 2026 | Sep 3, 2026 | Odalys Verhoeven | |
| PO-4271 | Corbin and Wray Office Supply | Sep 2, 2026 | Sep 9, 2026 | Sep 10, 2026 | Odalys Verhoeven | |
| PO-4278 | Tollgate Cleaning and Basics | Sep 9, 2026 | Sep 14, 2026 | Sep 15, 2026 | Odalys Verhoeven | |
| PO-4284 | Pennant Postal Supply | Sep 17, 2026 | Sep 22, 2026 | Sep 23, 2026 | Marisol Brandvold | |
| PO-4298 | Larkspur Archive Solutions | Sep 30, 2026 | Oct 8, 2026 | — | Ansgar Prescott-Lyle | |
| PO-4303 | Pennant Postal Supply | Oct 4, 2026 | Oct 9, 2026 | — | Marisol Brandvold | |
| PO-4301 | Stillwater Legal Forms | Oct 3, 2026 | Oct 10, 2026 | — | Cormac Aldous-Nguyen |
Also included
- Stock by shelf and status
- Friday reorder list
- Item running lowLets the office manager know the moment a supply reaches its reorder point.
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