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
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Stock board

Supplies
Stocked21
Yellow legal pads, 12-packRH-101Paper and printing
Letter paper, 24 lb, case of 10 reamsRH-102Paper and printing
Black toner cartridge, main printerRH-105Paper and printing
Notary journal, 200 entriesRH-108Signing room
Notary stamp refill inkRH-109Signing room
16 more
Reorder soon6
Heavy cotton paper for original wills, 100 sheetsRH-103Paper and printing
Drum unit, main printerRH-107Paper and printing
Self-inking notary stamp, spareRH-110Signing room
Red binding ribbon and wax-seal kitRH-113Signing room
Certified mail forms, 50-form padRH-120Mailing
1 more
On order3
Security paper for trust certificates, 50 sheetsRH-104Paper and printing
Tyvek vault envelopes, 9 by 12, box of 50RH-115Filing and storage
Return receipt cards, 100 packRH-123Mailing
Out of stock2
Color toner set, main printerRH-106Paper and printing
Herbal tea assortmentRH-127Client hospitality

Tables

Supplies

32 sample rows · 16 columns

Every item the office keeps on hand: how many are on the shelf, when to reorder and who supplies it.

SupplyStock codeCategorySupplierUnit costOn handReorder at
Whole-bean coffee, 5 lb bagRH-124Client hospitalityBrindle Mountain Roasters$5222
Bottled water, case of 24RH-125Client hospitalityTollgate Cleaning and Basics$8.9063
Tissue boxes, pack of 8RH-126Client hospitalityTollgate Cleaning and Basics$1453
Herbal tea assortmentRH-127Client hospitalityBrindle Mountain Roasters$13.5002
Two-pocket will folders, box of 25RH-114Filing and storageLarkspur Archive Solutions$3363
Tyvek vault envelopes, 9 by 12, box of 50RH-115Filing and storageLarkspur Archive Solutions$4122
Archival document sleeves, 100 packRH-116Filing and storageLarkspur Archive Solutions$2952
Banker boxes, letter size, 10 packRH-117Filing and storageLarkspur Archive Solutions$3642
Five-pocket expanding foldersRH-118Filing and storageCorbin and Wray Office Supply$7.80188
Folder labels, roll of 1,500RH-119Filing and storageCorbin and Wray Office Supply$12.4032
Certified mail forms, 50-form padRH-120MailingPennant Postal Supply$16.2022
Postage stamps, roll of 100RH-121MailingPennant Postal Supply$6632

20 more rows

Suppliers

7 sample rows · 8 columns

The companies the office orders from, the rep to call and how long a delivery takes.

SupplierRepPhoneEmailDelivery timeAccount numberSupplies
Brindle Mountain RoastersAnselm Okafor-Dyer(828) 555-0136anselm.okafordyer@brindlemountainroasters.net7BR-51162Whole-bean coffee, 5 lb bag, Herbal tea assortment
Corbin and Wray Office SupplyHenrietta Pruitt(828) 555-0131henrietta.pruitt@corbinwrayofficesupply.net3CW-51127Yellow 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 DirectLeopold Mbeki-Strand(828) 555-0132leopold.mbekistrand@fenwickpaperdirect.net5FP-51134Letter paper, 24 lb, case of 10 reams, Heavy cotton paper for original wills, 100 sheets
Larkspur Archive SolutionsTomas Hallström-Reyes(828) 555-0134tomas.hallstrmreyes@larkspurarchivesolutions.net6LA-51148Red 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 SupplyOttilie Banerjee(828) 555-0135ottilie.banerjee@pennantpostalsupply.net2PP-51155Certified mail forms, 50-form pad, Postage stamps, roll of 100, Priority mail envelopes, 25 pack, Return receipt cards, 100 pack
Stillwater Legal FormsMarguerite Obuya(828) 555-0133marguerite.obuya@stillwaterlegalforms.net4SL-51141Security paper for trust certificates, 50 sheets, Notary journal, 200 entries, Notary stamp refill ink, Self-inking notary stamp, spare
Tollgate Cleaning and BasicsZenobia Ferrante(828) 555-0137zenobia.ferrante@tollgatecleaningbasics.net3TG-51169Bottled 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 columns

Orders placed with suppliers, when they should land and when they did.

Order numberSupplierPlaced onExpected onReceived onOrder statusOrdered by
PO-4252Larkspur Archive SolutionsAug 15, 2026Aug 23, 2026Aug 24, 2026ReceivedAnsgar Prescott-Lyle
PO-4266Brindle Mountain RoastersAug 27, 2026Sep 2, 2026Sep 3, 2026ReceivedOdalys Verhoeven
PO-4271Corbin and Wray Office SupplySep 2, 2026Sep 9, 2026Sep 10, 2026ReceivedOdalys Verhoeven
PO-4278Tollgate Cleaning and BasicsSep 9, 2026Sep 14, 2026Sep 15, 2026ReceivedOdalys Verhoeven
PO-4284Pennant Postal SupplySep 17, 2026Sep 22, 2026Sep 23, 2026ReceivedMarisol Brandvold
PO-4298Larkspur Archive SolutionsSep 30, 2026Oct 8, 2026—ShippedAnsgar Prescott-Lyle
PO-4303Pennant Postal SupplyOct 4, 2026Oct 9, 2026—PlacedMarisol Brandvold
PO-4301Stillwater Legal FormsOct 3, 2026Oct 10, 2026—PlacedCormac Aldous-Nguyen

Also included

  • Stock by shelf and statusDrill-down
  • Friday reorder listDigest
  • Item running lowNotificationLets the office manager know the moment a supply reaches its reorder point.