AI Matrx Logo

Subscription box

Westerly Heights Box Co. · Subscription box · Duluth, MN

Henrike Lachance founds Westerly Heights Box Co., a Duluth monthly tea-and-stationery subscription box, and she uses these shelf counts and purchase orders to see what is worth what, by category and by supplier, and to reorder before a packing day runs dry.

RetailInventoryDimensions4 tables · 5 views · 1 form · 2 dimension sets · 1 dashboard · 1 drill-down · 1 digest · 1 document · 1 agent
Use this template

All supplies

Supplies
SupplyCategorySupplierOn handReorder atReorder amountUnit cost
Mailer box 9 x 6 x 3Boxes and mailersLakeshore Corrugated Supply340250500$0.92
Mailer box 12 x 9 x 4Boxes and mailersLakeshore Corrugated Supply180150300$1.38
Gift sleeve, kraftBoxes and mailersLakeshore Corrugated Supply95150400$0.41
Shipping carton, 18 x 12 x 6Boxes and mailersLakeshore Corrugated Supply4230100$2.15
Beeswax candle, 4 oz tinCandles and goodsDunmore Wick and Wax190160400$3.10
Soy candle, juniper smoke, 8 ozCandles and goodsDunmore Wick and Wax060160$4.60
Wool dryer balls, 3 packCandles and goodsDunmore Wick and Wax7560150$2.80
Match box, long strikeCandles and goodsDunmore Wick and Wax44100250$0.55
Month card, printed setCards and insertsPinecrest Card Press6405001,000$0.12
Tea steeping guide cardCards and insertsPinecrest Card Press9005001,000$0.07
Thank-you card, letterpressCards and insertsPinecrest Card Press110200500$0.38
Gift note card with envelopeCards and insertsPinecrest Card Press330200500$0.22

18 more rows

Tables

Supplies

30 sample rows · 17 columns

Everything that goes in or around a box, with how many are on the shelf and when to buy more.

SupplyCategorySupplierOn handReorder atReorder amountUnit cost
Mailer box 9 x 6 x 3Boxes and mailersLakeshore Corrugated Supply340250500$0.92
Mailer box 12 x 9 x 4Boxes and mailersLakeshore Corrugated Supply180150300$1.38
Gift sleeve, kraftBoxes and mailersLakeshore Corrugated Supply95150400$0.41
Shipping carton, 18 x 12 x 6Boxes and mailersLakeshore Corrugated Supply4230100$2.15
Beeswax candle, 4 oz tinCandles and goodsDunmore Wick and Wax190160400$3.10
Soy candle, juniper smoke, 8 ozCandles and goodsDunmore Wick and Wax060160$4.60
Wool dryer balls, 3 packCandles and goodsDunmore Wick and Wax7560150$2.80
Match box, long strikeCandles and goodsDunmore Wick and Wax44100250$0.55
Month card, printed setCards and insertsPinecrest Card Press6405001,000$0.12
Tea steeping guide cardCards and insertsPinecrest Card Press9005001,000$0.07
Thank-you card, letterpressCards and insertsPinecrest Card Press110200500$0.38
Gift note card with envelopeCards and insertsPinecrest Card Press330200500$0.22

18 more rows

Suppliers

8 sample rows · 9 columns

The companies the boxes, teas and goods are bought from, with how long each takes to deliver.

SupplierContactPhoneEmailLead time (days)Smallest orderPayment terms
Bellweather Tea ImportersJoaquim Ashdown(218) 555-0153wholesale@bellweatherteaimporters.net14$600Net 15
Dunmore Wick and WaxOttilie Brannagh-Seeley(218) 555-0156trade@dunmorewickandwax.com16$700Net 15
Foxtail Stationery MillsDashiell Corvino(218) 555-0155orders@foxtailstationerymills.net12$500Net 30
Gannet Bay Snack CompanyTobiah Wirtanen(218) 555-0158sales@gannetbaysnackcompany.com8$350Net 30
Ironwood Label WorksPernille Oyelowo-Tate(218) 555-0154jobs@ironwoodlabelworks.com5$150Prepaid
Lakeshore Corrugated SupplyGudrun Maldonado-Pike(218) 555-0151orders@lakeshorecorrugatedsupply.net9$400Net 30
Pinecrest Card PressAnouk Delacourt-Finn(218) 555-0157press@pinecrestcardpress.net4$120Prepaid
Tamarack Paper and TissueEllory Vandenberk(218) 555-0152sales@tamarackpapertissue.com6$250Net 30

Purchase orders

15 sample rows · 9 columns

Each order placed with a supplier, from draft to the day it lands on the shelf.

Order numberSupplierSupplyQuantityOrder costStatusOrdered on
PO-2382Gannet Bay Snack CompanyMaple walnut granola cup450$427.50OrderedOct 1, 2026
PO-2383Foxtail Stationery MillsWashi tape, pine pattern250$300OrderedSep 26, 2026
PO-2385Bellweather Tea ImportersMidnight chai, 3 oz tin600$1,440OrderedSep 27, 2026
PO-2381Bellweather Tea ImportersOrchard apple herbal blend, 3 oz tin450$945OrderedSep 29, 2026
PO-2384Dunmore Wick and WaxMatch box, long strike500$275OrderedSep 30, 2026
PO-2386Dunmore Wick and WaxSoy candle, juniper smoke, 8 oz160$736OrderedSep 28, 2026

Views

Deliveries due

Purchase orders
October 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
5
6
7
8PO-2382PO-2383
9PO-2385
10
11PO-2381
12
13PO-2384
14PO-2386
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31

Forms and booking

Add a supply

Form
Add a supplyUsed by whoever unpacks a new item that has never been counted before.
What is the item called on the delivery slip? *
Which shelf does it live on?Boxes and mailersTissue and fillTape and labelsTea and snacksStationeryCandles and goodsCards and inserts
Who sold it to us?
What did you count on the shelf today?
At how many should it be ordered again?
How many do you order each time?
What does one cost?
Add to the shelf list

Dashboards

Stock at a glance

Supplies
Stock value by category
  • Boxes and mailers$690.45
  • Tissue and fill$232.60
  • Tape and labels$275.30
  • Tea and snacks$1,325.90
  • Stationery$1,171.60
  • Candles and goods$823.20
  • Cards and inserts$254.20
Shelf status
  • In stock18
  • Reorder now6
  • On order4
  • Out of stock2
Cost to reorder by supplier$10,587.10

Also included

  • Stock by category and shelf statusDrill-down
  • Items to reorder this weekDigest
  • Order requestDocumentThe short note emailed to a supplier when a reorder is placed.

Related templates