Inventory Tracker template

Build an application in App Engine Studio (AES) using the Inventory Tracker template to track the status of inventory and assets.

To use the Inventory Tracker template, install this application from the ServiceNow Store.

An inventory tracker app enables your business and teams to easily track what they have, where it is, and who has it. Anytime, anywhere, and on any device. If your company needs to track the stock of items, this app can be used as a stock management tool or inventory tracker at home or in a warehouse.

This app covers three inventory use cases: consumables, loaners, and discontinued. Employees can request items via mobile app or web portal from any warehouse. Inventory managers can set reorder levels and will be automatically notified if an item is low on stock. Discontinued items with outstanding stock can still be requested but will not prompt inventory managers for reorder. Inventory managers can create items manually or by uploading a spreadsheet.

For more information on creating an application using a template, see Create your app using an application template.

Inventory Tracker template contents

The following tables, experiences, automated workflows, and roles are included in the Inventory Tracker template for App Engine Studio (AES).

Tables in the Inventory Tracker app template

Table label [name]	Description
Inventory Control Table [inventory_ x_<company-code>_<my_inventory_tracker_app>_inventory_control]	Track the stock of items used by your business. For example, item name, manufacturer, image, category, and location.
Inventory Request Table [x_<company-code>_<my_inventory_tracker_app>_inventory_request]	Track inventory requests submitted by employees. For example, the name and department of the requester, stock location, count, requested date, and return date.
Stock Location Table [x_<company-code>_<my_inventory_tracker_app>_stock_location]	Track the location of stocked items. For example, name, address, and inventory manager.

Experiences in the Inventory Tracker app template

Experience	Experience type	Description
Inventory Control | Portal	Form	Form for admins and managers to add inventory items, view stock quantity, and add stock locations.
Inventory request | Workspace	Form	Form for employees to submit and manage inventory requests.
Inventory Control | Default view	Form	Form for admins and managers to manage inventory items, view stock quantity, and manage stock locations.
App name | Portal	Portal	Portal where all users can manage inventory requests and tracking.
Inventory request | Default view	Form	Form for admins and managers to inventory items, view stock quantity, stock locations, and add notes.
Inventory request | Portal	Form	Form for admins and managers to request inventory items.
App name | Workspace	Workspace	Workspace to manage all Inventory tracker app configuration.
Stock Location | Workspace	Form	Form for inventory managers to add stock names, addresses, and descriptions.
Stock Location | Default view	Form	Form for inventory managers to add stock name, address, description, and department.
Inventory Control | Workspace	Form	Form for admins and managers to manage inventory items, view stock quantity, and stock locations.
Inventory Tracker App	Form	Form for employees to view inventory list, see stock quantities, request items, and check the status of their requests using their organization's iOS or Android app.

Automated workflows in the Inventory Tracker app template

Workflow name	Workflow type	Description
Inventory Tracker Request Completed - Admin/Manager	Flow - record	Sends a notification when an inventory request has been completed.
Request Update as Submitted - Manager	Email	Notifies a manager that they have a new update on a requested item.
Item Out of Stock- Admin	Email	Informs an admin of items that are out of stock.
Return Date Updated - Manager	Email	Notifies manager of an updated return date.
Inventory Tracker Request Submitted - Manager	Flow - record	Notifies managers when an inventory request is submitted.
Inventory Tracker Inventory track Created - Admin	Flow - record	Notifies admins when an inventory track is created.
Stock Location Updated - Admin	Email	Informs an admin of updated stock location.
Inventory Tracker Checked Out - Employee	Flow - record	Notifies an employee when an item is checked out.
Request Overdue - Manager	Email	Informs a manager of an overdue request.
Item Returned - Manager	Email	Informs a manager of returned items.
Request Completed - Manager	Email	Informs a manager of a completed request.
Inventory Tracker Request Approved - Employee/Admin/Manager	Flow - record	Notifies employees, admins, and managers when an inventory request is approved.
Inventory Tracker Request Submitted - Employee	Flow - record	Notifies employees when their inventory request is submitted.
Checked Out - Employee	Email	Notifies employees of items that are checked out.
Inventory Tracker Out of Stock - employee	Flow - record	Notifies employees if an inventory item is out of stock.
Return Date Updated - Admin	Email	Informs an admin of an updated return date.
Request Canceled - Manager	Email	Notifies a manager when a request is cancelled.
Inventory Tracker Stock Location Updated - Admin	Flow - record	Notifies admins when a stock location is updated.
Item Out of Stock - Manager	Email	Notifies a manager when an item is out of stock.
Inventory Tracker Item Returned - Employee/ Manager	Flow - record	Notifies an employee or manager when an item is returned.
Inventory Tracker Inventory track updated- Admin	Flow - record	Notifies an admin when an inventory track is updated.
Item returned - Employee	Email	Notifies employees of returned items.
Request Denied - Admin	Email	Informs admins of denied requests.
Inventory Tracker Stock Location Created - Admin	Flow - record	Notifies an admin when a stock location is created.
Inventory Item Discontinued - Admin	Email	Notifies admins of discontinued items.
Request Approved - Manager	Email	Notifies managers of an approved request.
Inventory Item Updated - Admin	Email	Notifies admin of updated inventory item.
Inventory Tracker Inventory track Created - Admin	Flow - record	Notifies an admin when an inventory track is created.
Out of stock - Employee	Email	Notifies employees of items that are out of stock.
Inventory Tracker Request Denied - Admin	Flow - record	Notifies admins when an inventory request is denied.
Request Approved - Employee	Email	Notifies employees of approved requests.
Inventory Tracker Item Out of stock - Admin/Manager	Flow - record	Notifies admins and managers when an inventory item is out of stock.
Request Approved - Admin	Email	Notifies admins of an approved request.
Request submitted - Manager	Email	Notifies admins of a submitted request.
Request Overdue - Admin	Email	Notifies admins of an overdue request.
Request Denied - Manager	Email	Notifies managers of a denied request.
Stock Location Created - Admin	Email	Notifies admin when a stock location is created.
Overdue - Employee	Email	Notifies employee of overdue items.
Inventory Tracker Request Updated - Manager	Flow - record	Notifies managers when an inventory request is updated.
Request Denied - Employee	Email	Notifies employee of a denied request.
Inventory Tracker Inventory Discontinued - Admin	Flow - record	Sends a notification when an inventory item is discontinued.
Inventory tracker Return Date Changes - Admin/ Manager	Flow - record	Sends a notification to admin and manager when a return date changes.
Comments Added - Manager	Email	Notifies a manager about added comments.
Comments Added - Admin	Email	Notifies admins about added comments.
Inventory tracker Request Denied - Employee	Flow - record	Sends a notification to employees when their inventory request is denied.
Request Submitted - Employee	Email	Notifies employees when they submit a request.
Request created - Admin	Email	Notifies admins when a request is created.
Inventory Tracker Comments Added - Admin/Manager	Flow - record	Sends a notification to admins and managers when comments are added to inventory requests.
Request Canceled - Admin	Email	Notifies admins of a canceled request.
Inventory Tracker Request Overdue - Employee/Manager/Admin	Flow	Sends a notification to employees, managers, and admins if a request is overdue.
Inventory Item created - admin	Email	Notifies an admin when an inventory item is created.
Request Completed - Admin	Email	Notifies an admin when a request is completed.
Inventory tracker Request Cancelled - Admin/Manager	Flow - record	Sends a notification to admins and managers when an employee cancels an inventory request.
Inventory tracker Request Created - Admin	Flow - record	Sends a notification to admins when an inventory request is created.

Roles in the Inventory Tracker app template

Role title [name]	Description	Contains roles
Employee [x_<company-name>_ <my_inventory_tracker_app>.employee]	Employees can view inventory lists, check stock, request items, and check the status of their requests.	Create, Read (own), Update (own)
Admin [x_<company-name>_ <my_inventory_tracker_app>.admin]	Admins can set up multiple inventory managers and stock locations.	Create, Read (all), Update (all), Delete
Inventory Manager [x_<company-name>_ <my_inventory_tracker_app>.inventory_manager]	Inventory managers can create inventory items, define the type of item, monitor inventory levels, and update vendor information.	Create, Read (all), Update (all)
Public [x_<company-name>_ <my_inventory_tracker_app>.public]	Public users require no login to access features or functions with the public role.	Contains no roles.