Bookstore System
A bookstore with ever-changing titles and special orders from customers and schools.
Every title has a journey: the customer’s request, sourcing from publishers, display, sale, and reordering from stock.
No credit card required — your project is set up with the full system in under a minute
This is the system board as you'll receive it: workflow columns and starter cards showing the first steps
How does work flow in this system?
The backbone is the title: customer requests for unavailable titles enter as cards in “Title Request” with the customer’s name and contact method. The sourcing officer searches publishers and distributors and moves them to “Sourcing” until the copies arrive, then “Display” when they are available on the shelf and the customer is notified of arrival. Daily sales are tracked in “Sales”, and balances in “Inventory” with cards for titles that need reordering based on their movement. When a suitable quantity accumulates, the sourcing officer opens a consolidated “Publisher Order” card per publisher with its titles and quantities.
Chat runs between the librarian, sales, and sourcing: a customer inquiry about a title, reserving a copy for a regular customer, or coordinating a large school order with a curriculum list. Sourcing decisions, publisher prices, and terms are documented on the “Publisher Order” card so they don’t get lost in chats and remain a reference at receipt.
Dues manages publisher and distributor accounts — supply invoices, payment terms, and discounts — and records special and school order sales awaiting collection, so the bookstore knows exactly what it owes each publisher before the due dates.
Who does what?
The operational roles in this system and each role's responsibility in daily work — assign them to your team as-is or adapt them to your reality.
Librarian
Manages all the columns and knows every title’s location and balance, and decides which titles to reorder based on sales movement and accumulated customer requests.
Sales Officer
Receives customer requests and logs them in “Title Request”, notifies customers when their reservations arrive, and follows daily sales and school orders.
Sourcing Officer
Deals with publishers and distributors, moves cards from “Sourcing” to “Publisher Order”, and records their invoices and payment terms in Dues.
What's prepared for you from day one?
System units
- Tasks — A kanban board with workflow columns and execution cards
- Chat — The team's fast daily coordination channel
- Dues — Internal money with strict privacy — dues, advances, and expenses
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