How do I set up an inventory management system in Smartsheet?

Gtaylor31

Hello, I'm looking for help setting up an inventory management system in Smartsheet. We have a set number of chairs, tables, linens, projectors, etc. that various departments at my organization use each day. I'm looking to create a system where they can input their daily needs, and it will show how many of each item is already booked for that day (or at least available vs. unavailable). Any ideas? I'm assuming I need to get into some more complex formulas for this one.

Thanks in advance!

Mark.poole

@Gtaylor31

I have created a couple of Inventory systems. I usually use two sheets. for data Entry and one to show the numbers. Ill be glad to help you out. IF you like you could reach out to me on teams so i can walk you through it.

Andrée Starå

How do I set up an inventory management system in Smartsheet?

Gtaylor31

May 20, 2024

Hello, I'm looking for help setting up an inventory management system in Smartsheet. We have a set number of chairs, tables, linens, projectors, etc. that various departments at my organization use each day. I'm looking to create a system where they can input their daily needs, and it will show how many of each item is already booked for that day (or at least available vs. unavailable). Any ideas? I'm assuming I need to get into some more complex formulas for this one.

Thanks in advance!

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Hi,

I hope you're well and safe!

Have you explored the available templates in the Solution Center? They can be excellent starting points.

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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