Help setting up inventory tracking

steve50951 ✭✭
edited 12/09/19 in Smartsheet Basics

Im using inventory template. Need a little help setting it up. 

We receive shipments of doors that we temporarily store in our warehouse. The doors go right back out to job sites, based on installation days. 

Here's are the processes I would like to design

1. receive shipments. check off that all doors are accounted for.

2. Store in a warehouse location

3. Stage doors that need to go out, based on an installation date

4. Send doors out. When doors are sent out, inventory #'s need to reflect the doors that are sent out. 

Not sure where to start. Any help would be appreciated. 



  • Hello—

    Check out our Inventory Management and Barcode Inventory Management templates in the Solution Center. To get to the Solution Center:

    1. Sign in to Smartsheet.
    2. Click the Menu icon in the upper-left (three lined icon) to open the left panel.
    3. Click the Plus icon.
    4. Search for those two templates by name.

    Test those out and modify them as needed.

    We also have a learning center with information on using Smartsheet:

    If you're looking for a more specialized form of consulting, we have an in-house consulting team: