Automatically Track Inventory Usage

05/29/19 Edited 12/09/19

I'm new to smartsheets and am not an excel expert, but I've been building some sheets and workflows and have a question about more advanced capabilities of the program. 

I'm hoping there's a way to automatically track inventory usage based on information input into a separate smartsheet form?  I have two sheets: one is the inventory list, and one is related to outgoing inventory items.  I'm wanting to include the items from the inventory list on the outgoing inventory form and when users "order" an item through the form, have it deduct from the quantity noted in the inventory sheet automatically. 

Can someone let me know A) if this is possible; and B) how to do it?  Thank-you!

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi,

    A=Yes

    B=

    Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (sharetoo, [email protected])

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    There is a Template in the Solution Center that's called Inventory Management that could be a great starting point.

    Would that work?

    Let me know if you have any questions!

    Best,

    Andrée

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    I always forget to check the Solution Center. I went through and spent a few days setting up some sheets/reports/dashboards for someone. Not long after, I accidentally stumbled across a template in there that was almost identical to what I had just spent days building. Haha

    thinkspi.com

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Yes, I've done the same! laugh

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Paul NewcomePaul Newcome ✭✭✭✭✭

    Haha. Glad I'm not the only one. cheekywink

    thinkspi.com

  • Him,

    I found this discussion in the community and I have a similar situation.

    I am currently using the template "Inventory Management".

    I need to track my current stock and how it fluctuates as I have items being checked out by users.

    I tried to use this template, but I could have the order be deducted from the quantity in the inventory.

    I am currently using both stock and orders/check outs in the same document--I am following the template.

    Does anyone can help me?

    Thank you so much.



    Carolina.

  • Hi Caroline,

    What solution did you find?

    I'm currently looking at the same thing, trying to monitor inventory and considering creating a form to check out material.

    What I am trying to find out is if the form is capable decreasing the value in inventory and also recording it in another sheet with date/time stamp and record name of person checking it out.

    Thanks,

    Alex

Sign In or Register to comment.