Automatically Track Inventory Usage

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Automatically Track Inventory Usage

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

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • 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

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • 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

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Yes, I've done the same! laugh

    Best,

    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

  • Paul NewcomePaul Newcome ✭✭✭✭✭

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

  • 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.

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