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Track inventory movement in multiple warehouse locations
Hi, We would like to track inventory movement between multiple warehouse locations, there is no need to track stock value/sales, just need to track inventory movement between locations and the inventory balance Warehouse: Warehouse A, Warehouse B Item: Item A, Item B Current Stock: - Warehouse A, Item A: 15 - Warehouse A,…
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Refund Tracking Smartsheet- Ideas or Template
Good Afternoon Everyone, I am overseeing customer refunds for our company. Our company requires customers to make a refund preference so when there is a refund due to them, we can deliver it to them as quickly as possible. However, because many of them do not make a preference the customer refunds are returned by our bank…
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How do I get a sum for each location (Room 600-605) excluding expired materials?
In this first image the "Complete Count QTY" column sums the materials excluding expired materials. This works perfectly. In this image you can see my attempt at getting a sum for Room 605 in the "Location Specific QTY" column excluding expired materials. This is where I have a problem. Ideally this would read 4 in the…
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Send alert to task's assignee when predecessor task's status changes to complete
Hi all. New, enthusiastic user here hoping for some guidance. In setting up a repeating process, I have dependencies/predecessors clearly identified. Wonderful! Now, how does one set an alert/notification to auto-send to a task's assignee when the task's predecessor's status changes to "Complete"?
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Docusign / Smartsheet | Supported Field Types
Does anyone have experience working with DocuSign "Radio Groups" and merging those fields to data inside Smartsheet? I have been utilizing the Smartsheet/DocuSign integration for several months with great results, but there are a few areas I am running into issues - this being one. I have application forms that have…
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Generate Cover Sheet Summary Page off of Data?
We have a spreadsheet listing all of our jobs and I was wondering if anyone knows if we can highlight one of the jobs by selecting it and generating a cover page summary report of just that one job? Any advice would be greatly appreciated! Thanks, Crystal
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Nested If SmartSheet Formula For Symbols (R, G, Y)
=IF([% Complete]@row < 0.7, "Red", (IF([% Complete]@row = 1, "Green", "Yellow"))) i.e. =IF(data < number, "TRUE Symbol Text", (IF(data = number, "TRUE Symbol Text", "FALSE Symbol Text")))
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It there a formula to use so that I can calculate an amount between dates?
Hi! I am trying to calculate the amount outstanding between certain dates, but I can't figure out what to use or if that is even possible.
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One Project - Multiple Clients
I have one project where certain tasks are paid by one client and the remaining paid by a another. Example: Data collection paid by Client A, Data Cleaning paid by Client B How would I set this up so when the smartsheet project is linked to resource managment the allocations are assigned to the correct client /budgets?
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how to extract currency from a string of text
similar to a bank statement 07-22 Point Of Sale Withdrawal MARTYS FI 61 MAIN 13.99 - SHOPKINTON MAUS 07-22 Point Of Sale Withdrawal PAN THAI 44.38 - RESTAURANTHOPKINTON MAUS 07-22 Point Of Sale Withdrawal ALS STATE STREET 10.00 - CABOSTON MAUS 07-22 External Deposit Resilience03WBZk C:42320H:03WBZk - 35.00 DIR DEP I want…
