Customizing Inventory Template

Aubz

Hello! I’ve been tasked with creating an inventory management system for our team. I’m trying to customize the inventory template without disrupting the formula. I need to add additional columns to track more data. I also need to adjust some of the formatting to suit our needs. Can someone help explain the best way to do this? I’m new to Google Sheets and Sheetgo. Thank you!

Eugenia

Aubz
I think the best way to go about it would be to start understanding what and how you want to track, and how the inventory template works. This will enable you to choose the best way to do the changes you want.
There’s a video here on the Youtube channel about how the template works.
I know if you add columns to the rightmost side formulas won’t break. But depending on your needs that’s not convenient.
And renaming can be a bit cumbersome. My tip would be to check for the hidden tabs on the main Sheet.

Feel free to share a bit more of what you are hoping to achieve so I can be of more assistance.

Aubz

Eugenia Thank you for the quick reply!

Basically, I need three different sheets (plus the dashboard).

Current Inventory Sheet
- Columns: SKU, Manufacturer, Item name, Current quantity in stock, Reorder point, MSRP, Wholesale price
Check In Sheet
- Columns: Check in date, SKU, Manufacturer, Item name, Quantity adding, Sign off/Initials
Check Out Sheet
- Columns: Check out date, SKU, Manufacturer, Item name, Quantity removing, Sign off/Initials, What project it’s for

Our team works with first responders to upfit their vehicles and we need a detailed but simple inventory management system to keep track of everything. Thank you for your help!

Aubz

Thank you for the quick reply!

Basically, I need three different sheets (plus the dashboard).

Current Inventory Sheet
- Columns: SKU, Manufacturer, Item name, Current quantity in stock, Reorder point, MSRP, Wholesale price
Check In Sheet
- Columns: Check in date, SKU, Manufacturer, Item name, Quantity adding, Sign off/Initials
Check Out Sheet
- Columns: Check out date, SKU, Manufacturer, Item name, Quantity removing, Sign off/Initials, What project it’s for

Our team works with first responders to upfit their vehicles and we need a detailed but simple inventory management system to keep track of everything. Thank you for your help!

Eugenia

Aubz Do you plan to use Spreadsheets in checkin/checkout or forms?

It might also be worth understanding how you want the current stock to be displayed. Will you be tracking only the central inventory, or what’s on each vehicle?