lilmomma
By default, you’ll see three forms in your template
All of them is mirroring the spreadsheet. Meaning that they are displaying the same information as the header of the spreadsheet
Register item: this is the first step. You’ll be “informing” the spreadsheet that you work with this specific product. (without quantity just name and SKU). If you don’t want to use the form, you can easily fill it out directly on the “ITEMS” spreadsheet.
Check-in: You’ll do the check-in of quantity. We recommend you fill out all the fields but if you want you can just use the barcode scanner or even type the SKU. Again, if you prefer you can just copy and paste from the “ITEMS” and complete the quantity.
Check-out: You’ll do the check-out of quantity. You can do it manually by item or use the form.
The magic happens in the master sheet: you’ll be able to see exactly the quantities and the % available in your inventory.
Check-in and check-out are important to keep your database accurate, but the master sheet combines all products in one tab. It’s built with formulas to help you understand your company’s situation more clearly. For example, you can track all sold items and see who was responsible for inputting them.
This is my master sheet, the manager sheet.
and this is my check-in and check-out sheet, where I can track the date, who submitted it, and the quantity.
If you’d like, you can delete all forms and work exclusively with the spreadsheet. Forms can be helpful when you have a team working with a template, for example.
Could you tell me if this was helpful? I’d love to hear your thoughts! :)
