I started using sheetgo because of the Inventory management template, and it’s simple enough and saved me a lot of time. And this made me wonder if I couldn’t do more. Like for instance submit a purchase order once a specific Item is below par Level. I’m admittedly rather Ok-ish on spreadsheets, and I still had to collaborate a bit with Sheetgo’s support agents, so I figured maybe doing a show-and-tell could help some other spreadsheet-heads here.
I started by installing both Sheetgo templates on my drive:
Inventory Management
Purchase order
And then I had to modify the inventory management in order to add par levels to it. I did it by simply adding a Par Level tab to my main inventory Sheet. And there I already Pull the current status of each product, in order to know which are below parr.
This formula is highly contextual, but this is what I used:
=ARRAYFORMULA(IF(ROW(D:D)=1,“Current Inventory”,IF(A:A="“,”",VLOOKUP(A:A,‘Current inventory list’!A:G,6,FALSE))))
**Only Interact with Blue Columns… grey ones are automated by vlookup
Once I have this ready, I used another tab named “Submit Order” to query only the items that are below par on the previous tab. I then used this as a source on a Sheetgo connection with the Append feature turned on.
I used the same standard as the Purchase order to make things easier. Our orders don’t require price tracking because it’s all coming from a centralized depot.
I created this as a separate workflow, because i’m still gonna choose when to submit the order, also to avoid duplication. But it still saves me a lot of copy & pasting.
