Managing inventory effectively is crucial for any business, and Sheetgo offers a powerful tool to simplify this process. The “Inventory Lending” workflow is designed to help you track check-in and check-out items and maintain an up-to-date inventory. This guide will walk you through the steps to install and use this template efficiently.
Installing the Inventory Lending Template
Access the Template Gallery: First, navigate to the Sheetgo template gallery. You can do this by visiting the Sheetgo website and selecting the “Template” option from the menu.
Search for the Template: In the search bar, type “Inventory Lending” and press enter. Locate the “Inventory Lending” template in the search results and click on it.
Install the Template: Click the “Install” button to add the template to your Sheetgo account.
Also, you can watch this video as a reference.
This is the Inventory Lending template :
Setting Up the Inventory Lending Template
Once you have installed the template, follow these steps to set it up:
Open the Inventory Lending Workflow: After installation, open the “Inventory Lending” workflow from your Sheetgo dashboard.
Navigate the Sheets: The workflow includes three key sheets:
Check-in - Inventory: Use this sheet to enter items and their quantities when they are checked in.
Check-out - Inventory: Use this sheet to enter items and their quantities when they are checked out.
Inventory Lending (Master Sheet): This is the central sheet where all data is compiled. After open this sheet 1st you need to go to the “Item Database (Input)” tab and entry the items wise total current inventory in your stock .
Using the Forms
The template includes a form for checking out items:
- Check-out Form: Use this form you can also add check-out items and their quantities.
Automation Processes
The “Inventory Lending” template features several automations to streamline data management:
Check-in Automation: Running this automation will automatically transfer check-in data to the Inventory Lending (Master Sheet).
Check-out Automation: Running this automation will automatically transfer check-out data to the Inventory Lending (Master Sheet).
Item Database Automation: Running this automation will automatically transfer the current inventory list data to the Check-out - Inventory sheet.
Current Out Items Automation: Running this automation will automatically transfer data to the Check-in - Inventory sheet.
These are the Automation:
Triggers
You can also add triggers to these automations.
How do you add triggers? Read this : post.
Reports
Current Inventory Report
In the “Inventory Lending (Master Sheet),” there is a “Current Inventory” report. This report displays:
Here is the report:
Dashboard
The “Dashboard” tab in the “Inventory Lending (Master Sheet)” provides an overview of:
Here is the dashboard:
Conclusion
By following these steps, you can efficiently manage your inventory using the Sheetgo “Inventory Lending” template. This tool simplifies the process of tracking check-in and check-out items, automates data transfer, and provides detailed reports to help you maintain an up-to-date inventory. Whether you are checking in new stock or managing outgoing items, this template offers a streamlined solution to keep your inventory organized and accurate.
