Managing stock doesn’t have to be complicated. With the Inventory Management Template from Sheetgo, you can track items in real time, record check-ins and check-outs, and receive low-stock alerts — all inside Google Sheets.

It comes with two forms (Check-in and Check-out) and an Inventory Spreadsheet that updates automatically.

How the Workflow is Structured

The workflow has:

Check-in Items Form – Record items coming in (increase stock).
Check-out Items Form – Record items going out (decrease stock).
Inventory Spreadsheet – The master sheet with all item records, logs, thresholds, and notifications.

Steps to use the template

Step 1: Install the Template

Install the template from this link: Simple inventory management template
Once installed, the workflow will open in your Sheetgo workspace at app.sheetgo.com.
You’ll see helpful notes in the right-side panel of your workflow.

👉 Before starting, delete the sample data in the Items, Check-in, and Check-out tabs of the spreadsheet (but keep the headers).

Step 2: Check-in Items

The Check-in Form is used whenever you receive new stock.

Fields in the Check-in Form:

Stock Keeping Unit (SKU) – Enter the SKU of the item.
- If the SKU already exists, the Status and Item name fields will auto-fill.
- If they stay blank, it means this is a new SKU, so you can create a new item.
Status – Shows “SKU exists” if the SKU is already registered; blank if it’s new.
Item Name – Auto-filled if SKU exists. Enter manually if new SKU.
Quantity – How many units you are checking in.

👉 In short:

Existing item → Only enter the quantity.
New item → Enter SKU, Item name, and quantity.

All responses are saved in the Check-in tab of the Inventory Spreadsheet.

Step 3: Check-out Items

The Check-out Form is used whenever stock leaves your inventory.

Fields in the Check-out Form:

Stock Keeping Unit (SKU) – Enter the SKU.
- If valid, the Status will show “Checked-in item” and the Item name will appear.
- If invalid, both fields remain blank.
Status – “Checked-in item” for valid SKU, blank for invalid.
Item Name – Auto-filled for valid SKUs.
Quantity – Enter how many units you are checking out.

👉 In short:

Enter SKU + Quantity.
If SKU is invalid, the status and item name won’t show.

All responses are saved in the Check-out tab of the Inventory Spreadsheet.

Step 4: Inventory Spreadsheet

This Google Sheet is your central hub. It connects both forms and shows you a live view of stock levels.

Tabs inside the sheet:

Threshold
- Shows all SKUs and Item names recorded via Check-in Form.
- Add your Low Stock Threshold in column C to receive alerts.
Check-in
- Stores all responses from the Check-in Form.
- Shows SKU, Item name, quantity, and timestamp.
Check-out
- Stores all responses from the Check-out Form.
- Same structure as Check-in, but for outgoing stock.
Customisation
- Add your email ID(s) here to receive low stock alerts.
- Column A: Emails that will get the low stock report.
- Column C: BCC recipients for alerts.