Sheetgo's inventory management template is an automated workflow that automatically combines data from multiple files.

When anyone checks items in and out of the inventory, updated stock levels appear in the dashboard.

How the inventory management template works

The workflow has 3 Google Sheets linked with Sheetgo automations, which move data between tabs the files.

As you can see from the diagram below, data flows from the check-in and check-out spreadsheets to the master sheet:

File breakdown

File 1: Inventory management (master sheet)
This file gets data from check-in and check-out Sheets to show your current inventory levels.
File 2: Check-in - Inventory
This spreadsheet is used for checking items in: add new rows here as you get new items.
File 3: Check-out - Inventory
This spreadsheet is used for checking items out: add new rows here as items are sold or used.
Dashboard
This shows an overview of key metrics like total items in stock, volume of items entering or leaving your inventory, and oversold items.

Using the inventory management template

Step 1: install and explore

First, install the Inventory management template.
Wait as Sheetgo saves a copy of the files to your Google Drive and creates the automations.
When the installation is finished, the template will open.

Step 2: share files

If multiple people need to collaborate on this inventory:

Step 3: enter your data

All files in the template have sample data, which needs to be replaced with actual inventory information.

Open the Check-in file.
Delete sample data.
Enter your current stock levels in the Check-in tab.
Delete sample data in the Check-out.
Run all automations to update your inventory.

Tip: to restrict access to the check-in or check-out spreadsheets and get your colleagues to submit the status of items, use Sheetgo Forms.

Step 4: update your automations

This template has pre-built Sheetgo automations. These transfer data from the Check-in and Check-out spreadsheets into the Inventory management (master sheet).

This will update the inventory management master sheet and dashboard with the items just checked in or out.

Click Run all automations to update your workflow.