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The Best Excel Inventory Template [2019] - YouTube
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- [Eddie] Hello, this
is Eddie from AppSheet
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here to show you the best Excel template
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for keeping track of your inventory.
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So, on first glance, this might seem like
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a pretty ordinary spreadsheet.
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You don't have too many
complicated formulas in here,
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no charts or graphs, no pivot tables,
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no VBA programming, just a
simple, clean spreadsheet
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with a formula or two interspersed
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but really nothing fancy about it.
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But what makes this template so compelling
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is that it's actually a
AppSheet-compatible spreadsheet,
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which means that you
can turn this template
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into a mobile app without
a single line of code.
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So, why would we want to do that?
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So, for starters, Excel,
if you can imagine,
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is not a mobile platform.
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If you've ever tried to manipulate
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spreadsheets on your smartphone,
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it just does not work that well.
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Inventory management, on the other hand,
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is a very mobile process.
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Wherever you're going,
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you're trying to update data on the fly,
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and typically it's not the kind of place
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where you'd want to have
your laptop there all around.
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And so, what AppSheet does is
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it actually takes your whole spreadsheet,
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and it turns this into a mobile app
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that is directly
compatible and cloud-synced
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with your spreadsheets that you
get the best of both worlds.
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You get the organizational capacity
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of a spreadsheet or database,
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and, yet, you also get
the mobile portability
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and usability of a native smartphone app.
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So, what AppSheet will do is
take your first row of data
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and make these into your column headers
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that are used as fields in the app,
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but let's jump over to
AppSheet.com and take a look.
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So, once we're in AppSheet.com,
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we can go to Start for Free,
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and if you're a new user,
it'll prompt you to sign up
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or log in using an existing account.
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And then, we will go to New mobile app,
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and we're going to
start from our own data.
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In this case, we're going to call this
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Grocery Store Inventory Management.
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And we are going to go ahead
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and choose our Dropbox data source.
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You can use Goggle Sheets, Dropbox, Box,
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Office 365, Salesforce, SQL, Smartsheet,
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any number of cloud-based
spreadsheets and databases
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to connect your data platform
with AppSheet's interface.
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So, here you can see that AppSheet
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has actually already taken the data
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that was directly expressed
in the spreadsheet,
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terms like Avocado, Cantaloupe, Floss,
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and related images and
everything associated with it,
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and automatically turned
that into a mobile app.
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You can see we can go into each section.
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We can edit each field.
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We could do all sorts of things.
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Something to take note
of is that the data is
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cloud synced into a compatible.
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That means that if we were to change,
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for instance, the quantities
of avocado from 70 to 80
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and we were to save this
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and we were to sync our app,
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we would note that avocados
now reflect a quantity of 80.
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The data is also offline compatible,
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which means that if you're on
the fly in the grocery store
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and you don't have WiFi access,
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later on when you reach a point
where you have WiFi access,
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you can directly sync it,
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or the app will automatically
sync it at periodic intervals.
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So, from here, let's
take a really quick look
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at how this app is actually built
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and the kinds of basic
things you can do with it.
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So, let's head over to our Data tab,
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and we can see that our data
source is reflected right here.
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We can choose what kinds
of actions are allowed.
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We can say Updates, Adds,
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if we want to be able to
add new items, Deletes.
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We can also dive deeper and
head over to our columns,
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and we can take a look
at each of the columns.
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AppSheet has already recognized
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what each of these columns represent,
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but if any of these are wrong,
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we can go ahead and change them.
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And we can also head over to Slices,
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and create a subset of our data.
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For instance, we could create
a slice of our larger dataset
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that represents when
quantity is equal to zero
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for out-of-stock items.
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How we would do that is
simply create a new slice.
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We'll call it Out of Stock,
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and we will use a simple expression.
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These are modeled after Excel formulas
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and Google Sheet formulas.
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And say, "When Available,"
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which is one of our column headers,
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"is equal to zero."
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We'll check: The value
of column available is...
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And it says, "The value
of column Available
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"is equal to zero."
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So, moving beyond our Data
tab, we also have a UX tab.
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Our UX tab allows us to quickly
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and easily modify how
the data is presented.
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For example, we have right now a deck view
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that presents each of these
with an associated picture.
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We could also have a table view
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that expresses less information.
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We could have a gallery view
that's even more detailed.
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A detail view that walks
through each individual item.
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And depending on our datatype,
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we can also leverage view
types, like charts and maps,
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that would allow us to better
capture display the data.
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We could also choose to group the data.
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Let's say we want to
group this by category,
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and this will allow us to see
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each item in its proper category.
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We could also create a new form view.
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What a form view would allow us to do is
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to allow us to enter in a new
stock in an item at any point.
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Here, you can see that
we have our form setup.
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We can enter a Name, Category Available,
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Time Checked, Unit Price,
all of our information.
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We can even take a picture directly
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from our smartphone or tablet or desktop.
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And let's rename this New SKU.
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In addition to adjusting
our standard views,
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we can also head over to Brand
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and create our own custom branding.
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We could add our own formatting rules.
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For instance, for we could say,
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"Whenever the availability
of a unit is equal to zero,
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"let's put that in red."
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We also have a Behavior tab that allows us
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to engage in actions,
workflows, and reports.
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We could create an action
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that will allow us to add ordered stock.
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Here, you can see that
we've named the action,
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and now, we're going to use
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a simple expression to model it.
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So, what this is now saying
is to add Order Quantity
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with the value of column Available.
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If you look back at our spreadsheet,
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we have Available, which
is what is currently there,
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and Order Quantity, which is
what each order represents,
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and so, that will take the two numbers
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and add them together to
have the new Available total.
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So, for instance, we could create
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a new action to add ordered stock,
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and so, what we're essentially
telling AppSheet to do
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is to update our category Available
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with what is currently available
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plus
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the order quantity.
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So, you can see that we have,
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with cantaloupe, we have 231 available,
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and each order quantity is 50,
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and so, if we were to
jump over to cantaloupe,
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and we see that we have
currently 231 available,
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whenever we add an ordered stock,
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that number will be
boosted by 50, now to 281.
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We can also create simple workflows.
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For instance, we could create
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a workflow for a low inventory
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so that whenever any change is made
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and what is available
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is less than 25,
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then we can go ahead and send an email to
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We could also create reports,
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and Reports will allow us to send
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daily or weekly updates at
whatever intervals we like
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to whoever is the relevant stakeholder.
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From here, we can also
adjust the security settings
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for each app and allow
private or public sign in,
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depending on domain authentication.
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We can also add intelligent
features to the app,
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such as Smart Assistant,
which will allow us
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to use voice-controlled commands to find
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and search and identify things in the app,
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and Predictive Models, which will allow us
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to use past datasets to infer questions.
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For instance, based on passed years,
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how much candy should we
now order for Halloween?
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So, you can see that from
everything shown today,
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we are just barely scratching the surface
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of what is possible on
the AppSheet platform.
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What started as a very
simple Excel spreadsheet
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with just a couple of rows and columns
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has now turned into a fully functional app
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that you can actually use to
manage your store on the fly.
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To take things one step further,
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let's go ahead and deploy our app.
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So, we'll head over to Not Deployed.
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It'll run a deployed check,
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and we will move our
app to a deployed state.
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And you can now find
your app in your email.
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And go ahead and install my app.
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If is is on my smartphone,
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it would come up as a smartphone app,
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but for now, we can run it in my browser.
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You can see that the AppSheet app
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is compatible on desktop,
tablet, or smartphone.
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And we can go ahead, and we can see
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that our app is now reflected here,
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and we can create our new SKUs.
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Enter into our data.
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Get more cantaloupe and much more.
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So, there you have it.
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That is how you can start
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from a very simple Excel spreadsheet
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and turn it into a fully
functional mobile app.
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Keep in mind that the AppSheet platform
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is actually data agnostic,
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so you can use data sources,
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like Excel, Google Sheets and Forms,
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Smartsheets, Salesforce, SQL and more.
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And you can also head over to Sample apps
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to get a rough idea of some of the things
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that are possible on this platform.
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If you have any questions or comments,
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feel free to leave them
in the Reply section
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or head over to community.appsheet.com.
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We'd love to hear from you,
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and thank you so much for watching.
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