How to create an inventory spreadsheet?
In the world of online tools, there's plenty of software available to help you manage your inventory.
But what if you simply want to keep track of your inventory through a spreadsheet?
Creating an inventory spreadsheet is the perfect simplified way to manage your inventory on a platform you already use to manage other data.
Luckily, there are plenty of ways to manage your inventory using a spreadsheet tool like Google Sheets or Excel:
- Manually customize the columns and rows of your spreadsheet, then add your relevant inventory management data.
- Download an inventory management spreadsheet template.
- Use Sheetify CRM.
Does Google have an inventory template?
While Google doesn’t technically offer a built-in inventory template, plenty of Google Sheets inventory templates are available online.
These templates are built with Google Sheets (generally crafted by online tools or platforms) and can be seamlessly downloaded and integrated into your Google Workspace account.
Essentially, a Google Sheets inventory template can help you manage your inventory on one Google Sheet.
They also usually have customizable premade columns, functions, and conditional formatting.
How to create inventory in a spreadsheet? Three methods
1. Manual Method
I suggest manually building an inventory spreadsheet if you’re looking for a simple inventory management system.
All you need to do is:
- Create a new spreadsheet.
- Set up your spreadsheet with column headers specific to your needs.
- Start filling in the data for each item under the corresponding column.
- Format your spreadsheet by adjusting column widths and adding text wrapping.
- Use formulas for automation, (e.g., low stock alerts or the total value of a particular product).
- Insert conditional formatting and data validation rules to differentiate data visually.
This straightforward approach to using a spreadsheet as an inventory tracking tool is effective.
However, unless you know your way around formulas and conditional data formatting, it relies heavily on manual input to keep everything up to date.
2. Spreadsheet Template
As I mentioned earlier, you can download and use a pre-populated inventory template to manage your inventory effectively within your spreadsheet.
There's a variety of Google Sheets inventory templates available online:
- Wise offers two distinct options: a straightforward inventory list and a more detailed inventory management template.
- SmartSheet provides several Google Sheets templates.
- Integrate a third-party app like Softr to your spreadsheet to enhance functionality.
These templates are the perfect option for those with more sophisticated inventory needs but don’t have the time to build them from scratch.
However, if you want a really custom inventory management solution, I suggest hiring a spreadsheet expert and getting them to build one for you.
For Google Sheets users, I recommend BetterSheets.
3. Sheetify CRM
I talk extensively about Sheetify CRM, my all-in-one CRM solution for small teams and micro-businesses.
And while Sheetify is technically a Google Sheets CRM template, it also serves as a Google inventory management solution.
Sheetify CRM is simplistic to use but offers complex features, rivaling other standalone inventory management software like Sortly, Zoho, and Square.
With a built-in Apps Script, formulas, data validation rules, and conditional formatting, we’ve created the inventory management system (and overall business toolkit) of your dreams.
You can easily track all your inventory, orders, purchases, stock levels, and transactions on one easy-to-use Google Sheet spreadsheet.
This impressive Google CRM template also allows you to view shipping delays, best-selling items, product profitability, and more.
Sheetify CRM is available for just one payment of $69, which grants you access to all CRM features (not just inventory management).
Sheetify CRM Google Sheets Template Features
Sheetify CRM is so much more than an inventory spreadsheet management solution.
This downloadable Google Sheets CRM template can be used as a total business management system.
Sheetify’s key features include:
- Contact and lead management.
- Product and service management.
- Sales pipeline.
- Integration with Google Tasks to manage sales and client tasks.
- Customer issue and ticket management.
- Integration with Google Forms to capture leads.
- Invoice and client tracker.
- Transaction and purchase management.
- Email marketing integration with Gmail.
- Team performance and sales dashboard.
- Customer lifetime value tracker.
You can learn more about Sheetify CRM here.
As you can see, there is no Google Apps CRM quite like Sheetify.
Sheetify CRM is easy to use, accessible, affordable, and jam-packed, with features that cover all operational aspects of your business.
So, if you’re on the hunt for a dynamic inventory management tool built with Google Sheets AND an effective, fully functional CRM solution, give Sheetify CRM a go.
I promise when you do, you’ll love this lifetime CRM as much as I do.
