Manage Your Inventory With Google Sheets (All-in-oneTemplate)

How To Use Google Sheets Inventory Management Template (Sheetify)

Before using the Sheetify Google Sheets inventory template to manage your products and services effectively, you must sign into your paid or free Google Workspace account.

Once you’re inside your Google account:

• Go to Sheetifycrm.com and click ‘I want this!
• Select ‘Add to Cart’ and follow the prompts to purchase the CRM.
• Open the ‘Get Template’ PDF. This will redirect you to the Google Sheets template.
• Create your own copy of the Google Sheet CRM template.
• Select ‘Sheetify,’ ‘Set Up Sheetify,’ and ‘Set Authorization.’
• Click the ‘Settings’ tab, remove the dummy text, and input your business details.

As I mentioned, Sheetify CRM makes managing all your contacts, leads, and sales easier as it’s all on one easy-to-use platform.

But how can you manage your inventory with the dynamic Sheetify Google Sheets template?

Well, all you need to do is simply add your products and services to your CRM! To do this:

• Select the ‘Inventory’ tab within your Sheetify CRM Google Sheet template.
• Type in each product or service you sell under ‘Items.’
• Select if the item is a product or service under ‘Type.’
• If the item is a service, once you click ‘Service’ under ‘Type,’ the ‘SKU,’ ‘Initial Stock,’ and ‘Minimum Stock’ fields will automatically change to ‘N/A.’
• But if the item is a product, fill out those fields above.
• Type the ‘Sale Price’ and ‘Cost’ for your items.
• This will then automatically calculate your margin cost and percentage.
•  Add notes about your items under ‘Notes.’

And once you’ve done that, did you know you can assign each item to a contact or lead?

This is to keep track of your orders and which contacts are buying your products or services –  how cool is that!?!

To do this:

• Select the ‘Contacts & Leads’ tab at the bottom of your Google Sheet CRM.
• Under the ‘Item’ heading within each contact, you should now see the items you added earlier.
• Select which item is applicable for that particular contact or lead.

Once you’ve made the sale:

• To move your contact through your sales pipeline, change the status under ‘Sales Status’ to ‘Won. ‘
• Select the ‘Transactions’ tab to view your ‘Won’ transactions and the inventory data associated with that item.
• Simply mark the transaction as ‘Complete.’

When you mark your transaction as complete, it will automatically appear within the ‘Customer (Snapshot)’ tab.

This is also where you’ll find all previously completed transactions.

From there, you can actually view your purchases:

• Click the ‘Purchases’ tab.
• Select the applicable inventory item you added from the drop-down menu under ‘Purchased item.’
• Fill in all relevant data like the order date, received date, quantity, unit cost, status, vendor, etc.

Sheetify is super smart because it links all relevant information together, so you don’t have to manually input it yourself! Impressive, right?

The best part is that all types of businesses can use Sheetify to track their inventory.

Whether you sell products online, operate a local business, or run a service-based business, you can leverage this awesome tool.

Want to know more? Make sure you check out my detailed video explaining how you can easily manage your inventory with Sheetify CRM