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Sample app

Store Inventory

An app for store inventory management to record stock levels and sort products.

Industry: Retail
Function: Inventory Management
The app automatically enters dates and uses the phone/tablet camera as a Barcode reader. A daily email report reminds the user to reorder stock. Use this app to add and edit items in an inventory. You can navigate the different inventory items by Category or by Date using the available views in the app. Use the All view to see a complete set of items organized alphabetically by name.


How we built this app

Here are some design highlights: 1. Sliced columns. There are three slices in the app (Editor > Data > Slices). The first slice shows all data rows but only shows a subset of columns. We filtered out some columns that are not required for doing the Inventory, making data entry cleaner and faster. The second slice filters the data to only include those products where the “Available” is less than or equal to the “Reorder Point”. This makes it easy to see the products that need reordering. The third slice uses the pricing data and includes the “Unit Price”, the “Inventory value” and the value of an order. 2. Views, UX > views, are created from these slices as well as views grouped by the inventory date and category. Deck views are used for the stock to reorder, the main stock inventory list and the Inventory values. 3. Virtual columns using concatenation and formulas are added to provide more information in the deck views. 4. The “Time Checked” column type is Change Timestamp. This column records the time whenever the “Available” value changes, keeping a record of when the inventory was carried out. A virtual column with the formula =DATE([Time Checked]) extracts just the date from the Time Checked column. This is used for for grouping in the “Inv. by Date”view. 5. We added Barcode reader to the data entry. We turned the Barcode reader on by going to Editor > Data > Column Structure and enabled Scannable in the Name field. This helped us entering Barcode information instead of typing an Item name. 6. We added a formula to the “Inventory Value” column in the spreadsheet that shows the spreadsheet user the monetary value of current inventory based on multiplying the "Quantity in Stock" and "Unit Price" columns. 7. A daily email report has been added to remind the user of stock that has reached the reorder level. Reports are made in the Behavior > Reports section of the editor. Pro tip: You can create a second table where you collect all Item names and add Barcode information next to it. You can then use a VLOOKUP function in the table to extract the product name and simply record the item number using the app's Barcode feature. This will save you hours over time! Copy this app for free and change its data to your own products and pricing.
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