There exist a lot of useful templates on Inventory Management. But what if we want to track our check-in and check-out of borrowed items? Because the tracking of lend-items is very useful for libraries or schools, for example. This Inventory lending template in Google Sheets automates the monitoring of your current inventory of borrowed items.
Inventory lending template
The template consists of two input spreadsheets “Check-in” and “Check-out”. These spreadsheets connect to the master spreadsheet “Inventory lending (master sheet)”. Start by filling out the “Current inventory list” in the master spreadsheet. Afterward, you can start lending out items and registering them in the Check-out. Once a person returns a certain item, register this in the Check-in spreadsheet. Sheetgo automatically pulls the data from all spreadsheets by using two-way connections. And therefore monitors the current inventory of your borrowed items.
Let’s get you started
Step 1. Install the template
Click on the button above to install the template. It is required that you login with your Google account. Simultaneously, after authorizing Sheetgo’s terms of privacy, we create your Sheetgo account. Once you are inside the Sheetgo web application, click on ‘Use template’ to install the Inventory lending system.
Step 2. Open all spreadsheets
Click on the spreadsheet icons to open both the input spreadsheets “Check-in Inventory” and “Check-out Inventory” and the master spreadsheet “Inventory lending (master sheet)”. These are stored inside a folder in your Google Drive.
Step 3. Fill out the information
Start by filling out the item database
Inside your master spreadsheet “Inventory lending”, fill out the “Item database (input)” tab. In this tab, you add all the items you currently have available. This tab is also reserved for all new items you acquire over time. Don’t use this tab to register returned items after borrowing it, because this should be done in the input spreadsheets.
After lending out
Inside the input spreadsheets “Check-in Inventory” and “Check-out Inventory”, you find instructions on how to use the template. Simply fill out the Check-in and Check-out tabs with the date, name of the borrower, item name, and quantity. The name of the borrower and item names are automatically populated from the master sheet.
Step 4. Configure your template
Go back to the
- Item database
- Item out matrix
- Current inventory list
- Check-out summary
You are all set! 🙂
You successfully configured your Inventory lending template in Google Sheets. Read through the following blog post if you want to monitor your current inventory by check-in and check-out in our all-round inventory management workflow template.