Please note that this is not a regular spreadsheet template. This is a pre-made Sheetgo spreadsheet-based workflow, which is basically a ready-to-use system based on Google Sheets and operated by Sheetgo.

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.

Inventory Lending Template Master Sheet and Check-in Check-out Sheets Icons

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.

Example

Inventory Lending Template Overview

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.

Example

Network Illustration of Inventory Lending Workflow and Connections

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.

Example

Inventory Lending Template in Google Sheets: Master Sheet

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.

Example

Inventory Lending Template: Check In Sheet

Step 4. Configure your template

Go back to the Sheetgo Web Application and click on the play button ‘Run workflow’. Doing this updates the connections between the Check-in, Check-out and master spreadsheet. Consequently, the input data automatically flows into the master sheet. As a result, you can use the following tabs to track the current inventory of your borrowed items:

  • Item database
  • Dashboard
  • Item out matrix
  • Current inventory list
  • Check-out summary

Example

Inventory Lending Template in Google Sheets: Dashboard

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.

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