How to Track Items?

  • Williams_terrywilliams328
    Asked on April 22, 2024 at 12:45 AM

    I came across the Restaurant inventory app which provides functionality to

    1. Add items to inventory
    2. Review the items stored in inventory using the Jotform table
    3. Upload invoices.


    I am trying to work out the best way to add another element to this app. A way to reduce the inventory based on usage. e.g. I bought 5 apples placed them in inventory then use 3 in a recipe. How can I track my current balance using Jotform?

    I know Jotform is not fully a database but I wanted to know how to accomplish this with its functionality?

  • Sheena JotForm Support
    Replied on April 22, 2024 at 1:08 AM

    Hello Terry,

    Thanks for reaching out to Jotform Support. Upon checking the app, the submissions in the form connected to the app only calculate total costs. If you want to track inventory, you can use the Gift Registry widget and list each recipe as an item. This widget allows you to set a specific quantity for each item, and it will automatically subtract the quantity for each item whenever a submission is made. Once an item has been selected based on the quantity you set, it will no longer be available for selection by other users. Let me show you how to set that up:

    • In Form Builder, click on the Add Form Element menu on the left side of the page.
    • Under the Widgets tab, search for the Gift registry widget and add it to your form.
    • Click on the field's wand icon to open it's settings and add your options with the limit you'd like to set.

    Setting a Limit on How Many Times an Option Can be Selected Image 1 Screenshot 20 Screenshot 10

    We also have different inventory tracking widgets that you can check out:

    Unfortunately, we cannot fetch the total remaining quantity in the Jotform Table. However, it will be visible on the live form instead.

    Give it a try, and let us know if you have any other questions.

  • Williams_terrywilliams328
    Replied on May 2, 2024 at 8:46 AM

    The challenge with both of these widgets as you mentioned it is that it doesn't automatically work in Jotform table balances. Meaning that the end user has to update that information in multiple areas. I believe this would be a really good improvement for Jotform.

  • Frédéric JotForm Support
    Replied on May 2, 2024 at 9:21 AM

    Hi Terry,

    Thanks for getting back to us with these details. Indeed, Jotform tables are not yet able to perfom calculations as spreadsheets or database can do. Nevertheless, you might want to consider for instance the Google Sheets integration to synch your entries to perform automatic calculations in Google spreadsheets. About this, you might want to check out this guide about How to Integrate Forms With Google Sheets. For instance, you can link the form for the input/ordered items to one sheet, then link another form for the items used, and then perform calculations in a third sheet using this functionality, in Google Sheets, to Reference data from other sheets.

    One another way is to synch your data to a database management system on your own server, such as MySQL, SQLlite, or so, which can be more easy and secure than using Google Sheets. See our integrations for common databases.

    I hope that this helps. Reach out again if you have any other questions. 

 
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