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Managing inventory via JotformAsked by interpon on March 09, 2016 at 12:04 AM
I'm thinking of managing our marketing samples inventory via Jotform. We have an existing spreadsheet with the Product Names, Product Code and current stock level. I would like to be able to import it into Jotform and then get our users to use the form URL to order the items. The order form would also be able to display the available quantity.
Could you please advise how to best set this form up?
To my understanding, you would also want that spreadsheet to be updated when someone makes a purchase via the form and submitted the form, is that correct?
If that is what you would like to happen, we would like to apologize, unfortunately, that is not possible. We cannot update data of a third party source.
However, I would suggest you take a look at our Inventory Widget. You can copy and save the data from the spreadsheet to the widget manually and you will have an inventory field built within your form. Once someone made a purchase, the inventory count will be deducted as well.
Then I would suggest you check out the guide provided by my colleague on this thread, How-to-have-Inventory-and-Payment-JotForm, so you can connect the Inventory widget to your payment field if needed be.
Sorry, please let me clarify. I would like to replace our existing spreadsheet "system" with Jotform.
I've had a look at the Inventory widget and it appears I have to add the products in one at a time. Is there a way to import an existing inventory spreadsheet into the Inventory widget?
Is there a way to import an existing inventory spreadsheet into the Inventory widget?
Unfortunately no. You will have to type the items/products on the widget manually.
But perhaps a different approach can work for you.
You can generate Excel Report using the Form.
Since you can download an Excel data out fo the submission, you can create a background application using Excel macro or scripts to consolidate the inventory on the spreadsheets.
I.E. you can create formula that will subtract those that were used in Form to those inventory in your Excel. The Excel application will serve as the backend process while the form will be for the users/client.
Let us know how we can be of further help.