Smartsheet can easily convert Excel resources to the cloud, and you can use smart functions such as attaching files line by line, having conversations, and operating with a card view like Kanban.
Let's see how easy it is.
Original excel
Assuming that equipment management is done in Excel, I will upload the sheet.
import
Import can be started by clicking the plus (newly added image) on the left.
Excel, Google sheet, etc. can be imported.Here, select Excel, select the desired file, and click Continue.
Import settings
Column header settings and primary column settings are important for imports.
For the column header, select the row containing the data item name in the Excel file.In practice Excel, the upper row often contains titles and dates, but ignore them and set Smartsheet to read data from the column header row.
I'll explain the primary column separately, but Smartsheet allows you to structurally display rows indented, so choose the right key for it.
The imported sheet looks like the one below.
In this state alone, you can use smart functions such as attaching attachments to lines and having conversations.For example, you can use the attachment file function on a line to attach a PDF of the delivery note to the target equipment.
Smarter features
By taking advantage of Smartsheet's recognition and import of storage location column properties as a "drop-down list (single)", you can view it in card view so you can visually see where each piece of equipment is. bottom.
For example, if you want to change the storage location of your laptop to a warehouse, you can drag and drop your laptop card to the warehouse.
Summary
If you get used to it, the above operations will be completed in about XNUMX minutes.The big advantage of Smartsheet is that you can easily convert the Excel resources of this organization to the cloud and use them smartly as a group.There are no restrictions on the sheets that can be created with a business account.
By adding more people who can access it, we can create a system that allows stakeholders to access data in the cloud at the same time and manage inventory status in various smart ways.Furthermore, it is possible to automate by deciding the ordering point, etc., and automatically sending the predetermined amount to the e-mail address in the column of the person in charge of the supplier when the inventory quantity falls below a certain number.