Learn how to automate inventory updates using Simply, Silk, Google Sheets, and Gmail with this step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Automation with Simply and Google Sheets

To start automating inventory updates, we will use Simply and Google Sheets. First, ensure you have two spreadsheets prepared: one for sales and another for inventory. The goal is to update the inventory automatically when sales data is added.

Open your Google Sheets and prepare your sales sheet. Here, you will input the product sold and the quantity. Whenever a sale is made, the sales data will trigger an update in the inventory sheet. This setup is crucial for effective inventory management.

2. Connecting Simply with Silk and Gmail

Next, we will connect Simply with Silk and Gmail to automate email notifications. This connection will alert suppliers when inventory levels drop below a certain threshold. The integration ensures that you can restock promptly without manual intervention.

  • Log into Simply and navigate to the automation section.
  • Select the option to connect with Silk and Gmail.
  • Authorize the applications to allow data sharing.

Once connected, you can easily send emails through Gmail whenever stock levels fall below 10 units. This integration streamlines communication with suppliers and helps maintain inventory levels efficiently.

3. Creating the Workflow in Simply

Creating a workflow in Simply involves defining triggers and actions based on your sales data. Start by selecting Google Sheets as your trigger application. The trigger event should be set to ‘New or Updated Spreadsheet Row’ to capture any new sales.

After choosing your trigger, set up the actions that will occur in response. For instance, when a new sale is recorded, the corresponding inventory in the inventory sheet should be updated. This ensures that your inventory reflects the current stock levels accurately.

  • Select the inventory spreadsheet as the action application.
  • Choose ‘Update Spreadsheet Row’ as the action event.
  • Map the necessary fields to ensure accurate data transfer.

This workflow allows for seamless updates to your inventory based on real-time sales data, making inventory management much more efficient.

4. Testing the Automation

Once you have set up your workflow, it’s essential to test the automation to ensure it functions correctly. Use the sales sheet to enter a new sale, and observe how the inventory sheet updates automatically. This step is crucial for confirming that your integration between Simply, Silk, and Google Sheets is successful.

For instance, if you sell two units of an LED bulb, the inventory should reflect this change immediately. If everything is working as intended, you will see the inventory decrease by the quantity sold.

Enter a new sale in the sales sheet. Check the inventory sheet for updates. Verify that an email notification is sent to the supplier if stock is low.

Testing the automation ensures that your inventory management system is reliable and responsive to changes in sales.

5. Final Steps and Monitoring

After successfully testing the automation, monitor the system to ensure it continues to function as expected. Regularly check both the sales and inventory sheets for any discrepancies. This monitoring is vital to maintain accurate stock levels and timely restocking.

Additionally, ensure that the email notifications sent through Gmail reach the intended supplier. If any issues arise, revisit the connection settings in Simply and Silk to troubleshoot.

By following these final steps, you will have a fully automated inventory management system that works seamlessly with Simply, Silk, Google Sheets, and Gmail. This system will save you time and help in maintaining optimal inventory levels.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

Thanks for following along with this tutorial! Remember to subscribe to the channel for more helpful content like this.

If you found this guide useful, please consider giving it a thumbs up and sharing it with others who might benefit from it.

In conclusion, this tutorial has demonstrated how to automate inventory updates using Simply, Silk, and Google Sheets. By integrating these applications, you can streamline your inventory management processes and ensure timely communication with suppliers. Implementing this automation will enhance efficiency and accuracy in managing your inventory.