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I need a complete Smartsheet workflow that streamlines how we move inventory requests through warehouse and purchasing. Here’s the flow I have in mind: • A user opens a simple Smartsheet form, manually enters one or more SKUs and the quantities they need, then submits. No extra sign-on layers are required; everyone will already have access inside our shared Smartsheet workspace. • The submission lands in an “Open Requests” sheet. Warehouse staff confirm on-hand stock by updating a Fulfillable Yes/No column and entering the picked quantity. • When all lines are marked “Yes,” Smartsheet automatically emails the originator a detailed fulfillment notice that includes the SKU list, quantities shipped, and any tracking or reference numbers. • If any line is marked “No,” the row is instantly copied (or moved) to a “Purchasing” sheet. Purchasing receives an alert to raise a PO, enters the PO #, vendor, and expected delivery date, and Smartsheet then sends the originator a second email containing the full inventory request, the new PO #, and ETA details. • Once the purchase order is received, a final status update should close the loop and archive the row. Required deliverables: • All Smartsheet sheets, forms, automation rules, and cross-sheet references fully built and tested. • Clear, concise documentation outlining sheet structure, column logic, and how to tweak automation rules in the future. If you’re comfortable leveraging Smartsheet’s forms, workflow automation, and notification features to create this end-to-end process, let’s talk.
ID do Projeto: 40150733
70 propostas
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Ativo há 13 dias
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70 freelancers estão ofertando em média $2.098 USD for esse trabalho

I bring over 10 years of experience in web and mobile development, specializing in workflow automation solutions like the one you need for your Smartsheet Inventory project. I understand the key requirements you've outlined, and I'm here to streamline the process for you. In the realm of workflow automation, I have successfully implemented similar projects in the past, particularly in eCommerce and logistics domains. My expertise will ensure a seamless transition of inventory requests through warehouse and purchasing, exactly as you've envisioned. To achieve your desired workflow with Smartsheet, I will leverage my skills in form creation, automation rules, and notification features to build a robust system that meets your specific needs. I am committed to delivering a solution that optimizes efficiency and accuracy in handling inventory requests. If you're ready to enhance your inventory management process with a custom-built Smartsheet workflow, let's discuss how we can get started on this project. Let's collaborate to bring your vision to life seamlessly and efficiently.
$2.400 USD em 30 dias
8,8
8,8

⭐⭐⭐⭐⭐ Create an Efficient Smartsheet Workflow for Inventory Requests ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project requirements and see you're looking for a Smartsheet workflow to handle inventory requests smoothly. You don't need to look any further; Zohaib is here to help you! My team has completed over 50 similar projects, ensuring efficient inventory management. I will design the workflow as you described, ensuring every step from request to fulfillment is seamless and automated. ➡️ Why Me? I have 5 years of experience in creating workflows with Smartsheet, focusing on automation and efficiency. My skills include form design, inventory management, and email notifications. Additionally, I have a strong grip on cross-sheet references and automation rules, providing a complete solution for your needs. ➡️ Let's have a quick chat to discuss your project in detail. I would love to show you samples of my previous work that demonstrate my expertise in Smartsheet workflows. I'm looking forward to discussing this with you! ➡️ Skills & Experience: ✅ Smartsheet Automation ✅ Workflow Design ✅ Inventory Management ✅ Form Creation ✅ Email Notifications ✅ Cross-Sheet References ✅ Data Validation ✅ Process Optimization ✅ Documentation ✅ Testing & Troubleshooting ✅ Communication Skills ✅ Project Management Waiting for your response! Best Regards, Zohaib
$1.800 USD em 2 dias
7,7
7,7

Hello, Would you be interested in a tailored demo of the Smartsheet workflow even before we proceed with any commitment? By leveraging my expertise in automation and inventory management, I can create a comprehensive workflow that streamlines your inventory requests, ensuring efficiency and accurate communication across teams. Let’s discuss how I can provide a detailed plan and demo to elevate your inventory management process immediately. Regards, Smith
$2.250 USD em 7 dias
7,3
7,3

Hi, This is Elias from Miami. I’ve reviewed your project description and it looks like the goal is to build a complete Smartsheet workflow that moves inventory requests seamlessly through warehouse and purchasing—from form submission to fulfillment, PO tracking, and final archiving—without extra sign-on layers. With over 10 years of experience designing Smartsheet solutions and workflow automations, I’m very interested because I’ve built end-to-end inventory and approval systems that use forms, automated notifications, cross-sheet references, and conditional logic to streamline operations. I can deliver fully tested sheets, automation rules, and clear documentation so your team can maintain and adjust the workflow in the future. A few questions to clarify your needs: Q1: Should the automation emails include attachments or just detailed line-item text summaries? Q2: For the “Purchasing” sheet, do you need automated status updates to trigger back to the “Open Requests” sheet in real-time, or is a manual sync acceptable? Q3: Are there any specific naming conventions or reference numbers that need to be integrated into the workflow for tracking purposes? Looking forward to hearing from you and helping make your inventory workflow fully automated. Regards.
$2.250 USD em 7 dias
7,3
7,3

As an experienced freelancer with a strong background in Excel and data management, I believe I am the perfect fit for this project. Specializing in Excel dashboards and workflow automation, I can help you streamline your inventory requests using Smartsheet to enhance efficiency within your warehouse and purchasing departments. My skills extend beyond just creating sheets and forms; I can design an end-to-end process that involves cross-sheet references, automation rules, logical column structures, and thorough documentation. With years of experience, I have developed a strong expertise in MS Office applications including Word Processing, Data Entry and Access Databases amongst others. This diverse skillset makes me uniquely qualified to not only build and test your Smartsheet workflow but also provide any necessary support or training should you require it in the future. At Ali DataExperts, our top priority is client satisfaction. We are devoted to delivering quality work that meets and exceeds our clients' expectations. I am excited about the possibility of working on this project with you and helping you optimize your inventory management process through Smartsheet. Let's discuss more about your unique requirements so that together we can develop a tailored solution to meet your business needs.
$1.500 USD em 3 dias
7,0
7,0

Hello, I’d be happy to build a complete Smartsheet workflow to streamline your inventory request, warehouse, and purchasing process. I can design the intake form, configure the Open Requests, Purchasing, and Archive sheets, and set up the required automations so the flow runs end to end without manual coordination. This will include conditional row moves/copies, status-driven alerts, and detailed email notifications for fulfillment and purchasing scenarios, ensuring requestors always receive clear updates with SKUs, quantities, PO numbers, and ETAs. My focus is on a clean, reliable workflow that’s easy for your team to maintain and expand. Happy to review your current Smartsheet setup and get started quickly.
$2.500 USD em 7 dias
6,6
6,6

Hi! This Smartsheet architecture is a perfect example of how AgilifyTech bridges the gap between manual operations and high-level automation. We build custom end-to-end solutions, and we’ve implemented similar "loop-closing" inventory workflows that eliminate the "black hole" of email-based requests. We will build this using a Master Request Sheet equipped with cross-sheet formulas to ensure data integrity between Warehouse and Purchasing. Using Smartsheet’s native Automation Engine, we’ll set up the logic gates so that "No" flags trigger an instant move to the Purchasing sheet, while "Yes" flags generate your branded fulfillment alerts. We’ll focus heavily on the UI of the forms to ensure SKU entry is foolproof for your team. Our goal is to give you a "set it and forget it" system with a clean audit trail. We also provide full documentation so your team can manage the logic long after we’ve deployed it. I have two quick questions regarding the SKUs: - Would you like the form to pull from a pre-loaded "Master Inventory" dropdown to prevent typing errors, or should it remain open for manual entry? - Do you need a real-time Dashboard to visualize how many requests are currently sitting in "Purchasing" vs. "Warehouse"? I'd love to discuss the specific triggers you need.
$2.250 USD em 7 dias
5,1
5,1

Being a CEO at Web Crest, I head a multidimensional team specializing in AI and Automation, Web and Software Development, Mobile and Web Apps, UI/UX & Graphics, and Cloud & DevOps. All these skills come very handy in carrying out your project named "Smartsheet Inventory Workflow Automation" effectively and efficiently. We have hands-on experience in leveraging Smartsheet’s forms, workflow automation, and notification features to create seamless end-to-end processes like the one you've described. Our expertise in AI & Automation includes AI-Powered Chat/bots, ranging from web scraping to data extraction bots, which will be highly useful for fetching on-hand stock information from your Warehouse Staff and cross-referencing that with the requested SKUs. Additionally, our skills in UI/UX will make sure that we deliver clear and concise documentation outlining sheet structure, column logic, and how to tweak automation rules in the future
$1.500 USD em 5 dias
4,6
4,6

✅ Proposal for Smartsheet Inventory Workflow Auto With a strong background in Smartsheet platform management and workflow automation, I am ideally positioned to develop your inventory management system. My expertise includes creating customized forms, automating complex workflows, and setting up real-time notifications, all within Smartsheet. I have successfully implemented similar systems that streamline operations and enhance efficiency. My approach will ensure that your inventory requests flow seamlessly from submission to fulfillment, with all necessary documentation and automation meticulously crafted and tested. I am committed to delivering a solution that meets your specific needs and facilitates easy future adjustments. Lets collaborate to optimize your inventory process.
$3.000 USD em 30 dias
5,1
5,1

Hi, I’ve reviewed your detailed requirements for a Smartsheet inventory workflow that efficiently handles inventory requests from submission to fulfillment and purchasing. With extensive experience designing Smartsheet workflows and automation, I’m confident I can create a seamless solution that meets your exact flow requirements. I will build the form, sheets with appropriate columns, and automation rules to trigger notifications and move requests between statuses as you outlined. My approach ensures real-time updates and smooth communication between warehouse, purchasing, and users. Additionally, I will provide clear documentation that covers how each element works and how you can adjust rules later. I propose to deliver the full system, tested and ready to go, within 10 business days. I look forward to discussing your specific needs to ensure the workflow fully aligns with your operational processes. Do you have preferred templates or existing sheets in Smartsheet that this workflow should integrate with or replace? Best regards,
$2.500 USD em 18 dias
4,0
4,0

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