In this overview, we'll walk through how to bring an end to pen and paper-driven asset tracking and inventory control.
- Capturing barcodes
- Entry fields = columns in spreadsheet
- Exporting and sharing sheets of scanned barcodes
- Create Cloud sheets for real-time sharing
1. Capturing barcodes
The app captures all major barcodes and QR by using the camera on your smartphone — from there, we can add data like text, quantity, location, date, time and more.
Don't have the app? download it here
2. Think of the fields as columns in the spreadsheet
The entry fields mirror the columns of the spreadsheet that you will export with all your items in — therefore, think of the fields as columns in the spreadsheet.
Adding new fields
- If we tap the three dots on the right-hand side of any field, we can add, edit, or delete the fields in the app.
- You have text, quantity, date, time, GPS location, true/false and more. Here's the full configuration guide.
Now that we’ve got a list of items, we need to export them.
3. Exporting Items
We can export the spreadsheet in Excel, CSV, JSON and XML in a few ways:
- Via email or text message
- To Dropbox, Google Drive, Box, and more.
- Directly to a shared Cloud Sheet
4. Multiple Sheets
Every Sheet represents a spreadsheet and has its own fields and rules.
Just as we have a Sheet to control inventory, we have workflows for ordering replenishments, tracking employee phones, and keeping track of who's attending our team meetings.
And that's the basics of the mobile app.
If you're working with a team, check out the desktop application where you can control multiple devices, and update items in real-time with Cloud Sheets.
Other useful resources:
If you have any questions or feedback, let us know.
— Orca Team