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Home › 6. Small Business Essentials (Documents & Operations) › Build a Simple Inventory Tracker

Build a Simple Inventory Tracker

6. Small Business Essentials (Documents & Operations) ⏱ 25 minutes min 📊 Intermediate

Objective

Create a spreadsheet to track product inventory levels and reorder points.

Materials Needed

  • AI chat tool
  • Google Sheets or Excel
  • A sample list of products

Step-by-Step Instructions

  1. 1

    Prompt: 'Create an inventory tracker spreadsheet with columns for Product, SKU, Quantity on Hand, Reorder Point, and Reorder Quantity, with a formula that flags low stock.'

  2. 2

    Ask the AI to explain how the low-stock flag formula works.

  3. 3

    Copy the layout into Google Sheets and test with sample products.

  4. 4

    Ask for tips on how often small businesses typically do inventory counts.

  5. 5

    Save the tracker for ongoing use.

Instructor TipGreat for retail, food service, or craft/product-based small businesses in the class.
TakeawayA simple, automated low-stock alert prevents the costly mistake of running out of a best-seller.

Tools Used

  • ChatGPT
  • Claude.ai