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How to Create a Inventory Collection Mobile Form in 20 Minutes or Less

By Mary Qin on June 23, 2014
Tags: GoCanvas Marketing

Are you still using paperwork to take inventory? It’s high time you bring your work into the digital age. A mobile inventory form will save you hundreds of hours and make your information more accurate. With GoCanvas, you can easily put together an inventory collection app in just minutes – no programming knowledge required!

Let’s build a mobile inventory collection form together. It’ll take less than 20 minutes of your time and it will save you much more time by speeding up your inventory collection process.

Sign Up for a Free Trial

First, you’ll need to log in to your GoCanvas account. If you don’t have one yet, get a 30-day free trial by signing up! This risk-free trial allows you to field test GoCanvas before deciding to subscribe.

Don’t worry, we do not take payment information for the trial, so go ahead and sign up today.

Create Your App

Once you are logged in to your account, you’ll want to navigate to the My Apps tab in My Home. Click on the “Create New App” button on the left to get started. The next screen will prompt you to give your app a name and description.

Then click “Save and Launch App Builder” to load the GoCanvas App Builder.

Start with a Screen

You want to start off by naming this first screen. Screens are ways of grouping your data collection into sections, such as Product Information or Services Rendered. We’ll want to start off by getting the basics about where and when the inventory collection is taking place, so let’s name this screen “Basic Information” and click “Done” at the bottom.

Adding Fields

Now you can start adding fields to the screen, using the Palette along the right. Double-click or drag “Date” into the blank box in the center. Give the field a name in the Label box, such as Date or Date Taken.

Leave the Default Value as Current Date if you want it to pre-populate with the date the inventory is being taken. If you want it to be blank until the user chooses a date, click on it to select “No Default (Blank).” You can also make this field required by checking the box for Required.

If you want to change the order that month, day, and year are shown, go to Advanced and choose from the Style options.

Next, add a Time field and label it “Time Taken.” Now you have the time and date of the inventory collection set.

From here, choose a Text Box and label it “Inventory Taken By.” Click Advanced and scroll all the way down until you see System Default. This dropdown menu allows you to pre-populate information based on the user who is logged in. The last option is “Full Name (First Last)” and that’s what we want here.

This field will automatically populate with the user’s first and last name as they fill out the app. If you don’t want them to be able to edit that information, check the Read Only box at the top of the Advanced section.

Click Done and then add a GPS field. Label it “GPS Location” and click Done. This will allow you to see exactly where someone was when they took inventory, which is particularly useful if you have multiple sites.

Alternatively, you can add a Value List with each location’s name so you can choose one from a dropdown. Let’s say you have three stores. Choose the Value List field, label it “Store Name,” and list the store names in the Value List section.

If there is any other data you want to collect before taking inventory, go ahead and add those fields in a similar fashion. Once you’re ready to move on, choose the “Add Screen” button with the blue “+” icon.

Create a List

We’ll name this new screen “Inventory Collection” and choose the Screen Layout “List (Simple)” so we can add items to a list. This screen type allows you to add as many or as few items to a list as you need.

As soon as you hit Done, you will be prompted to give a Text Box field a name. In this case, we can call it “Product/Item”

Then let’s add an Integer field and label it “Quantity.” These are the basics you would want to capture when taking inventory, but feel free to add any other fields, such as a Notes section. For that, choose Multi-Line Text to allow for a large typing space to include your notes.

Tally Your Inventory

Finally, if you want to tally all of your inventory, add one more screen and call it “Total Inventory.” Add a Summary field, label it “Total Quantity,” choose Inventory Collection for the Summary Screen and Quantity for the Summary Entry. Now the total quantity of items will be calculated for you.

Your app is now ready to go and should look similar to this:

To use the app, click Save in the top left and choose “Save, Close, and Publish” so you can assign it users. Choose which users you want to receive the app and click the Publish button. Be sure to assign it to yourself so you can use it too!

Now you can easily take stock of inventory and submit that data for instant access in the GoCanvas Cloud.

Pro Tip

Barcoding and reference data make it even easier to manage inventory collection. Learn how to do that here.

Within minutes, you've created your own customer inventory app. With a drag and drop interface, you've created an app that some companies have spent over 6 months and 50,000 dollars to achieve.

Don't want to create your own app? Browse our collection of Service Industry mobile templates, or send us your form and GoCanvas will convert your first form to a mobile app for free!

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