rr.Rizqi RamadhanSoftware maker
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07 / SPREADSHEETS & APPS SCRIPT

Google Workspace Automation

Turn quotation templates, stock records, and budgets into connected operational workflows.

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Confidential project · Client identity and operational data remain private. The public demo is a separate reconstruction with fictional records, rather than access to the client application.

THE CONTEXT

What the work connects.

Spreadsheets already hold the information a team needs. The repetitive work happens between them: preparing a quotation, saving its document, recapping the transaction, updating stock, and collecting monthly figures.

Built for
Business teams working in Google Sheets
My contribution
I developed Apps Script automations and customized spreadsheet workflows for quotation documents, inventory movements, and budgeting. My contribution combines scripting with adapting and maintaining existing spreadsheet systems.

HOW IT WORKS

From one step to the next.

  1. 01

    Item & customer lists

    Shared information for the quotation

  2. 02

    Quotation form

    Quantities and prices calculate the total

  3. 03

    Document & recap

    Save a PDF and its reference

  4. 04

    Drive filing

    Keep the document easy to find

The quotation workflow connects a completed form to a PDF, a recap entry, and Google Drive filing. Inventory uses item identifiers to connect incoming and outgoing movements to current balances. Budget summaries pull the relevant categories from monthly sheets into a single review.

CONNECTED SPREADSHEETS

Follow the information.

Quotations: one form becomes a document record

The customer directory and item list supply reusable information to document forms. Quantities and prices produce the document total; document numbers, customers, values, and file references are collected in a recap. The public workbook demonstrates these relationships without private scripts or documents.

  1. 01

    Customer & item lists

    Reusable names, units, and prices

  2. 02

    Quotation form

    Selected items and quantities

  3. 03

    Document total

    Quantity × price, then a combined total

  4. 04

    Document recap

    Reference, customer, date, and value

Inventory: movements become balances

The item list supplies names and units to movement records. Incoming and outgoing quantities are grouped by item, then combined with opening stock to calculate the current balance and its value.

  1. 01

    Item list

    Item codes, units, and sample costs

  2. 02

    Incoming & outgoing

    Movements identify the same item code

  3. 03

    Stock balance

    Opening + incoming − outgoing

  4. 04

    Stock overview

    Availability and inventory value

Budgeting: monthly entries become a review

The original workbook gathers spending and allocation categories from monthly tabs, using category lookups and references to selected external sheets. The public sample simplifies this into a self-contained budget-versus-actual exercise. It has no connection to client files.

  1. 01

    Monthly inputs

    Spending and allocation categories

  2. 02

    Category lookup

    Find the relevant monthly figures

  3. 03

    Period totals

    Consolidate the selected categories

  4. 04

    Budget overview

    Review several months together

Sales monitoring: records become an owner’s view

Invoice records are prepared into consistent rows before being grouped by period. Sales and cost figures produce gross profit, while recorded payments and remaining balances describe collections and receivables. Keeping these measures separate makes the overview easier to interpret.

  1. 01

    Invoice records

    Sales, costs, and recorded payments

  2. 02

    Prepared rows

    Consistent fields for period filters

  3. 03

    Monthly summary

    Sales, gross profit, cash, and balances

  4. 04

    Owner’s overview

    A readable view with traceable sources

GOOGLE SHEETS / SAMPLE DATA

Quotations ↗

An item list and customer directory feed a quotation form, its calculated total, and a document recap.

GOOGLE SHEETS / SAMPLE DATA

Inventory ↗

Incoming and outgoing movements update item balances, availability, and inventory value.

GOOGLE SHEETS / SAMPLE DATA

Budget ↗

Monthly budget and spending inputs roll into a three-month review with calculated differences.

GOOGLE SHEETS / SAMPLE DATA

Sales monitoring ↗

Fictional invoices connect sales, costs, collected payments, and receivables to a monthly overview.

THE RESULT

A working path through the task.

The workflows turn familiar spreadsheets into connected working tools. Separate sample workbooks let visitors change quantities, stock movements, and monthly spending to see the relationships recalculate. The web demo illustrates document preparation; it does not run the private scripts or write into client files.

Try a sample journey.

Explore the steps with fictional data. Changes stay in your current browser session and reset when you reload.

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Capabilities & tools For a closer look +

WHAT IT DOES

  • Quotation saving with automatic PDF generation and Google Drive storage
  • Quotation recap records with document references and PDF links
  • Inventory workflows connecting incoming stock, outgoing stock, and current balances
  • Lookup formulas for item information, stock status, and inventory value
  • Monthly budget consolidation using cross-sheet references and category summaries
  • Spreadsheet customization and maintenance for ongoing operational use

TOOLS & INTEGRATIONS

Google Apps ScriptGoogle SheetsJavaScriptGoogle DrivePDF Generation
NEXT PROJECT

Spreadsheet Monitoring Hub ↗