Automatically Update Expiry Status of Medicines in Google Sheets with Pabbly Connect

Learn how to automate the update of expiry status for medicines in Google Sheets using Pabbly Connect. Step-by-step tutorial for efficient inventory management. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Inventory Management

Pabbly Connect is an essential tool for automating the management of medicines in inventory. Using Pabbly Connect, you can automate the process of updating the expiry status of medicines in Google Sheets. This automation saves time and reduces the chances of human error in tracking expiry dates.

By integrating Google Sheets with Pabbly Connect, you can ensure that the status of medicines is updated automatically based on their expiry dates. This means you can focus more on your business while Pabbly Connect handles the tedious task of monitoring expiry statuses.

2. Setting Up Pabbly Connect for Automatic Updates

To get started, log into your Pabbly Connect account. If you don’t have one, you can create a free account easily. Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button to begin setting up your automation.

• Click on the ‘Create Workflow’ button.
• Name your workflow, for example, ‘Auto Update Medicines Inventory Status’.
• Click on the ‘Create’ button.

This initial setup is crucial for establishing the workflow that will automatically update the expiry status of medicines in Google Sheets.

3. Configuring Trigger and Action in Pabbly Connect

In this step, you will configure the trigger and action for your workflow. The trigger will be the upcoming expiry date of any medicine, while the action will be to change the status to expired in Google Sheets. Start by selecting the ‘Scheduler’ app from the ‘Choose App’ field.

Set the scheduler to run daily by specifying the frequency. Choose the time in UTC format for the workflow to check for expiry dates. For instance, if you want the workflow to run at 9 AM IST, you would set it to 3:30 AM UTC.

• Select ‘Scheduler’ as your app.
• Set the frequency to ‘Every Day’.
• Specify the time in UTC format.

Once this is configured, Pabbly Connect will automatically check your Google Sheets for any medicines that are about to expire.

4. Fetching Current Date Using Pabbly Connect

The next step involves fetching the current date to compare it with the expiry dates in your Google Sheets. To do this, use the ‘DateTime Formatter’ feature in Pabbly Connect. Select the ‘Current Date’ option to retrieve today’s date.

Ensure that the date format matches the format used in your Google Sheets. For example, if your expiry dates are in MM/DD/YYYY format, set the formatter to match this. This step is essential for accurate comparisons.

Select ‘DateTime Formatter’ as your app. Choose ‘Current Date’ as the action event. Map the current date to the format used in Google Sheets.

Once the date is fetched and formatted correctly, Pabbly Connect can proceed to check for any matches with the expiry dates in your inventory.

5. Updating Expiry Status in Google Sheets

After confirming that the current date matches any expiry date in your Google Sheets, the next step is to update the status of those medicines to expired. Use the ‘Google Sheets’ app again and select the ‘Update Row’ action event.

Map the row index and other necessary details from the previous steps, ensuring that the status is set to ‘Expired’. This allows Pabbly Connect to automatically update the relevant rows in your Google Sheets based on the fetched expiry dates.

Select ‘Google Sheets’ as your app. Choose ‘Update Row’ as the action event. Map the row index and set status to ‘Expired’.

Once configured, this workflow will run daily, ensuring that your inventory reflects the current expiry status of medicines automatically, thus enhancing efficiency in your business operations.

Conclusion

In conclusion, using Pabbly Connect to automate the expiry status updates of medicines in Google Sheets streamlines inventory management. With just a few steps, you can ensure that expired medicines are flagged automatically, saving time and reducing potential losses. This powerful integration allows for efficient tracking and management of pharmaceutical inventory.