The Scenario
It's Monday morning and you've just discovered that three line items on last week's purchase order are out of stock — items you thought Ascora was tracking. The workshop manager responsible for the inventory review left three months ago. Nobody's been running the weekly stock check since. The reorder workbook hasn't been touched since February.
The bad version:
- Log into Ascora, navigate to inventory, and scroll through every supply item manually looking for low-stock indicators.
- Write down item names, categories, and stock quantities on a notepad so you can build the purchase list later.
- Open the workbook, retype everything, realize you forgot the supplier names, go back to Ascora, and start over.
This is supposed to take 20 minutes on a Monday, not consume the whole morning.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Ascora, reads all your inventory supplies, and writes the current stock data into the workbook in one operation — ready for threshold analysis and purchase list generation.
Pull all Ascora inventory supplies and kits into the Excel 'Inventory' sheet. For each item write name, category, supplier, unit cost, and stock quantity. Sort by category.
What You Get
- One row per Ascora inventory item, written into the Inventory worksheet.
- Item name, category, supplier, unit cost, and stock quantity in separate columns, sorted by category.
- The data arrives fresh from Ascora — not a cached export from last week.
- Once in the workbook, you can apply Excel's conditional formatting or a filter to surface anything below your reorder threshold.
What If the Data Is Not Quite Ready
You need supplier names alongside each item, but they're stored separately in Ascora
Fetch all inventory supplies from Ascora. For each item, also retrieve the associated supplier name. Write item name, category, supplier, unit cost, and stock quantity into the 'Inventory' worksheet, sorted by category.
Items need to be compared against reorder thresholds stored in a separate worksheet
Fetch all Ascora inventory supplies and write item name, category, and stock quantity into columns A, B, and C of the 'StockCheck' worksheet. Then look up each item name in the 'Thresholds' worksheet — column A is item name, column B is reorder point. For any item where current stock is below its reorder point, write 'Reorder' in column D. Write 'OK' for everything else.
You want a separate summary tab showing only items that need ordering
Fetch all Ascora inventory supplies. Write name, category, supplier, and stock quantity into the 'FullInventory' worksheet. Then, in a separate 'ReorderList' worksheet, write only the rows where stock quantity is below 10, including item name, supplier, and a 'Qty to Order' column calculated as 20 minus current stock quantity.
End-of-month stock audit: pull everything, cross-reference against purchase records, surface discrepancies
Fetch all Ascora inventory supplies. Write item name, category, and current stock quantity into columns A, B, and C of the 'StockAudit' worksheet. Then look up each item in the 'PurchaseHistory' worksheet — column A is item name, column B is the quantity received this month. Calculate expected stock as the previous closing stock plus received quantity and write it into column D. Write the difference between expected and actual in column E. Flag any item where the difference exceeds 5 units as 'Discrepancy — investigate' in column F.
One prompt and the audit is ready for review.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask SheetXAI to pull all Ascora inventory supplies into the Inventory worksheet. Related: export Ascora jobs to an Excel workbook and bulk add or update suppliers. Hub: Ascora integration overview.