The Scenario
The reorder request came in Monday morning from the purchasing manager: get the current stock levels for all 80 sevdesk parts into Excel, flag anything below the reorder threshold, and send the list to the supplier by noon. The purchasing manager doesn't have direct access to sevdesk. They need a spreadsheet.
The bad version:
- Log into sevdesk, navigate to Products, and start scrolling through the parts list.
- sevdesk doesn't have a one-click stock export to Excel. You begin manually entering part names, SKUs, and stock quantities into the workbook.
- After 25 parts, the manager pings asking for the list. You're not even a third done. You estimate you'll have it ready by 11:30 — leaving 30 minutes before the supplier deadline.
The supplier order needs accurate numbers. The friction is not in reviewing the data — it's in extracting it from sevdesk in the first place.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside Excel that reads the workbook context and pulls directly from sevdesk. Ask for the inventory data with the flagging already applied.
Pull the stock level for every part in sevdesk and paste into my Stock Audit Excel sheet — add a column 'Reorder?' with YES if stock is under 20 units
What You Get
- All 80 sevdesk parts written into the workbook — one row per part.
- Columns: part name, SKU, stock quantity.
- A Reorder? column added automatically — YES for any part below 20 units, blank otherwise.
- The data reflects sevdesk's current stock levels at the moment you ran the prompt.
What If the Data Is Not Quite Ready
The threshold varies by part — you have a thresholds reference tab in the workbook
Pull the stock level for every part in sevdesk and paste into my Stock Audit worksheet — add a column D matched from the Thresholds worksheet (column A: SKU, column B: reorder threshold) — add a column E with 'Reorder' if stock in column C is below the threshold in column D, otherwise leave blank
You want a separate worksheet with only the reorder-needed parts — not the full list
Fetch all sevdesk parts and their stock levels — write all parts to the Full Inventory worksheet with part name, SKU, and stock quantity — then write only the parts where stock is below 20 to a separate Reorder List worksheet
Only active parts should appear — exclude anything marked inactive
Fetch all active sevdesk parts and their stock levels — exclude inactive parts — write part name, SKU, and stock quantity into my Stock Audit worksheet and add a column D with 'Reorder' if stock is under 20 units
Full audit: pull, flag, calculate reorder quantity, and total
Fetch all sevdesk parts and their stock levels — write part name, SKU, and stock quantity into my Stock Audit worksheet — add a column D with YES if stock is under 20 or NO otherwise — add a column E showing units needed to reach 50 (50 minus current stock, minimum 0) — write the total number of parts below threshold into cell A1
The reorder quantity column in column E gives the purchasing manager the exact units to order for each part — not just a flag that more work is needed.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you manage inventory, then ask it to pull current sevdesk stock levels with whatever threshold flagging the purchasing team needs. Once the audit is in, you can bulk-create new parts for any SKUs that need to be added, or create purchase orders from the reorder list.