Use Google Sheets to compare case quantities with unit demand
Example: A buyer's sheet records demand in individual items and supplier availability in cases. A direct total gives the wrong purchasing picture.
Keep Google Sheets as the source for its records. A Righthand can use available information for the decision below.
This article is from Righthand. The example and result are illustrative. This guide has no executed integration test.
The customer task
A buyer's sheet records demand in individual items and supplier availability in cases. A direct total gives the wrong purchasing picture.
Provider documentation. The documentation gives information about reading and writing cell values in specified ranges. The range and value input settings affect the operation.
Make account access explicit
If Google Sheets is available in Connections, connect the intended account. Give the Righthand access to that connection.
Provider documentation does not establish installed Righthand operations. Examine the connection’s available tools before assigning direct account work.
For direct account work, the connection must have the necessary read or write operation and permission. If that operation is unavailable, supply the information in a message. The owner must make any account change in that case.
Connection Permissions gives information about account access and tool permissions. Give only the access necessary for the identified task.
The request to the Righthand
Read the approved demand and case-size ranges.
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Calculate available individual items from supplied case sizes.
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Show each missing case size as unknown.
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Send the owner the result before 3 PM Friday.
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Use Pacific time.
Use the provider records for the result
Identify the spreadsheet and exact tab before you read cells. Keep units and headers. A write must use the approved range without changing adjacent work.
Do not compare quantities before their units agree.
For a permitted write, examine the resulting account record. A proposal does not establish a completed change.
For an external message, identify the recipient and permitted task. Ask uses an explicit instruction or approval. Connection tool permissions are another required control. Communications Policy.
An illustrative result and next step
Three cases of twelve give thirty-six items. Demand is forty items, so four items remain uncovered.
The buyer gives a decision about whether to purchase another case or reduce the requested quantity.
Try one account task
- Give the Righthand one identified source record.
- Compare its result with that source.
- Examine the account record after a permitted write.
- Examine the work in Activity.
If a direct operation is unavailable, give the source information in a message. This does not establish a direct integration.
When the account tools are sufficient
Use Google Sheets directly when its existing view gives the complete answer and no other conversation is necessary. A person can make the decision from that view.