DIY WMS: Using Google Sheets/Airtable Before Buying Software
- Start small : Use Google Sheets or Airtable for basic inventory, order, and shipment workflows.
- Leverage Edgistify’s EdgeOS : Seamlessly migrate to a scalable, tech‑enabled WMS when growth demands it.
- Plan for the future : Integrate Dark Store Mesh and NDR Management to handle COD, RTO, and festive surges in Tier‑2/3 cities.
Introduction
In India’s e‑commerce landscape, warehouses in Tier‑2 and Tier‑3 cities—think Guwahati, Jaipur, or Coimbatore—struggle to balance cost and agility. Fresh‑to‑home startups often launch with a simple spreadsheet to track inventory, while larger brands rely on heavy, expensive WMS solutions. A DIY approach using Google Sheets or Airtable can bridge this gap: it offers immediate visibility, low entry cost, and a testbed for process refinement before committing to costly software.
But how do you keep the system robust enough to handle COD, RTO, and the unpredictable festive rush? The answer lies in a phased, data‑driven strategy that starts with spreadsheets, then scales with Edgistify’s EdgeOS, Dark Store Mesh, and NDR Management.
1. Foundations of a DIY WMS
1.1 Why Google Sheets or Airtable?
| Feature | Google Sheets | Airtable |
|---|---|---|
| Cloud‑based & free (basic tier) | ✔ | ✔ |
| Real‑time collaboration | ✔ | ✔ |
| Built‑in formulas & data validation | ✔ | ✔ |
| API & Zapier integration | ✔ | ✔ |
| Relational database (Airtable) | ❌ | ✔ |
| Limited automation (Sheets) | ⚠ | ✔ |
Takeaway: Airtable adds relational structure without steep learning curves, while Sheets offers sheer ubiquity.
1.2 Core Modules to Build
| Module | Purpose | Sample Fields |
|---|---|---|
| Inventory | Track SKUs, batch, expiry | SKU, Qty, Batch No., Expiry |
| Orders | Capture order ID, status | Order ID, Customer, Status |
| Shipments | Map courier, tracking | Shipment ID, Courier, Tracking # |
| Returns | Log RTO, COD refunds | Return ID, Reason, Amount |
| Analytics | KPI dashboard | Order Cycle Time, Stock Turnover |
2. Problem‑Solution Matrix: DIY vs. Full‑Scale WMS
| Problem | DIY WMS (Sheets/Airtable) | Full‑Scale WMS (Post‑EdgeOS) |
|---|---|---|
| Data Integrity | Manual entry errors | Automated validation & sync |
| Scalability | Limited rows, slow load | Cloud‑native, high concurrency |
| Integration | Zapier only | Native APIs with Delhivery, Shadowfax |
| Compliance | Manual audit trails | Built‑in audit logs, NDR Management |
| Real‑time Visibility | Lagged updates | EdgeOS dashboards, Dark Store Mesh |
3. Scaling Strategy: From DIY to EdgeOS
3.1 Phase 1 – Validate Processes
- Run pilot : 30‑day test in a single SKU category.
- Measure KPIs : Order cycle time, stock accuracy.
- Adjust : Refine formulas, add data validation.
3.2 Phase 2 – Automate & Integrate
- Use Zapier : Link Airtable to Delhivery for shipment creation.
- EdgeOS Connectors : Once ready, replace Zapier with EdgeOS APIs for lower latency.
3.3 Phase 3 – Deploy EdgeOS
- EdgeOS provides a lightweight, on‑premise WMS that can ingest spreadsheet data via CSV or API, preserving the audit trail.
- Dark Store Mesh : For micro‑fulfilment hubs in Mumbai or Bangalore, EdgeOS automatically routes orders to the nearest mesh node, cutting last‑mile time.
- NDR Management : EdgeOS tracks Non‑Delivery Requests (NDR) in real time, flagging COD/RTO patterns and feeding analytics back to inventory planners.
4. Practical Implementation Guide
4.1 Spreadsheet Blueprint (Airtable)
```plaintext Table: Inventory
- Record ID
- SKU
- Description
- Quantity
- Batch No.
- Expiry Date
- Reorder Level
Table: Orders
- Order ID
- Customer ID
- SKU
- Qty
- Order Date
- Status (Pending/Processed/Shipped/Delivered/Returned)
Table: Shipments
- Shipment ID
- Order ID
- Courier (Delhivery/Shadowfax)
- Tracking No.
- Ship Date
- ETA
Table: Returns
- Return ID
- Order ID
- Reason
- COD Amount
- RTO Status
```
4.2 Automation Snippets
| Task | Script/Tool | Notes |
|---|---|---|
| Barcode Scan → Order Pop‑in | QR code app → Airtable API | No code needed |
| Stock Reorder Alert | Airtable Automations → Email | Threshold = Reorder Level |
| Shipment Creation | Zapier → Delhivery API | Trigger: Order status = Shipped |
| Return Logging | Airtable Form → Returns Table | Captures RTO reason |
4.3 Transition Checklist
| Item | DIY Check | EdgeOS Readiness |
|---|---|---|
| Data cleanliness | ✅ | ✅ |
| API credentials | ❌ | ✅ (EdgeOS connectors) |
| User roles | Manual | Role‑based access |
| Backup strategy | Google Drive backup | EdgeOS built‑in snapshots |
5. EdgeOS in Action: A Use‑Case
Scenario: A mid‑size fashion retailer in Bangalore experiences a 25% spike in COD orders during the Diwali season.
- 1. DIY Phase : Airtable captures each COD order, with a “COD Pending” status.
- 2. EdgeOS Integration : On Day 1 of the surge, the retailer syncs Airtable data to EdgeOS.
- 3. Dark Store Mesh Activation : EdgeOS routes COD orders to the nearest micro‑hub in Whitefield, reducing RTOs by 15%.
- 4. NDR Management : EdgeOS flags 5% of COD orders as “Potential NDR” and recommends pre‑payment reminders.
- 5. Outcome : Return rate drops from 12% to 8%, cash flow improves, and inventory turns rise by 18%.
Conclusion
A DIY WMS using Google Sheets or Airtable gives Indian e‑commerce operators a low‑cost, flexible foundation to test processes and gain real‑world insights. When the business outgrows spreadsheets, Edgistify’s EdgeOS, Dark Store Mesh, and NDR Management provide a seamless, data‑driven bridge to a full‑scale, future‑proof logistics ecosystem. By following a phased, analytical approach, you can keep inventory accuracy high, reduce RTO, and turn festive surges into profitable opportunities—without overspending on software upfront.
FAQs (Voice‑Search Ready)
- 1. What is a DIY WMS and why use Google Sheets?
A DIY WMS is a self‑built warehouse management system using tools like Google Sheets or Airtable. It’s inexpensive, fast to deploy, and perfect for small to medium operations that need immediate visibility.
- 2. How does Airtable differ from Google Sheets for WMS?
Airtable adds relational database features, allowing you to link orders, inventory, and shipments. Sheets is simpler but lacks built‑in relational links.
- 3. When should I migrate from spreadsheets to EdgeOS?
Migrate when you hit >5,000 orders/month, need real‑time courier integration, or face frequent COD/RTO issues that spreadsheets can’t handle reliably.
- 4. Can EdgeOS integrate with Indian couriers like Delhivery?
Yes, EdgeOS offers native connectors for major Indian couriers, enabling automated shipment creation, tracking, and status updates directly in your WMS.
- 5. What is Dark Store Mesh and how does it help during festivals?
Dark Store Mesh is a network of micro‑fulfilment centers that route orders to the nearest hub. During festive rushes, it reduces last‑mile time, cuts RTOs, and improves customer satisfaction.