Last verified: 2026-02-18
Overview
The Spreadsheet View is a built-in spreadsheet that opens as a panel alongside your product catalog. You can use it like a regular spreadsheet — entering text, numbers, and formulas — or you can link individual cells to live product fields so that changes in the spreadsheet update your catalog directly.
Who this is for: Vendors who need a flexible workspace for tracking product data, calculating margins, or making bulk updates without leaving the platform.
What happens in the system
Cells you link to a product field display the current value of that field
Editing a linked cell updates the product immediately
Workbooks save automatically — there is no save button
Unlinked cells work like a standard spreadsheet and do not affect products
Workbooks are stored per company (StockApp) and persist across sessions
What does NOT happen
Formula results do not sync to products — formulas calculate within the spreadsheet only; the computed value is not written back to a product field
Importing external spreadsheet files is not supported — this is for live editing and tracking, not importing product data (use Bulk Import for that)
Shared workbooks are permanent — once a workbook is shared with the team, it cannot be made private again
Deleting a workbook cannot be undone from within the spreadsheet view
Prerequisites
An active StockApp account with vendor permissions
At least one product in your catalog to link cells to
Step-by-Step Instructions
Step 1: Open the Sheets Panel
Click the Sheets button (grid icon) in the right sidebar.
The Sheets panel opens on the right side of the screen. A workbook named My Workbook is created automatically when you open the panel for the first time.
The panel header shows:
Workbook name — click to rename
PRIVATE badge — indicates this workbook is only visible to you
@ (Link cells) — opens the link dialog to connect cells to product data
Undo / Redo — reverse or repeat cell edits
Expand — switch to full-screen mode
Close — close the panel
At the bottom, Sheet1 is the default worksheet tab. Click + to add more sheets.
Step 2: Manage Workbooks
Click the Workbooks list icon (panel icon, top-left of the sheets header) to open the workbooks drawer on the left side of the panel.
The drawer shows:
Search — find a workbook by name
New Workbook — create a new workbook
Filter tabs: All, Private (lock icon), Shared with team (people icon)
Workbook list with name and last-modified time
Click any workbook in the list to switch to it. Click the panel icon again to close the drawer.
Workbook privacy:
Private — visible only to you (default for new workbooks)
Shared with team — visible to all team members in this company
To share a workbook, hover over the PRIVATE badge in the header and select Share with team. This action is permanent and cannot be reversed.
Step 3: Link a Cell to a Product Field
Linking connects a specific cell to a specific field of a product, vendor, buyer, or user. When data changes, the cell updates automatically.
To link cells:
Select one or more cells in the spreadsheet
Click the @ button in the panel header (or type @ in a cell)
The Link to Cell dialog opens with a search box.
Type a product name, SKU, MPN, vendor name, or user name
Results show matching products (with price, stock count, and status), companies, and users. Click a result to proceed.
Select which field to link
The dialog shows all available fields for the selected entity, with current values. Click a field to select it. The header shows Selected cells: [cell reference] and N of N fields selected.
Click Create Mappings to confirm
The linked cell now displays the live value from that product field. A colored indicator appears in the cell corner to show it is linked.
Selecting multiple cells: If you select multiple cells before clicking @, you can map each cell to a different field of the same product in one step. Select multiple fields in sequence and each maps to the next selected cell.
Step 4: Edit Linked Cells
Click a linked cell
Type a new value
Press Enter or click away
The product field updates immediately in your catalog. Other users viewing the product see the new value.
Step 5: Expand to Full Screen
Click Expand in the panel header to use the full screen.
In full-screen mode, the workbooks drawer appears on the left. Click Collapse (the icon changes) to return to panel mode.
Supported Fields for Linking
You can link cells to fields from any searchable entity:
Products: Title, SKU, MPN, Price, Cost, Available Inventory, Status, Lead Time, Category, Tags, Condition, Manufacturer, Warranty, and product-specific attributes
Companies (vendors/buyers): Business name, Display name, Email, Phone, Location fields
Users: Name, Email, Role
Orders: Short ID, Status, Total amount, Dates
Using Formulas
Standard spreadsheet formulas work in unlinked cells:
Margin:
=(D2-C2)/D2*100(Price minus Cost divided by Price)Total value:
=B2*C2(Quantity times Price)Sum:
=SUM(E2:E10)Average:
=AVERAGE(D2:D10)
Important: Formula results stay in the spreadsheet only. They are not synced back to product fields. To update a product field, type the value directly into the linked cell.
Spreadsheet Features
Toolbar buttons (in the panel header):
@: Open the Link to Cell dialog
Undo: Reverse the last cell edit (Ctrl+Z)
Redo: Reapply a reversed edit (Ctrl+Y)
Expand / Collapse: Toggle full-screen mode
Close: Close the panel
Keyboard shortcuts:
Tab: Move to next cell
Enter: Confirm entry and move down
Arrow keys: Navigate cells
Ctrl+Z: Undo
Ctrl+Y: Redo
@: Start linking (when typed in a cell)
Multiple sheets:
Click + at the bottom to add a new sheet
Click a tab to switch between sheets
Right-click a tab to rename or delete it
What changes over time
When you edit a linked cell:
The product field updates immediately
Other users viewing that product see the new value
The cell continues to show the live value
When a product is updated outside the spreadsheet:
Linked cells reflect the updated value on the next refresh
Reload the page if you want to see the latest values immediately
Common Issues
Issue: The @ button does nothing
Symptom: Clicking @ in the toolbar opens the dialog but changes are not saved
Solution: Make sure you have at least one cell selected before clicking @. The dialog maps to the currently selected cell(s).
Issue: A linked cell shows an error or blank value
Symptom: A cell that was linked to a product now shows an error or is empty
Solution:
The product may have been deleted
Re-link the cell: select it, click @, and search for the product again
Verify the product still exists in your catalog
Issue: Changes to a linked cell are not appearing on the product
Symptom: You edited a linked cell but the product does not show the new value
Solution:
Check your internet connection — the panel requires a live connection to sync
Verify the cell is linked (linked cells show a colored corner indicator)
Refresh the page and try again
Issue: Cannot find a workbook
Symptom: A workbook you created is not showing in the list
Solution:
Open the workbooks drawer and check the All tab (not just Private or Shared)
The workbook may belong to a different company — check that you are in the correct StockApp
If shared with the team, check the Shared with team filter tab