Installation Guide

Install and configure SheetERP POS Invoice in minutes

System Requirements

Step 1: Install from Google Workspace Marketplace

1. Visit the Google Workspace Marketplace listing
2. Click the “Install” button
3. Review the permissions requested
4. Click “Continue” to grant access
5. Wait for installation to complete

Step 2: Open Your Product Spreadsheet

Open the Google Sheet that contains your product data. If you don’t have one yet, create a new sheet with this structure:

Step 3: Access the Add-on Menu

1. In your Google Sheet, go to Extensions → SheetERP
2. You’ll see menu items: Open POS, Default Settings, Invoice Settings, License Settings
3. If you don’t see the menu, refresh the page

Step 4: Configure Default Settings

1. Go to Extensions → SheetERP → Default Settings
2. Sheet Selection: Choose the sheet containing your product data
3. Price Column: Verify the auto-detected price column (change if wrong)
4. Decimal Separator: Confirm it matches your data (comma or dot)
5. Column Configuration: Set which columns are visible, searchable, listable, or included in descriptions
6. Discount: Enable if you want global discount feature
7. Search Operators: Customize AND, OR, SEP, ESC characters (optional)
8. Click Save

Step 5: Configure Invoice Settings

1. Go to Extensions → SheetERP → Invoice Settings
2. Saving Sheet: Select the sheet where transactions will be saved
3. Dump Sheet: Select the sheet for “Prepare Print” feature (optional)
4. HTML Report Templates: Add your first template (or use default)
5. Click Save

Step 6: Verify Installation

Let’s test that everything works:

1. Go to Extensions → SheetERP → Open POS
2. The POS dialog opens with your product data loaded
3. Search for a product in the left panel
4. Click a product to add it to the invoice
5. Click Save to save the transaction
6. Click Print to test printing