Customizing Your Workflow

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Optimize SheetERP POS Invoice for your specific business needs.

Customizing Search Columns

In Default Settings, you can configure how each column behaves:

  • Visible: Show in search table
  • Searchable: Include in search matching
  • Listable: Show in list panel
  • Include in Description: Add to invoice description

Keyboard Shortcuts

Action Shortcut
Next field Enter
Select all text Click on field
Navigate fields Tab

Tips for High-Volume Billing

  1. Use Global Discount: Set once, applies to all items
  2. Master Search Operators: Find products faster
  3. Use Multi-Tab: Prepare multiple invoices in parallel
  4. Adjust Panel Sizes: Maximize invoice area for billing
  5. Create Templates: Different templates for invoices, pick-lists, deliveries

Using Google Sheets for Reporting

Since all transactions are saved to your Google Sheet, you can use native Google Sheets features:

  • Pivot Tables: Summarize sales by product, date, or category
  • Charts: Visualize revenue trends
  • Filters: Analyze specific periods or products
  • Formulas: Calculate profit margins, averages
  • Google Forms: Collect customer feedback linked to transactions

Need help? Visit the Support Page or check the FAQ.

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