Usage Guide
User Interface Overview
- Customer Information Section: Input fields for customer details such as name, email, and address.
- Item Selection Section: Dropdown menus to select items from the inventory. This section dynamically adjusts available quantities based on inventory data.
- Invoice Summary Section: Displays calculated subtotal, tax, discount, and final total based on the selected items and quantities.
Action Buttons:
- Add Item: Allows users to add additional items to the invoice.
- Print Slip: Generates a printable receipt for the customer.
- Submit: Saves the transaction details to the Sales sheet and sends a confirmation email.
Adding Items to the Invoice
- Select an item from the dropdown menu.
- Enter the quantity desired. The app will automatically display the available quantity based on stock data.
- The app will calculate the price based on the selected quantity and update the subtotal.
Calculating Tax and Discounts
- Enter a tax percentage in the provided field to apply tax to the subtotal.
- Enter a discount percentage to apply a discount to the subtotal.
- The app will automatically calculate the final total after applying the tax and discount.
Generating and Printing Receipts
- After entering all necessary information, click on the Print Slip button.
- A receipt will be generated, displaying customer information, a list of items, quantities, prices, and the total amount.
- Use the browser’s print functionality to print the receipt.
Submitting Sale Data
- Once the invoice is complete, click the Submit button to save the transaction.
- The sale details, including customer information and a breakdown of the items sold, will be appended to the Sales sheet.
- An email confirmation will be automatically sent to the customer and the business owner, containing a detailed summary of the transaction.
Customization
Customizing Email Templates
You can modify the email templates in the submitSaleData function to better suit your business needs. Customize the subject, body, and style to match your branding.