Step by Step Guide

Step 1:

Go to Google Spreadsheet, click on “Add-ons” in the menu then “Get add-ons” in the submenu.

Step 2:

A popup will appear and click on search bar and write “Simple Point of Sale”. Press enter key.

Step 3:

Your search has finished with Simple Point of Sale option. Just click on “Install” button.

A popup will appear for the confirmation, click on “Continue” button to continue the installing process.

Step 4:

Another window will open with your Gmail accounts lists. You have to select any one account to proceed with.

Then, another screen will appear with some terms – there you have to click on “Allow” button.

A popup will appear with the message that your app has been installed, click on “Done” button.

Step 5:

Go to the Google Spreadsheet, click the Add-ons menu and you’ll see a new menu called Simple Point of Sale. Click on Configure Simple Point of Sale.

A popup will appear on the right side of the sheet and also multiple sheets will automatically created with column names after opting for Configuration process, these are - Items, Customers, Orders, Stores and Labels. Prepare the source data, refer to “Simple Point of Sale” mentioned below these steps.

Step 6:

You can view 5 sheets with column names and you have to fill these columns manually or you can fill the data in the popup which appears on the right side, it will fill the sheets automatically once you Save the data.

There are 6 horizontal tabs present in the Simple Point of Sale popup - Orders, Items, Customer, Stores, Reports and Select Google Doc Template.

Step 7:

Firstly, go to "Items" tab. In this, you can add items and its related details available in your store.

In "Search Item" field you can search for the product and its related details by entering its name in the search field.

In "Item Type" you can select either your item type is goods or services i.e. you are delivering goods or any any kind of services to your customers.

In "Name", you can write the name of the item.

In "SKU" (Stock Keeping Unit) you can write item's SKU value which is mostly alphanumeric, used for identification of a particular product that allows it to be tracked for inventory purposes

In "SKU Unit" you can mention unit used for measuring the item.

In "HSN Code" you have to mention six-digit code that is arranged in a legal and logical structure.

In "Tax" you can add manually tax percentage in the blank or select any given percentage you want to charge for particular item.

In "Selling Price" you have to mention the price on which you want to sell your products to the customers.

In "Cost Price" you have to mention the price at which you brougth the product.

Click on "Reset" button if you want to reset the form values.

Click on "Save" button to save the details in the sheet.

You can only place order of the items which are "Active" in state. Once, you create any item you have to option to make that item active or inactive. When you have created any item it is active by default and if you will search for the item it shows a InActive button on the bottom. You can click on it to make it inactive and vice-versa.

Step 8:

Click on "Customers" tab. In this, you can add customers and their details.

In "Search Item" field you can search for the customer and its related details by entering his/her name in the search field.

In "First Name", you can enter the first name of the person who is going to be your customer.

In "Last Name", you can enter the last name of the customer.

In "Company Name" you can enter the company name of the customer if he/she is working somewhere and purchasing goods for company.

In "Email" you can put the email id of the customer so that you can send them emails related to your store.

In "Address Line 1 & Address Line 2" you can add customer's address either home or work where customer wants to deliver his/her goods. In Address Line 1 put customer's house number or street number and in Address Line 2 put customer's street name, area (locailty), landamrk.

In "State" you can add the state name in which customer's city lies.

In "City" you can add the city name of the customer's address which has filled in the Address Line 1 and 2.

In "PIN" you can add the pincode of customer's city.

In "Code" you can add the code put before the mobile numbers in customer's country (the code is unique for each country) like in India we use "+91" before mobile numbers.

In "Mobile No" you can add the customer's mobile number through which you can contact customer during and after delivery of the goods.

In "GSTIN/PAN" you can enter customer's GSTIN number if you are delivering goods to any company or add PAN card number if you are delivering goods/services to any person for personal/commercial use.

Click on "Reset" button if you want to reset the form values.

Click on "Save" button to save the details in the sheet.

Step 9:

Click on "Stores" tab to save/check the details of the stores or any user working in that store.

Again you can see two more horizontal tabs i.e. Stores and Users at stores. You add their details in their respective tabs.

(a) In "Stores" tab, you can add new store or search the existing one.

In "Search Store" you can search for existing store by entering its name in the input field of the Search Store.

In "Name" you can enter the name of the store you want to work (deliver your goods or services) with, in the future.

In "Address Line 1 & Address Line 2" you can enter the address of the store. In Address Line 1 put store's plot/building number or street number and in Address Line 2 put stores's street name, area (locailty), landamrk.

In "State" you can add the state name in which store's city lies.

In "City" you can add the city name of the store's address which has filled in the Address Line 1 and 2.

In "PIN" you can add the pincode of store's city.

In "Manager Name" you can enter the name of the manager handling the store, so that you can easily contact him/her if you have any query related to store.

In "Manager Contact No" you enter manager's phone number so that you can easily contact him/her.

In "Manager Email" you can enter the email id of the manager.

In "isCourier" you can click on the checkbox if you are going to deliver goods through courier to the store.

Click on "Reset" button if you want to reset the form values.

Click on "Save" button to save the details in the sheet.

(b) In "Users" tab, you can add new user or search existing user working in the store.

In "Search User" you can search for existing user by entering its name.

In "User Name" you can enter user's name.

In "User EMail" you can enter user's email id so that anyone can easily contact with him/her.

In "Phone Number" you can enter the user's mobile number.

Now, there is a list of stores that are available to you in the "Available Stores" section. "Selected Stores" are the names of the stores in which the user is working. You can click on the store name then click on forward button to move the respective store to "Selected Stores' list. Or also, you can remove name of the store from the "Selected Stores" list by clicking on backward button.

Click on "Reset" button if you want to reset the form values.

Click on "Save" button to save the details in the sheet.

Step 10:

Click on "Reports" tab if you want to check check the reports of your orders i.e. total orders and today's orders.

In "From Date" you can mention the date from which you want to see the reports.

In "To Date" you can mention the date until which you want to see the reports.

Click on "Generate Shipping Label" to generate the labels for orders that are ready for shipping.

The box with today's day and date will show you that how many orders you have received today.

The box with "Total Orders" show you how many orders have you received until today.

Step 11:

Click on "Select Google Doc Template" to select the document templates which you want to use for Invoices, Orders and Labels.

In "Invoice Template" you can select the document template which you have saved in your google docs for sending invoices to the customers.

Then, click on "Save Invoice Template" to save the template for invoice which you have selected above.

In "Order Template" you can select the document template which you have saved in your google docs for sending order details to the customers.

Then, click on "Save Order Template" to save the template for orders which you have selected above.

In "Label Template" you can select the document template which you have saved in your google docs for printing required labels on paper for pasting it on orders before sening them for shipping.

Then, click on "Save Label Template" to save the template for labels which you have selected above.

Step 12:

Click on "Orders" tab to create new order or search existing one.

Click on "Search Order" input field and write the order no or store name or any other related value to search for the particular order.

Click on "Store Name" to search for store present in your system for particular goods or services

Click on icon present after "Store Name", if it is bag icon that means you have selected for take away option or you can change icon by just another click on it and if it is van icon that means you have selected it for home delivery.

"Order Number" is automatically generated by the system for new orders.

In "Customer Email" you can write the email id of the customer whom you are going to deliver your goods/services.

Another part on "Orders tab" i.e. "Add to cart" means you have to add items in the cart which customer wants to buy.

Click on "Search Item" if you want to search for any existing item in the system by entering its name.

Once you have selected the item that will appear in the box given below with its name, quantity and price.

You can increase/decrease quantity by clicking on up/down icon present just after quantity digit in quantity column.

You can also item items once you have added in the cart by clicking on cross icon.

Click on "Pay Cash" or "Pay by Card" for makng payment either by cash or by card.

Click on "Invoice" button to generate invoice for the present order.

Click on "Cancel Order" to cancel the order which you have created above.

Click on "New Order" to create new order which you have created above.

Step 13:

You can find that the five sheets which were created automatically when you configured Simple Point of Sale for Google GSuite. Those are as follows:

1. "Items" is the sheet where you can view the item details which are saved in your system. You can also add/search items here directly.

2. "Customers" is the sheet where you can view the customers details which are saved in your system. You can also add/search customers here directly.

3. "Orders" is the sheet where you can view the order details which are saved in your system. You can also add/search order here directly.

4. "Stores" is the sheet where you can view the store details which are saved in your system. You can also add/search store here directly.

5. "Labels" is the sheet where you can view the label details which are saved in your system. You can also add/search label here directly.