GICA User Guide
This guide covers the current CSV-native MVP: role-based pages, in-browser editing, and FIFO period close.
Table of Contents
Catalog (Customers)
Sales Clerk
DB Admin
Admin (Period Close)
Passwords & Sessions
Troubleshooting
Privacy
Catalog (Customers)
- Open index.html.
- Use Catalog CSV to load a starting/catalog file (e.g., department_inventory_starting.csv).
- Search by name/SKU/code; filter by stock; sort by name or price; toggle Card/Table view.
- Export the current view via Export View CSV.
Sales Clerk
Update running inventories for the current month: sales, purchases, returns, losses.
- Open sales_clerk.html, enter the Clerk password.
- Choose a running CSV (e.g., department_inventory_sales.csv) and click Load (or auto-load on file select).
- Edit cells inline. For sales, set Quantity, Transaction Date, and Price. For purchases/returns/losses, set Unit Cost.
- Click Download CSV to save your changes locally.
DB Admin
Maintain catalog/starting fields: Name, Price, Bottle Deposit, Quantity, SKU, Product Code, Transaction Date.
- Open dba.html, enter the DB Admin password.
- Load the starting/catalog CSV, edit inline, and Download to save.
Admin (Period Close)
- Open admin_integrated.html, enter the Admin password.
- In Period Inventory (FIFO), load: Starting, Purchases, Returns, Sales, Losses CSVs.
- Select the Month (uses Transaction Date for filtering).
- Click Compute Ending (Preview) to see ending quantities/values, Sales Revenue, COGS, and Gross Profit.
- Click Close Period to download:
- ending CSV (audited)
- new starting CSV (from ending)
- archives of each running CSV with -YYYY-MM, plus resets of those running files
Returns default missing cost to the current FIFO top. Losses hit COGS using FIFO cost.
Passwords & Sessions
- Role passwords live in localStorage. Change them after login in each page’s Settings panel.
- Session gates live in sessionStorage. Use Logout to clear them.
Troubleshooting
- CSV won’t load: Ensure it has a header row and is a valid .csv. Try another editor-saved CSV.
- Mismatched math: Check the Transaction Date month filter and that sales prices/costs are populated.
- Missing costs: Use Admin’s seed/fill flow (when prompted) or update Unit Cost in purchases/returns.
Privacy
All data remains in your browser during use. Files are read from and written to your machine as downloads. See Privacy for details.