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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)

  1. Open index.html.
  2. Use Catalog CSV to load a starting/catalog file (e.g., department_inventory_starting.csv).
  3. Search by name/SKU/code; filter by stock; sort by name or price; toggle Card/Table view.
  4. Export the current view via Export View CSV.

Sales Clerk

Update running inventories for the current month: sales, purchases, returns, losses.

  1. Open sales_clerk.html, enter the Clerk password.
  2. Choose a running CSV (e.g., department_inventory_sales.csv) and click Load (or auto-load on file select).
  3. Edit cells inline. For sales, set Quantity, Transaction Date, and Price. For purchases/returns/losses, set Unit Cost.
  4. Click Download CSV to save your changes locally.

DB Admin

Maintain catalog/starting fields: Name, Price, Bottle Deposit, Quantity, SKU, Product Code, Transaction Date.

  1. Open dba.html, enter the DB Admin password.
  2. Load the starting/catalog CSV, edit inline, and Download to save.

Admin (Period Close)

  1. Open admin_integrated.html, enter the Admin password.
  2. In Period Inventory (FIFO), load: Starting, Purchases, Returns, Sales, Losses CSVs.
  3. Select the Month (uses Transaction Date for filtering).
  4. Click Compute Ending (Preview) to see ending quantities/values, Sales Revenue, COGS, and Gross Profit.
  5. 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

Troubleshooting

Privacy

All data remains in your browser during use. Files are read from and written to your machine as downloads. See Privacy for details.