The Daily Sales Purchase System Web App brings 13 working modules into one Google Sheets + Apps Script web app — from a date-filtered dashboard to 8 ready-made reports. The dashboard shows five live KPI cards (Sales, Purchase, Payment, Expense, Balance), four analysis charts, and a full Profit & Loss summary, while role-based login keeps Admin, Manager, and Staff access separate. Setup takes under 10 minutes: make your own copy, deploy the web app, and start recording.
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🔑 Key Features of the Daily Sales Purchase System Web App
💳 Six payment types, one database. The Daily Sales Purchase System Web App records Cash, UPI, Card, Bank Transfer, Cheque, and Other across Sales, Purchases, Expenses, Payments, and Customer Balances, so every rupee or dollar in and out is captured in a single connected system.
📊 Date-filtered dashboard with four charts. One screen shows Sales, Purchase, Payment, Expense, and Balance cards plus Sales by Payment Type, Daily Sales vs Purchase vs Expense, Profit and Loss Trend, and Customer Balance Pending vs Received — all refreshing instantly when you change the date filter.
📑 Automatic Profit & Loss summary. A period-wise P&L table lays out Total Sales, Purchases, Expenses, Payments, Balance Pending, Balance Received, Gross Profit, and Net Profit/Loss without a single manual formula.
🔐 Role-based login. Admin, Manager, and Staff each sign in with their own username and password, and the Admin controls who can add records, manage users, and reset passwords.
📄 8 ready-made reports + CSV Import/Export. Filter any of eight pre-built reports by date range and export or print, or bulk-load and back up any module through the Import/Export page.
📦 What’s Inside the Daily Sales Purchase System Web App
Page 1: Login Page
The secure entry screen where each user signs in with their own username and password to access the web app.
Page 2: Dashboard
A date-filtered overview with Sales, Purchase, Payment, Expense, and Balance cards plus charts for Sales by Payment Type, Daily Sales vs Purchase vs Expense by Date, Profit and Loss Trend by Date, and Customer Balance Pending vs Received by Customer, all controlled by slicers.
🚀 Try the Live Demo Before You Buy
We have deployed this web app in our own Google account so you can test every page, every role — with real sample data — before purchasing. No signup, no email required.
🔑 Test Login Credentials
Sign in as Admin1 to manage sales, purchases, users and view full reports, or as User1 to record daily transactions and view the dashboard.
💡 What you get after purchase: The full source code (Code.gs + Index.html) plus a step-by-step deployment guide so you can deploy your own private instance in your own Google account in under 15 minutes.
Page 3: Dashboard Profit and Loss Summary
The lower dashboard section lists each period with Total Sales, Purchases, Expenses, Payments, Balance Pending, Balance Received, Gross Profit, and Net Profit/Loss.
Page 4: Daily Sales
Records date-wise sales totals by payment type with Cash, UPI, Card, Bank Transfer, Cheque, and Other cards, and a table showing Sale ID, Sale Date, Payment Type, Amount, Reference Note, and Created By.
Page 5: Purchases
Captures purchase totals by party with Total Amount and top-vendor cards, and a table of Purchase ID, Purchase Date, Purchase Party Name, Amount, Payment Status, Payment Type, and Notes.
Page 6: Expenses
Tracks daily business expenses by type with Total Amount and category cards, and a table of Expense ID, Expense Date, Expense Type, Amount, Payment Type, and Notes.
Page 7: Payments
Records outgoing payments to any party with Total Amount and party cards, and a table of Payment ID, Payment Date, Party Name, Payment Category, Amount, Payment Type, and Notes.
Page 8: Customer Balance
Tracks customer-wise pending and received balances with Total Balance, Total Received, Total Pending, and Paid/Partial/Pending cards, plus a table of Balance ID, Balance Date, Customer Name, Balance Amount, Received Amount, Pending Amount, Status, and Payment Type.
Page 9: Profit and Loss
Reviews daily, weekly, or monthly performance with cards for Total Sales, Total Purchases, Total Expenses, Total Payments, Gross Profit, Net Profit/Loss, and Pending and Received Customer Balance.
Page 10: Reports
Eight ready-made reports — Daily Business Summary, Sales by Payment Type, Purchase Party Summary, Expense Type Summary, Payment Party Summary, Customer Balance Pending, Customer Balance Received, and Profit and Loss — each filterable by date range and ready to export or print.
Page 11: Import / Export
Import records from a CSV file using the ready-made template, or export a filtered backup of any module for safe keeping.
Page 12: Settings
Update business details and customise the lists used across the app, including Business Name, Address, Phone, Email, Logo URL, Currency Symbol, Default Payment Types, Expense Types, and Payment Categories.
Page 13: Users
The Admin manages roles and access here — add users, change roles, activate access, and reset passwords across the Admin, Manager, and Staff roles.
📊 Daily Sales Purchase System Web App vs. Excel/Desktop vs. Paid SaaS — Where This Fits
| Feature | Daily Sales Purchase System Web App | Excel / Desktop Spreadsheet | QuickBooks / Zoho Books (SaaS) |
|---|---|---|---|
| Cost | $39.99 one-time | $70–150 one-time license | $20–90 / user / month |
| Platform | Google Sheets + Apps Script (any browser) | Offline desktop file | Cloud SaaS |
| Setup time | Under 10 minutes | 1–2 hours | Hours to days |
| Multi-user login + roles | ✅ Admin / Manager / Staff built in | ❌ Single file, no roles | ✅ (paid seats) |
| Works on any device (browser) | ✅ | ❌ Desktop only | ✅ |
| Customisable fields & lists | ✅ Settings page | ✅ (manual) | Limited |
| Your data stays in your Google Drive | ✅ | ✅ (local file) | ❌ Vendor servers |
| Sales + Purchase + Expense + P&L in one place | ✅ | Partial | ✅ |
| Year-1 cost at 5 users | ✅ $39.99 flat | ~$350–750 | $1,200–5,400+ |
For small businesses that want full sales, purchase, expense, and profit tracking with team logins — without paying per user every month — the Daily Sales Purchase System Web App sits in the sweet spot.
👥 Who This Template Is For — and Who It’s Not For
✅ This template is built for:
- Shop owners, distributors, and small traders who record daily sales and purchases by payment type
- Small business owners who want sales, purchase, expense, payment, and customer-balance tracking in one place with Admin/Manager/Staff logins
- Accountants and bookkeepers who need a quick Profit & Loss view without a monthly accounting subscription
❌ This template is NOT for:
- Enterprises needing audited, multi-entity accounting with GST/VAT e-filing and bank reconciliation
- Teams that require offline desktop software with no Google account
- Businesses needing automated inventory valuation or payroll — this focuses on daily cash, sales, and purchase flow
⚙️ How to Use the Daily Sales Purchase System Web App
- Open the included PDF guide and click the Make a Copy link to copy the Google Sheets web app into your Google Drive.
- Deploy it as a web app from the Apps Script editor and open the generated URL.
- Sign in with the default Admin account, then add your users and set roles on the Users page.
- Open Settings to enter your business name and currency symbol and to customise the payment, expense, and category lists.
- Record entries on the Sales, Purchases, Expenses, Payments, and Customer Balance pages — the dashboard and P&L update automatically.
- Filter the dashboard by date and use the Reports page to export or print any summary.
💼 Real-World Use Cases
Ravi runs a wholesale distribution shop. He records every sale by payment type and logs purchases against vendors like Sunrise Vendors and Prime Distributors, then checks the dashboard each evening to see the day’s Sales, Purchase, Expense, and Balance at a glance.
Meera manages a small retail store with two staff. She gives each staff member a Staff login to enter daily sales while she keeps Admin access for Settings, Users, and the Profit and Loss page — replacing a $40-per-month bookkeeping tool.
Anil is a part-time accountant for three local businesses. He uses the Customer Balance and Reports pages to track pending versus received amounts and export a clean Profit and Loss report for each client every month.
❓ Frequently Asked Questions
What does the Daily Sales Purchase System Web App track?
The Daily Sales Purchase System Web App tracks daily sales, purchases, expenses, payments, and customer balances across six payment types, with an automatic Profit and Loss summary. All five dashboard KPI cards update when you filter by date.
What platform does it run on?
It is built on Google Sheets and Google Apps Script, so the Daily Sales Purchase System Web App runs in any web browser. Your data stays in your own Google Drive and there is no monthly fee.
How long does setup take?
Setup takes under 10 minutes. Make your own copy from the included guide, deploy the web app, add your users, and start recording sales and purchases the same day.
Can multiple people use it with different access levels?
Yes. The Users page supports three roles — Admin, Manager, and Staff — so you control who can add records, manage users, and reset passwords in the Daily Sales Purchase System Web App.
How does it compare to QuickBooks or Zoho Books?
The Daily Sales Purchase System Web App is a one-time $39.99 purchase with no per-user fees, versus $20–90 per user per month for QuickBooks or Zoho Books, while still covering sales, purchase, expense, payment, and P&L tracking.
Can I import existing data and export backups?
Yes. The Import/Export page loads records from a CSV using the ready-made template and exports a filtered backup of any module for safe keeping.
👤 About the Author
Built by PK — Microsoft Certified Professional with 15+ years of Excel, Google Sheets, and Power BI experience. Founder of NextGenTemplates, reaching 300K+ subscribers across YouTube channels (@PK-AnExcelExpert, @NextGenTemplates, @NeoTechNavigators). Every template is hand-built and tested before release.
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