Sheet2ERP | Frequently Asked Question

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This FAQ section is designed to answer your most common questions, provide guidance on using our tools, and offer tips for optimizing your experience. Whether you're just getting started or looking to explore advanced features, you'll find clear and concise information to assist you. If you can't find what you're looking for, our support team is ready to assist. Explore the topics below to find the answers you need. If you can't find your question click here.

What is Sheet2ERP?

Sheet2ERP is a powerful tool designed to transform spreadsheets into a fully integrated ERP system. It allows businesses to streamline their operations by converting simple spreadsheets into complex databases that can be shared and managed across internal or external networks.

How does Sheet2ERP handle data input?

Users can easily input data by either uploading existing spreadsheets or manually entering information into user-friendly sheets. Sheet2ERP supports automated data processing, reducing manual entry errors and saving time.

Can I customize the data fields in Sheet2ERP?

Yes, Sheet2ERP allows for extensive customization of data fields, enabling users to tailor the system to fit their specific business needs. You can create custom fields, adjust data types, and set up automated calculations to meet your requirements.

Is there a cloud service available for Sheet2ERP?

Currently, Sheet2ERP is in its beta version, allowing users to download their data as spreadsheets. In the future, a cloud service will be available, offering more flexibility and ease of access. This cloud service is planned to be a paid option after the beta phase.

What industries can benefit from using Sheet2ERP?

Sheet2ERP is versatile and can be adapted for various industries, including manufacturing, retail, logistics, healthcare, and more. Its flexibility in managing data and operations makes it suitable for any business looking to optimize its workflow.

How secure is the data stored in Sheet2ERP?

Data security is a top priority for Sheet2ERP. The platform employs advanced encryption techniques and access controls to ensure that your data remains secure and private at all times.

Is there a free version of Sheet2ERP available?

Yes, Sheet2ERP offers a free beta version that allows users to explore the platform's features. This version is designed to help businesses understand how Sheet2ERP can benefit their operations before committing to a paid plan.

Can I integrate Sheet2ERP with other software systems?

Sheet2ERP is designed to be highly integrative. You can easily upload data from other systems into Sheet2ERP, making it a versatile tool that can complement your existing software infrastructure.

What kind of support is available for Sheet2ERP users?

Sheet2ERP offers comprehensive support to its users, including detailed documentation, tutorials, and a dedicated support team ready to assist with any issues or questions you may have. Whether you're new to the platform or need help with advanced features, support is readily available.

How can I get started with Sheet2ERP?

Getting started with Sheet2ERP is simple. You can sign up for a free beta account on our website, explore the platform's features, and begin transforming your spreadsheets into an integrated ERP system. Our tutorials and support team are here to guide you through the process.

Does Sheet2ERP support barcode-based inventory?

Yes, barcodes can be generated and printed for each product or material in the inventory. This feature supports stock tracking, warehouse management, and shop pricing activities.

Is it possible to share my Sheet2ERP data through external apps?

Definitely. Once your spreadsheet is ready, you can share it through any communication app—like email, messaging platforms, or cloud drives—making collaboration flexible and seamless.

Can I generate automated reports with Sheet2ERP?

Yes, Sheet2ERP supports automated reporting. It can generate real-time reports based on your entries, such as daily outputs, cashflows, delivery status, or pending tasks—making decision-making faster and easier.

How are operation codes formatted in Sheet2ERP?

Operation codes follow a structured format that includes the user, department, date, and a unique identifier. This system ensures traceability and avoids duplication in the database.

Can I migrate my old ERP data to Sheet2ERP?

Yes, migration is easy with Sheet2ERP. You can copy and paste data from your old ERP spreadsheets directly into the system's template to ensure continuity and avoid re-entry work.

What are the main modules in Sheet2ERP?

Sheet2ERP is built around 10 core modules: Outputs, Inputs, Sales, Delivery, Cashflow, Reclamations, Tasks, Personnel, Materials, and Branches. These modules are interlinked to streamline daily business operations.

Does Sheet2ERP support department-based access?

Absolutely. Data in Sheet2ERP can be segmented by department, allowing for role-based entries and controls. This helps organize operations and maintain clarity within teams.

Can I print product tickets using Sheet2ERP?

Yes, Sheet2ERP includes a ticket generation feature for printing product or warehouse labels, including barcodes, prices, and custom details. This is particularly useful for retail, warehouse, and promotion tasks.

How are user submissions handled in Sheet2ERP?

Each user submits their own spreadsheet daily, which contains uniquely coded operations. Supervisors can review these submissions and apply them to the main database, ensuring controlled data flow and preventing duplication.

Can I use Sheet2ERP offline?

Yes, Sheet2ERP is designed to function without internet access. You can work on your local spreadsheet, perform all operations, and later share or upload the file when you're online again.

What are the main modules available in Sheet2ERP?

Sheet2ERP includes 10 main modules: Outputs, Inputs, Sells, Delivery, Cashflow, Reclamations, Tasks, Personnes, Materials, and Branches. Each module has its own structured form and table.

How do I input data into Sheet2ERP?

Users input data into individual spreadsheets using predefined forms. These sheets can be submitted daily to a supervisor for validation and integration into the main database.

Can I copy data from another ERP or software?

Yes. You can copy data from other systems and paste it directly into the structured Sheet2ERP spreadsheets, making migration fast and simple.

What format is the data stored in?

Sheet2ERP data is stored and managed in spreadsheet format. Users can download the updated sheet at any time for backup or sharing.

How are new operations identified in the system?

Each operation is tagged with a unique code based on the user, department, date, and a unique operation ID (e.g., User-Dept-Date-ID), ensuring traceability.

Can users modify the main database directly?

No. Users submit their sheets for review. Supervisors are responsible for applying new data or modifying the main database after validation.

Is there a way to track errors or warnings during data entry?

Yes. Sheet2ERP includes real-time error detection and warning messages to help prevent invalid data from being submitted.

Can I share my Sheet2ERP spreadsheets with others?

Absolutely. You can share spreadsheets through email, cloud platforms, messenger apps, or internal networks, ensuring smooth collaboration.

What happens after I submit my sheet?

After submission, the supervisor checks the sheet. If valid, new entries are added to the main database, or modifications are applied to existing records.

Is Sheet2ERP free to use?

Yes. Sheet2ERP is currently free in its beta version. You can use all features and download your database spreadsheets without any cost.

Do I need to install any software to use Sheet2ERP?

No installation is required. Sheet2ERP works with spreadsheets that you can open in Excel or Google Sheets. You simply download and use the provided templates.

Can I use Sheet2ERP for different types of businesses?

Yes. The system is designed to be flexible and works well for various industries — including retail, materials, logistics, manufacturing, and service-based businesses.

How does the barcode ticket feature work?

Sheet2ERP allows you to generate product or warehouse tickets with barcodes. These can be printed for store pricing, promotions, or tracking inventory movements.

Can I work offline with Sheet2ERP?

Yes. All sheets can be downloaded and edited offline. Once your data is ready, you can upload or share it for integration into the main system.

What kind of validations are built into the system?

The forms validate inputs automatically — checking for duplicates, missing values, incorrect formats, and unauthorized entries based on date or user code.

Is it possible to track who added or changed data?

Yes. Each operation is tagged with a user ID and date, making it easy to track who made which changes, and when.

What should I do if I see a warning when saving data?

If a warning appears, you’ll need to confirm before the data can be saved. This helps prevent mistakes and keeps the database clean and accurate.

Can supervisors reject a user’s submission?

Yes. Supervisors have full control to accept, modify, or reject entries before anything is added to the main spreadsheet database.

What makes Sheet2ERP different from other ERP tools?

Sheet2ERP is lightweight, spreadsheet-based, and free. It’s ideal for small teams and growing businesses that want control without complexity or licensing fees.

Will there be cloud features in the future?

Yes. Future versions of Sheet2ERP will include a cloud option so users can manage their data online and collaborate in real-time. This will likely be part of a paid plan.

How do I update an existing operation in the main sheet?

You can update data by selecting the existing row and editing the fields using the form. The system only allows updates if the code matches the user, department, and date rules.

Can I integrate data from other ERPs or systems?

Yes. You can copy-paste your old ERP data into the template sheets. The system is compatible with data from most spreadsheet-based systems.

Are the sheets shareable with my team?

Absolutely. You can share them via email, cloud platforms like Google Drive or OneDrive, or any messaging tool. Each user can then submit their updates.

Can I restrict who edits the main database?

Yes. Only authorized supervisors should have access to the main database sheet. Users work on individual sheets and submit them for validation.

How are operation codes generated?

Each operation code is structured as: User-Department-Date-UniqueID. This ensures that each entry is traceable and not duplicated.

What happens if I accidentally duplicate an entry?

The system checks for duplicate codes and will block saving if it detects repeated user-date combinations. You'll be prompted to fix it.

Can I create custom fields in my forms?

Not yet. The fields are fixed for each module to ensure clean processing. But you can request a custom version if needed.

Does Sheet2ERP support printing documents?

Yes. It includes tools to print tickets, reports, product labels with barcode support, as well as invoices, delivery notes, and receipts — ready for warehouse, shop, or customer use.

Can I undo a mistake after saving data?

If you're working offline, you can use Excel's undo. If already submitted, supervisors can manually correct or delete the operation from the main sheet.

Is the beta version really free?

Yes, during the beta phase Sheet2ERP is 100% free to use. You can explore all modules, download your data, and run your business without any charge.

Can I track sales performance with Sheet2ERP?

Yes, the Sales module provides tools to monitor sales trends, track quantities, revenues, and generate performance reports over time.

How does Sheet2ERP manage delivery tracking?

The Delivery module helps you register outgoing deliveries, assign them to specific orders, and track their completion status in real-time.

How are tasks managed in Sheet2ERP?

Tasks are linked directly to specific operations such as deliveries, outputs, or customer service. Supervisors can assign and track them per user or department, making it easier to control workflow and responsibilities across modules.

Can I attach comments or notes to entries?

Yes. Most modules allow free-text notes or comments, making it easy to explain updates, add instructions, or leave context for others.

Can I track product stock levels in Sheet2ERP?

Absolutely. The Inputs and Outputs modules keep a running log of stock movement, helping you maintain accurate inventory levels.

Does Sheet2ERP automate calculations and data flow?

Yes. Sheet2ERP uses structured spreadsheets with formulas and linked fields to automate totals, updates, and reports across modules like sales, inventory, and finance — reducing manual work.

Is there a way to record customer complaints?

Yes, the Reclamations module is designed for logging and tracking customer complaints or issues, from submission to resolution.

Can I restrict access for certain users?

While Sheet2ERP runs offline, data can still be segmented by department, allowing you to control visibility and manage user roles.

What happens when two users submit data at the same time?

Each user submission has a unique operation code (User-Dept-Date-Code), which prevents duplication and helps the supervisor merge them safely.

Can I print invoices directly from Sheet2ERP?

Yes, Sheet2ERP allows invoice generation and printing, including details like items, taxes, totals, and your business identity.

Does Sheet2ERP support multiple branches or businesses?

Yes. The Branches module allows you to manage data separately by location or business unit, making it easy to monitor activities across multiple sites. It also supports handling different invoicing sources for each branch or business independently.

What can I manage with the Personnel module?

The Personnel module helps you manage employee details, roles, departments, and related data. It supports organizing your workforce but does not specifically track attendance or hours by default.

Can I use Sheet2ERP for service-based businesses?

Definitely. Even if you don’t manage physical products, you can use Sheet2ERP for tracking tasks, invoicing, cashflow, and client management.

How often should I update the main spreadsheet?

It’s recommended to update it daily or weekly based on the volume of operations. Supervisors usually review user submissions before merging.

Is internet required to use Sheet2ERP?

No. Sheet2ERP works entirely offline through spreadsheet files. You can enter, modify, and manage your data without internet access—while fully respecting the format of each cell (numbers, currency, formulas, dates, etc.). Internet is only needed when sharing or backing up files via external apps or cloud services.

Can I analyze my financial performance in Sheet2ERP?

Yes, the Cashflow module allows you to track income, expenses, and generate summaries of your financial activity over time.

Can I include taxes and discounts in sales?

Yes. Sheet2ERP lets you add taxes and discounts at the point of inventory entry or exit—before the item is sold. These values are then automatically allocated to the sales module, which counts the total number of items sold and reflects the adjusted pricing in the final calculation.

Does Sheet2ERP support currency customization?

Yes. Sheet2ERP allows you to assign a specific currency to each operation (sales, purchases, expenses, etc.). It keeps track of the currency used per transaction and automatically calculates the overall balance between currencies for reporting and financial analysis.

Is technical knowledge required to use Sheet2ERP?

Not at all. The interface is spreadsheet-based, and most features are intuitive. Tutorials are available to help you get started quickly.

Can I back up my data easily?

Yes. Sheet2ERP is built around editable spreadsheet files, giving you full control over your data. You can create backups at any time by simply saving the file locally, copying it to external drives, or uploading it to your preferred cloud storage. This format ensures your operations remain secure, portable, and recoverable—even if you switch devices or work offline.