Project Description
I need a lightweight yet reliable workflow built with Google Sheets and Google Apps Script that lets my team handle every stage of a sales order—from entry to final delivery—inside one connected file.
Here is the flow I have in mind:
• Orders arrive through a Google Form. The form must capture full customer details and let the user pick products from a predefined list.
• Once submitted, the Apps Script should write the data to the master sheet, generate a unique order ID, and time-stamp the entry automatically.
• Status columns on the same sheet will let us track each order through our delivery steps. Changing a status should trigger an update, so we always know what is pending, dispatched, or completed.
• A separate reporting tab should summarise sales by date range, product and customer, using built-in queries or pivot tables so we can filter quickly without extra clicks.
• On submission, the script must also send an instant confirmation via WhatsApp (our preferred channel) to the customer; if you have a proven solution for that integration, let me know.
Deliverables
1. Google Form linked to the sheet with the required fields and product dropdown.
2. Google Apps Script code, fully commented, providing automated ID creation, status automation and real-time WhatsApp confirmation.
3. Sales-report tab with dynamic summaries and charts ready for printing or export.
4. A short Loom or written guide so my staff can maintain and extend the solution.
Acceptance criteria: the form posts correctly, every status trigger fires without errors, reports refresh in under three seconds, and WhatsApp messages reach the test number consistently.
If you have built similar Apps Script solutions before, I would love to see an example and get this running quickly.