SUMit

SUMit

by The American Spreadsheet Company

Documentation

Product guides and implementation notes.

Useful documentation for what exists today: local setup, CRM workflows, Stripe billing, SMTP transactional email, AWS Location, and the server/API shape.

Guide

Getting started with SUMit

Set up the app locally with Bun, run migrations, and start the SvelteKit dev server.

  • bun install
  • bun run db:migrate
  • bun run dev

Product guide

Customers and contacts

Understand how customer records and contact records shape the CRM workspace.

  • Customer data
  • Contact details
  • Relationship context

Product guide

Invoices and receivables

Use invoice routes and account receivable helpers to keep billing work visible.

  • Invoice create/edit
  • Payment state
  • Accounts receivable

Configuration

Billing with Stripe

Configure public and private Stripe keys and use shared plan metadata.

  • PUBLIC_STRIPE_PUBLISHABLE_KEY
  • STRIPE_SECRET_KEY
  • src/lib/plans.js

Configuration

Transactional email

Set SMTP variables and FROM_EMAIL for transactional app email.

  • SMTP_HOST
  • SMTP credentials
  • FROM_EMAIL

Configuration

Locations

Use AWS variables to enable location search features.

  • AWS_REGION
  • AWS credentials
  • AWS Location

API overview

Server and API shape

SUMit has SvelteKit routes, Remote Functions, and server modules, but no public SDK package is documented here.

  • src/routes/api
  • Remote Functions
  • Server-only modules