Trading & Inventory
Set up parties and products, enter purchase and sale bills, handle returns and transport, and keep stock right.
Guides and articles 5
- Guide Setting up masters: parties, products and GST The lists to fill in before your first bill: parties, categories with HSN and GST, products, sizes and colours.
- Guide Entering purchase and sale bills Create bills as drafts or final, understand what "final" does to your books and stock, and use the Ready views.
- Guide Purchase returns and sales returns Send goods back to a supplier (debit note) or take goods back from a customer (credit note).
- Guide Transport entries (freight and hamali) Record freight and hamali charges billed by a transporter against a bilty or LR.
- Article Reading the stock summary How stock is worked out, how it is valued and how to see the size and colour split.
Frequently asked questions
Check for bills still saved as draft (they don't move stock), purchases not yet entered, returns not recorded, and the product's opening stock. Sales of a size or colour that wasn't picked on the bill also land in the wrong split.
Can't find an answer?
Our team is happy to help. Customers can also raise a support ticket from Help & Support after signing in to their workspace.
Help topics
Getting Started
Customers & Documents
Leads, Assignments & Follow-ups
- Overview
- Creating a loan lead
- Following up leads on time
- Assigning leads to your team
- WhatsApp leads: enquiries that create themselves
- Converting a lead into a loan application
- My Tasks: your own to-do list with on-time alerts
- What do the lead statuses mean?
- A WhatsApp message didn't create a lead. Why?