Trading Pack overview

Summit workspaces get suppliers, purchase receipts, returns, AR/AP balances, payments, opening balances, and trading reports. Cash sales stay simple; credit sales post to the customer balance.

  1. Step 1

    Find Trading screens in the sidebar

    After your plan includes Trading, open Purchasing (Suppliers, Purchase Receipts, Purchase Returns, Payments, Opening Balance once), Inventory (Brands, Products, Warehouses, Stock transfers), Reports (Trading Reports, AR aging, AP aging, Stock by warehouse, Vendor spend), and People (Employees).

    Screenshots show the English workspace UI.
    Find Trading screens in the sidebar

  2. Step 2

    Confirm the plan gate

    Trading appears only when the workspace subscription is Summit / Business. If modules are locked, use Adjust plan on the dashboard or contact Sanad support.

    Screenshots show the English workspace UI.
    Confirm the plan gate

  3. Step 3

    Assign Trading permissions

    Settings → Roles & Permissions → tick Trading — List / Create / Edit / Delete as needed. Purchase and payment screens stay read-only after posting; corrections use return documents.

    Screenshots show the English workspace UI.
    Assign Trading permissions

Related articles

Products, warehouses, and transfer

Trading shops sell Products, keep quantity in warehouses, and move stock with a direct transfer. Sales always use the default warehouse (Main).

Suppliers

Maintain your supplier directory before recording purchase receipts or opening balances.

Purchase receipts

Record stock received from a supplier. Stock and supplier balance (AP) update together when you save.

Plans and billing

What each plan unlocks, how to request a change, and what Pending payment means.