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How to Manage Sales and Purchases Seamlessly in One Platform

Running a business involves handling sales, purchases, inventory, payments, and customer data—often across multiple spreadsheets or software. But what if you could manage all of that in one smart, centralized platform?

Our accounting and billing software allows you to track sales, record purchases, update stock, and generate reports—all from a single dashboard. This guide will walk you through the full process, step-by-step.

Let’s learn how to simplify your operations and boost your productivity.

 

Why Use One Platform for Sales & Purchases?

Before diving in, let’s understand the benefits of integrating both modules:

• 🔄 Avoid data duplication
• 📦 Real-time stock updates
• 📉 Better cash flow management
• 📈 Instant reporting & analysis
• 👨‍💼 Streamlined customer & vendor records

Step 1: Log In to Your Dashboard

Start by logging into your account. The main dashboard gives you a snapshot of:

• Total sales & purchases
• Pending invoices
• Daily report summary
• Quick links to add new transactions

You’ll see visual widgets showing recent activity through graphs and pie charts.

Step 2: Add a Sale

➤ Navigate to: Sales > Add Sale

📋 Fill in Sale Details:

• Customer Name (Auto-suggest or add new)
• Invoice Date
• Product/Service (Select from list)
• Quantity & Rate
• Taxes (GST/VAT)
• Discounts (if any)
• Payment Method (Cash, Card, UPI, Bank Transfer)

✅ Auto Features:

• Stock gets deducted
• Invoice gets generated
• Sales report gets updated
• Customer ledger is updated

🖨️ Print or Share the invoice via Email or WhatsApp.

Step 2: Add a Sale

➤ Navigate to: Sales > Add Sale

📋 Fill in Sale Details:

• Customer Name (Auto-suggest or add new)
• Invoice Date
• Product/Service (Select from list)
• Quantity & Rate
• Taxes (GST/VAT)
• Discounts (if any)
• Payment Method (Cash, Card, UPI, Bank Transfer)

✅ Auto Features:

• Stock gets deducted
• Invoice gets generated
• Sales report gets updated
• Customer ledger is updated

🖨️ Print or Share the invoice via Email or WhatsApp.

Step 3: Record a Purchase

➤ Go to: Purchases > Add Purchase

📋 Enter Purchase Details:

• Vendor Name
• Invoice Date
• Item Description
• Quantity & Rate
• Taxes
• Payment Terms (Due date, full/partial)
• Attach Invoice (PDF, image, etc.)

✅ Auto updates:

• Stock increases
• Payables section updated
• Purchase report logs the entry

Step 4: Track Inventory in Real-Time

With every sale or purchase:

• Stock quantity updates
• Low stock alerts triggered
• Batch/expiry tracking maintained

Check Inventory > Stock Report for the latest status.

Step 5: Generate Sales & Purchase Reports

➤ Reports > Sales Report / Purchase Report

Filter by:

• Date range
• Customer/Vendor
• Product or Category
• Payment Status

Options:

• 📥 Download as PDF or Excel
• 📈 View graphs and pie charts
• 📨 Share with team or accountant

Step 6: Use Advanced Search & Filters

Quickly find:

• High-value sales
• Overdue vendor payments
• Sales by product
• Transactions by keyword/date

Smart search saves time and avoids errors.

Step 7: Customize Invoices

Each invoice or bill can be:

• Branded with your logo and colors
• Edited with notes or payment terms
• Used in multi-currency format

Go to Settings > Invoice Customization.

Step 8: Analyze with Visual Insights

Check Reports > Analytics to view:

• Monthly sales vs. purchases
• Top selling products
• Expense breakdown (Pie charts)
• Profit/Loss graph

These help you take faster, data-driven decisions.

Bonus: Daily Summary Reports

Each day you can receive:

• Email or in-app sales/purchase summary
• Alerts for dues or stock-outs
• Daily profit/loss

Set auto-report delivery to stakeholders.