SalesDocks User Guide

01

Getting started

Set up your team and prepare your first transaction.

1. What you can do with SalesDocks → Essential
2. Create an account and sign in → Essential
3. Create a new team → Essential
4. Explore the home screen and bottom navigation → Essential
5. Prepare for your first transaction → Essential
6. Record your first customer, product, and sale → Essential
7. Join an existing team and switch teams → Operations

02

Team and members

Manage team information, members, and permissions.

1. Set team information and default currency → Essential
2. Invite team members → Operations
3. Understand member permissions and admin roles → Operations
4. Change permissions and remove members → Operations
5. Create and switch between multiple teams → Operations
6. What to know before resetting team data → Advanced

03

Customers

Keep customer details, balances, and transaction history organized.

1. Understand sales, purchase, and shared customers → Essential
2. Add a customer → Essential
3. Edit customer information → Essential
4. Review transactions by customer → Essential
5. Check receivables and payables by customer → Essential
6. Search and filter customers → Operations
7. Invite and connect with a customer Coming soon Advanced

04

Products and inventory

Register products and track stock across locations.

1. Add a product → Essential
2. Set sales price, purchase price, and tax policy → Essential
3. Enter opening inventory → Essential
4. Edit, duplicate, and deactivate products → Operations
5. Search products and filter inventory → Operations
6. Find a product by barcode → Operations
7. Review product transactions and inventory history → Operations
8. Understand stock in, stock out, and adjustments → Operations
9. Create locations and manage inventory by location → Advanced
10. Transfer inventory between locations → Advanced
11. Manage product attributes such as color and size → Advanced

05

Sales

Record sales, payments, discounts, and returns.

1. Record a sale → Essential
2. Change product quantity and sales amount → Essential
3. Record cash, card, and credit payments → Essential
4. Leave a sales balance as receivable → Essential
5. Apply discounts to individual items → Operations
6. Apply a discount to the entire transaction → Operations
7. Enter shipping, transaction date, and notes → Operations
8. Split payment across multiple accounts → Operations
9. Edit or delete a sale → Operations
10. Record a sales return → Operations
11. Search and filter sales history → Advanced

06

Purchases

Record purchases, outgoing payments, and purchase returns.

1. Record a purchase → Essential
2. Pay a purchase by cash, card, or payable → Essential
3. Leave a purchase balance as payable → Essential
4. Split a purchase payment across accounts → Operations
5. Edit or delete a purchase → Operations
6. Record a purchase return → Operations
7. Search and filter purchase history → Advanced

07

Receivables and payables

Review and settle outstanding receivables and payables.

1. How receivables and payables are calculated → Essential
2. Review unpaid transactions by customer → Essential
3. Record a receivable collection → Essential
4. Record a payable payment → Essential
5. Record a partial payment → Operations
6. Settle multiple transactions at once → Operations
7. Review and cancel payments → Operations
8. How deleted payment accounts appear in transactions → Advanced

08

Orders and documents

Convert quotes and orders into transactions and issue documents.

1. Create a sales quote → Operations
2. Convert a sales order into a sale → Operations
3. Convert a purchase order into a purchase → Operations
4. Issue a transaction statement → Operations
5. Combine transactions into one statement → Operations
6. Choose a document template → Operations
7. Save and share a PDF → Operations
8. Review issued documents and set file names → Advanced

09

Home and statistics

Understand your business through the dashboard and statistics.

1. Read amounts on the home dashboard → Essential
2. Use recent activity and quick actions → Operations
3. Review monthly sales and purchase statistics → Operations
4. View transaction reports by date range → Operations
5. Review net profit by customer and product → Advanced
6. Check inventory asset value → Advanced
7. Compare free and paid statistics features → Advanced

10

Payment accounts and app settings

Configure payment accounts and app preferences.

1. Understand default cash, card, and credit accounts → Operations
2. Add bank accounts and cards → Operations
3. Edit and delete payment accounts → Operations
4. Change theme and language → Operations
5. Configure purchase price and shipping displays → Operations
6. Change dashboard aggregation settings → Operations
7. Configure document file names → Advanced
8. Manage nickname, password, and subscription → Advanced
9. What to know before signing out or deleting your account → Advanced