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Set up the company before entering transactions. Help is shared, while available guides and screens follow your product and account permissions.
Practical SINAD Business and shared-settings guides: company and team, sales and purchasing, inventory, accounting and reports. Follow workflows with screenshots and related guides.
Set up the company before entering transactions. Help is shared, while available guides and screens follow your product and account permissions.
Company details appear on printed documents. Numbering and defaults guide new operations rather than rewriting historical documents.
A company is a separate data workspace, a branch belongs to it, and a warehouse stores inventory. Company access differs from assigning a document branch or warehouse.
An invitation adds someone to the company. A role defines allowed work; company access defines where they can work. A separate role per employee is unnecessary.
Company access reuses the same users. A role in one company does not automatically expose every company owned by the administrator.
Company controls differ from your personal password. Controls define sign-in rules; Change password sends a verification link to the account email.
A backup restores company data to the backup time. Restore is not an additive import: newer data absent from the backup may be removed.
Sign-in logs explain access attempts; change logs explain settings changes. General activity follows business operations.
Interface appearance is separate from print templates. Preview accent and corners, and set account language for available localized content.
This page shows plan, products, limits and usage. A plan change differs from assigning user permissions or enabling a product module.
General print settings are shared; templates follow product and document type. Preview the template before using it for a real transaction.
Send Center controls document channels, events and allowed recipients. An internal notification differs from a message sent to a customer or supplier.
Notification preferences control alerts you see. Activity explains what happened; it does not replace the transaction document or posting record.
Keep your request, replies and attachments in a ticket linked to your company and current product. The conversation appears inside SINAD; delivery does not depend on external email.
Operating rules govern new documents, including discounts, below-cost sales and negative stock. Hiding a module does not replace user permissions.
Categories, brands and units are shared item references. Color, size, season and attributes describe variants; they are not all required for every business.
Use one reference value per color or size to avoid duplicate variants. A color lot number differs from the color identifier.
A price list defines pricing for an audience or use. A credit limit belongs to the party and differs from item price or discount limit.
Base currency is the reference for reports and entries. Document currency and exchange rate support another currency; they are different settings.
A tax definition provides an invoice option. Statutory deductions affect relevant payroll calculations; do not take legal rates from guide examples.
Approval policy determines who can post a document meeting an amount threshold. Permission to create does not imply permission to approve.
A party card gathers identity and operations. Customers belong to sales and suppliers to purchasing; statements explain balance movements, not just contacts.
A stock item tracks quantities; a service is not physical inventory. A variant distinguishes an item version such as color or size, and cost differs from sale price.
Read inventory by warehouse and variant. Availability may differ from total quantity; inspect movements and reservations shown on screen.
A draft allows review before approval. Posting differs from printing or sending and may affect customer accounts and inventory by line type.
A quote proposes a sale, an order tracks commitment, and an invoice records the transaction. A return addresses a prior transaction, not a draft typo.
A purchase invoice records supplier cost and financial liability. Goods receipt and supplier invoice may be linked documents; inspect linkage to avoid duplicate stock.
Purchasing separates order, receipt and invoice. Supplier quotes, requisitions and agreements support planning; landed costs explain additional acquisition cost.
Opening balances represent company assets and obligations when starting SINAD. Tabs cover cash, parties, stock, checks and ledger accounts.
The chart classifies assets, liabilities, equity, income and expenses. A parent organizes the tree; a posting account receives entries.
Use a manual entry when no suitable operational document covers the accounting event. Review invoice-generated entries alongside their source invoice.
A receipt records incoming money, a disbursement outgoing money. Allocation connects payment to settled invoices and differs from recording the amount alone.
Recording a check is not cash collection. Follow state, maturity and available actions for incoming or outgoing checks.
Treasury gathers accounts and movements. Reconciliation compares recorded and verified balances; matching connects movements with bank statements.
Period closing protects accounting history; assets track long-lived value; budgets support comparison; revaluation handles foreign-currency balances at a date.
Reports depend on data, period and filters. Trial balance reviews accounts; balance sheet shows financial position; profit and loss measures a period; cash flow explains movements.
Use the report matching the question: statements for movements, aging for maturity, sales/purchases for analysis, custom reports for chosen columns and filters.
Employee records feed payroll and reports. Salary setup is not actual payment; review period calculation, approval and disbursement separately.
Import helps enter many records. Reference files differ from backups; importing items or parties does not restore a company to a prior date.
SINAD Business shipping settings live in Operating tools. Carriers are managed in their operational area, and parcel templates are used when preparing shipments.
Create a separate company for independent records; use a branch for another location of the same company. Creating a company does not transfer existing records.
A missing function can reflect company, product, role or document state. Check these in order before changing permissions or creating a replacement record.
A quotation presents items, prices and terms before the sale. Check validity and the resulting document when converting; a quote itself is neither an invoice nor a receipt.
Returning goods, correcting the customer balance and refunding cash are related but separate steps. Use the original invoice for quantity and pricing, then check the financial effect.
A recurring invoice stores a rule for scheduled invoice creation. Scheduling differs from posting and sending; inspect results rather than assuming every stage completed.
A goods receipt records what physically arrived. Ordered and invoiced quantities can differ from received quantities; keep their document links clear.
A purchase return records goods sent back and their balance effect. Separate the inventory return from cash recovery, and check the linked supplier document.
A transfer changes stock location within the company. It is different from selling stock or changing its total balance; check source, destination and variant for each quantity.
A physical count compares actual stock with recorded balance. Adjustments address documented differences; opening balances are for migration, not new discrepancies.
A fixed asset is used over multiple periods and differs from goods held for sale. Record acquisition and accounting mappings before depreciation; inspect each resulting entry.
Period closure protects approved work under system controls. An incorrect date or unposted documents can leave reports incomplete.
A budget is a financial plan for comparison, not an entry changing actual balances. Align accounts, period and currency so differences can be explained.
Revaluation reviews foreign balances at a dated rate. It differs from changing base currency or an old document's rate; inspect balance scope and the generated entry.
When manufacturing is available, separate planning from actual execution and material consumption. Sales-item settings do not replace manufacturing specifications or components.