How to use Sanad

Create an account and first hour

Sign up, open the workspace as Owner, then fill the Business / invoice profile. Team, lists, and invoices have their own guides.

Design a record list

Create a custom list: pick a template or start blank, set the name and dashboard options, add columns, then save. Daily entry is in My Records.

Add and manage entries

Open a list under My Records, add or edit rows, import Excel, filter the table, and download a barcode label when the list has a barcode field.

Home dashboard and revenue

See KPIs, charts, and plan usage on home for lists with Include in revenue dashboard turned on.

Inventory records on invoices and ETA

Turn a product list into invoice lines that print locally and submit to the Egyptian Tax Authority.

Sales invoices

Create, print, correct, and optionally send Egyptian-pound invoices, with per-line discounts, an internal Number (INV-…) and a separate ETA number (ETA-…), plus local and ETA statuses.

Sales returns

Return part or all of a posted invoice: proportional refund, remaining qty tracking, and stock restore for scanned items.

ETA e-invoicing

Connect the workspace to the Egyptian Tax Authority and submit posted invoices.

Chart of Accounts

Egypt-style 4-digit chart: starter set, Excel, and tree view.

Workspaces

Switch, create, and configure company spaces you own — including the invoice business profile.

Team and invitations

Invite people by email, pick a role, change roles later, or revoke pending invites.

Roles and permissions

Owner designs permission packs. Team assigns those packs to people.

Plans and billing

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

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.

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.

Purchase returns and exchange

Return goods to a supplier or run an exchange (return + replacement receipt) from one original receipt.

Payments and balances

Record money paid to suppliers or received from customers against open AR/AP charges. On-credit sales invoices create customer balances automatically.

Opening balances (one-time)

Set starting stock and supplier/customer balances before day-to-day trading. The wizard locks after the first real receipt or posted invoice.

Trading reports

Purchases net, payments in the period, and stock on hand — using the same period selector as the home dashboard.

AI Assistant

Ask about this workspace’s lists and revenue in Arabic or English. It does not create invoices or manage team.