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 in the sidebar

    After your plan includes Trading, open the Trading group: Suppliers, Purchase Receipts, Purchase Returns, Payments, Employees, Opening Balance (once), and Trading Reports.

    Screenshots show the English workspace UI.
    Find Trading 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

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.