Here is a quick guide on how to record your sales and purchase on Simplebks easily.
Do try it out and share your feedback via email to [email protected]
![](https://i0.wp.com/simplebks.com/blog/content/images/2021/10/image-1-1.png?w=1000&ssl=1)
- Login to your dashboard at https://app.simplebks.com
![](https://i0.wp.com/simplebks.com/blog/content/images/2021/10/image-2.png?w=1000&ssl=1)
- Click on “Add New Transaction”
![](https://i0.wp.com/simplebks.com/blog/content/images/2021/10/image-3.png?w=1000&ssl=1)
- Select Transaction type “Sales”, “Purchase” or “Expense”
![](https://i0.wp.com/simplebks.com/blog/content/images/2021/10/image-4.png?w=1000&ssl=1)
- For Sales or Purchase, type in first letters of product name and it will populate all existing product with the letter.
![](https://i0.wp.com/simplebks.com/blog/content/images/2021/10/image-5.png?w=1000&ssl=1)
- If product already exist, select the product, type in the purchase price and quantity
![](https://i0.wp.com/simplebks.com/blog/content/images/2021/10/image-6.png?w=1000&ssl=1)
- If new product, click on create
![](https://i0.wp.com/simplebks.com/blog/content/images/2021/10/image-7.png?w=1000&ssl=1)
- On “Create Product Page”, SKU and product name are the compulsory field but you can provide other information for proper classification. Click submit when completed and enter product price and quantity
![](https://i0.wp.com/simplebks.com/blog/content/images/2021/10/image-8.png?w=1000&ssl=1)
- Add other costs such as Shipping, VAT, Discount, Commission if applicable as a “Fixed” amount or “Percentage %”
![](https://i0.wp.com/simplebks.com/blog/content/images/2021/10/image-9.png?w=1000&ssl=1)
Enter the Entity/Customer/Supplier Name
![](https://i0.wp.com/simplebks.com/blog/content/images/2021/10/Screenshot-2021-10-22-181858.png?w=1000&ssl=1)
- If a new customer, click on create and fill customer details: Customer name is the only compulsory field
![](https://i0.wp.com/simplebks.com/blog/content/images/2021/10/Screenshot-2021-10-22-182052.png?w=1000&ssl=1)
- Confirm if transaction is on Credit or not. If cash transaction click on Submit and transaction will be created successfully.
- If transaction is on Credit, tick the Credit box and fill in any “Upfront Payment” and the “Balance due date”
![](https://i0.wp.com/simplebks.com/blog/content/images/2021/10/Screenshot-2021-10-22-182332.png?w=1000&ssl=1)
- Click on create transaction and transaction will be created successfully