Snad user guides
Each guide covers one task in Snad: short steps up to saving, with screenshots of the screen itself and numbers that point to each action. After the steps, an advanced section explains each point in depth.
Account and setup
- Create an accountCreate your Snad account: enter your email and phone, type the code, choose your plan and apps, and start a 7-day trial. Six short steps.
- Edit your business detailsEdit your business details in Snad: name, phone, commercial record, tax ID, country, currency and time zone. Five short steps with screenshots.
- Add a branchAdd a branch in Snad: enter the name, commercial record and city, link a user, then finish the suggested accounting setup. Six short steps.
- Add a userAdd a user to Snad: enter their email and name and choose a permission, and they get a link to set a password. Six short steps with screenshots.
- Create a role and set its permissionsCreate a role in Snad and choose what its holders can see and do in each group, then assign it to users. Six short steps with screenshots.
- Manage your subscriptionFollow your Snad subscription: plan status, usage, next payment and invoices, then change the plan or cancel. Six steps with screenshots.
- Update your account and passwordUpdate your Snad account: name, photo, phone number, password and sessions. Six short steps with screenshots, all on one page.
- Set notification preferencesSet your Snad notifications: channels, categories, sounds, quiet hours and the email digest. Six short steps with screenshots; every change saves at once.
- Give support accessApprove, reject or cancel the Snad support team's temporary access to your account. Five short steps with screenshots; access ends after 72 hours.
Settings
- Set up taxSet up tax in Snad: add a tax group from the country list or with a custom rate, set the default one and edit its rate. Six short steps with screenshots.
- Connect to ZATCAActivate the Fatoora link with an OTP, then follow the invoices and refunds sent and resend what failed. Seven short steps with screenshots.
- Manage financial periodsStart a new financial period in Snad and edit the dates of the active one. Seven short steps with screenshots, plus what happens to the previous period.
- Set general settingsSet general settings in Snad: allow document date changes, choose the alert rules and the daily alert cap. Four short steps with screenshots.
- Add a custom fieldAdd a custom field to the customer or supplier record in Snad: name it, pick its type and choose where it shows. Five short steps with screenshots.
- Set up printingSet up how your documents print in Snad: create a template, make it active for a document type, and return to the default design anytime. Five short steps.
- Design a print templateDesign how your printed invoice looks in Snad's editor: add blocks, edit their properties, set the page and theme, then save and preview. Six steps.
- Connect a payment gatewayTurn on card payments in Snad: check your account status, enter your business and owner details, then finish with the payment provider. Six steps.
- Send documents by WhatsAppTurn on automatic sending in Snad, or send any invoice or quotation to your customer by WhatsApp in one press. Six short steps with screenshots.
- Set data accessLimit what each user sees in Snad: branches, warehouses, salesmen, employees and products. Seven short steps with screenshots.
Sales
- Create a sales invoiceCreate a sales invoice in Snad: pick the customer, add products, choose the payment method and save. Seven short steps with screenshots, plus credit sales.
- Add a customerAdd a customer in Snad: name, phone, address, tax details and payment terms, then save. Five short steps with screenshots, plus the Excel import.
- Create a quotationCreate a quotation in Snad: pick the customer, add products, check the discount and total, and save. Six steps, plus sharing and converting to an invoice.
- Create a sale orderCreate a sale order in Snad: pick the customer, add products, check the total and save. Six short steps with screenshots, plus copying from a quotation.
- Create a sales returnCreate a sales return in Snad: pick the invoice, set the quantity to return, check the total and save. Six steps with screenshots, plus partial returns.
- Create a goods delivery noteCreate a goods delivery note in Snad: pick the invoice, set the delivered quantities, add a reference and notes, save. Six steps with screenshots.
- View a customer statementView a customer statement in Snad: pick the customer, read the balance aging, set the period, then print, export or send it. Five steps with screenshots.
- Add a salesmanAdd a salesman in Snad: enter the name and discount limit, link a user account, add a commission rule and save. Five short steps with screenshots.
- Set sales goalsSet a sales goal in Snad: pick what it covers, the target and the period, turn on auto renew if you want it, save, then follow its progress.
- Set sales settingsSet sales settings in Snad: default customer, selling at a loss, payment methods, preset notes and WhatsApp sending. Five steps with screenshots.
Point of sale
- Open a POS sessionOpen a point-of-sale session in Snad: pick the session, check branch, salesman and warehouse, and enter the till cash. Four short steps with screenshots.
- Sell at the point of saleSell from the Snad POS screen: find the product, set the quantity, pick the customer and payment method, then save the invoice. Five steps.
- Close a POS sessionClose a POS session in Snad: press End the session, check the cash, card and cash difference, then save and review it. Four steps with screenshots.
- Review POS ordersReview POS orders in Snad: find an order, open its details, print it and refund it in full or in part. Five short steps with screenshots.
- Set up the point of saleSet up the point of sale in Snad: business sector, selling rules, payment methods, order type, printer and WhatsApp. Eight short steps with screenshots.
- Manage restaurant tablesDraw your restaurant halls and tables in Snad: pick the branch, add a hall, place shapes on the plan, edit a table and save. Seven steps with screenshots.
- Use the kitchen displayUse the kitchen display in Snad: follow the ticket cards, tick items, then press Ready and Done. Six short steps with screenshots, plus recalling a ticket.
Purchases
- Add a supplierAdd a supplier in Snad: enter the name, trade and bank details, set the payment terms and save. Seven short steps with screenshots, plus auto purchasing.
- Create a purchase invoiceCreate a purchase invoice in Snad: pick the supplier and warehouse, add products at cost, choose the payment and save. Seven steps with screenshots.
- Create a purchase orderCreate a purchase order in Snad: pick the supplier, add products with quantities and prices, save, then share it and convert it to an invoice later.
- Create a purchase quotationCreate a purchase quotation in Snad: pick the warehouse and supplier, add products at the supplier's prices and save. Seven short steps with screenshots.
- Create a purchase returnCreate a purchase return in Snad: pick the purchase invoice, set the quantities going back and the payment method. Seven short steps with screenshots.
- Create a goods receipt noteCreate a goods receipt note in Snad from a purchase invoice: pick the invoice, check the lines and quantities, and save. Six short steps with screenshots.
- Record a supplier paymentRecord a supplier payment in Snad: pick the paying account and supplier, set the amount on its credit invoices, then save. Six short steps.
- View a supplier statementView a supplier statement in Snad: pick the supplier, read the balance aging and entries, then print, export or send it. Six short steps.
- Reorder low-stock productsSet up auto purchasing in Snad: link items to their suppliers and levels, try the preview, then switch ordering on. Seven short steps with screenshots.
Products
- Add a productAdd a product in Snad: pick the type, enter the name, price, cost and stock, then organize and save it. Eight short steps with screenshots.
- Import products from a fileImport your products into Snad in one go: download the template, fill it, upload it, review the products and save. Seven short steps with screenshots.
- Manage product categoriesCreate a product category in Snad: name it, pick an icon, add its products and save. Then edit or delete it without deleting your products.
- Manage brandsCreate a brand for your products in Snad: name it, pick an icon, add its products and save. Then edit or delete it without deleting your products.
- Create a product bundleCreate a product bundle in Snad: name it, pick its products and quantities, and set a price below buying them apart. Eight short steps with screenshots.
- Edit product prices in bulkEdit product prices in bulk in Snad: click a price to change it, raise several products by a percentage, review, then save. Six steps with screenshots.
- Set delivery pricesSet each product's price per delivery app in Snad: switch the apps on, type prices or apply a markup percentage, then save. Six steps with screenshots.
- Create a discount couponCreate a discount code in Snad: type the code, pick a percentage or fixed amount, set limits and channels, then save. Eight short steps with screenshots.
- Add product photosUpdate your product photos from one page in Snad: find products without photos, replace a photo, select several products, then save all changes together.
Inventory
- Add a warehouseAdd a warehouse in Snad: enter the name and address, link a user, then finish the suggested accounting setup. Six short steps with screenshots.
- Transfer stock between warehousesMove product stock from one warehouse to another in Snad: pick the two warehouses, add products, enter quantities and save. Six steps with screenshots.
- StocktakingCount your stock in Snad: pick the warehouse, add the products, enter the counted quantity, check the difference, then save. Six steps with screenshots.
- Record damaged stockRecord damaged goods in Snad: pick the warehouse, add the products, enter the quantity and cause of damage, and save. Six short steps with screenshots.
- Adjust stock levelsAdjust stock quantities in Snad: type the correct quantity or bulk-edit many products, review the difference, then save. Six short steps with screenshots.
- Import stock quantitiesUpdate your warehouse quantities in one go in Snad: download the template, edit it, upload it, review the changes and save. Five short steps.
Accounting
- Add an account to the chart of accountsAdd a main account and sub-accounts to the chart of accounts in Snad: name, type and budget group, then save. Six short steps with screenshots.
- Enter opening balancesEnter your accounts' opening balances in Snad: open Balances, press Update, type each opening balance and save. Four short steps with screenshots.
- Create a journal entryCreate a journal entry in Snad: add the accounts, enter debit and credit until they match, then save. Six short steps with screenshots, plus line details.
- Recurring entriesSet up a recurring journal entry in Snad: name the template, add the accounts, set the schedule and activate it. Seven steps with screenshots and review.
- Create a receipt voucherCreate a receipt voucher in Snad: pick the receiving account and the paying accounts, enter the amounts and payment method, then save. Six short steps.
- Create a payment voucherCreate a payment voucher in Snad: pick the paying account and the receiving accounts, enter the amounts and payment method, then save. Six short steps.
- Create a credit noteCreate a credit note in Snad: pick the debit account and the credit account, enter the amount, then save. Five short steps with screenshots.
- Create a debit noteCreate a debit note in Snad: pick the debit and credit accounts, enter the total and save. Six short steps with screenshots.
- Set accounting settingsSet accounting settings in Snad: link the customer, supplier and cash accounts, then the accounts of each branch and warehouse. Six steps with screenshots.
Reports
- View sales reportsOpen the sales invoices report in Snad, set the period and customer, read the totals and items, then export or print it. Seven steps with screenshots.
- View customer agingOpen the customers aging report in Snad to see what each customer owes, how old it is and what is overdue, then open the statement. Five steps with images.
- View purchase reportsOpen the purchase invoices report in Snad, set the period and supplier, read the totals and items, then export or print it. Seven steps with screenshots.
- View inventory reportsSee your current stock in Snad: quantity and cost per product, filtered by warehouse, then exported or printed. Six short steps with screenshots.
- View the trial balanceView the trial balance in Snad: check that debit and credit match, read opening and closing balances, then export it. Seven short steps with screenshots.
- View the income statementView the income statement in Snad: read revenue, gross profit, net profit and margins, change the period and branch, and compare by month. Eight steps.
- View the balance sheetView the balance sheet in Snad: pick the date, compare it with an earlier one, check it balances and print it. Seven short steps with screenshots.
- View an account statementView any account statement in Snad: pick the account and period, read the opening balance, movements and closing balance, then print or export it.
- View HR reportsView the attendance, vacation, contracts and payroll reports in Snad: pick the report and period, read the figures, then print or export. Seven steps.
HR
- Add an employeeAdd an employee in Snad: name, branch, work schedule, salary and contract. Six short steps with screenshots, plus linking a user account.
- Import employees from a fileImport your employees into Snad in one go: download the template, fill it, upload it, review the rows and save. Six short steps with screenshots.
- Record attendanceRecord an employee's check-in and checkout in Snad, review each day's status, and correct a record when it is wrong. Seven short steps with screenshots.
- Record an employee vacationRecord an employee vacation in Snad: pick the employee, type and dates, save it, then approve it. Six short steps with screenshots.
- Manage employee requestsLog an employee request in Snad, such as an advance or a certificate, then approve or reject it. Five short steps with screenshots, plus the request types.
- Run payrollRun payroll in Snad: set the period and employees, review and adjust the figures, then close the run and mark it paid. Six steps with screenshots.
- Evaluate employee performanceCreate a performance evaluation cycle in Snad: pick employees, periods and objectives, then start and complete it. Nine short steps with screenshots.
- Use the employee accountOpen the My account page in Snad: your job details, salary, vacation balances, requests and evaluations. Seven short steps with screenshots.
- Set HR settingsSet up HR in Snad: job titles, departments, work schedules, late and absent limits, vacation balances and the deduction policy. Nine illustrated steps.
Bookings
- Add a bookable serviceAdd a bookable service in Snad: name, price, duration and who delivers it, then save. Seven short steps with screenshots, plus group classes.
- Add booking resourcesAdd a provider, room or piece of equipment to bookings in Snad: details and working hours, then save. Six short steps with screenshots, plus branch hours.
- Create a bookingBook an appointment for a customer in Snad from the front desk: pick the service, customer and time, then save. Seven short steps with screenshots.
- Use the front deskRun the day's bookings in Snad: switch days, search, check customers in or cancel a booking. Eight short steps with screenshots.
- Set booking settingsSet up Snad booking settings: sector preset, scheduling rules, no-shows, reminders, invoicing defaults and the public booking page.
Asset management
- Add an assetAdd a fixed asset in Snad: name, category, cost, useful life and acquisition source, then save. Seven short steps with screenshots.
- Record asset maintenanceRecord fixed asset maintenance in Snad: type, status, dates, cost, spare parts and accounting treatment. Seven short steps with screenshots.
- Transfer an assetMove a fixed asset to another branch or employee in Snad, with a record of every transfer. Six short steps with screenshots.
- Count your assetsCount your fixed assets in Snad: open a new count, scan each asset code, then complete the count. Six short steps with screenshots.
- Manage asset contractsRecord warranty, maintenance and insurance contracts for your assets in Snad and set an alert before they end. Six short steps.
Loyalty and offers
- Set up a loyalty programSet the points and cashback rules in Snad and follow your customers' balances. Six short steps with screenshots, and no Save button.
- Issue a gift cardIssue a gift card with a balance and a code in Snad, then take it off a customer's invoice by typing the code. Six short steps.
- Manage customer reviewsCollect customer reviews in Snad with your Google link or your own form, a QR code on the invoice and an automatic request after the visit.
AI Mode
- Get started with AI ModeStart with AI Mode in Snad: open it from the sidebar, type a request or pick an example, attach a file, and come back to your conversations.
- Run an action with AI ModeRun an operation through AI Mode in Snad: ask for it in the chat, review the preview, confirm, then follow the result and the history. Plus how to undo it.
- Import a file with AI ModeImport products, customers or suppliers from an Excel or CSV file with AI Mode in Snad: upload the file, match the columns, review the check and confirm.
- Reports in AI ModeAsk AI Mode for a report in Snad, then open it in full, export it to Excel or CSV and save it so you can refresh it later from the Saved reports page.
- Track AI Mode usageTrack your AI Mode usage allowance in Snad, read purchases and history, and buy extra usage when needed. Six short steps with screenshots.
Everyday tools
- Read the dashboardRead the dashboard in Snad: pick the period and branch, follow the KPI cards and start from the quick actions. Six short steps with screenshots.
- Quick search and shortcutsMove around Snad and start a new record from the keyboard: Ctrl+K for quick search and Alt+G for navigation. Six short steps with screenshots.
- Follow your notificationsFollow your Snad notifications from the bell and the notifications page: read, snooze, archive and filter by type. Seven short steps with screenshots.
- Send a suggestionSend an idea or a feature you need to the Snad team from the top bar: add a title, category and details, then submit. Five short steps with screenshots.
Coming next
- Connect a Salla store Store integrations
- Connect a Zid store Store integrations
- Sync products and orders with your store Store integrations