Shop Ledger

After login — quick walkthrough

These slides match the same flow as the PDF user manual. Use them to learn the app or to record a short video for your team or customers.

Tip: Start screen recording (Windows: Win+Alt+R in Xbox Game Bar, or OBS). Step through with Next or arrow keys. Optionally open the live app in another window and demonstrate each step on the real screens.

← → arrow keys · Space = next

Step 1

Sign in & dashboard

Open your Shop Ledger URL, sign in with email and password. You land on the Dashboard with shortcuts and a summary of your shop.

Use the sidebar to jump to Brands, Categories, Products, and other modules.
Permissions depend on your role (owner vs staff).

Step 2

Brands & categories

Before products, set up how you group inventory.

Brands — add each brand you sell (e.g. Samsung, Apple, local names).
Categories — add product types (e.g. Mobile phones, Accessories, Spare parts).

Keep names short and consistent; they appear on bills and reports.

Step 3

Products

Go to Products and add each item you stock.

Name, optional model, brand and category, purchase cost, selling price, opening quantity.
Optional: IMEI, description, minimum stock alert. A barcode can be generated for POS scanning.

Step 4

Sellers (suppliers)

Open Sellers and add each supplier you buy stock from (name, phone, address as needed).

Purchase bills are always tied to a seller so your buying history stays organized.

Step 5

Purchase bills (stock in)

Open Purchase Bills and create a bill: choose seller, date, line items.

Each line: existing product + quantity + purchase rate — stock increases when you save.
Or enter a new product name on a line (with category/brand and prices) — the app creates the product and adds quantity from that bill.
Record paid / partial / unpaid so supplier balances stay correct.

Step 6

POS (point of sale)

Open POS from the sidebar.

Search or scan products, add to cart, set quantities and discounts.
Choose customer (or walk-in), payment method, complete the sale.
Stock reduces automatically for sold items. Print or share the receipt from the sale flow.

Related: Sales list for history; Customer Khata for credit and balances.

Step 7

Daily shop money & investments

Expenses — rent, utilities, salaries, transport (operating costs separate from stock purchases).

Day close — reconcile cash at end of day: opening + sales + receipts − expenses − refunds vs counted cash.

Reports — sales, purchases, profit views; pick a date range for weekly or monthly review.

Resources

PDF manual & app

Download the full printable guide (no login):

https://app.shopledgerapp.com/user-manual

Open the app:

https://app.shopledgerapp.com/login

Thank you for using Shop Ledger.