01
Set up the basics
Add your products in Inventory, including their cost and selling prices. Add suppliers and customers when you’re ready to record transactions with them.
A practical starting pointHow to use
How to use
StockHale.
Set up the essentials, record what happens in your business, and use your dashboard to keep the whole picture clear.
ProductsPurchasesBillingReports
SYour storein one clear view
StockMoneySalesInsightTHE EVERYDAY FLOWA simple order
A simple order
for the work.
Follow the sequence below when you’re setting up. After that, keep recording transactions as they happen.
02
Record partner money
In Payments → Partner capital movements, add each partner’s contribution with the date and cash or bank account. Record it when the money actually enters the business. It increases cash or bank balance; it is not sales income and does not add inventory.
03
Record expenses as they happen
Use Expenses for operating costs such as rent or utilities. You don’t need to enter expenses before you can purchase stock.
04
Enter stock purchases
Go to Purchases, select the supplier, add products and quantities, then enter costs and payment details. Posting a purchase adds stock and records anything still owed to the supplier. Use a stock adjustment for existing opening stock that wasn’t bought through a purchase you’re recording.
05
Record sales through Billing
Create and post bills in Billing. That reduces stock and records payments or customer balances. Sales is where you review posted sales; you don’t enter them there.
06
Keep balances up to date
Use Payments to collect what customers owe or settle supplier balances. Check Dashboard and Reports to review stock, cash, expenses, payables, receivables, and profit.
THE SHORT VERSION
Products → contributions → purchases → billing and sales.
Expenses and later payments are recorded as they occur. That order keeps stock, cash, and balances telling the same story.
A FEW GOOD HABITSSmall checks
Small checks
save time later.
Keep these close as you build your routine.
Open your workspace01
Use real transaction dates and amounts. Posted purchases and bills affect stock and balances, so check them before posting.
02
Enter opening stock only once. Record it either through purchases you’re entering or with an opening stock adjustment; don’t do both for the same items.
03
Set up bank or wallet accounts in Settings if you’ll record transactions against them. Otherwise, choose Cash.
04
Save supplier and customer details before recording their transactions when you need proper history and outstanding balances.
05
Do a daily check: review cash, bank balances, unpaid bills, and expenses in Reports or the Dashboard. Use Closing to reconcile and close a completed business day.
YOUR FIRST DAYStart with what is real
Start with what is real
right now.
Add products and contacts, record any actual starting funds and stock, then enter purchases and start billing.
Set upProducts + contacts
RecordFunds + stock
RunPurchases + billing