User guide
How the system works
This page is a reference for customers. Each section explains what that part does, when to use it, and how the work moves through it. The panels are illustrations, and the figures in them are fictional.
The system has four entrances
Not everyone sees the same screens. Each person signs in through the door that matches their job, so they find their tools without walking through the rest of the company.
Company panel
/adminFor the owner, managers, and staff. Sales, inventory, accounting, HR, and settings all live here.
Sales panel
/salesFor a salesperson. They see leads, write quotations, and follow their commission.
Client portal
/portalFor your customer. They see invoices, projects, support tickets, and their wallet, and they can order from the store.
Partner panel
/partnerFor an authorized partner. They open customer accounts and follow their wallet and team.
The menus inside each panel depend on the subscription plan and on the user’s permissions. If something is missing, it is usually not in the plan, or that user is not allowed to open it.
Dashboard and management views
The first page after sign-in. It gives you a picture of the day without opening every section.
How to use it
- 1 Open the dashboard from the top of the menu.
- 2 Check sales, invoices that are still unpaid, and low-stock alerts.
- 3 Open the number or row you care about to jump into that section.
Dashboard
A daily summary: sales, open invoices, alerts, and the latest activity. Start here before you go into the sections.
Management dashboards
Extra screens for a wider view, such as a manager overview. Use them when you need a period or the whole company, not a single transaction.
Notifications and notes
The bell collects alerts. Notes is an internal page for a reminder to yourself or the team, and you can pin one.
My subscription
This is your company’s subscription to the platform: the plan, renewal, and platform invoices. It is separate from the invoices you send to your own customers.
Customers and sales
From the first person who shows interest, through to a customer with a quotation and then an invoice. This is where selling starts.
How to use it
- 1 Add the lead on the sales pipeline and move it from column to column as the status changes.
- 2 When the interest is real, create a quotation and set the lines, price, and validity.
- 3 After the customer accepts, turn the quotation into an invoice, or save them as a regular customer if you will keep working together.
Sales pipeline
A board of columns. Each card is a lead. You move it from New to In progress and then to Closed when they accept or decline. The whole team can see where the deal stands.
Customers
The customer record: name, company, phone, and balance. Their page shows invoices and wallet activity. If the same customer was entered twice, there is a screen to merge the duplicates.
Quotations
A formal offer before the invoice. You write the lines and send it. If they accept, you convert it to an invoice without typing the lines again.
Customer groups
A group of customers who share the same discount, such as wholesale accounts. The discount applies to them without editing every invoice.
Projects
When work is delivered in stages, open a project for the customer and record its expenses and progress. The customer can follow the project from their portal.
Sales staff
Define the salespeople and tie a commission to each one. Commission is calculated from invoices, and the employee sees their share in the sales panel.
Loyalty and rewards
Points and missions for regular customers. The customer submits a reward request from the portal, and the company approves or rejects it here.
Distribution and reps
When goods go out with a representative or a vehicle, this section follows the booking, the delivery, and the stock still on the vehicle.
How to use it
- 1 Create the booking and assign the representative or the vehicle.
- 2 Follow the delivery from the distribution dashboard until the invoice is closed.
- 3 Count the goods still on the vehicle so the warehouse balance stays accurate.
Distribution dashboard
A summary of bookings, representatives who are out, and delivery status.
Bookings
The delivery itself: customer, goods, and time. This is where you see what has left and what is still waiting.
Representatives and vehicles
The representative’s record and the vehicle assigned to them. A delivery is tied to a person and a vehicle, not left as an unowned movement.
Vehicle stocktake
Count what the representative still has. The difference between what left, what was sold, and what came back is recorded so warehouse stock stays honest.
Delivery invoices
The sales invoice tied to the distribution. Collection and delivery stay on the same job.
Services, subscriptions, and support
Use this when you sell a recurring service or subscription, run a store with offers, or let customers open support tickets. It organizes the relationship after the sale.
How to use it
- 1 Define the service or product the customer will subscribe to.
- 2 Open a subscription and set the cycle, monthly or whatever you agreed.
- 3 If the customer has a problem, the ticket lands in support and the team replies from the same place.
Services
The services you sell, and their categories. Unlike physical products, a service is billed without reducing warehouse stock.
Store offers
Offers shown in the store for a limited time. Use them for a season or a campaign, not as a permanent change to the product price.
Bundles
A set of products or services at one price. The customer buys the package, and the system treats it as a combined offer.
Promo codes
A discount code the customer enters in the store or on the order. The discount applies while the code is valid.
Subscriptions
A repeating agreement with the customer. You follow the renewal date and the status, and you can attach a WhatsApp or email reminder before it ends.
Support tickets
The customer opens a ticket from the portal, and the team replies and assigns it. After it is closed, the customer can rate the service.
Inventory, products, and the point of sale
Anything with a quantity in a warehouse: the product record, selling from the quick screen, and a stocktake when the shelf does not match the system.
How to use it
- 1 Define the product, its category, and its price, and link it to a warehouse.
- 2 When goods arrive, record a receipt. When they sell in the shop, use the point of sale.
- 3 Review low-stock alerts, and run a stocktake if the shelf count differs from the system.
Inventory dashboard
An overview of stock movement before you open the details.
Products and categories
The product catalog and its categories. On a product you can add attributes or variants of the same item.
Point of sale
The fast selling screen in the shop. You pick products, take payment, and print a receipt. The session closes at the end of the shift.
Stocktakes
A physical count. You enter what you found and confirm the stocktake so the system adjusts the balance to the real number.
Price lists
A different price for the same product by customer type or sales channel. The list applies instead of editing the base price every time.
Balances and movements
The quantity of each product in each warehouse, plus receipts, adjustments, and transfers. Every quantity change needs a movement.
Warehouses and attributes
Define warehouses, and product attributes such as size or color, so the balance splits correctly.
Stock alerts
Items that reached the minimum or ran out. Use it to purchase before sales stop.
Sales returns
The customer brought goods back. You record the return and confirm it, so stock comes back and the invoice value is adjusted.
Purchase returns
You returned goods to a supplier. The quantity leaves the warehouse and the supplier balance is adjusted.
Finance
After a sale, the money has to be recorded: where it came in, what was paid, and how it hits the books. This section is the company ledger.
How to use it
- 1 Issue the invoice from Invoices, or convert it from a quotation.
- 2 When the customer pays, record the collection on the right cash box or bank.
- 3 Record the expense or revenue on the same day, and check the approval inbox if the operation needs a sign-off.
Invoices
The sales invoice: lines, tax, paid, and remaining. You can print a PDF, send it to the customer, and record a partial payment. A credit note is used when the amount is reduced after the invoice was issued.
Treasury
Cash, bank, and any money account. Every collection or payment changes a treasury balance. A transfer between two accounts is its own movement, not an expense.
Expenses and revenues
An expense is money that left the company. Revenue here is income that is not a customer invoice. Categorize each one so the reports stay readable.
Chart of accounts
The account list: assets, liabilities, income, and expenses. Journal entries post to these accounts. Set the chart up once while you are opening the company, then use it. Do not open a new account for every small movement.
Financial periods
Close the month or the year after you review the numbers. After closing, old activity is protected from accidental edits. Period-end closing and settlement live here.
Assets
Fixed assets such as equipment, and their depreciation. Selling or depreciating an asset is recorded here so the books keep the right value.
Partners and withdrawals
Profit partners inside the company, not platform resellers. A withdrawal is money a partner took out, and it needs a clear record so it is not mixed with expenses.
Approval inbox
Operations waiting until a manager approves or rejects them, such as some withdrawals or requests. Without approval, the movement does not complete.
ETA documents
Egyptian e-invoicing. Review the documents sent to the tax authority here, after the connection is set up in Settings.
Suppliers and purchasing
Buying is a cycle, not only an invoice. You request, then order, then receive the goods, and finally record the supplier invoice.
How to use it
- 1 Save the supplier with their details and how you deal with them.
- 2 Start a purchase request and turn it into a purchase order once it is approved.
- 3 On receipt, match the quantity, then record the purchase invoice and pay it from the treasury.
Suppliers
The supplier record and balance: what you owe them. The supplier wallet summarizes the balance without opening every invoice.
Procurement cycle
Purchase request, then purchase order, then receipt, then invoice. Each step has a status, so you do not receive goods without an order or pay an invoice without a receipt.
Purchase invoices
The supplier invoice after receipt. Recording it increases stock and fixes the amount due. Payment is recorded on the treasury and reduces what you owe the supplier.
Human resources
Employee files, attendance, leave, and payroll. Branches too, if the company works from more than one place.
How to use it
- 1 Add the employee, their department, and their contract.
- 2 Follow attendance and leave through the month.
- 3 At month end, generate the payroll, review it, then pay it and close the month.
Employees
The employee’s details and contract. This is the HR file, separate from a login. Not every employee needs an account in the system.
Attendance
Check-in and check-out. These numbers feed the payroll and absence.
Leave
The employee requests leave and a manager approves or rejects it. Approved leave is not counted as absence.
Departments
The company’s administrative split: sales, accounts, warehouse. An employee belongs to a department so reports group correctly.
Branches
If you have more than one branch, each branch has its own details. The bar at the top of the panel switches the branch you are working in.
Payroll
The month’s payroll: earnings and deductions. After review you pay it, then close the month so it is not edited after payment.
Reports, tasks, and notes
Reports read what was recorded in the rest of the system. Tasks and notes are for internal work that is not an invoice or a journal entry.
How to use it
- 1 Open the reports center and choose the report and the period.
- 2 If a number looks wrong, check its source: an invoice, a treasury account, or a journal entry.
- 3 Record internal follow-up as a task, not as a note lost in a chat.
Reports center
One page that leads to every report. Choose the period first, then read the result.
Profit and loss, balance sheet, and trial balance
The accounting statements. Profit and loss is the result of a period. The balance sheet is the company’s position on a date. The trial balance checks that entries are balanced.
Journal and treasury report
The journal lists the entries in detail. The treasury report is the movement of cash and bank.
Operating reports
Customers, invoices, expenses, revenues, sales, projects, subscriptions, quotations, and branches. Each report filters the same data from a different angle.
Purchasing reports
Resources, aging, renewals, suppliers, and a purchasing review. Use these when the question is about buying, not selling.
Tasks
Internal work for the team: who owns it, and what the status is. Customers do not see it.
Notes
A short reminder you can pin. For something that does not need a full task.
Messaging and settings
Messages to customers go out from here. Company setup lives here too: users, permissions, and business details.
How to use it
- 1 Connect WhatsApp, email, or Telegram from that channel’s settings page.
- 2 Review the template before sending, then send one message or a campaign.
- 3 Add users, set each person’s role, and open the activity log when you need to know who changed what.
A log of messages that went out, a broadcast to a group of customers, scheduled messages, and invoice or subscription reminders. Templates are ready text you edit once and send often. Settings hold the connection details.
The same idea for email: a log, campaigns, reminders, and templates. Useful for documents and notices that are longer than a WhatsApp message.
Telegram
A message log and the bot connection. Optional if your team or your customers use Telegram.
Malek chat
A chat assistant on support tickets. Settings control how it replies, and the chat history is where a staff member takes over when the customer needs a real person.
Users
Staff logins and their roles. Each role decides the menus and buttons. Do not give everyone the manager role.
Staff activity log
Who did what, and when. It is for review, not for editing the operation. If an invoice changed, the log says who changed it.
Settings
Company details, logo, payment gateways, and the e-invoice and mail connections. Set them while opening the account, and come back when payment methods or business details change.
Currencies
A list of currencies for display. Editing currencies is done by the platform administration, not inside the company.
Client portal, store, and team panels
The other entrances are shorter, because each person only sees their own part. A customer does not see the company’s books, and a salesperson does not see payroll.
Client portal
After sign-in the customer sees an overview, their projects, invoices they can pay, subscriptions, account statement, support tickets, wallet and top-up requests, and rewards. The account owner can add team users with limited permissions.
Store
An ordering site on the company domain: browse products, the cart, and checkout. Offers, codes, and prices come from the company panel, not from the store itself.
Sales panel
A home for the salesperson, the lead pipeline, quotations, customers, and a commission page. It fits someone who sells, without opening inventory or payroll.
Partner panel
The partner sees their customers, opens a new company account and pays for it from their wallet, manages their office users, and reviews the wallet statement.
Ready to try it?
Start a free trial, or sign in if your company already has an account.