Modules
Sales & Purchasing
Sales and purchase invoices, quotations, returns, quick invoice, tax status and the analytical sales report.
Treasury
Banks, cash desks and petty cash, chequebooks, the cheque life cycle, receipts and payments, shift handover and weighted due dates.
Accounting
Chart of accounts, journal entries, entry templates, ledgers, financial reports and opening and closing entries.
Contacts, Goods & Production
People and their roles, goods and services, warehousing, batches, stocktaking and production.
Human Resources
Attendance, shifts, leave, overtime, payroll periods and payslips.
CRM & Marketing
Customer club, points and loyalty, campaigns, RFM segmentation and SMS.
Project Management
Projects, tasks, the task inbox and due-date tracking.
Drive & Communications
Files and folders, recycle bin, sharing, messages and notifications.
Administration & System
Access groups and permissions, organisation and centres, financial periods, tax management and system events.
Dashboard, Service Points & Tools
The four dashboard views, calendar and notes, the floor view and the tools panel.
Global Search & Shortcuts
Ctrl+F versus Ctrl+/, personal shortcuts and the pages that are not in the menu.
Getting Started
The first-week guide: finding your way around, the pattern every page shares, a path for each role and twenty common mistakes.
Where should I start?
| Your role | Suggested path |
|---|---|
| Cashier / salesperson | Cashier path → Sales & Purchasing → Treasury |
| Accountant | Accountant path → Accounting → Treasury |
| Warehouse keeper | Warehouse path → Contacts, Goods & Production |
| HR specialist | HR path → Human Resources |
| Manager | Manager path → Dashboard → Administration & System |
Conventions used here
- Every page opens with its menu path — the same path you see in the application.
- Page and button names are written exactly as they appear in the product, so global search finds them.
- Statuses are shown with the same coloured chips the product uses: grey draft, blue in progress, green complete, orange warning, red rejected or void.
- All dates are Jalali and all numbers use Persian digits, as they do in the product itself.