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Karitm Documentation

The complete user guide to Karitm, the integrated financial and administrative platform — module by module: menu paths, fields, statuses, sample workflows and common mistakes. Version 1.6.63.

Getting started — the first-week guideor press / to search the whole documentation.

Modules

Sales & Purchasing

Sales and purchase invoices, quotations, returns, quick invoice, tax status and the analytical sales report.

POS Terminal

The till app: shifts, keyboard-first selling, tables, the loyalty club, charges, settlement, receipts and the kitchen display.

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.

Printing Platform

Printers, print routes, document templates and product barcode labels.

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 & AI Assistant

Files and folders, recycle bin, sharing, the AI assistant, and tickets.

Messenger

Team chat built into the system: channels and groups, mentions, sending invoices and documents, creating a task from a message.

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.