Three sections that didn't fit into the other guides: the system's entry point, the module for desk/table-based businesses, and the side panel of utility tools.
The third position of "Service Points" is deliberate: in the businesses this module was built for (restaurants, cafés, salons, clinics) this page is the most heavily used page of the day and needs to be available near the top of the menu. "Tools" doesn't open a page either; it turns the side menu into a tools panel.
Dashboard
The Karitm dashboard isn't a single page — it's four views in one page. The bar at the top of the page switches between them, and three buttons on the other side of the bar: Default (pin the default view) · Price bar · Background.
| View | Content |
|---|---|
| Quick Access | Shortcuts to frequently visited pages |
| Reports Dashboard | Financial indicators and charts |
| Calendar | Calendar view of events and due dates |
| Notes | The user's personal notes |
The "Quick Access" view
A grid of shortcut tiles titled "Recently Visited," with a counter of the number of tiles and a Clear History button. Each tile shows the page's icon and name and has two actions: Pin (keep permanently) and Delete.
This view is built automatically: the system keeps the pages the user has opened in order of recency. For a user who works with the same ten pages every day, this is effectively a personalized menu.
The "Reports Dashboard" view
A personalized greeting based on the time of day (e.g., "Good afternoon") along with the user's name and an icon matching the time of day. Three control buttons: Edit Layout · Refresh · Settings. Eight indicator cards, each with an amount and a percentage change "compared to last month":
| Card | Meaning |
|---|---|
| Today's Sales · Today's Purchases | Total sales and purchases for the current day |
| Cash Balance | The organization's cash balance |
| Current Month Profit | Profit for the month to date |
| Receivables Balance | Total amounts owed by customers |
| Payables Balance | Total amounts owed to suppliers |
| Personnel Count | Number of employees |
| Salaries Paid This Month | Total salaries paid |
Charts: "Sales vs. Purchases Comparison" (an area chart with a monthly/quarterly toggle) and "Expense Breakdown" (a pie chart). The Edit Layout button means the dashboard is draggable and customizable: each user arranges the cards and charts in whatever order they like, and their layout is saved for next time.
The "Calendar" view is a Solar Hijri calendar of events and due dates, and "Notes" is the user's personal notebook — both live inside the same dashboard page, with no new tab opening.
Service Points
A "service point" is anywhere a service is delivered from: a restaurant table, a salon chair, a clinic room, a sales kiosk, a store checkout counter. The module has three layers: Service Point Management (what points do we have and how do they behave?) ← Floor Layout (where are they positioned in the venue?) ← Floor View (what's their status right now?) ← Services & Reservations (who, when, what service?).
The "Floor View"
The main working page for the daily operations of desk/table-based businesses. A header with a live green dot and the subtitle "Real-time status of tables, checkouts, and sales kiosks." Five status chips with counters:
| Status | Color | Icon |
|---|---|---|
| Available | Green | Checkmark |
| Occupied | Red | People |
| Reserved | Orange | Bookmark |
| Being Prepared | Blue | Broom |
| Out of Service | Gray | Prohibited |
Header buttons: Service Point Management · Services & Reservations · Refresh. Map toolbar: Floor Layout button · view toggle (Map / Grid) · Full Screen · zoom in/out with percentage (default 100%) · search box with type filter.
On the map canvas, each service point's card sits at its actual position in the venue, colored according to its status. The card for an occupied table shows this information:
| Field | Meaning |
|---|---|
| Name · Code | The service point's name and code, as defined |
| Status | Colored chip showing real-time status |
| Party Size | Number of people in the current seating |
| Current Amount | Total sales recorded for that seating |
| Balance | The unsettled portion of that amount |
Day-to-day use: the floor manager sees at a glance which table is free, which is occupied, how much each table has sold, and how much of that is still unsettled — without opening any list. Full-screen mode is suited for display on a kitchen monitor or a reception desk.
Floor Layout, Service Point Management, and Reservations
"Floor Layout" is the venue map editor: service points are dragged and positioned on the canvas so the Floor View matches the venue's actual layout.
"Service Point Management" has the subtitle "Define and configure service points and their behavior." Columns: # · Code · Name · Category · Capacity · Status · Features · Actions. Category is a chip for the point's type (table, checkout, kiosk), Capacity is the number of people the point accommodates, and Features are three quick toggles (active/inactive, display, label) that determine the point's behavior.
"Services & Reservations" manages seatings: each period of use of a service point, from opening to settlement, along with upcoming reservations.
Two permissions dedicated to this module: "Manage Occupancy Status" and "Manage Service Point Sessions" — separate from the usual create, edit, and delete permissions. This means a server can be given permission to change a table's status without permission to define or delete tables.
Connection to the rest of the system: Quick Invoice is typically used together with this module, alongside card readers and payment gateways; "Service Point Sessions" and "Service Points" are two selectable entities in the Dynamic Report Builder; and end-of-shift cash register settlement is done from Cash Register Shift Handover in Treasury.
Tools
The last item in the main menu. It doesn't open a page — clicking it turns the side column into a tools panel with the header "Tools — a collection of practical utilities" and a button to return to the menu. Five tool icons at the top of the panel:
| # | Tool | Use |
|---|---|---|
| 1 | Calculator | Full numeric keypad with a result display |
| 2 | Unit Converter | Converts units of measurement |
| 3 | Number to Words | Writes an amount out in words — exactly what's needed for writing on checks and documents |
| 4 | Date Converter | Converts between Solar Hijri and Gregorian dates |
| 5 | Percentage Calculator | Percentage calculations (discounts, tax, share) |
All five are exactly the things a user does in the middle of recording a financial document: doing a calculation, writing an amount out in words on a check, converting a Gregorian contract date to Solar Hijri, and figuring a discount percentage. The panel's practical advantage is that the calculator opens next to the form, without closing the tab and without losing the data you've entered into the form.
Importing Data from Excel
A tool for bulk-importing data from an Excel or CSV file into one of the system's data models — products, accounts, customers, suppliers, accounting vouchers, warehouse receipts and remittances, sales and purchase invoices, and the like. The process runs in three steps:
| Step | What you do |
|---|---|
| 1. Choose File | Pick a saved "import template," or set the data model manually, upload the file, and set the header row and the data start row |
| 2. Map Columns | Connect each column in the file to a destination field |
| 3. Preview and Run | See the result on a sample of the data, fix validation errors, and click Run |
If a template is chosen, the data model and column mapping are pre-filled from that template; otherwise the model is chosen manually. In the mapping step, each column of the file (along with a few sample values beneath it) is connected to a destination field; the "Auto-map" button guesses columns whose names resemble the destination field on its own. Next to each field, its data type and validation rules (required, maximum/minimum length, pattern, range) are shown, and required fields with no mapping are listed separately with a warning. For each column, a default value and a simple transform (trim extra whitespace, upper/lowercase, Persian↔English digit conversion, and the like) can also be set.
Before running, the "transaction mode" determines how error rows are handled:
| Mode | Behavior |
|---|---|
| All or nothing | An error in any row cancels the whole operation |
| Best effort | Valid rows are inserted and error rows are skipped |
| Validate then insert | All rows are validated first, then inserted |
Errors are listed with the row number, column name, and error message, and the error row is also highlighted in the preview table.
Column mapping and file settings can be saved with a name and category as an "import template," so the next time a file with the same structure arrives, you just pick that template instead of mapping again. Templates can be edited, copied, previewed, and deleted from this same page's "Manage Templates" tab; system templates can't be deleted.
This tool is different from "Migrating Data from Pishro to Karitm" (System ← Data Migration from Pishro to Karitm): that tool takes a compressed export file from the "Pishro" software and migrates the company's data from it; here, an Excel or CSV file for one specific data model is imported each time, suited to recurring imports like a fresh goods list every month.
Sample Workflows
Setting up a restaurant
Service Point Management ← Add tables with code, name, category, and capacity ← Floor Layout ← Position them on the actual map ← Floor View ← Control display and color-coding ← Connect "Quick Invoice" and the card reader ← Define the cash register shift handover.
A working day in the Floor View
Floor View on the reception display in full-screen mode ← Watch the counter chips (how many tables are free, occupied, reserved) ← Click an available table and open a new seating ← Watch the balance figure on occupied tables' cards ← End of shift and cash register shift handover.
Customizing the dashboard
Reports Dashboard ← Edit Layout ← Rearrange cards and charts ← Quick Access ← Pin frequently used pages and delete the rest ← Use the Default button to set the starting view.
Frequently Asked Questions
I open the dashboard but don't see any chart.
The "Quick Access" view is active; click "Reports Dashboard."
Can I rearrange the dashboard cards?
Yes, with the "Edit Layout" button.
The "Recently Visited" list has gotten cluttered.
Pin the important tiles and delete the rest, or click "Clear History."
I click "Tools" but no page opens.
That's correct; Tools is an action item and turns the menu into a tools panel.
I created a new table but it's not in the Floor View.
It needs to be positioned on the map in "Floor Layout."
How do I change a table's status?
From the Floor View; it requires the dedicated "Manage Occupancy Status" permission.
What is the amount shown on a table's card?
The current sales for that seating; the "Balance" figure is the unsettled portion of it.
I want the Floor View on a large display.
The Full Screen button in the map toolbar.
Where do I import an Excel file from?
This tool doesn't have its own item in the menu; type "Data Import" into global search (or «دریافت اطلاعات» if your interface is in Persian).
Why did some rows not get imported?
It depends on the "transaction mode" you chose; in "Best effort" mode, only the valid rows are inserted and the rest are skipped.