What’s in Web Admin

Web Admin is the office application. What you see in the left menu depends on your role and which features your company has turned on.

This page lists the screens that can appear. Use it as a map; each linked guide explains how to use that area.

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Dashboards

Screen	Where	Guide
Overview	Dashboards > Overview	Dashboards
Sales	Dashboards > Sales	Dashboards
Purchases	Dashboards > Purchases	Dashboards
Analytics	Dashboards > Analytics	Dashboards
ZATCA	Dashboards > ZATCA	Dashboards
Accounting	Dashboards > Accounting	Dashboards
HRM Overview / Attendance / Payroll	Dashboards > HRM	Dashboards
CRM	Dashboards > CRM	Dashboards

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Sales

Screen	Where	Guide
Customers	Sales > Customers	Managing customers
Quotation	Sales > Quotation	Quotations
Sale Orders	Sales > Sale Orders	Sales orders
Delivery Note	Sales > Delivery Note	Delivery notes
Sale Return	Sales > Sale Return	Sale returns
Sale	Sales > Sale	Sales invoices
Day Management	Sales > Day Management	Day and till management
Till Management	Sales > Till Management	Day and till management

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Purchases

Screen	Where	Guide
Suppliers	Purchases > Suppliers	Managing suppliers
Purchase Orders	Purchases > Purchase Orders	Purchase orders
GRN	Purchases > GRN	Goods received notes
Purchase Return	Purchases > Purchase Return	Purchase returns
Purchase	Purchases > Purchase	Purchase invoices

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Inventory

Screen	Where	Guide
Stock Transfer	Inventory > Stock Transfer	Stock transfers
Stock Adjustment	Inventory > Stock Adjustment	Stock adjustments
Stock Request	Inventory > Stock Request	Stock requests
Product Stock	Products > Product Stock	Viewing product stock

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Products

Screen	Where	Guide
Products	Products > Products	Adding products
Product Stock	Products > Product Stock	Viewing product stock
Brand, Units, Departments, Groups, Category, Sub Category	Products > Organize Product	Categories, variants, and units

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Accounts

Screen	Where	Guide
Groups	Accounts > Groups	Chart of accounts
Detail Type	Accounts > Detail Type	Chart of accounts
Chart Of Accounts	Accounts > Chart Of Accounts	Chart of accounts
Journal Entry	Accounts > Journal Entry	Journal entries
Payment Voucher	Accounts > Payment Voucher	Payment and receipt vouchers
Receipt Voucher	Accounts > Receipt Voucher	Payment and receipt vouchers
Fund Transfer	Accounts > Fund Transfer	Fund transfers
Bills	Accounts > Bills	Bills

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CRM

Screen	Where	Guide
Dashboard	CRM > Dashboard	Dashboards
Management Hub	CRM > Management Hub	Companies, contacts, and activities
Leads	CRM > Leads	Managing leads
Opportunity	CRM > Opportunity	Opportunities and pipeline
Quotations / Orders / Projects / Products	CRM	Opportunities and pipeline
Activities, Companies, Contacts	CRM	Companies, contacts, and activities
Channels	CRM > Channels	Channel connections
Pipeline, Lead Sources, Tags	CRM > Settings	Lead sources
Targets	CRM > Targets	Opportunities and pipeline

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HRM, routes, assets, reports, users

Area	Guide
Employees, leave, attendance, loans, letters	HRM
Vans, routes, visits, daily registration	Routes planning
Assets, maintenance, depreciation	Asset management
Sales, purchase, inventory, and accounts reports	Using reports
Users and roles	Users and roles
Pending approvals	Approval flow

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General Settings (Master)

Set these up before day-to-day work. See What to set up first.

Screen	Where
Branches, Locations	General Settings > Master
Print Templates	General Settings > Master > Print Templates — Print templates
Approval Rules	General Settings > Master > Approval Rules — Approval flow
Approver Authority	General Settings > Master > Approver Authority — Approval flow
Payment Methods, Taxes, Expense Types, Service Type	General Settings > Master
Printers, Floors, Tables	General Settings > Master (POS)
Selling Price Groups, Sales Commission Rules	General Settings > Master
Custom Fields, Module Numbers	General Settings > Master

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Settings (admin)

Screen	Where	Guide
Integrations — Email (SMTP)	Settings → Integrations → Email	Email (SMTP) setup
Integrations — WhatsApp	Settings → Integrations → WhatsApp	WhatsApp setup
Email Logs	Settings → Email Logs	Email (SMTP) setup

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Other Links

Screen	Where
About	Other Links > About
Downloads	Other Links > Downloads — installers for Van Sales and POS