Complete ERP System — User Guide
Sales · Inventory · Finance · HR · Property · Compliance
📊 Dashboard 💳 Point of Sale 🧾 Invoicing 📦 Inventory 💰 Accounting 👥 HR & Payroll 🏢 Property 📋 Reports ⚡ ZATCA 🏍️ Delivery
erp-syncra.com · Version 1.0 · 2026
Contents
Complete guide to all Syncra ERP modules and features
Overview
1
System Overview & Dashboard
What is Syncra · Key metrics · Notifications
2
Point of Sale (POS)
Sessions · Orders · Tables · Kitchen · Loyalty
3
Sales & Invoicing
Invoices · Quotations · Returns · Credit Notes
4
Inventory & Purchasing
Products · Stock · Suppliers · Purchase Orders
5
Finance & Accounting
Chart of Accounts · Journal · Balance Sheet · Banks
6
HR & Payroll
Employees · Attendance · Payroll · Leave · Loans
7
Property Management
Properties · Tenants · Contracts · Payments
8
Reports & Analytics
P&L · Sales · Z-Report · Executive Dashboard
9
ZATCA Compliance
Phase 2 · e-Invoicing · XML Signing · Submission
10
Delivery Integrations
Hunger Station · Jahez · Toyou · 4 more platforms
11
Users & Permissions
Roles · Branches · Access Control
12
Settings & Administration
System Config · Backups · WhatsApp · Printers
Module 01
Dashboard &
System Overview
Real-time business intelligence at a glance. Monitor sales, cash flow, and operations across all branches from one unified screen.
Live Sales KPIs Branch Comparison Notifications Center Quick Actions
01
Dashboard
Live overview of your entire business — updated in real time
Module 01
erp-syncra.com/dashboard
Main
Dashboard
Sales
POS
Invoices
Customers
Finance
Accounting
Expenses
HR
Employees
Good morning, Admin 👋
🔔 3
+ New Invoice
Today's Sales
SAR 18,450
↑ 12% vs yesterday
Invoices
43
↑ 8 new today
Outstanding
SAR 6,200
↑ 3 overdue
Cash in Hand
SAR 12,800
All branches
Sales This Week
Top Products
1. Chicken Burger — 124 sold
2. Pepsi Large — 98 sold
3. Fries — 87 sold
Module 02
Point of Sale
(POS) System
A powerful, fast, and fully offline-capable POS system designed for restaurants, cafes, retail, and multi-branch operations.
Multi-Station PIN Auth Table Management Kitchen Display Split Bill Loyalty Points
02
Point of Sale
Fast checkout with full menu management and session control
Module 02
All Products
🍔
Burger
SAR 28
🍕
Pizza
SAR 45
🥤
Pepsi
SAR 7
🍟
Fries
SAR 12
🧃
Juice
SAR 15
🍰
Cake
SAR 22
Current Order
Burger x1SAR 28
Fries x2SAR 24
Pepsi x1SAR 7
TotalSAR 59
🏪
Sessions
  • Open / close cash sessions
  • Opening & closing balances
  • Session takeover
  • Branch session status
🪑
Tables
  • Visual table map
  • Open / transfer tables
  • Reservations
  • Waiter assignment
🔥
Kitchen (KDS)
  • Live order display
  • Kitchen sections
  • Status updates
  • Print tickets
⭐
Loyalty
  • Points earning
  • OTP-verified redemption
  • Campaigns & tiers
  • Customer portal
Module 03
Sales &
Invoicing
Issue professional invoices, quotations, and credit notes with full ZATCA Phase 2 compliance, WhatsApp delivery, and ESC/POS printing.
ZATCA Phase 2 WhatsApp Send QR Code Credit Notes Split Bill Quotations
03
Invoices & Quotations
Full sales cycle from quotation to confirmed tax invoice
Module 03
erp-syncra.com/invoices
All Invoices
Filter
+ New Invoice
#CustomerDateAmountVAT (15%)TotalStatusZATCA
INV-1042Al-Rashid Trading27 May 2026SAR 5,200SAR 780SAR 5,980Paid✓ Sent
INV-1041Mohamed Al-Nasser26 May 2026SAR 1,800SAR 270SAR 2,070PendingQueued
INV-1040Fatima Store25 May 2026SAR 920SAR 138SAR 1,058Overdue✓ Sent
Invoice Lifecycle
Draft → Confirmed → Paid. Each step updates accounting entries automatically. Cancel or issue credit notes at any stage.
ZATCA Ready
Every invoice generates a signed XML and QR code. Submitted automatically to ZATCA's Fatoora portal in real time.
WhatsApp Delivery
Send any invoice directly to the customer's WhatsApp number with one click via Green API integration.
Module 04
Inventory &
Purchasing
Complete inventory control with real-time stock tracking, purchase order management, supplier RFQs, and multi-branch stock transfers.
Real-time Stock Stock Alerts RFQ Comparison Branch Transfers Barcode Raw Materials
04
Inventory & Purchasing
Full supply chain from supplier RFQ to shelf stock
Module 04
erp-syncra.com/inventory
Stock Overview
ProductCategoryOn HandAlertStatus
Burger BunBakery240 pcs50OK
Chicken FilletProtein18 kg20Low
Pepsi 330mlDrinks5 cases10Low
Cheese SlicesDairy120 pcs30OK
Fries FrozenFrozen8 bags5Watch
📦
Products
  • Categories & modifiers
  • Barcode generation
  • Bulk import/export
  • Product images
🛒
Purchases
  • Purchase orders
  • Approval workflow
  • Receive & verify
  • Purchase returns
🚚
Suppliers
  • Supplier profiles
  • Statement of account
  • RFQ send & compare
  • Payment tracking
🔄
Transfers
  • Branch transfers
  • Station allocation
  • Transfer approval
  • Movement log
Module 05
Finance &
Accounting
A complete double-entry accounting engine with chart of accounts, journal entries, financial statements, bank reconciliation, and fixed assets.
Double-Entry Trial Balance Balance Sheet Bank Reconciliation Fixed Assets VAT Return
05
Finance & Accounting
Full double-entry bookkeeping with automated journal entries
Module 05
📊
Chart of Accounts
Hierarchical account structure — Assets, Liabilities, Equity, Revenue, Expenses. Customize for your business needs.
  • Multi-level parent-child accounts
  • Auto-created VAT accounts per tenant
  • Opening balance entry
📚
Journal Entries
Manual and automatic journal entries. Every transaction — invoice, payroll, purchase — posts entries automatically.
  • Debit & credit entry pairs
  • Supporting document attachment
  • Journal entry reversal
⚖️
Financial Statements
One-click generation of trial balance, balance sheet, and income statement for any date range.
  • Trial balance report
  • Balance sheet (assets/liabilities)
  • Income statement (P&L)
🏦
Bank Reconciliation
Upload bank statements and match transactions to journal entries. Flag unmatched items for review.
  • CSV/Excel statement upload
  • Auto-match by amount & date
  • Reconciliation report
🏭
Fixed Assets
Track company assets with automatic depreciation schedules and disposal recording.
  • Straight-line depreciation
  • Asset disposal & write-off
  • Asset register report
📅
Fiscal Year
Manage fiscal years with formal open, close, and reopen controls. Full year-end closing process.
  • Year-end closing entries
  • Retained earnings posting
  • Multi-year comparison
Module 06
HR &
Payroll
Complete human resource management — from employee onboarding to payroll generation, attendance tracking, leave management, and GOSI compliance.
Payroll Engine Biometric Attendance Leave Management Employee Loans GOSI Report Performance Reviews
06
HR & Payroll
End-to-end employee lifecycle management
Module 06
erp-syncra.com/hr/payroll
Payroll — May 2026
EmployeeBasicAllowancesDeductionsNet PayStatus
Ahmed Al-Rashid4,500800350SAR 4,950Approved
Sara Mohammed3,800600280SAR 4,120Pending
Khalid Ibrahim5,2001,200420SAR 5,980Approved
Payroll Workflow
Generate → Review → Approve → Mark as Paid. Each payroll run creates the corresponding journal entry in accounting automatically.
  • 1
    Employee Setup
    Add employee profile with salary structure, allowances, IBAN, IQAMA/ID, and contract details.
  • 2
    Attendance Tracking
    Manual check-in/out or biometric fingerprint device sync. Late arrival and absence reports.
  • 3
    Leave Management
    Employees request leave; managers approve or reject. Annual, sick, and emergency leave types with full planner.
  • 4
    Generate Payroll
    One-click payroll generation for all employees. Deductions for loans, absences, and advances applied automatically.
  • 5
    GOSI & Compliance
    Generate GOSI monthly report, EOS (End of Service) calculations, and salary certificates.
Module 07
Property
Management
Manage real estate portfolios — properties, units, tenants, contracts, and payment collection with WhatsApp notifications to tenants.
Property Portfolio Tenant Management Lease Contracts Payment Collection WhatsApp Alerts
07
Property Management
Full real estate lifecycle — from listing to rent collection
Module 07
🏢
Properties & Units
Create your property portfolio with buildings, villas, or commercial spaces. Define units with floor, area, and type.
  • Multiple property types
  • Unit floor plans & details
  • Vacancy dashboard
👥
Tenants
Maintain complete tenant records with ID documents, contact information, and full payment history.
  • Tenant profile & documents
  • National ID / Iqama storage
  • Contact & WhatsApp number
📜
Contracts
Generate lease contracts with automatic installment schedules, contract renewal alerts, and digital tracking.
  • Lease terms & rent amount
  • Auto-installment schedule
  • Expiry notifications
💳
Payment Collection
Track rent payments against contracts. Issue demand letters and collect payments with full receipt history.
  • Payment vs. schedule tracking
  • Overdue alerts
  • Official receipt generation
🔧
Services & Maintenance
Log maintenance requests, service charges, and utility bills against units or tenants.
  • Maintenance requests log
  • Service charge invoices
  • Utility billing
📱
WhatsApp Templates
Send automated WhatsApp messages for payment reminders, contract renewals, and maintenance updates.
  • Customizable message templates
  • Bulk tenant messaging
  • Delivery confirmation
Module 08
Reports &
Analytics
15+ built-in business reports covering sales, inventory, profitability, VAT, cash flow, HR, and executive summaries — all exportable to PDF and Excel.
P&L Report Sales Analytics Z-Report VAT Return Budget vs Actual Executive Dashboard
08
Reports & Analytics
Every report you need to run your business with confidence
Module 08
📊 Sales Reports
  • Daily / Weekly / Monthly sales summary
  • Sales by employee & cashier
  • Product profitability analysis
  • Branch profit comparison
  • Customer profitability ranking
  • Period-over-period comparison
📦 Inventory Reports
  • Current stock valuation
  • Stock movement history
  • Raw materials consumption
  • Low stock alerts report
  • Purchases by supplier
💰 Finance Reports
  • Profit & Loss statement
  • Cash flow report
  • VAT return (15% Saudi VAT)
  • Daily cash reconciliation
  • Z-Report (POS end-of-day)
  • Budget vs Actual variance
👥 HR Reports
  • Payroll summary report
  • Attendance & late report
  • Employee loans summary
  • End of service (EOS) report
  • GOSI monthly report
Module 09
ZATCA
Compliance
Full Saudi e-Invoicing Phase 2 compliance. Syncra generates cryptographically signed XML invoices and submits them to ZATCA's Fatoora portal automatically.
Phase 2 Compliant Auto XML Signing QR Code Generation Fatoora Submission CSID Certificate
09
ZATCA Phase 2 e-Invoicing
Saudi Arabia e-invoicing compliance — fully automated
Module 09
🧾
Invoice Created
In Syncra ERP
→
🔏
XML Generated
UBL 2.1 format
→
✍️
Digitally Signed
CSID Certificate
→
📡
Submitted
To Fatoora API
→
✅
Cleared / Reported
ZATCA Approved
Setup (One Time)
Enter your VAT number and company details. Syncra generates your CSID device certificate and registers with ZATCA automatically.
Automatic Submission
Every invoice is queued and submitted in real time. View submission status (Cleared, Reported, Error) for each invoice in the ZATCA queue.
Purchase Invoices
Syncra also handles ZATCA compliance for purchase invoices from suppliers, keeping your VAT input tracking fully compliant.
Module 10
Delivery
Integrations
Connect your restaurant directly to 7 delivery platforms. Receive orders automatically into your POS, manage menus, and track settlements — all in one place.
Hunger Station Jahez Toyou Keeta Marsool Carriage GrubTech
10
Delivery Platform Hub
One dashboard to manage all your delivery channels
Module 10
🍔
Hunger Station
Full webhook integration
🏍️
Jahez
Order sync & menu map
🎯
Toyou
Live order polling
🦅
Keeta
Menu & order sync
🐎
Marsool
Webhook receiver
🚗
Carriage
Settlement tracking
  • 1
    Connect Platform
    Enter API credentials for each delivery platform in the Delivery Settings page.
  • 2
    Map Your Menu
    Match your Syncra products to the delivery platform menu items so prices and availability sync automatically.
  • 3
    Receive Orders
    Incoming delivery orders appear directly in your POS and kitchen display system — no manual entry needed.
  • 4
    Track Settlements
    View payout settlements from each delivery platform and reconcile against your sales records.
Users & Roles
Role-based access control — give each team member exactly what they need
Module 11
Role POS Invoices Inventory Accounting HR Reports Settings
Admin✓✓✓✓✓✓✓
Branch Admin✓✓✓—✓✓✓
Accountant—✓—✓—✓—
Cashier✓✓—————
Warehouse——✓————
Waiter✓——————
Viewer—————✓—
Multi-Branch
Assign users to specific branches. A branch cashier only sees their branch's data — fully isolated and secure.
PIN-Based POS Login
POS staff log in with a 4-digit PIN — no full password required. Quick switch between cashiers on the same station.
Activity Logs
Every action is logged — who did what and when. Full audit trail available to admins in the Activity Log page.
Settings & Administration
Configure every aspect of Syncra to match your business
Module 12
⚙️
General Settings
  • Company name, logo & colors
  • VAT number & tax settings
  • Currency & timezone
  • Language (Arabic / English)
🖨️
Printers
  • ESC/POS thermal printers
  • QZ Tray integration
  • Kitchen printer sections
  • Receipt customization
💳
Payment Methods
  • Cash, card, bank transfer
  • Custom payment types
  • POS payment options
  • Enable / disable per branch
💬
WhatsApp (Green API)
  • API key setup
  • Test message sending
  • Invoice delivery templates
  • Property tenant alerts
💾
Backups
  • Full database backup
  • One-click restore
  • Download backup files
  • Scheduled backups
🏪
Branches
  • Add unlimited branches
  • Branch-level settings
  • Parent-child branch linking
  • Branch user assignment
Getting Started
Set up Syncra ERP in minutes — step by step
Quick Start
  • 1
    Create Your Account
    Register at erp-syncra.com. Your account is provisioned instantly with a dedicated workspace for your company.
  • 2
    Company Setup (Onboarding Wizard)
    Enter your company name, VAT number, logo, and industry type. The wizard configures accounts and settings automatically.
  • 3
    Add Products & Categories
    Import or manually add your products, set prices, categories, and stock levels. Barcode printing available immediately.
  • 4
    Add Your Team
    Create user accounts with appropriate roles. Branch admins, cashiers, and accountants each get the right access level.
  • 5
    Connect Integrations
    Link ZATCA credentials, WhatsApp API, delivery platforms, and printers. Each takes under 5 minutes to configure.
  • 6
    Go Live!
    Use the Go-Live wizard to verify all settings, run a test transaction, and activate your subscription for full production use.
System Requirements
Syncra ERP runs 100% in the browser — no installation needed. Works on Chrome, Edge, Firefox, and Safari. Optimized for desktop (1280px+). Mobile-responsive for on-the-go access.
Multi-Tenant SaaS
Every business gets a fully isolated workspace. Your data is never shared with other tenants. Backups are automatic and restorable on demand.
Arabic & English
Syncra is fully bilingual. Switch between Arabic (RTL) and English (LTR) at any time. All reports and invoices are issued in your preferred language.
The complete ERP for modern Saudi businesses
✓ ZATCA Phase 2 Compliant ✓ Saudi VAT Ready ✓ Arabic & English ✓ Multi-Branch ✓ Cloud-Based
Website
erp-syncra.com
Modules
12 Core Modules
Version
1.0 — 2026
This document is confidential and intended for authorized use only.