FADx ERP guide

An integrated system for small and mid-sized trading, service and manufacturing companies — Arabic first. It brings sales, point of sale, purchasing, inventory, manufacturing, treasury, banks, cheques, general ledger, fixed assets, projects, employees and payroll into one program, with over 140 reports.

Work begins by signing in with a username and password. Each user has their own permissions, and the menus they see match what they are allowed to do.

If you forget your password you recover it yourself with a recovery code you created earlier in "My account" — no email, no internet. Without a code, one request reaches the administrator to set a new password for you.

Open any screen, report or action with two keys. Alt+1 … Alt+9 are ready for everyone, the administrator changes the company shortcuts, and each user adds personal shortcuts for what they use most.

Your day summarised in one place: today's sales, what was collected, open invoices, items nearing depletion, and quick buttons for what you do most. The buttons can be re-ordered by dragging, and the order is yours alone.

Every document in the period in one table: invoices, returns, vouchers and drafts. Click any document number to view it in full and print, edit or reverse it.

The “Customers (CRM)” screen shows sales opportunities as cards across the selling stages: lead, contact, quotation, negotiation, won, lost. Each opportunity has a customer, an expected value and a close probability, and moves between stages in one click.

From the “Follow-ups” tab inside the customers screen you record your activities: a call, meeting, task or note — with a due date and status (open or done), tied to a customer or an opportunity. Overdue items show in a distinct colour, and a count badge alerts you inside the software.

Open any customer from “Parties” and you will find a “Sales and follow-ups” tab gathering their opportunities and activities in one place — beside their invoices, cheques and balances. From a won opportunity you press “convert to sale” to go straight to creating the invoice.

Within “Reports → Customers and suppliers” sit four CRM reports gated by crm.view: pipeline value per stage, win rate, loss reasons, and overdue follow-ups — all printable and exportable to Excel.

Create a sales invoice: pick the customer (or leave it a cash sale), add items by search or barcode, approve and print, then collect the amount.

Fast retail selling by keyboard and barcode alone: scan the items, press F12 to collect (cash, card, transfer or a mix), and the invoice is approved and printed. It is the same sales invoice with its journal entry and stock movement — the difference is speed, not bookkeeping.

Selling starts before the invoice: a quotation for the customer → a sales order when they agree → a delivery note when the goods leave → an invoice. A quote and an order are commitments only: no journal entry and no stock movement.

Keep more than one price for the same item: a wholesale list and a retail one, with prices that step by quantity and by unit. The price on a sales line is chosen automatically in this order: the customer's list → the default list → the item price.

Create promotions that apply automatically on the sales invoice and the cashier screen: a percentage discount, a fixed amount per unit, a special price, or buy-X-get-Y — with start and end dates, specific days and hours, a minimum quantity or invoice value, limited to a price-list group, or unlocked by a coupon.

Record a sales return (from a customer) or a purchase return (to a supplier) against an earlier invoice — or a consolidated return spanning several invoices.

Record a collection from a customer or a payment to a supplier against an invoice or an opening balance, in cash or by cheque, allocating the amount across several invoices oldest-first.

Create a purchase invoice from a supplier. Stock is received on approval or by the storekeeper, depending on the "delivery and receipt" setting.

Document the purchase before the invoice: a purchase order to the supplier → a goods receipt when the goods arrive → a purchase invoice when their invoice arrives. The order is a commitment only: no entry, no stock.

Add shipment expenses (freight, customs, clearance, insurance) to the cost of the purchased items so no phantom margin appears. What is still in stock has its unit cost raised; what was sold before the voucher goes to cost of sales — and the entry posts in the same operation.

Item balances per warehouse, transfers between warehouses, and stock adjustments (surplus, shortage or damaged).

Choose which items are tracked by batch and expiry (medicines, food) or by serial number (devices under warranty), see each batch balance per warehouse at its cost, and trace the journey of any serial. Untracked items behave as before.

Define a bill of materials for each item you make (components, quantities, waste percentage and operations with their cost), then run work orders: the order issues materials from stock and receives the output at its actual cost. Entries post in the same operation.

Print item labels (name, price, unit, code and barcode — whatever the template includes) on A4 with an ordinary printer or on a label printer. The barcode is optional: an item without one prints a label without it and works in sales and purchasing as before. The screen offers: a live label preview that changes instantly with the template and item, instant printing on scan (one label per scan, no table), a two-step layout, and a collapsible template editor.

Cash and bank balances, general receipt and payment vouchers (rent, electricity, incidental income) and transfers between two tills — each with its own automatic journal entry.

Control cash custody: the attendant opens a session and the till balance at that moment is recorded as the opening float (never typed by hand); at close the cash is physically counted. The difference between counted and book is posted as a movement and an entry to the cash over/short account in the name of whoever closed it — the balance is never edited by hand to match the box.

Track incoming cheques from customers and outgoing cheques to suppliers through to clearing or return, plus cheque books and their numbers.

The chart of accounts, manual journal entries, the general ledger for any account, financial years, and ledger integrity checks.

Import the bank statement (Excel or CSV as the bank provides it) and match its lines against cash movements in the system, then review the reconciliation: from book balance to statement balance to the last unit — unpresented payments and cheques, deposits in transit, and bank charges or credits not yet recorded. Reconciliation changes no balance — except when you create a movement from a bank line yourself.

Define the foreign currencies you deal in and their dated exchange rates, and revalue foreign balances. All balances, entries and reports stay in the company base currency — a foreign currency is chosen on an invoice and on a bank account when it is created. A company with no foreign currencies sees no difference at all.

Set an expected amount per month of the financial year for each income or expense account (and per project if you wish), then compare it with actual. Actual is computed from posted entries on the same rules as the income statement, so what you see in the comparison is what the income statement shows for the same period.

The company's own assets (vehicles, equipment, devices, buildings): cost, monthly depreciation and net book value, expenses per asset, plus transfers, counts and disposal. Not customer-site equipment — that belongs to the project file.

See what awaits your approval (a sales or purchase invoice, a sales or purchase order, a manual entry) to approve or reject with a written reason. For anyone with the approval-rules permission: the rules themselves — when a document needs approval (amount, discount percentage, below-cost sale) and at which level. **With no rules (the default) nothing changes:** every document approves directly, as before.

The list of customers and suppliers with their balances, and a complete file per party: balance, invoices, projects, cheques, statement and opening balances. A balance owed to you shows in green, owed by you in red.

Items and services with their prices and taxes, and a file per item: settings, stock, movements, units and invoices.

Customer projects with their visits (work orders), sites and equipment, their expenses and payments, and their actual profitability against expectation — including company asset depreciation charged to them.

Employee records, their advances and salary payments — all with automatic entries.

Prepare the monthly payroll run for every active employee and pay it on a single entry: earnings (basic and allowances), deductions (penalties and advance instalments), social insurance and income tax if enabled, then a payslip per employee to print or save as PDF. The cost is charged to the employee's branch and to the project set in their structure.

Reports are grouped by area: sales, purchasing, inventory, customers and suppliers, treasury, accounts, fixed assets, projects and audit. Inside each section, groups follow the order of work in a side list — summaries first, then registers, analysis and follow-up. Each report has its own filters and prints or exports to Excel.

Company details and licensing, operating settings (sales, inventory, accounting and cash), printing, users and permissions, device linking, and backups. Settings are only saved with the "save changes" button.

Add new warehouses and branches, rename them, link each warehouse and each till or bank to its branch, and deactivate what is no longer used — from Administration → Company → Branches & warehouses, with every change in the activity log.

For establishments in Saudi Arabia: “Admin → Linking and devices → E-invoicing” opens a six-step wizard linking your establishment to ZATCA — establishment details, key generation, the activation code, compliance checks, the production certificate, then activation. The first two steps are offline.

The software supports standard and simplified invoices, and ZATCA’s tax categories: standard, zero-rated, exempt, out of scope — with the mandatory exemption reason for zero-rated and exempt. Credit and debit notes are linked to the original invoice. Reporting runs on a background queue so selling never stalls.