Welcome to Revest. This guide is designed to help you build the right foundation for your system. A precise setup at this stage ensures accurate reporting, full tax compliance, and seamless scalability as your operations grow.

1. Understanding the Revest Ecosystem

Revest is a unified operating system that connects every part of your retail business. To maximize its value, you need to understand the five core components you will manage:

  • Revest Platform (Back Office): Your central command center. From here, you can define products, manage inventory, track financial reports, and configure system settings.
  • Revest POS: The front-end interface your branch staff use to serve customers. It operates flawlessly online or even when the internet is disconnected (Offline).
  • Revest Mind (AI): An AI engine working in the background to analyze data and proactively alert you to risks (like projected stockouts) before they happen.
  • Revest Flex: Gives you complete control over your shipping and delivery operations.
  • Revest Hub: The bridge that ensures seamless data flow across all your current systems and applications. It connects your ERP, financial services, and e-commerce platforms into a single hub.

2. General Setup & Hierarchy

Why this matters: Building the correct organizational hierarchy is the first step to ensuring accurate financial reports, precise role assignments, and full compliance with e-invoicing requirements (ZATCA). Revest provides a robust framework supporting owned businesses, franchises, SMEs, and large enterprises. This hierarchical structure ensures clear organization and management across all operational levels. It empowers businesses of all sizes to manage operations efficiently, enabling clarity, accountability, and streamlined workflows.

The enterprise structure in Revest follows this hierarchy:

  • Group: The highest level in the organization, encompassing multiple companies under a single umbrella.
  • Company: An independent entity within the group, often representing a specific brand or business line.
  • Legal Entity: The registered entity for tax and compliance purposes. Taxes, currencies, and price lists can be configured at this level.
  • Stores: The physical or virtual locations where business operations take place. Stores can be assigned specific tax rates, currencies, and price lists based on their location.
  • Business Units: Stores can also be grouped under business units to reflect operational divisions or regions, improving management and reporting.

Step 1: Org Group Setup

The "Group" represents the major umbrella for your company or brand.

  1. Navigate to General Setup and select Org groups.
  2. Click +Add new.
  3. Enter the Group Name and Alternative Name.
  4. Set the default currency for the group.
  5. Add the geographical address.
  6. Set the group status:
    1. Active: Group operational data can be set up and used.
    2. Inactive: Disables all settings and activities related to the group.
  7. Save the details, and the Group is ready to be used.

Step 2: Adding a Company

Companies naturally fall under the parent Group; you can create a company for each brand the group owns.

  1. Navigate to General Setup and select Companies.
  2. Click +Add new.
  3. Add the company logo.
  4. Enter the Company Name and Alternative Name.
  5. Set the default currency.
  6. Add the geographical address.
  7. Select the company type:
    1. Owned: If all created stores will be owned and operated by the company.
    1. Franchise: If the stores are franchise locations.
  8. Link the newly created company to its parent Group.
  9. Set the company status:
    1. Active: Operational data can be set up and used.
    2. Inactive: Disables all settings and activities related to the company.
  10. Save the details to finalize the company setup.

Step 3: Defining the Legal Entity

This step is strictly necessary for invoicing and taxation.

  1. From the General Setups menu, select Legal Entities.
  2. Click Add New and enter the following details accurately:
    1. Registered Legal Name.
    2. VAT Number.
    3. National Address.

Step 4: Setting Up Regions

Divide your branches geographically to streamline management (e.g., Central Region, Western Region).

  1. Navigate to General Setups > Regions.
  2. Add the regions where you operate. This will help you later when assigning managers to specific territories.

Step 5: Payment Methods

This section gives you the power to define and manage all payment options your organization accepts. You can enable modern payment options (like e-wallets and installment services) or disable them with a single click.

Accessing Settings:

  1. From the side menu, navigate to General Setups.
  2. Select Payment Methods.

A. Supported Payment Types

The system displays all available payment methods as Cards, including:

  • Cash: Traditional cash payments.
  • Card: Network, Mada, Visa, Mastercard.
  • Bank Transfer: For direct wire transfers.
  • On Account: For customers with a Credit Limit, allowing them to pay later.
  • Wallet: Payments using wallet balances or loyalty points.
  • BNPL (Buy Now, Pay Later): Tabby and Tamara.

B. Enabling or Disabling a Payment Method

To control visibility for cashiers and customers:

  1. Select the desired payment method from the list.
  2. Use the Toggle Switch in the corner of the card:
    1. Active: The method is available for use in the system.
    2. Inactive: The method is hidden and will not appear during checkout.

C. Customizing Payment Properties

To customize a payment method (like changing the display name or adding an icon):

  1. Click the Edit icon (pencil) on the payment method card.
  2. You can modify:
    1. Name: The name that will appear on invoices and the cashier screen.
    2. Alt Name: The name in a secondary language (Arabic/English).
  3. Click Save.

Important Note:

Activating a payment method here makes it available at the "Organizational" level. To make it visible in a specific branch, you must also ensure it is enabled within the Store Settings for that specific branch.

3. Stores Management

  1. Navigate to General Setups > Stores.
  2. Click Create new store.
  3. Add the details in the General section.
  4. Add the Organization section details (Entity type, Company, Currency, Country, VAT number). The price list will auto-populate according to the Legal Entity selection.
  5. Store Type: Select 'Physical Store' for showrooms or 'E-commerce' for online stores.
  6. Default Inventory: Specify the warehouse this branch will pull inventory from.
  7. Price List: Select the price list applicable to this branch. If you want to select a different price list for the store, uncheck the "Default price list" box.
  8. Fill in the contact details for the store.
  9. Add relevant ZATCA details in the supplier section (this must be highly accurate as it is used for tax purposes).
  10. Any integration-related references can be added in the "Additional" section.
  11. Save the details to move to the next section.

POS Setup:

  1. In the "POS setup" section, we can create payment terminals.
  2. Click Add new to create a new terminal.
  3. Enter the details in the "General" tab.
  4. Select the payment terminal to be used for this specific device (if card payments are enabled for the store).
  5. For tax compliance, add the tax certificates (ZATCA-generated keys) to the terminal (Ensure there are no spaces).
  6. A PEM key must be generated using the other mentioned keys. This is used for generating ZATCA QR codes offline.
  7. Save the details to complete the terminal creation. The terminal will remain in a "Pending" state until the app is installed on the device using the activation key, at which point it automatically becomes "Active".

Payment Methods:

  • In the "Payment Methods" section, enable or disable the payment methods used in the stores.
  • Refund payment methods can be configured in the dashboard based on the original payment method used during the sale.
  • Once all data is entered, the device is set up and ready to be used in stores. (Make sure to assign a user to the device so they can log in and install the app).

4. Users & Roles

Why this matters: To keep your data secure, Revest lets you granularly control "who" can do "what". We separate the function (what can be done) from the scope (where it can be done).

Step 1: Create a Role

This defines the technical permissions (view, create, edit, delete).

  1. Navigate to Users & Roles > Roles.
  2. Click Add New and name the role (e.g., "Cashier" or "Branch Manager").
  3. From the permissions table, activate the appropriate options.
    1. Example: A cashier needs the "Create Order" permission in the POS, but does not need the "Edit Product" permission in the Back Office.

Step 2: Add and Assign a User

  1. Navigate to Users > Add New User.
  2. Enter the Name, Email, and Phone Number.
  3. Role Assignment: Select the role you created previously.
  4. Click Save. The user will receive an email to set their password.

Next Steps: Now that your foundation is built, it's time to equip your sales team.