The Revest Back Office is the central command hub that empowers system administrators and business owners with full control over all operational processes, from managing sales and inventory to configuring system settings and organizational structures.

This guide provides a detailed breakdown of all the modules available in the central control panel and their functions.

1. Home & Dashboard

The homepage provides instant analytics and insights into business performance, divided into three main sections:

  • Sales Dashboard: Displays total sales, returns, net sales, and discounts. It also includes charts comparing monthly sales and returns, tracks the ratio of new versus returning customers, and highlights top-performing stores and best-selling products.
  • Overview: Showcases Key Performance Indicators (KPIs) such as average order value and the most frequently used payment methods.
  • Customer Analytics: Tracks customer acquisition rates, conversion rates, and churn analysis, alongside customer preferences for specific products and colors.

2. Customers Management

This module is used to manage customer profiles and segmentations:

  • Customer List & Adding Customers: View all customers and their statuses (active/inactive). You can add new customers and fill in their general, advanced, and financial data (such as VAT numbers and payment terms).
  • Customer 360° View: Clicking on any customer icon opens a centralized page displaying their complete purchase history, outstanding balances, and historical timeline.
  • Customer Segmentation: The system allows you to categorize customers by creating:
  • Customer Groups: E.g., Retail, Wholesale, Corporate.
  • Customer Classes: Segmenting customers based on business nature (e.g., Aramco, SABIC).
  • Divisions & Distribution Channels: Segmenting customers by region or purchasing method (online, in-store).

3. Products Management

This module manages the entire product catalog and its structure:

  • Product Creation: You can add standard products, services, or composite products. Setup includes entering the code, name, price, barcode, and Unit of Measure (UOM).
  • Product Structuring: Products are organized by linking them to Divisions, Categories & Subcategories, and Brands.
  • Batches & Serial Numbers: Used to manage products with expiration dates (like paint or food items) or devices that require serial number tracking.
  • Product Collections & Discount Groups: Used to bundle specific products together to apply discounts or promotional offers.

4. Financial Settings (Taxes & Price Lists)

  • Taxes: Create tax setups (like 15% VAT) and specify whether the tax is inclusive or exclusive to the price.
  • Price Lists: Enables the creation of varied pricing structures (e.g., wholesale prices, retail prices, or store-specific pricing). You can set the currency for each list, assign them to specific customers or stores, and import or adjust prices in bulk (Mark up/down).

5. Inventory Management

This module controls the flow of goods in and out of stores and warehouses:

  • Transfer Orders: Create, manage, and transfer inventory between stores or warehouses, tracking the status (draft, shipped, received).
  • Stock Issue: Used to withdraw quantities from the warehouse for non-sale purposes (such as samples, gifts, or internal consumption). This requires defining a reason and going through an approval process.
  • Inventory Adjustments: Used to correct system quantities to match physical inventory counts. This requires specifying the product, the adjusted quantity, and the reason, subject to an approval workflow.

6. Purchase & Suppliers Management

  • Suppliers: Create supplier profiles, including their financial data, payment terms, and banking details (IBAN).
  • Purchase Invoices: Record and track incoming invoices from suppliers, review product details, amounts, and taxes, and update their status until they are posted.
  • Purchase Returns: Document goods returned to suppliers and link them to the original purchase invoices.

7. Reports

The system provides a wide range of filterable and exportable reports (Excel/PDF):

  • Sales Reports: Includes invoice history, open order reports, sales quotations, and lost sales opportunities.
  • Payment & Reconciliation Reports: View collected amounts by payment method and access reconciliation reports to match cash register totals.
  • Inventory Reports: Covers stock balances, transaction history, and products nearing expiration (Near Expiry).
  • Custom Reports: A tool to build personalized reports based on parameters and fields you select.

8. General Setups & Organizational Structure

The foundational structure of the organization is built through this tab:

  • Building the Structure: Create Org Groups, Companies, tax-related Legal Entities, and Stores.
  • Stores & POS Settings: Link the store to a legal entity, activate payment methods (Cash, Cards, Tabby, Tamara), define POS Terminals, and upload ZATCA integration keys.
  • Number Sequences: Customize the numbering sequence format for invoices, quotations, and customers.

9. Users & Roles Management

Securely manage system access permissions:

  • Users: Create employee accounts, assign them to specific stores, and enable Two-Factor Authentication (2FA).
  • Roles: Create permission templates (e.g., Manager, Cashier) to define what a user can view, edit, or delete in the Back Office or POS.
  • Data Roles / Region Approval: Restrict user access to specific data (e.g., allowing a user to view invoices and inventory only for the Western Region, or a specific store).

10. Settings

Used to control the technical aspects of the platform:

  • Translation: Customize and edit labels and text displayed across user interfaces (both POS and Back Office) in Arabic and English.
  • Integrations: Manage connections with external systems and third-party applications.
  • Audit & System Logs: Allows technical administrators to monitor system activities, executed operations, and track any synchronization errors or device malfunctions.