Field reference
Every field on every Administration form: label in English and Arabic, type, whether it is required, its limits, a valid example and what the system refuses.
On this page (61)
New system user > IdentityNew system user > AccessNew system user > LicenceUser record > GeneralUser record > CompaniesUser record > Data accessUser record > LicenceUser record > photoReset password dialogSuspend / Archive dialogClone user dialogRole editorCopy role dialogRestrict a fieldNarrow a recordAdd an exceptionSet an approval limitDecide a conflict ruleReview a personNew API keyRevoke key dialogSettings > AppearanceSettings > DeveloperSettings > Danger zone > Clear transaction dataAdd custom fieldCustomer form (custom field values)Change my passwordRetentionPlace a legal holdRelease / Approve / Reject dialogAlert ruleEmail accountWhatsApp connectionMenusSequencePayment term > AgreementPayment term > InstalmentsPayment term > Early settlement tiersPayment term > PreviewPayment methodPrice list > GeneralPrice list > PricesPrice list > AssignmentsDimension valueDimensions listNew companyCompany record > IdentityCompany record > Registration & TaxCompany record > AddressCompany record > Business defaultsBranch > IdentityBranch > AddressBranch > Registration & TaxBranch > Operational defaultsBranch > Document defaultsBranch > SettingsBranch > WarehousesApp page > FeaturesApp page > FieldsApp page > proposeApp page > Configuration > Industry profile
New system user > Identity
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Linked employee | الموظف المرتبط | Select (employee) | No | Only non-terminated employees of this company; an employee already linked is disabled '(already has a login)'. Choosing one fills name, email, mobile and username | An employee without a login | An employee who already has a login -> '<name> already signs in as <username>.' | |
| User type | نوع المستخدم | Select (15 types) | Yes | Internal, Administrator, Company admin, Branch admin, POS, Warehouse, Mobile, ESS, Customer portal, Vendor portal, Auditor, Temporary, API, Integration, Service. Changing it resets the licence to that type's default | Internal ERP user | Internal ERP user | (empty via API) -> 'Choose a user type.' |
| Username | اسم المستخدم | Text | Yes | Lower-case a-z, 0-9 and . _ - @ only; max 150; unique (case-insensitive); typed capitals become lower-case | test.user1 | 'Test User' -> 'A username is lower-case letters, digits and . _ - @.'; an existing name -> 'This username already exists.' | |
| First name | الاسم الأول | Text | No | Max 150 | Test | ||
| Last name | اسم العائلة | Text | No | Max 150 | User | ||
| Display name | الاسم المعروض | Text | No | Max 150; empty = first + last name | (leave empty) | ||
| Login email | بريد الدخول | No | Must contain @ and no spaces; max 254; NOT checked for uniqueness | test.user1@example.com | 'abc' -> 'That is not an email address.' | ||
| Login mobile | جوال الدخول | Text | No | Max 40 | +971500000001 |
New system user > Access
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| In this company | في هذه الشركة | Select | Yes | Viewer / Member / Administrator | Viewer | Member | |
| Roles | الأدوار | Checkbox list | No | Active roles of this company plus shipped roles | Accountant | A role of another company (API) -> 'Choose roles this company has.' | |
| Allowed branches | الفروع المسموحة | Checkbox list | No | None ticked = every branch | Tick two branches | ||
| Default branch | الفرع الافتراضي | Select | No | Shown only when more than one branch is ticked; 'Ask each time' or one ticked branch | Ask each time |
New system user > Licence
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Licence | الترخيص | Select | Yes | None, Professional, Standard, Limited, POS, Warehouse, Mobile, ESS, Portal, API / integration, Concurrent | The user type's default | Professional user | |
| Language | اللغة | Select | Yes | English / العربية | Current screen language | العربية | |
| Access starts | بداية الوصول | Date | No | Before or equal to Access ends | Today | ||
| Access ends | نهاية الوصول | Date | No | Not before Access starts | Today + 1 year | Before Access starts -> 'Access cannot end before it starts.' | |
| Temporary password | كلمة مرور مؤقتة | Password | Yes | 12 to 1024 characters; the user must change it at first sign-in | Temp-Passw0rd-2026 | 'short123' -> 'Use at least 12 characters.' |
User record > General
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Display name / First name / Last name | Text | No | Max 150 each (longer text is cut, not refused) | Change the display name | |||
| Login email | No | @ and no spaces; max 254 | 'a b@c' -> 'That is not an email address.' | ||||
| User type | Select | Yes | Changing to API/Integration/Service ends all their sessions | Auditor | |||
| Access starts / Access ends | Date | No | End not before start | End before start -> refused | |||
| Default company | Select | No | Only companies they belong to that you administer | (API) a company they do not belong to -> 'Their default company must be one they belong to.' | |||
| Language | Select | Yes | English / Arabic | ||||
| Time zone | Select | No | Company's / Asia/Dubai / Riyadh / Qatar / Kuwait / Muscat / Bahrain | ||||
| Date format | Select | No | Company's / DD MMM YYYY / DD/MM/YYYY / YYYY-MM-DD | ||||
| Number format | Select | No | Company's / 1,234,567.89 / 1.234.567,89 | ||||
| Theme | Select | No | System / Light / Dark | ||||
| Username, Status, Authentication, Created, Last sign-in | Read-only | - | Cannot be edited on this tab |
User record > Companies
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Membership per company | Select | - | No access / Administrator / Member / Viewer; only companies you administer | Remove the last administrator -> 'That is the last administrator of that company.' |
User record > Data access
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Branches / Warehouses / Departments / Sales teams | Tags | No | Empty = everywhere | One branch | |||
| Starts in | Select | No | Ask each time or one of the held places | A place they cannot reach -> 'Somebody can only start where they can reach.' |
User record > Licence
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Licence | Select | - | Applies immediately | On a suspended user -> 'A licence goes with active access. Activate the account first.' |
User record > photo
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Photo | Image upload | No | PNG, JPEG or WebP; max 2 MB | A 300 KB PNG | A 3 MB photo -> 'Pictures must be no larger than 2 MB.' |
Reset password dialog
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Temporary password | Password | Yes | At least 12 characters (button disabled before) | New-Temp-Pass-2026 | |||
| Why | Text | No | Free text |
Suspend / Archive dialog
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Reason | Text | Yes | Required | Empty -> 'Say why. The next administrator will need to know.' |
Clone user dialog
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Username / First name / Last name / Login email / Temporary password | Text / Password | Username, password | Same rules as the new-user wizard | Clone a superuser -> 'A superuser's access is not a template.' |
Role editor
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Name | الاسم | Text | Yes | At least 2 characters; unique in the company on create | Test cashier | Name of an existing role -> 'This company already has a role with that name.' | |
| What it is for | الغرض منه | Text | No | Max 400 | Runs the till | ||
| Start from | ابدأ من | Select (template) | No | New roles only; fills permissions (and name/description if blank) | Accountant | ||
| Permissions | Checkboxes by module | No | Ticking one also ticks what it needs ('Also turned on, because the choice needs it'); unticking removes what depends on it | Tick 'journal.post' |
Copy role dialog
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| New role name | Text | Yes | Default '<name> (copy)'; min 2; unique (case-insensitive) | An existing name -> refused | |||
| What it is for | Text | No | Max 400 |
Restrict a field
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Record | السجل | Select | Yes | Contacts, Products, Orders and invoices, Journal entries, Transfers, Receipt exceptions, Leads and opportunities, Employees, Personal details | Contacts | ||
| Field | الحقل | Select | Yes | Fields of the chosen record | Phone | ||
| Applies to | ينطبق على | Select (role or person) | Yes | A rule for a person wins over their roles | A person not in this company -> 'That person is not a member of this company.' | ||
| Restriction | التقييد | Select | Yes | Hidden (not in the record) / Masked (●●●●) / Read-only | Hidden | Masked | |
| Why | السبب | Text | No | Max 200 |
Narrow a record
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Record | Select | Yes | Securable records | ||||
| Applies to | Select (role or person) | Yes | |||||
| Reaches | المدى | Select | Yes | Only what the record supports: Nothing / Their own / Their team's / Their department's / Their branch's / Where they are placed / The whole company | The record's default (whole company; CRM = their team) | (API) a scope the record cannot use -> '<Record> cannot be narrowed by <scope>.' | |
| Why | Text | No | Max 200 |
Add an exception
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Person | الشخص | Select | Yes | Empty -> 'Name the person this is about.' | |||
| Record | Select | Yes | |||||
| Action | الإجراء | Select | Yes | '* Everything on this record' or one action of the record | * | ||
| Effect | الأثر | Select | Yes | Allow / Refuse; a refusal beats every role | Allow | ||
| Until | حتى | Date | No | Must be in the future (stored as end of that day, UTC) | Yesterday -> 'That expiry has already passed.' | ||
| Why | Text | No | Max 300 |
Set an approval limit
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Person | Select | Yes | |||||
| Approving | Select | Yes | Order limit / Journal limit / Receipt exception limit | ||||
| Up to | حتى | Number | Yes | 0 or more | 5000 | -1 -> 'A limit cannot be negative.' | |
| Why | Text | No | Max 300 |
Decide a conflict rule
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| When somebody would hold both | Radio | Yes | Record it and let it through / Refuse the grant / Accept the risk | ||||
| Because | Text | Yes when accepting | At least 10 characters to accept the risk | 'ok' with Accept -> 'Say why this risk is accepted.' |
Review a person
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Conclusion | Radio | Yes | Access is right / Needs narrowing / Should be removed | Access is right as it is | |||
| Note | Text | No | Max 500 |
New API key
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Name (what uses it) | Text | Yes | Max 120 | Shopify sync | Empty -> 'Name the key after what uses it.' | ||
| Integration user | Select | Yes | Only system users of type API, Integration or Service | A person (API) -> 'A key belongs to an integration user (type API, integration or service), never a person.' | |||
| Limited to permissions | Text (codes) | No | Comma or space separated permission codes; max 200 | partner.view, document.view | 'abc.xyz' -> 'Unknown permission: abc.xyz' | ||
| Ends on | Date | Yes | After today and within 366 days | Today + 90 days | Today + 400 days -> 'A key ends after today and within 366 days.' |
Revoke key dialog
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Why | Text | Yes | Empty -> 'Say why the key is revoked.' |
Settings > Appearance
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Theme | Select | - | Follow system / Light / Dark (this browser only) | ||||
| Colours | Colour pickers + presets | - | Per-swatch Reset; 'Reset all colours' disabled until changed; edits the palette of the mode on screen | ||||
| Language | Select | - | English / العربية |
Settings > Developer
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Developer mode | Switch | - | Shows API field names, record id and revision; 'Models & fields' needs company admin |
Settings > Danger zone > Clear transaction data
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Companies | Checkbox list | Yes | At least one; preview shows rows to be removed | ||||
| Type the company legal name | Text | Yes | Must match the legal name (case-insensitive); button 'Clear N records' disabled until it matches and N > 0 | A wrong name -> button stays disabled |
Add custom field
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Applies to | ينطبق على | Select | Yes | Contacts / Products | Contacts | ||
| Key | المفتاح | Text | Yes | Lower-case, starts with a letter, letters/digits/_ ; max 40; unique on the record type; may not shadow a protected field (code, name, price, iban, password, salary...) | x_shoe_size | 'Size' -> 'Use a lowercase key starting with a letter.'; 'price' -> "'price' would shadow the protected field..."; a used key -> 'That key is already used on this model.' | |
| Label | التسمية | Text | Yes | Max 80 | Shoe size | ||
| Field type | نوع الحقل | Select | Yes | Text / Decimal number / Yes-No | Text |
Customer form (custom field values)
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| A custom field value | As defined | If defined required | Text max 240; decimal 2 places; Yes/No true/false | Decimal '1.234' -> 'Use at most 2 decimal places.' |
Change my password
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Current password | Password | Yes | Must be your current password | Wrong -> 'Your current password is incorrect.' | |||
| New password | Password | Yes | 12 to 1024 characters; different from the current one | 'short' -> 'Use at least 12 characters.'; same as current -> 'Choose a password different from the one you have.' |
Retention
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Keep the audit trail (years) | Number | Yes | 5 to 50 | 7 | 3 -> 'Keep the audit trail 5 to 50 years (GCC VAT records need at least five).' |
Place a legal hold
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Name | Text | Yes | Max 160 | Tax inquiry 2026 | |||
| Why (the inquiry, case or letter) | Text | Yes | Max 500 | Empty -> 'Name the hold and say what it is for.' | |||
| Actions starting with | Text | No | Empty = all actions; prefix match; max 80 | partner. | |||
| Only this record id | Text | No | Max 32 | ||||
| From / To | Date | No | Dates; NOTE From <= To is not checked | To before From -> record what happens |
Release / Approve / Reject dialog
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Reason | Text | Yes | Empty -> Confirm disabled; 'Say why.' / 'Say why the hold ends.' |
Alert rule
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Name | Text | Yes | Max 160 | Empty -> 'Name the rule.' | |||
| Actions | Text (patterns) | Yes | Exact, or a prefix ending in . or *; 1-50 patterns; default 'partner.bank, account., tax., role.*' | Empty -> 'List the actions that raise it, e.g. ...' | |||
| Who is told | Checkbox list (users) | Yes | Each must hold audit.view | A user without audit.view -> 'Each recipient must be a member who may read the audit trail (audit.view).' | |||
| Active | Checkbox | - | On |
Email account
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Name | Text | No | Max 120 | Head office | |||
| Applies to | Select | Yes | Everyone (every company) / This company / One branch / One person | This company | |||
| Branch | Select | When scope = branch | Empty -> 'Say which branch this account is for.' | ||||
| Person | Select | When scope = person | Empty -> 'Say whose account this is.' | ||||
| Server | Text | Yes | Max 200 | smtp.example.ae | |||
| Port | Number | Yes | 1 to 65535 | 587 | 70000 -> 'Enter a port between 1 and 65535.' | ||
| Security | Select | Yes | STARTTLS / SSL / None | STARTTLS | |||
| Username | Text | No | Max 200 | ||||
| Password | Password (write-only) | No | Blank keeps the saved one; stored encrypted, never shown back | ||||
| Send from | Yes | Contains @, no spaces, max 254 | sales@example.ae | 'sales' -> 'Enter a valid email address: sales' | |||
| Sender name | Text | No | Max 150 | ||||
| Replies go to | No | Same email check if given | |||||
| In use | Switch | - | On |
WhatsApp connection
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Name | Text | No | Max 120 | ||||
| Applies to | Select | Yes | Everyone / This company / One branch / One person | Everyone (every company) | A company admin saving Everyone -> 'The shared WhatsApp connection is set up by whoever runs the installation...' | ||
| Phone number ID | Text | Yes | Max 60 | 123456789012345 | |||
| Number | Text | No | Max 40, no format check | +971 4 000 0000 | |||
| Access token | Password (write-only) | No | Blank keeps the saved one; encrypted | ||||
| App secret | Password (write-only) | No | Needed to receive messages (webhook 'Signed') | ||||
| Verify token | Text | No | Max 120; NOTE shown in clear | ||||
| In use | Switch | - | On |
Menus
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Module | Select | Yes | 25 modules | Sales | |||
| Rename (English) / Rename (Arabic) | Text | No | Max 80 each; blank = shipped name | ||||
| Shown | Checkbox | - | Hiding a menu is NOT a permission | ||||
| Move up / down | Buttons | - | Only within the same group |
Sequence
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Numbering for (code) | Select (new) / read-only (edit) | Yes | Lower-case code like trade.document.sale; max 60; unique; cannot change after creation | Existing code -> 'That code already has a sequence.' | |||
| Name | Text | Yes | Max 80 | ||||
| Prefix / Suffix | Text | No | Max 32; tokens %(year)s %(y)s %(month)s %(day)s | INV-%(year)s- | |||
| Sequence size | Number | Yes | Whole number 0-20 | 6 | 25 or 2.5 -> 'Enter a whole number from 0 to 20.' | ||
| Step | Number | Yes | 1-1000 | 1 | |||
| Next number | Number | Yes | 1 to 2,000,000,000; moving it BACK is allowed (can create duplicates) | 1 | |||
| Active | Switch | - | Off blocks creating records of that type | On |
Payment term > Agreement
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Code | الرمز | Text | Yes | Max 24; unique in the company | NET21 | An existing code -> '<code> is already a payment term.' | |
| Term name | اسم الشرط | Text | Yes | Max 120 | Net 21 days | ||
| Counted from | يُحسب من | Select | Yes | Invoice date / Order date / Delivery date / Receipt date / Service date | Invoice date | ||
| Grace days | أيام السماح | Number | No | 0 to 120 | 5 | 150 -> 'Grace is between 0 and 120 days.' | |
| In use from / In use until | Date | No | Until not before From | Until before From -> 'The term cannot stop applying before it starts.' | |||
| Offer to customers / Offer to suppliers | Yes/No | - | At least one Yes | Yes / Yes | Both No -> 'A term nobody may use is a term nobody can choose.' | ||
| May be changed on a document | Yes/No | - | Yes | ||||
| Early discount percent / Earned within days | Number | No | 0-100 %, step 0.01; if a percent is given, days are required | 2 % within 10 days | 2 % with no days -> 'A discount needs a number of days to be earned within.' | ||
| Printed note | Text | No | Max 240 |
Payment term > Instalments
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Share / Value | Select + number | Yes | Percent of the total / Fixed amount / Whatever is left (last line = balance); 1-24 instalments; 2 decimals; percents total 100 unless the last is the balance | 50 % / balance | 60 % + 30 % with no balance -> 'The instalments add up to 90 percent, not 100...' | ||
| Falls due | Select | Yes | Immediately / days after / months after / end of that month / end of month then days / a day of next month / a day of the month / next chosen weekday | ||||
| Days / Months / Day / Weekday | Number / select | Depends on rule | Days, months >= 0; day 1-31; weekday only for 'next chosen weekday' | Day 35 -> 'A day of the month is between 1 and 31.' |
Payment term > Early settlement tiers
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Discount % / If paid within days | Number | Per tier | Up to 6 tiers; > 0 and <= 100 %; days required; no two tiers on the same day; a later tier is worth less | Later tier with a bigger % -> 'A later tier has to be worth less than an earlier one.' |
Payment term > Preview
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| On an amount of / Dated | Number / date | - | Amount > 0 | 100000 / today |
Payment method
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Code | الرمز | Text | Yes | 2-30 letters, digits, _ or -; upper-cased; unique; locked after create | PDC | 'X' -> 'Use 2–30 letters, digits, underscores or hyphens.' | |
| Name | الاسم | Text | Yes | Max 120 | Post-dated cheque | ||
| Arabic name | Text | No | Max 120 | ||||
| Kind | النوع | Select | Yes | Cash / Bank transfer / Cheque / Card / Online / Direct debit / Other | Bank transfer | ||
| Used for | Select | Yes | Receipts and payments / Receipts only / Payments only | Receipts and payments | |||
| Lands in | Select (account) | No | Blank = company cash account; must be a bank/cash posting account, not a control account | A revenue account -> '<code> <name> is not a bank or cash account.' | |||
| Reference | Optional / Required | - | Cheque is always Required | ||||
| Status | Active / Archived | - | Archived cannot be chosen on new settlements |
Price list > General
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Code | Text | Yes | Max 24; unique | Existing -> '<code> is already a price list.' | |||
| Name / Arabic name | Text | Name | Max 120 | ||||
| Currency | Text | Yes | Upper-cased; max 3 (NOTE: not checked against currencies) | AED | 'AB' -> record whether it is accepted | ||
| Status | Select | Yes | Draft / Active / Inactive (only Active lists price documents) | Draft | |||
| Prices include tax | Yes/No | - | |||||
| In use from / until | Date | No | Until before From -> 'A price list cannot end before it starts.' | ||||
| Priority | Number | No | Default 100 (0 is saved as 100); NOTE not used to choose between lists |
Price list > Prices
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Product | Lookup | Yes | This company's products; locked after save | Another company's product (API) -> 'That product is not in this company.' | |||
| Unit / From qty / Price / From / To / Locked | Text / number / date / checkbox | Price | Price >= 0, 2 decimals; qty > 0; up to 5000 rows; no duplicate product+unit+qty | Two rows same product/unit/qty -> 'Two prices for the same product, unit and quantity.' |
Price list > Assignments
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| For / Who / Priority / From / To | Select / lookup / number / date | For, Who | One customer / Customer group (B2B, B2C) / Sales channel / Everybody; up to 200 | 'One customer' with none -> 'Say which customer this list is for.' |
Dimension value
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Code | Text | Yes | 2-30 letters, digits, _ -; upper-cased; unique in the dimension | CC-SALES | Existing -> 'Another value of this dimension already uses that code.' | ||
| Name / Arabic name | Text | Name | Max 120 | ||||
| Rolls up to | Lookup | No | Same dimension; no cycles | Itself -> 'A value cannot be its own parent.' | |||
| Open from / Closed after | Date | No | Closed before open -> 'The closing date cannot precede the opening date.' |
Dimensions list
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Required on every posting in this company | Switch | - | Saves immediately; then every posting needs a value |
New company
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Legal name | الاسم القانوني | Text | Yes | Max 160 | Test Trading LLC | ||
| Arabic legal name | Text | No | Max 160; right-to-left | ||||
| Code | الرمز | Text | Yes | 2-16 upper-case letters, digits, hyphen; starts with a letter; unique across ALL companies; never changes | TST01 | '1AB' -> 'Use 2-16 uppercase letters, numbers or hyphens; start with a letter.'; existing -> 'A company with this code already exists.' | |
| City / emirate | Text | No | Max 100 | ||||
| Business model | Select | Yes | B2B + B2C / B2B / B2C | B2B + B2C |
Company record > Identity
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Logo | Image upload | No | PNG/JPG ('Max 2MB' shown, record whether enforced) | ||||
| Trading name / Parent company / Company status | Text / select / select | No | Status Active / Inactive / Suspended; NOTE Parent company is not saved |
Company record > Registration & Tax
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Trade license no. / authority / issue / expiry | Text / date | Marked * | Expiry not before issue; warning within 90 days of expiry | Expiry before issue -> 'The licence expires before it was issued.' | |||
| VAT / TRN | Text | Marked * | Max 20; NOTE no format check; changing it clears 'verified' | ||||
| Corporate tax no. / Legal form / Establishment date | Text / select / date | No | Legal form: LLC, Sole Establishment, FZ-LLC, Public JSC, Private JSC, Branch of a Foreign Company |
Company record > Address
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Country / Emirate / City / Address / PO Box / Phone / Email / Website | Select / text | Country, emirate, city marked * | Country AE, SA, QA, KW, BH, OM; email checked; website gets https:// added | Email 'abc' -> 'Enter a valid email address.' |
Company record > Business defaults
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Base currency / Fiscal year / Time zone / Language / Date & number format / Week starts / Working calendar | Selects | Marked * | Currency AED, SAR, QAR, KWD, BHD, OMR, USD, EUR, GBP; fiscal year start month; week Monday/Sunday/Saturday |
Branch > Identity
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Branch name | Text | Yes | Max 120 | Dubai Mall | |||
| Branch code | Text | Yes | 2-30 letters, digits, _ -; upper-cased; unique; locked after create | Existing -> '<CODE> is already a branch here.' | |||
| Branch type | Select | Yes | Head Office / Branch / Showroom / Retail store / Warehouse / Office / Site | Branch | |||
| Legal name on documents / Parent branch / Status | Text / select / select | No | Max 160; parent cannot be itself or its own child | Itself -> 'A branch cannot roll up to itself.' |
Branch > Address
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Country / Emirate / City / Address / PO Box / Phone / Email | Select or text | No | Two-letter country; changing country clears emirate and city | ||||
| Branch manager | Select (user) | No | A user of this company |
Branch > Registration & Tax
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Separate TRN / TRN | Switch + text | TRN when switch on | Max 40 | Switch on, no TRN -> "Give the branch's own TRN, or use the company's." |
Branch > Operational defaults
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Default / sales / purchase warehouse | Select | No | This branch's or unassigned warehouses | Another branch's warehouse -> '<code> ships for another branch.' | |||
| Cost center / Profit center / Calendar / Time zone / Language | Select | No | Blank = company default |
Branch > Document defaults
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Cash account / Price list / Default POS | Select | No | Cash: an asset posting account; price list: active, this company; POS: this branch's or unassigned |
Branch > Settings
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| A run of its own (numbering) / Mark in the number | Switch + text | - | Default ON for a new branch; mark letters and digits only, max 12 (empty = code) | 'DX-1' -> 'A numbering mark is letters and digits only.' | |||
| Open from / Closed after | Date | No | Closed before open -> 'A branch cannot close before it opens.' |
Branch > Warehouses
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Warehouses | Tag picker | - | Saves immediately; a warehouse belongs to one branch |
App page > Features
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Feature On/Off | Toggle | - | Only switchable, unprotected features; others show a lock 'Always on' / 'Not available' |
App page > Fields
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Mode | Select | - | Hidden / Optional / Required / Read-only, as each field allows; forced Hidden when its feature is off | Optional | |||
| When hidden | Select | - | Derivation; enabled only when the mode is Hidden |
App page > propose
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Reason for the change | Text | Yes | Max 500 | Empty -> Propose disabled / 'Say why the configuration should change.' |
App page > Configuration > Industry profile
| Field | Arabic label | Type | Required | Rules and limits | Default | Example | Refused when |
|---|---|---|---|---|---|---|---|
| Profile | Radio | - | Sales: Professional services / Retail - several branches / Trading - single site |