Everything you need to run Flikma

Customers, prospects and suppliers all live here, and each carries the data that drives everything downstream.

1. Create the customer with their legal name, trading name and billing branch.
2. Enter their VAT number if they are registered. This single field determines whether Flikma issues a tax invoice or a simplified invoice — getting it wrong causes a ZATCA rejection.
3. Set credit limit, currency and payment terms so the system can flag customers who exceed their limit.
4. Add suppliers and carriers with their rates and terms. Existing customers and suppliers can be imported from CSV.

The quotation wizard walks you through a shipment leg by leg, so a multi-leg move (JED → RUH, or DXB → BAH → JED) is built without re-entering the lane each time.

1. Log the enquiry with the customer's requirement and the deadline they gave you.
2. Add each leg — mode, origin, destination, carrier, service level and transit time.
3. Enter charges per leg against your own logistics service codes, so margin is calculated rather than guessed.
4. Set the validity date and send the quotation to the customer.
5. Mark it won and convert to a job — charges, containers and packages carry across, nothing is retyped.

The job is the live shipment. This is where the cargo actually is, and it is the screen your operations team will live in.

1. Set the route — POL, POD, place of receipt, place of delivery and final destination, plus the shipment mode.
2. Choose the Incoterm (2020 rules). It determines who is responsible for duties, and it flows onto the invoice and the B/L.
3. Add containers, packages and batches with dimensions, weight, seal numbers and marks.
4. Set the schedule — ETD, ETA, then ATD and ATA once the cargo actually moves. Overdue milestones are highlighted automatically.
5. Record the parties — shipper, consignee, notify party and agent — which carry straight onto the bill of lading.
6. Watch the margin as buy rates and sell rates are added. It updates live, before the job closes.

Carrier documents are generated from the job, not typed from scratch. Flikma pulls the parties, the route, the cargo and the references across for you.

1. Open the job and go to its documents tab.
2. Choose the document type — airway bill for air, sea waybill for sea, road waybill for cross-border road.
3. Review the pulled-through data and correct anything the carrier requires in a different format.
4. Select a print format matching what the carrier and customs accept. All formats print in English and Arabic.
5. Print or download the PDF, then mark the document as issued so outstanding items are tracked.

Six document families, all posting to one ledger. Nothing needs re-importing from another system.

1. Proforma invoice — bill the customer up front for the deposit. It is not a ZATCA document.
2. Customer invoice — the final bill, drawn from the job's sell charges. This is the ZATCA document.
3. Supplier invoice — what the carrier bills you. Scan it in rather than typing it, see below.
4. Payment or collection — record money received, applying it to one or many invoices.
5. Credit or debit note — for corrections after invoicing, reported through the ZATCA pipeline.

This is the feature that gives you the time back. Scan first, review second, post third.

1. Open a supplier invoice and click Scan. Alternatively, use the document scanner from any job.
2. Upload the file — PDF, JPG or PNG, up to 20 MB, single or multi-page.
3. Let Flikma read it. It extracts the invoice number, invoice and due dates, supplier, supplier VAT number, the charge lines, the subtotal, VAT and grand total.
4. Review the pre-filled form. Every field is editable. AI highlights what it is confident about so you can scan quickly.
5. Confirm and post. The document is attached to the invoice permanently, and the entry goes to the ledger.

For the small spending that never justifies a purchase order — fuel, couriers, customs agent fees, port charges and receipts.

1. Photograph the receipt or upload an image file.
2. Flikma identifies the vendor and matches it against your supplier list, flagging anything new for you to confirm.
3. Accept the expense head suggestion or pick your own.
4. Allocate it to a job if it belongs to a specific shipment, or leave it as a general expense.
5. Post it. The VAT is separated automatically, so your input tax position is already built when you file.

Follow these steps in order. The Fatoora gateway rejects anything submitted out of sequence, and a rejected onboarding has to start over.

1. Enter your company and branch details on the ZATCA registration screen, including your VAT registration number. Flikma registers your branch industry as Logistic.
2. Generate the CSR and upload the resulting certificate into the portal.
3. Request the compliance CSID from the simulation environment and save it here.
4. Run the test invoices required by ZATCA and confirm they are accepted.
5. Request the production CSID using the compliance token, and save it.
6. Issue your first live invoice and verify the clearance response and the QR code.

The cost of running the office belongs in the P&L, so Flikma runs payroll inside the same system rather than bolting it on afterwards.

1. Set up each employee's basic salary, including housing and transport allowances.
2. Record attendance on the monthly calendar, so overtime and absences are visible.
3. Add employee loans with a deduction schedule that Flikma applies automatically.
4. Run monthly payroll, review the totals, and approve.
5. Export for payment in a WPS-ready format for Saudi payroll, and the equivalent file for Bahrain and the UAE.
6. Post to the ledger so the cost lands in the trial balance in the same period.

Every module writes to the same ledger, so these reports are always current rather than reconstructed at month-end.

1. Trial balance, balance sheet and P&L — check these before you tell anyone the books are closed.
2. General ledger — drill from any line down to the invoice or journal that created it.
3. Input tax, output tax and tax summary — your input tax comes straight from scanned supplier bills, so the return assembles itself.
4. Customer and supplier aging plus statements, to run your collections.
5. Job reports — balance, income and provisional margin by job, customer or lane.
6. Sales and waybill reports for operational review.