Documentation
The complete Pashkateb manual
Every screen in the system, every field in every form, and exactly what happens after you hit save. Written in Egyptian Arabic first, and available in English.
Type in Arabic or English — either one finds the same topic.
Getting started
6 topicsCreate your account, set up the company, and understand the trial and plan limits.
Setting up your company
An ordered setup checklist. Follow it and your first invoice will go through without errors.
A tour of the dashboard
Seven sidebar groups. Learn what is in each and you will find any screen in seconds.
Signing in and resetting your password
Sign in with your email or phone. Forgotten the password? A reset link arrives by email.
Creating a Pashkateb account
Two steps and a verification code — and your company and admin account are ready.
Subscription and free trial
The trial starts on day one. When it ends, the system locks until you renew.
Terms and conditions: accepting and reviewing
You have to scroll to the end before the accept button works — and they are available in Arabic and English.
Using the interface
5 topicsFilters, tables, column preferences, exports, and the selectors every screen shares.
Draft and Submit: the most important rule in Pashkateb
A draft does nothing. Submitting does everything. This one rule explains most questions new users have.
Exporting data from Pashkateb to Excel, CSV and PDF
An export takes what is in front of you — your filters, your columns, your rows per page. Set those first.
How filters and search work in Pashkateb
The same filter system appears on every list screen in the system. Learn it once and you can use it everywhere.
Selectors: customer, supplier, item, warehouse and account
The same selectors appear across every form. Understanding them saves time on every screen.
Tables and columns: sorting, visibility, and saved preferences
Customise a table once and it stays that way on your account every time you open the screen.
Master data
8 topicsItems, groups, brands, warehouses, customers, suppliers, and the rest of your base records.
Brands: recording manufacturers
Brand is a required field on every item. If you do not sell branded goods, create one general brand and move on.
Customers: details, credit limit and balance
Credit limit and current balance are the two fields that decide whether you can submit an invoice for a customer.
Item groups: classifying your stock
Every item must belong to a group, and groups are also the starting point for your online store's categories.
Items: creating and editing an item, field by field
Items are the foundation of everything else. The fields you set here drive invoices, stock and every report.
Lead sources: knowing where a customer came from
A simple list you attach to invoices, which gives you two reports showing where your marketing money is working.
Shipping companies: recording your couriers
An internal directory of the couriers you use, linked to sales invoices and tracked through the Orders for Shipping report.
Suppliers: details and balance
A supplier is required on every purchase invoice, and their balance moves on its own with submitted invoices and payments.
Warehouses: creating them and the default warehouse
Every balance in Pashkateb belongs to a warehouse. The default is the one invoices use when you do not pick another.
Inventory
5 topicsHow stock is tracked and valued, and everything that moves it.
How stock is tracked in Pashkateb
Only five operations move stock in Pashkateb. Understand them and a surprising number will never surprise you again.
Minimum stock and reordering
One number on the item card drives two reports that stop you running out of something that sells.
Stock adjustments: correcting balances after a stocktake
An adjustment is the correct way to fix any stock balance. It takes effect immediately and posts its own journal entry.
The stock ledger: a record of every movement
An unalterable record of every stock movement. The first place to look when a number looks wrong.
Warehouse transfers: moving stock between warehouses
The correct way to move goods between two warehouses — and the neatest way to stock your online store's warehouse.
Sales
7 topicsSales invoices end to end: create, submit, return, and collect payment.
How to create a sales invoice in Pashkateb
From picking the customer to submitting the invoice and moving stock — every step, every field, and everything the system does on its own after you save.
Importing sales invoices from an Excel file
If your sales are already in a spreadsheet, this template turns them into invoices without retyping.
Payments and allocating them to invoices
One screen handles receipts, payments and internal transfers — and allocates the money against open invoices.
The payment ledger: all money movement in one place
A combined view of money in and out, without opening each payment one by one.
Return invoices: how to take goods back properly
A return is a new invoice linked to the original. The system tracks quantities and will not allow a double return.
The sales invoices screen: columns, filters and actions
The screen you run your sales from: filter, review, submit, print and raise returns.
Submitting a sales invoice and the credit limit check
Submitting runs five steps in one transaction. If one is blocked, none of them happened.
Purchases
5 topicsPurchase invoices, returns, supplier payments, and how cost is recalculated.
Average cost and stock valuation
Cost is updated by submitted purchase invoices alone. Nothing else touches it.
How to create a purchase invoice in Pashkateb
A purchase invoice is what brings stock in and updates your item costs. Check the prices before you submit.
The purchase invoices screen
The same logic as sales, in the other direction — a supplier instead of a customer, stock in instead of out.
Purchase returns: sending goods back to a supplier
A return is a new invoice linked to the original purchase, and the goods leave your warehouse.
Supplier payments: settling purchase invoices
A payment reduces your balance with the supplier and updates the payment status on their invoices.
Accounting
6 topicsChart of accounts, journal entries, the ledger, and what your invoices post on their own.
Automatic postings: what gets posted for you
Most of your bookkeeping happens by itself. What matters is knowing what posts and what does not.
The chart of accounts: the base of your bookkeeping
If your chart of accounts is incomplete, invoices still save and stock still moves — but nothing posts to your books.
Outcomes: recording money going out
For recording any money going out without a purchase invoice — salaries, running costs and refunds.
The general ledger and the expense payments screen
One screen that both shows your account movements and records an expense without writing a journal entry.
Incomes: recording money that is not from an invoice
For money coming in without an invoice — capital, a cash refund, or any other income.
Journal entries: posting manually
Most of your entries are posted automatically from invoices. Manual entries are for what has no screen.
Online store
16 topicsSet up the storefront, publish products, and run orders — including how store stock works.
Checkout and payment on the online store
Checkout is cash on delivery today. An order creates a draft invoice and reserves stock.
Creating your online store: the first step
One step brings the store to life — but the URL name you choose cannot be changed afterwards.
Connecting a custom domain and SSL
Three steps at your domain provider, and Pashkateb handles the certificate itself.
Fulfilling, collecting and cancelling store orders
Fulfilling is the only action that moves stock. Marking as paid moves nothing.
Online store stock: how it works and how to set it up
Your store sells from one warehouse called Online Store Warehouse, created automatically. If you never move stock into it, every product shows out of stock.
The product editor: every step on a product page
Seven steps control how a product looks on your store — from its name to a discount that runs for two hours.
Product reviews: moderating shopper feedback
Reviews arrive for moderation before they appear. You decide what gets published.
Promo codes for your online store
These are discount codes for your shoppers — not the same thing as the subscription coupons in Administration.
Store branding and footer: logo, colours and footer links
Your logo, colours and footer are the first and last things a shopper sees. Set them once properly.
Store catalog: publishing your products
The catalog is the bridge between your ERP items and the products a shopper sees.
Store categories: organising products for shoppers
Categories are seeded from your item groups, then become independent so you can nest them however you like.
Store design: templates, the design library and the studio
Pick a template, make your own copy of it, edit it in the studio — and the live design is what shoppers see.
Store orders: managing online orders
Every order automatically creates a draft sales invoice. This screen is where you close the loop.
Store pages: About, returns policy and the rest
These pages are what build a shopper's trust before they pay. Write them properly.
Store settings: the setup wizard
Seven steps, in order. Save one and continue — or jump straight to the step you need.
Getting your store found in search engines
The SEO fields are on every screen. The difference between a store that gets found and one that does not is filling them in.
Integrations
6 topicsBring orders in from Shopify, EasyOrder, or Wuilt, and use the AI assistant.
The AI assistant: ask in Egyptian Arabic and it acts
Talk to it in Egyptian Arabic by text or voice, and it prepares the invoice and waits for you to confirm.
Connecting EasyOrder to Pashkateb
EasyOrder works by webhook — orders reach you the moment they happen, with no manual sync.
How the e-commerce integrations work
If you already run a store on another platform, an integration pulls your orders in as sales invoices.
Connecting Shopify to Pashkateb
Four fields from your Shopify admin, a connection test, and your orders start arriving as invoices.
Tutorial videos
Video walkthroughs of the main workflows, publicly available on the website.
Connecting Wuilt to Pashkateb
Two fields — access token and store ID — and your Wuilt orders start arriving as invoices.
Reports
29 topicsEvery report, its filters and columns, and how each number is calculated.
Balance Sheet report
A snapshot of your company: what you have, what you owe, and what is actually yours.
Best Selling Items report
Tells you which stock moves. Read it with Stock Evaluation to see whether your money is tied up in what sells.
Customer Payment Ledger report
A customer statement. The first report to open before calling a late payer.
Expenses report
What you spend and on what. Only as useful as your chart of accounts is detailed.
General Ledger report
Every accounting movement in your company. The strongest filters of any financial report.
Item Purchases During Period report
Your purchases of each item in a set period — for tracking prices and quantities over time.
Item Sales During Period report
Best Selling Items scoped to a period — for comparing seasons and campaigns.
Items Need Reorder report
Your shopping list. Open it weekly and order what is on it.
Items Prepare for Production report
Relates what you need to what you hold — useful if your business assembles or prepares.
Lead Conversion report
The report that answers: where should I spend my marketing money?
Leads List report
A list of your recorded sources. The other report is the one that tells you which of them bring in money.
Low Stock per Warehouse report
Tells you what is running out and exactly where. The report that catches an empty store warehouse.
Monthly Purchase Summary report
Shows what you spend on stock each month. Read it with the sales summary.
Monthly Sales Summary report
Your most important sales report. Month by month, so you see the trend rather than a single figure.
Most Purchase Returns report
The items you send back to suppliers. A direct signal about the quality of what reaches you.
Most Purchased Items report
What you buy most. Compare it with Best Selling Items and you will find your dead stock.
Most Returned Items report
Your strongest quality signal. An item that comes back often has a description, sizing or quality problem.
Orders for Shipping report
Your daily handover list. It groups invoices by shipping company.
Profit and Loss report
What you actually earned. But read the note about cost of goods before relying on the number.
Reports: an overview and the five groups
28 reports in five groups. Filters here need an Apply click — unlike list screens.
Stock Adjustment report
A review of every stock correction. Large or repeated differences point to an operational problem.
Stock by Warehouse report
Shows each item's balance in each warehouse. The first report to open when your store says out of stock.
Stock Evaluation report: what your money is tied up in
Tells you what your stock is worth at cost. The most important balance-sheet number for most merchants.
Stock Ledger report
The stock ledger with wider filters. The investigation tool when a number looks wrong.
Supplier Payment Ledger report
A supplier statement. Tells you what you owe each of them and when to pay.
Top Customers report
Ranks your customers by what they buy. The names at the top deserve different treatment.
Top Suppliers report
Ranks your suppliers by what you buy from them. A ready-made negotiating position.
Trial Balance report
A health check on your books. It must balance — and if it does not, something is wrong in the setup.
Warehouse Transfer History report
A record of every movement of goods between your warehouses — who moved what, where and when.
Users and permissions
3 topicsAdd users, build roles, and control exactly what each person can see and do.
The full permission reference
126 permissions across 32 modules. This page is a reference to keep open while configuring a role.
Roles and permissions: who can see what
A role is a set of permissions. A permission names a screen and an action — such as items:add.
Users: adding your team
Everyone on your team gets their own account. Sharing one destroys the record of who did what.
Account and administration
5 topicsYour profile, company records, plans, and data cleanup.
Changing your password
A simple three-field screen — but it is the first line of defence around your business data.
Companies: the super admin screen
A platform-wide screen, not a company-level one. Super admins only.
Data cleanup: an irreversible operation
It permanently deletes data from the database with no undo. Read this whole page before considering it.
Pricing plans: the super admin screen
Where the plans every company sees are configured. Super admins only.
Your profile: details and account tabs
Where you edit your own details and see your company information and subscription invoices.
Troubleshooting
3 topicsThe problems people actually hit, what causes them, and the screen that fixes each one.
Common problems and their fixes
Most problems have the same five causes. This page gets you to the cause quickly.
Frequently asked questions about Pashkateb
The quickest answers to the most common questions, each linking to the full explanation.
Pashkateb glossary
The terms you encounter in the system, explained in a line or two.