Xfatora User Guide

1. Read `00-getting-started.md` first.
2. Open the module guide relevant to your role.
3. Complete the Setup checklist before running live transactions.
4. Use Troubleshooting / FAQ as first-line support before escalating.

Each module guide must keep the same section order:

1. Overview
2. Roles & permissions
3. Setup checklist
4. Key workflows
5. Reports
6. Troubleshooting / FAQ

Formatting standards:

• Use plain, task-focused language.
• Use numbered steps for workflows.
• Include role names exactly as used in Xfatora.
• Keep setup checklists actionable and testable.
• Add screenshots and examples when module details are finalized.

• 00 — Getting Started
• 10 — CRM & Sales
• 15 — Projects
• 20 — Sales & Invoicing
• 30 — Procurement
• 40 — Inventory & Warehouse
• 50 — Manufacturing
• 60 — Core Accounting
• 70 — Assets
• 75 — Expenses
• 80 — Human Resources
• 81 — Payroll
• 82 — People Records
• 84 — Workload Planner
• 90 — Support
• 95 — Knowledge Base
• 96 — Smart Mentions
• 100 — Logistics
• 110 — Fleet
• 120 — Goals Tracker (OKR)
• 120 — الأهداف والنتائج (OKR) — عربي
• 130 — Real Estate CRM
• 140 — Surveys
• 150 — Warranties
• 160 — Exports
• 170 — E-Invoicing (EU)
• 170 — Zatca and e-invoicing-compliance

This README introduces the structure of the user guide and explains how teams should navigate module-specific documentation.

Role details are documented inside each module guide; use the role names and permission scopes exactly as implemented in Xfatora.

• Review `00-getting-started.md`.
• Confirm the target module is enabled in your environment.
• Verify assigned user roles before executing workflows.

1. Start with platform onboarding in the getting-started guide.
2. Follow the relevant module guide in sequence.
3. Validate outputs with reports and troubleshooting references.

Reporting guidance is maintained per module in each guide's Reports section.

Use module-level troubleshooting sections first. If an issue persists, escalate with reproduction steps and screenshots.