Xfatora User Guide

1. Open Getting Started and confirm company, user, role, and access settings.
2. Choose the first workflow your team will operate in Xfatora.
3. Complete that module’s setup checklist before entering live transactions.
4. Test one normal case, one exception, and one approval case.
5. Verify the resulting document, status, audit history, and report.

Revenue and customers

• CRM and Sales: customers, leads, opportunities, quotations, activities, and contracts.
• Projects and Services: scope, milestones, tasks, time, delivery, and billing readiness.
• Sales Invoicing and Payments: invoices, payments, credit adjustments, receivables, and collections.
• WhatsApp Business: controlled customer conversations, templates, ownership, and follow-up.

Purchasing, stock, and production

• Procurement: requests, approvals, suppliers, purchase orders, receiving, and invoice handoff.
• Inventory and Warehouse: items, locations, receipts, issues, transfers, counts, and replenishment.
• Manufacturing: BOMs, MRP, work orders, materials, quality, downtime, and traceability.
• Assets: asset records, custody, maintenance, depreciation, and lifecycle control.
• Expenses: evidence, approval, reimbursement, and finance posting.

Finance and reporting

• Core Accounting: chart of accounts, journals, receivables, payables, reconciliation, close, and reports.
• Data Exports: controlled extraction for analysis, reconciliation, audit, and migration.
• European E-Invoicing: structured invoice data, validation, XML output, and evidence.
• Saudi E-Invoicing Readiness: seller data, VAT, QR, XML, reporting, and clearance preparation for Saudi operations.

People and execution

• Human Resources: employee administration and lifecycle records.
• Payroll: earnings, deductions, validation, approval, payslips, and finance handoff.
• People Records: profiles, contracts, documents, and organizational data.
• Workload Planner: capacity, planned effort, actual effort, leave impact, and overload risk.
• Goals Tracker: objectives, measurable results, owners, updates, and execution reviews.

Service, knowledge, and operations

• Support Desk: requests, priority, assignment, SLA, resolution, and reporting.
• Knowledge Base: reusable procedures, answers, ownership, and review.
• Smart Mentions: contextual collaboration and accountable follow-up.
• Logistics: shipments, tracking, delivery, and proof of receipt.
• Fleet: vehicles, drivers, fuel, maintenance, inspections, and renewals.
• Real Estate CRM: property, lead, customer, contract, and follow-up workflows.
• Surveys: feedback programs, responses, analysis, and actions.
• Warranties: coverage, claims, evidence, ownership, and resolution.

For every module, follow the same operating sequence:

1. Define the outcome — choose one measurable result, such as faster close, fewer invoice corrections, or better stock accuracy.
2. Assign owners — identify who creates, reviews, approves, corrects, and reports.
3. Prepare data — clean the master records needed for the first workflow only.
4. Configure controls — set statuses, permissions, approvals, numbering, and required evidence.
5. Test real scenarios — include a standard case, an exception, and a correction.
6. Verify reporting — confirm totals, drill-down, audit history, and handoffs to related modules.
7. Train and expand — document the accepted process before adding more users or modules.

Capture the page or module, record reference, user role, expected result, actual result, time of the issue, and exact reproduction steps. Include a screenshot only after hiding personal, financial, or confidential information.

• ERP and business glossary
• Xfatora modules
• Plans and pricing
• Trust and implementation diligence
• Book a guided demo