User manual · 92 guides
Malik Platform user manual
Written steps for every system, as they appear on screen: where to click, which screen opens, and which permission a team member needs. This manual works in the browser, with or without internet.
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Systems
- Business Operations ERP System Accounting, purchasing, stock, HR, customers and assets in one system, so the manager sees the whole company each morning without waiting on any depar...
- Business Operations CRM System Every WhatsApp message from a new number enters the sales pipeline automatically as a lead, and Instagram and website enquiries are logged in the same...
- Business Operations HR System Attendance, leave and advances in one system, with unpaid leave and advance installments taken off the salary automatically, so payroll comes out in o...
- Business Operations Accounting & Finance An Arabic double-entry ledger that posts invoices, receipts and expenses for you, so the owner knows profit, debts and tax on any day instead of waiti...
- Business Operations Project Management Every project with its tasks, schedule, hours and budget on one screen, so the manager knows which project is running late and which is losing money b...
- Business Operations Recruitment System Every CV that comes in through your jobs page or is added by hand enters the hiring pipeline, gets rated and followed up, so the time to fill a vacanc...
- Business Operations Document Archiving & E-Signature Every paper in the company is archived, indexed and signed electronically, so staff find any document in seconds and nobody waits for a travelling man...
- Business Operations Contract Management Every contract in the company has an owner, an end date and an alert before it, so a supplier contract never renews on its own and a customer contract...
- Business Operations Manpower & Domestic Workers Recruitment A sponsor's request is opened once, suitable workers' profiles are shown to them, and the request is followed from contract to visa, arrival, trial pe...
- Business Operations Quality & ISO Management Company procedures and documents in approved versions, an internal audit with a plan, and every non-conformance closed by a corrective action, so you...
- Business Operations Insurance Brokerage Every policy with its renewal date, commission and claims in one place, so no renewal is missed and no commission is lost with the insurer.
- Business Operations Visitor Management A visitor signs themselves in at a kiosk or by QR, the host gets an instant notification, the visitor receives an entry pass, and security knows who's...
- Specialized Industries Construction & Contracting From the bill of quantities to the interim payment claim, retentions and the site diary in one system, so a contractor knows each project's profit whi...
- Specialized Industries Property & Rental Management Every property, lease, rent cheque and maintenance job in one place, so the owner knows who has paid, who is late and which flat will be empty next mo...
- Specialized Industries Field Service & Maintenance Every service request that arrives is assigned to a technician and followed through to the invoice and signature, so no customer is lost and no techni...
- Specialized Industries Legal Case Management Every case with its hearings, deadlines, fees and documents in one file, so no hearing is missed, no appeal deadline slips and no fee claim is late.
- Specialized Industries Charity & Donations Management Every donation is recorded with its purpose and source and spent on the intended beneficiary, so donors, auditors and funders can see where the money...
- Specialized Industries Car Rental & Auto Workshop Every car with its booking, contract, deposit and servicing in one place, so you know which are free now, which are losing money and when they return.
- Specialized Industries Mobile & Electronics Repair A device is received with its IMEI and a photo of its condition, the customer approves the price before anything is opened, and gets a WhatsApp saying...
- Specialized Industries Printing Press A quote is worked out from quantity, paper and finishing, and on acceptance becomes a job order that moves through design, printing, finishing and del...
- Specialized Industries Farm Management Every rearing cycle or season has a file showing how much feed and medicine went in, how many died and what the flock weighs, so the farmer knows the...
- Specialized Industries Parking Management A car enters and its time is recorded, leaves and the fee is worked out at the right rate, monthly subscribers drive through without paying, and the o...
- Specialized Industries Unions, Clubs & Associations Members renew their annual fees and vote in elections from a personal link on their phone, and the secretary general knows who has paid, who is late a...
- Specialized Industries Real Estate Brokerage The office publishes its listings on its own website, matches each client request to suitable listings automatically, and follows every deal and its c...
- Specialized Industries Building & Owners Association Every apartment has a clear service-fee balance, residents send a maintenance request from their phone and follow it, and the owners' association vote...
- Specialized Industries Laundry & Dry Cleaning A customer drops off clothes, they're invoiced piece by piece and given a number to track, then a WhatsApp message arrives when they're ready, or a dr...
- Specialized Industries Car Wash & Quick Service A car comes in with its plate and gets a wash ticket with set services and prices, its turn shows on the screen, and its owner knows their monthly sub...
- Specialized Industries Cleaning & Facility Services The schedule of recurring visits is built once, so every team knows where to go and what to clean, the client sees a quality report with photos, and t...
- Specialized Industries Equipment & Party Rental Every chair, tent and piece of equipment has a stock count and booking dates, so the same item is never booked for two events, and handover and return...
- Commerce & Sales E-Commerce Platform An online store in your name and logo that brings orders, payment, delivery and stock together on one screen, so nobody retypes an Instagram order ont...
- Commerce & Sales POS System A cashier sells and prints the receipt even when the internet is down, and a manager closes the day's shift and knows the till difference in a minute...
- Commerce & Sales Subscription Billing Subscriptions renew, get invoiced and get collected on time without an accountant chasing them, and late payers are reminded before they're suspended.
- Commerce & Sales E-Invoicing Your invoices go to JoFotara or ZATCA from the invoice screen itself, and if one is rejected you see why in Arabic before your tax filing runs late. J...
- Commerce & Sales Restaurant Management The order goes from the table straight to the kitchen screen, and at the end of the day you know each dish's cost instead of guessing it.
- Commerce & Sales Loyalty & Rewards A customer who bought twice comes back a third time because they hold points that are about to expire, and a WhatsApp message reminds them before they...
- Commerce & Sales Multi-Vendor Marketplace Many sellers in your marketplace, and each one's accounts, your commission and their payouts are worked out in the system, not in a file you update ev...
- Commerce & Sales Gold & Jewelry Shops Enter the daily price per gram once and every piece is priced automatically by weight, karat and making charge, old gold is bought and deducted on the...
- Commerce & Sales Installment Sales & Collection An installment contract is drawn up in minutes with a payment schedule, guarantors and post-dated cheques, the collector knows who to visit today and...
- Commerce & Sales Tailoring & Abaya Shops Every client's measurements are saved once, and a tailoring order moves through clear stages from cutting to fitting to delivery, so no piece is lost...
- Commerce & Sales Supermarket & Grocery The cashier scans the item barcode and the scale label for vegetables and cheese and prints the invoice in seconds, and the manager knows at day's end...
- Commerce & Sales Cafe & Bakery Customers order, pay and pick up their coffee in two minutes with no tables and no fuss, and the bakery knows how many loaves and cakes to bake today...
- Inventory & Supply Chain Supplier & Inventory You know what you have in every warehouse, what has run out and what has hit its reorder level, and you order from the supplier before a customer asks...
- Inventory & Supply Chain Supply Chain & Warehouse Every item has a known location, the picker walks an ordered route between the shelves, and the batch with the earliest expiry leaves first without an...
- Inventory & Supply Chain Fleet & Delivery Management Every vehicle and every delivery on one board, drivers hand over with proof, and the manager knows the cost per kilometer and the service date before...
- Inventory & Supply Chain Procurement & Tenders Every purchase starts with a documented request, is compared against written quotes, and passes approval by someone with authority, so the manager kno...
- Inventory & Supply Chain Fixed Asset Management Every device, vehicle and piece of furniture has a number, a label, a place, an owner and a current book value, so the yearly count doesn't take two w...
- Inventory & Supply Chain Manufacturing (MRP) Set a product's bill of materials once, then issue a production order, draw materials from the store, and know the output, the waste and the real unit...
- Inventory & Supply Chain Freight Forwarding & Customs Clearance Every shipment has one file holding the bill of lading, container, customs declaration, fees and invoice, and the customer tracks it through a link in...
- Inventory & Supply Chain Van Sales & Distribution The rep loads their van from the warehouse, sells and collects at the customer's door even with no internet, then settles their stock at day's end, an...
- Inventory & Supply Chain Water & Gas Delivery Every home has a regular delivery schedule and a bottle balance on its account, the driver knows where to stop today and how many bottles to swap, and...
- Inventory & Supply Chain Factory Maintenance (CMMS) Every machine has a preventive maintenance plan, a breakdown history and spare parts, so the line is serviced before it stops and the manager knows wh...
- Booking & Events Booking & Scheduling All appointments in one calendar with no double booking, the deposit recorded with the booking, and tomorrow's reminder sent to the customer on WhatsA...
- Booking & Events Venue Management A hall's night is never sold twice: every inquiry becomes a temporary hold with a deadline, then a contract with payments, then an operations order ev...
- Booking & Events Wedding Planner System A wedding planner manages each couple in one file: budget, suppliers, guests, tables and dated tasks, instead of dozens of chats and spreadsheets.
- Booking & Events Event Management From opening registration to event day: a registration page, QR tickets on WhatsApp, and entry by scanning with a live attendance counter, with nobody...
- Booking & Events Hall Design & Visualization The client sees their hall with tables, stage decor and the stage before signing, so they approve faster, and the team gets an exact plan in meters an...
- Booking & Events Gym & Club Membership Members get a WhatsApp alert a week before their membership ends, walk in with a QR card, can't enter once it has expired, and what is owed sits in on...
- Booking & Events Salon & Beauty Center Every chair is filled with a confirmed appointment, each service's commission is credited to the stylist automatically, and clients return because the...
- Booking & Events Hotel & Apartments Management Reception knows in a second which room or apartment is ready, who checks out today and how much a guest owes, and occupancy is built from bookings, no...
- Booking & Events Queue Management Visitors take a number at the entrance kiosk and sit down or step out, their turn is called on the screen, a WhatsApp message tells them it's nearly t...
- Booking & Events Travel & Umrah Agency The agency manages every pilgrim and group from sign-up to return: passports, visas, rooms, payments and installments, with no scattered sheets and re...
- Booking & Events Sports Academy The academy organizes its players into teams and age groups, records their attendance and skill ratings, collects monthly fees, and parents follow the...
- Booking & Events Coworking Space Members get in with a QR card, meeting rooms are booked by the hour from their monthly allowance, and memberships are invoiced automatically, while th...
- Healthcare Optical Shops An eye prescription is recorded once and from it the frame and lens are chosen and the order goes to the lab, and the customer gets a "your glasses ar...
- Healthcare Medical Registration A patient is registered once with a file number, booked in, their visit opened and their records kept, all from the front desk with no paper and no lo...
- Healthcare Clinic Management The doctor opens the patient's file and writes the diagnosis and prescription, the invoice is built from the visit with the insurer's and patient's sh...
- Healthcare Medical Warehouse Management Every box of medicine and medical supply has a batch, an expiry date and a location, so the nearest expiry is issued first, nothing expired is sold, a...
- Healthcare Pharmacy Management The cashier sells by barcode, the system picks the oldest batch, suggests an alternative when stock is short, works out the insurance share, records c...
- Healthcare Medical Lab System A sample carries a barcode from the moment it is drawn until the result is approved, and the patient receives a PDF report on WhatsApp without coming...
- Healthcare Telemedicine A patient books a consultation and pays upfront, gets the video link at the appointment time, and leaves with an e-prescription and a report from the...
- Healthcare Dental Clinic The dentist taps a tooth on the chart to record the diagnosis, treatment and price, the patient leaves with a clear treatment plan, stages and install...
- Healthcare Home Health Care The nurse opens the patient's visit on their phone, records vital signs and follows the care plan, and the doctor and family see what happened at home...
- Healthcare Veterinary Clinic Every animal has a file linked to its owner with its vaccinations, weight and visits, the system reminds the owner of a vaccine date before they forge...
- Healthcare Physiotherapy & Aesthetic Clinic A patient buys a 10-session package and the balance is recorded, every visit uses one session and is written into their treatment plan with before-and...
- Healthcare Pharmacy Chain HQ Head office buys, prices and distributes to every branch from one screen, and sees each pharmacy's stock and expiry dates, and which one is running sh...
- Learning & Content Learning Management All your courses, exams, certificates and learner tracking on one platform under your name, instead of scattered files, links and WhatsApp groups.
- Learning & Content Content Management Your website, articles, pages and images run from one dashboard in Arabic and English, with no need to call the developer for every text change.
- Learning & Content Instructor Teaching System An independent tutor's own platform under their name: upload materials, schedule lessons, follow students and their payments, without a middleman taki...
- Learning & Content VAS Content Management The content for carrier-billed subscription services is planned, produced, approved and sent on time every day, so no day is missed and no wrong messa...
- Learning & Content School Management Enrollment, classes, attendance, grades, fees and parent notifications in one system, so nothing is left in a notebook or a teacher's Excel file.
- Learning & Content Nursery & Kindergarten Each mother gets a daily report with photos on her child (meals, naps and activities), picks up the child herself or through an authorized person usin...
- Learning & Content Training Center The centre publishes its in-person and live course timetable, registers trainees, books rooms and trainers, and issues a certificate with a QR code th...
- Learning & Content Driving School Every lesson is booked with a set instructor and car with no clashes, and the school manager sees each trainee's progress, test date and readiness, wi...
- Learning & Content Quran & Islamic Centers Every student has a circle, a teacher and a daily memorization and revision record, the parent sees what their child has memorized and what remains, a...
- AI & Customer Growth Ticketing & Helpdesk Every support request, from your support page, WhatsApp, phone or email, is logged as a ticket with an owner and a deadline, so no customer is lost an...
- AI & Customer Growth Marketing Automation WhatsApp and SMS campaigns reach the right group of your customers at the time you choose, and show what was delivered, read and answered, instead of...
- AI & Customer Growth AI Tools & Automation Your team uses AI for writing, summarizing, translating and pulling data out of text, right inside your system, with ready templates and a provider yo...
- AI & Customer Growth AI Chat Agent Answers WhatsApp messages within seconds, day and night, using only your company's information, and hands the chat to a team member for bookings, comp...
- AI & Customer Growth Business Intelligence & Dashboards Your sales, collections, customer and booking numbers from every Malik Platform system you use on one dashboard, with a weekly summary on the manager'...
- AI & Customer Growth Unified Inbox All your WhatsApp messages land in one team inbox, each conversation with an owner, so no message gets lost between staff phones.
- AI & Customer Growth Customer Surveys & Reviews After every visit, purchase or ticket, the customer gets a short survey on WhatsApp, and a bad rating reaches you in minutes before it becomes a publi...