Configuration

Configure Waqti to match your organization's requirements.

Company Settings

Navigate to Settings → Company to configure:

Basic Information

Setting	Description
Company Name (EN)	English company name for documents
Company Name (AR)	Arabic company name (اسم الشركة)
VAT Number	Saudi VAT registration number
CR Number	Commercial Registration Number
Address	Physical address for invoices/POs
Logo	Company logo (recommended: 200x80px)

Regional Settings

Setting	Description	Default
Currency	Primary currency	SAR
Timezone	Business timezone	Asia/Riyadh
Fiscal Year Start	Budget period start	January
Date Format	Date display format	DD/MM/YYYY
Language	Default language	Arabic

Department Structure

Set up your organizational hierarchy:

Creating Departments

1. Navigate to Settings → Departments
2. Click Add Department
3. Enter:
   • Name (EN/AR)
   • Parent Department (optional)
   • Department Code
   • Department Head (assign later)

Example Structure

Company
├── Operations
│   ├── Procurement
│   ├── Logistics
│   └── Quality Control
├── Finance
│   ├── Accounts Payable
│   ├── Budget Control
│   └── Treasury
├── IT
│   ├── Development
│   └── Infrastructure
└── HR
    ├── Recruitment
    └── Training

User Roles & Permissions

Configure role-based access:

Default Roles

Role	Description	Key Permissions
Tenant Admin	Full system access	All permissions
CFO	Financial oversight	View all, approve high-value
Finance Manager	Financial operations	Budgets, invoices, payments
Procurement Manager	Procurement operations	POs, vendors, workflows
Department Head	Department oversight	Approve dept POs, view dept data
Buyer	Purchase operations	Create POs, manage vendors
Employee	Basic access	Create POs (own), view assigned
Finance Viewer	Read-only access	View reports, budgets

Custom Permissions

1. Go to Settings → Roles
2. Click Create Role or edit existing
3. Configure permissions by module:

Purchase Orders:
  ☑ View own POs
  ☑ View department POs
  ☐ View all POs
  ☑ Create POs
  ☐ Edit any PO
  ☐ Delete POs
  ☐ Approve POs

Approval Workflows

Configure how purchase orders are approved:

Workflow Types

Linear Workflow (Simple)

Creator → Dept Head → Finance → CFO → Approved

Conditional Workflow (Advanced)

Creator → {
  Amount < 10K  → Dept Head → Approved
  Amount < 50K  → Dept Head → Finance → Approved
  Amount >= 50K → Dept Head → Finance → CFO → Approved
}

Creating a Workflow

1. Navigate to Settings → Approval Workflows
2. Click Create Workflow
3. Set conditions:
   • Amount thresholds
   • Department-specific rules
   • Vendor category rules
4. Add approval steps
5. Save and activate

→ Full Workflow Guide

Budget Configuration

Creating Budgets

1. Go to Budgets → Create Budget
2. Select:
   • Type: CAPEX or OPEX
   • Department
   • Fiscal Year
   • Amount
3. Set alert thresholds (default: 50%, 75%, 90%, 100%)

Budget Alerts

Configure when to notify users:

Threshold	Action
50%	Email to budget owner
75%	Email to budget owner + department head
90%	Email to all above + finance manager
100%	Block PO creation, notify CFO

Vendor Settings

Prequalification

Enable vendor prequalification to require approval before use:

1. Settings → Procurement → Vendor Settings
2. Toggle Require Prequalification
3. Set required documents:
   • Commercial Registration
   • VAT Certificate
   • Bank Letter
   • Insurance Certificate

Payment Terms

Define default payment terms:

Term	Description
Net 30	Payment due 30 days from invoice
Net 60	Payment due 60 days from invoice
Cash	Immediate payment
Custom	Define specific terms

Email Notifications

Configurable Notifications

Event	Recipients
PO Created	Creator, Watchers
PO Pending Approval	Next Approver
PO Approved	Creator, Finance
PO Rejected	Creator
Budget Alert	Budget Owner, Dept Head
Invoice Due	Finance Team

Email Templates

Customize email templates at Settings → Email Templates:

• Available in Arabic and English
• Merge fields: , ,
• HTML and plain text versions

Integration Settings

ERP Integration

Connect to your ERP system:

Odoo

1. Settings → Integrations → Odoo
2. Enter API URL and credentials
3. Map fields and test connection

QuickBooks

1. Settings → Integrations → QuickBooks
2. Complete OAuth connection
3. Configure sync options

→ Full Integration Guide

Security Settings

Two-Factor Authentication

Enable 2FA for all users or specific roles:

1. Settings → Security → Two-Factor Auth
2. Select enforcement level:
   • Optional (users choose)
   • Required for admins
   • Required for all

Session Settings

Setting	Recommended
Session Timeout	30 minutes
Remember Me Duration	7 days
Maximum Sessions	3 per user

Next Steps

First Steps

Create your first purchase order and learn the workflow. → First Steps Guide

User Guide

Explore all features in detail. → User Guide

Admin Guide

Advanced administration and maintenance. → Admin Guide