Hayat ERP Help
User manual and training videos for every Hayat portal and module — the ERP, POS, Hayat Lite, reports, Hayat Reports (self-service BI), approvals, gate and quality, data integrity, CRM, helpdesk, the industry workspaces, online shops, the Hayat Bazaar marketplace and the super-admin panel.
Learn Hayat ERP, one screen at a time
Step-by-step guides with real screenshots and short training videos for every portal and module: the ERP and POS, reports and the Hayat Reports self-service BI site, approvals, tasks and documents, gate passes and quality control, data integrity, CRM and helpdesk, loyalty and cards, online payments, marketing and the customer portal, the restaurant and salon, the Marketplace, couriers, customer displays and kiosks, the school, hotel, travel, import & export, shipping, fuel station, charity and hospital workspaces, Gulf e-invoicing, sustainability reporting, online shops, the Windows till, barcode and shelf labels, Hayat Lite for small shops, the Hayat Bazaar marketplace, and printing and sharing receipts from the phone apps.
Pick your portal
🚀New to Hayat?Sign in, find your way around, switch company and branch.Start here →
📊Hayat ERPhayaterp.com — stock, buying, selling, accounts, HR, CRM and helpdesk.Owners, managers, accounts →
🧾Point of saleTills for retail, superstore, grocery, pharmacy, fashion, restaurant and salon.Cashiers →
🏥Hospitalhospital.hayaterp.com — reception, OPD, wards, lab, pharmacy and billing.Hospital staff →
🚑Hospital departmentsEmergency triage, operation theatre, radiology and blood bank.ER, OT, radiology, blood bank →
🏫Schoolschool.hayaterp.com — admissions, attendance, timetable, results, fee vouchers and collection.Principals, teachers, fee clerks →
🏨Hotelhotel.hayaterp.com — bookings, room rack, check-in, folios, night audit, housekeeping.Front desk, housekeeping →
✈️Traveltravel.hayaterp.com — booking files, tickets, visas, Umrah groups, trips and seats.Agents, visa and ticketing desks →
🌍Import & exporttrade.hayaterp.com — contracts, LCs, shipments, customs clearance, export proceeds.Import and export officers →
🚢Shippingshipping.hayaterp.com — forwarding jobs, courier parcels, runsheets, COD, voyages.Operations, counters, riders →
⛽Fuel stationfuel.hayaterp.com — tanks, nozzles, OGRA price changes, attendant shifts, fleet cards, tanker receipts and the DSR.Pump attendants, station managers →
🤲Charity & NGOcharity.hayaterp.com — donors, zakat and restricted funds, receipts, aid applications, Qurbani and the donate page.Donation and programme officers →
💳Online paymentsPayment links from any bill — JazzCash, Easypaisa, card, Raast and buy now, pay later — recorded on the bill by themselves.Accounts, desks, owners →
📣Marketing and messagesSMS, WhatsApp and email campaigns, automatic reminders and digital receipts.Marketing, managers →
🌐Customer portalmy.hayaterp.com/your-name — customers sign in with a code, see their bills and pay.Business admins, customers →
🙋Hayat My appThe customer portal as a phone app for parents, guests, patients and merchants.Customers →
🍽️RestaurantTable bookings, QR menus in English, Urdu and Arabic, the waiter app, split bills, takeaway tokens and delivery partners.Waiters, restaurant managers →
💇Salon online bookingmy.hayaterp.com/salon/your-name — services, stylists, free times and deposits paid online.Receptionists, salon owners →
🗺️MarketplaceA free page for your business with verified reviews and your booking, menu and shop links.Business admins →
📺Displays, kiosks and self-checkoutA customer screen per till, self-order kiosks and scan & go with an exit check.Store and restaurant managers →
🚚CouriersTCS, Leopards, PostEx, Trax and M&P for store orders: labels, tracking and COD payouts.Dispatch clerks, accounts →
🌐Hotel onlineBooking website with prepayment, channel manager for the OTAs, and online or kiosk check-in.Hotel managers, front desk →
🔌Shipping merchantsMerchant API and webhooks, COD payout batches and proof of delivery for courier companies.Courier IT and accounts →
🧾Gulf e-invoicingZATCA phase 1 and 2 for Saudi Arabia, PINT-AE for the UAE, Bahrain tax invoices and the Gulf VAT returns.Gulf accountants →
🌱Sustainability (ESG)Carbon footprint by scope from fuel, electricity, travel and purchases; targets, ESG metrics and the GHG report.Sustainability officers →
🖥️Hayat POS for WindowsThe keyboard-and-scanner till for counter PCs: invoice tabs, split payment, receipt printers, drawers and offline selling.Cashiers, store IT →
📈ReportsThe report library with filters, drill-down, Excel / PDF / CSV, and reports emailed on a schedule.Owners, managers, accounts →
📊Hayat Reportsreports.hayaterp.com — build your own reports and dashboards from live data, no SQL: drag fields, pick a chart, share and schedule.Owners, managers, accounts →
🖥️BI dashboardsStarter templates, the dashboard designer, cross-filtering, TV mode, email schedules and public links.Managers, analysts →
✔️Approvals, tasks and documentsThe approvals inbox and workflows, tasks and projects on a board, and the document library with expiry reminders.Everyone →
🚧Gate passesInward and outward passes, the guard's check-in and check-out, the gate register and returnables.Security, stores, dispatch →
🔬Quality controlInspection plans, incoming and outgoing inspections, quality hold, NCRs and supplier quality.QC inspectors, QA managers →
🛡️Data integrityNightly reconciliations, 24 exception rules and the exception workflow to an approved resolution.Accountants, auditors →
🏷️Barcode labelsPrice, barcode and shelf labels from items, goods receipts and price changes — A4 sheets or Zebra, TSC and Xprinter label printers.Stores, pharmacies, garment shops →
🖨️Printing from the phoneReceipts, khata statements and invoices on a Bluetooth printer, or shared as a PDF or picture on WhatsApp.Shopkeepers, field sales →
🏪Hayat LiteThe small-shop phone app: sell, udhaar and khata, stock-in and expenses, in English or Urdu.Shopkeepers →
💎Loyalty & cardsPoints and tiers, rewards, referrals, partners, wallet cards, store and gift cards, bank card offers and claims.Managers, accounts →
📱Mobile appsEighteen apps, from the Windows till and the forecourt app to the customer and marketplace apps — which one is yours and how to sign in.Everyone →
🎓Training pathsA short checklist for each job, with the pages and videos to watch.New staff →
🩺Patient portalBook appointments and see lab reports online.Patients →
🛍️Online shopsshop.hayaterp.com/shop-name — browse, order and track.Shoppers and store owners →
🛒Hayat Bazaarbazaar.hayaterp.com and the app — many local shops, one cart, each shop paid its own way.Shoppers →
🏬Sell on Hayat BazaarPut your online store on the marketplace: shop, delivery, payments, category mapping and Bazaar orders.Store managers →
📱Employee portalAttendance, leave, payslips and support requests from a phone.All staff →
🛡️Super adminadmin.hayaterp.com — subscribers, plans, subscriber billing and API integrations.Hayat team only →
🔒Security and card dataHow Hayat keeps card numbers out, and the PCI checklist for the host and the merchant.Hosting operators, owners →
Every module
Every module of Hayat and the pages that explain it. Which ones you have is set by the Hayat team, and what you may do in them by your role — see Modules and access.
Training videos
Short narrated walk-throughs recorded on the demo company. Press play — captions explain each step.
▶Sign in and find your way around0:50
▶Add an item and check stock0:36
▶Make a sale on the POS0:38
▶Buy from a supplier0:33
▶Quotation to invoice0:36
▶CRM: leads, pipeline and service0:39
▶Handle a support ticket0:39
▶Accounts and financial statements0:35
▶Hospital: register, OPD, lab and pharmacy0:50
▶Patient portal: book and view reports0:15
▶Shopping on shop.hayaterp.com0:29
▶Run your online store0:27
▶Employee self-service on a phone0:22
▶Users, roles and company settings0:32
▶Super admin: subscribers and integrations0:33
▶School: fee vouchers and collecting fees0:57
▶School: attendance and the timetable0:51
▶Hotel: room rack, check-in and the folio0:53
▶Travel: a booking file from quote to invoice0:56
▶Import & export: LC, shipment, clearance and proceeds0:51
▶Courier: book a parcel, runsheets and COD0:41
▶Hospital: emergency, theatre, radiology and blood bank0:45
▶Loyalty: programme, members and points0:42
▶Till: member, coupon, points and bank card offer1:00
▶Bank offers, claims and card settlements0:57
▶Discount report, log and rules0:38
▶Store and gift cards0:35
▶Super admin: switch modules for a subscriber0:26
▶Online payments: send a payment link1:12
▶Marketing: a campaign, reminders and opt-outs1:07
▶Restaurant: the QR menu at the table0:35
▶Restaurant: table bookings, QR codes and takeaway0:53
▶Customer portal: switch it on and sign in0:36
▶Salon: online booking with a deposit1:03
▶Hotel: booking website and online check-in1:02
▶Couriers: accounts, parcels and COD1:00
▶Self-checkout: scan & go0:49
▶Loyalty: rewards, referrals and partners0:55
▶Fuel station: a pump shift and its meter readings1:35
▶Charity: record a zakat donation1:00
▶Charity: case files, verification and aid applications0:54
▶Charity: the public donate page0:31
▶Sustainability: activity data and the ESG report0:58
▶Super admin: subscriber billing0:48
▶Travel: GDS fare search, PNRs and ticket files0:39
▶Import & export: a goods declaration for PSW / WeBOC1:22
▶Gulf e-invoicing: settings and ZATCA onboarding0:51
▶Hayat Bazaar: find a product and put it in the cart0:59
▶Hayat Bazaar: your shop, category mapping and listings0:51
▶Hayat Reports: build a report1:20
▶Hayat Reports: use a dashboard0:53
Popular tasks
| I want to… | Go to |
|---|---|
| Make a sale and print a receipt | Point of sale → Make a sale |
| Open and close a cashier shift | Point of sale → Shifts and cash-up |
| Add a new product with barcode and price | Items → Add an item |
| Receive stock from a supplier | Buying → Receive the goods |
| Raise a sales invoice | Selling → Raise an invoice |
| See profit and loss | Accounts → Financial statements |
| Follow up a lead | CRM → Leads |
| Answer a customer complaint | Helpdesk → Work a ticket |
| Register a patient and give an OPD token | Hospital → Reception |
| Add a staff member and give them a role | Users, roles and settings |
| Use Hayat without internet | Install the app and work offline |
| Give a coupon, points or a bank card offer at the till | Point of sale → Promotions, coupons and the total |
| Enrol a loyalty member or sell a gift card | Loyalty programme and store cards |
| Claim the bank's share of card offers | Bank card offers → Bank claims |
| See every discount given this month | Discounts → Discount report |
| Collect a school fee | School → Collect fee |
| Check a guest in or out | Hotel → Check in |
| Make a travel booking and invoice it | Travel → Make a booking |
| Clear an import through customs | Import & export → Customs clearance |
| Book a parcel and hand it to a rider | Shipping → Booking counter |
| Register an emergency patient | Hospital departments → Emergency |
| Switch a module on for a subscriber | Modules and access |
| Find out how a sale reaches the accounts | How every module reaches the accounts |
| Send a payment link for a fee voucher, folio or invoice | Online payments → Send a payment link |
| Confirm a Raast payment against the bank | Online payments → Raast |
| Record a BNPL provider's payout | Online payments → Buy now, pay later and payouts |
| Charge a card on the machine from the till | Point of sale → Card machine |
| Send an SMS or WhatsApp campaign | Marketing → Send a campaign |
| Switch on fee-due or appointment reminders | Marketing → Reminders |
| Send receipts to customers automatically | Marketing → Digital receipts and documents |
| Open the customer portal for parents or guests | Customer portal → Switch the portal on |
| Book a table or seat a booking | Restaurant → Table bookings |
| Print QR menu cards for the tables | Restaurant → QR menus and ordering |
| Split or merge a restaurant bill | Restaurant → Split and merge bills |
| Set up Foodpanda or Careem orders | Restaurant → Delivery partners |
| Let clients book salon appointments online with a deposit | Salon → Set up the booking page |
| Refund or keep a salon deposit | Salon → Online bookings and deposits |
| Put my business on the Marketplace and answer reviews | Marketplace → Your listing |
| Add a reward members can take for points | Loyalty → Reward catalogue |
| Switch on referral bonuses | Loyalty → Referrals |
| Let a partner business give and take our points | Loyalty → Coalition partners |
| Offer the loyalty card in Google or Apple Wallet | Loyalty → Google and Apple Wallet |
| Book store orders with TCS, Leopards or PostEx | Couriers → Book store orders |
| Record a courier's COD payout | Couriers → COD payouts and reconciliation |
| Put my online store on Hayat Bazaar | Selling on Hayat Bazaar → Join from the ERP |
| Find out why a product is not on Hayat Bazaar | Selling on Hayat Bazaar → Why a product is not listed |
| Ship a Hayat Bazaar order | Selling on Hayat Bazaar → Bazaar orders |
| Order from several shops at once and pay each one | Shopping on Hayat Bazaar → Checkout |
| Approve a shop or run a flash deal on Hayat Bazaar | Hayat Bazaar for the Hayat team |
| Give a merchant an API key and a webhook | Shipping merchants → API keys |
| Pay many merchants' COD at once | Shipping merchants → COD payout batches |
| Open a hotel booking website with prepayment | Hotel online → The booking website |
| Connect the hotel to Booking.com through a channel manager | Hotel online → Channel manager |
| Review a guest's online check-in | Hotel online → At the front desk |
| Pair a customer display or a kiosk | Displays and kiosks → Pairing a screen |
| Start scan & go self-checkout | Self-checkout |
| Open a pump shift and enter the meter readings | Fuel station → Shifts and meter readings |
| Change fuel prices after an OGRA notification | Fuel station → Prices and price changes |
| Give a fleet customer an RFID card with a PIN | Fuel station → Credit slips and fuel cards |
| Record a tanker receipt and claim a short receipt | Fuel station → Tanker receipts |
| Close the day and print the DSR | Fuel station → Day close and the DSR |
| Record a zakat or cheque donation and send the receipt | Charity → Record a donation |
| Issue donors' tax certificates for the year | Charity → Receipts and tax certificates |
| Verify a case and pay aid from the zakat fund | Charity → Beneficiaries and the aid workflow |
| Put a donate page online | Charity → The public donate page |
| Onboard a ZATCA EGS unit | Gulf e-invoicing → Onboard an EGS unit |
| Find why an e-invoice was rejected | Gulf e-invoicing → The submissions log |
| Prepare a Saudi, UAE or Bahrain VAT return | Gulf e-invoicing → Gulf VAT returns |
| Work out the business's carbon footprint | Sustainability (ESG) |
| Import a PNR or an AIR file into a booking | Travel GDS |
| File a goods declaration with PSW / WeBOC | PSW / WeBOC |
| Install the till on a Windows PC | Hayat POS for Windows |
| Invoice a subscriber or see who is past due | Subscriber billing |
| Raise a gate pass and check a truck out at the gate | Gate passes → At the gate |
| Inspect a goods receipt and reject bad stock | Quality control → Inspect a goods receipt |
| Email a report every morning | Reports → Scheduled reports |
| Build my own sales chart without SQL | Hayat Reports → Build a report |
| See which data I can report on | Hayat Reports → The 25 datasets |
| Make a margin % or other formula in a report | Hayat Reports → Calculated values |
| Start a sales or POS dashboard from a template | Hayat Reports dashboards → Templates |
| Show a dashboard on the shop TV | Hayat Reports dashboards → TV mode |
| Email a dashboard every Monday | Hayat Reports dashboards → Email schedules |
| Share a dashboard with a board member without a login | Hayat Reports dashboards → Public links |
| Give someone access to Hayat Reports | Hayat Reports: access, settings and limits |
| Export a report to Excel or PDF | Reports → Export and print |
| Change who approves purchase orders | Approval workflows |
| Hand my approvals to a deputy while on leave | Approvals → Delegations |
| Give a task to a colleague with a checklist | Tasks |
| Get reminded before a licence expires | Documents |
| Investigate a POS or stock difference | Data integrity → Work an exception |
| Run a small shop from the phone, with khata | Hayat Lite |
| Print shelf and price labels | Barcode and price labels |
| Print labels for the goods just received | Barcode labels → Labels from documents |
| Set up a Zebra, TSC or Xprinter label printer | Barcode labels → Thermal label printers |
| Print receipts from the phone on a Bluetooth printer | Printing from the phone → Bluetooth printer |
| Send a receipt or khata statement on WhatsApp | Hayat Lite → After the sale |