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Training paths

A short checklist for each job — cashier, branch manager, accountant, front desk, fee clerk, travel agent, import officer, courier counter and rider, hospital staff and business admin — with the pages and videos to go through.

New to Hayat? Find your job below and work down the list. Each path takes 30–60 minutes: watch the videos, read the linked sections, then practise on the demo company (ask your administrator — nothing you do there touches real books).

Every path starts with:

  1. Sign in and find your way around and the video Sign in and find your way around.
  2. Install your phone app from Mobile apps, if your job has one.
▶Sign in and find your way around0:47

Who does what

Job Main site Phone app
Cashier hayaterp.com/pos Hayat Lite (small shops)
Branch manager hayaterp.com Hayat Manager, Hayat Stock
Accountant hayaterp.com Hayat Manager
Hotel front desk hotel.hayaterp.com Hayat Hotel
School fee clerk school.hayaterp.com Hayat School
Travel agent travel.hayaterp.com Hayat Travel
Import officer trade.hayaterp.com Hayat Trade
Courier counter and rider shipping.hayaterp.com Hayat Shipping
Hospital reception, doctor, nurse hospital.hayaterp.com Hayat Hospital
Business admin hayaterp.com (and each workspace site) Hayat Manager

Cashier

  1. Open a shift and count the float.
  2. Make a sale: scan, change a line, take cash and card, print.
  3. Promotions, coupons and the total: type a coupon, read ✔ / ✕.
  4. Loyalty points: find a member, pay with points.
  5. Bank card offers: first 6 + last 4, Offer?, charge the amount shown.
  6. Store and gift cards and discount reasons.
  7. Hold several bills, returns and exchanges.
  8. Close the shift and print the Z report.
▶Make a sale on the POS0:36
▶Till: member, coupon, points and bank card offer0:55

Branch manager

  1. The branch and inventory dashboards.
  2. Approve discounts and refunds at the till with your PIN.
  3. Shifts and cash-up: reconcile every till.
  4. Stock, transfers and counts; receive goods.
  5. Enrol loyalty members and sell gift cards.
  6. Check the discount report every week.
▶Add an item and check stock0:33
▶Loyalty: programme, members and points0:38
▶Store and gift cards0:32
▶Discount report, log and rules0:45

Accountant

  1. How every module reaches the accounts — read it all.
  2. Accounts and financial statements: journals, bank reconciliation, statements.
  3. Card settlements: record each machine's daily deposit; clear Days not settled.
  4. Bank claims: claim the banks' share monthly and record their payments.
  5. Discount report and loyalty liability (points and store-card balances).
  6. Tax and FBR.
▶Accounts and financial statements0:30
▶Bank offers, claims and card settlements0:52
▶Discount report, log and rules0:45

Hotel front desk

  1. The room rack and front desk lists.
  2. Make a booking and take an advance.
  3. Check in and print the registration card.
  4. The folio: charges, payments, discount or promo code, points and store cards.
  5. Check out with split payment or bill to company.
▶Hotel: room rack, check-in and the folio0:50

School fee clerk

  1. Fee structure of your classes (read only).
  2. Generate vouchers for the month and print them.
  3. Collect fee: find the student, receive, print the receipt; advances.
  4. Late fees and the defaulters list.
  5. The fee collection report at day end.
▶School: fee vouchers and collecting fees0:57
▶School: attendance and the timetable0:51

Travel agent

  1. Make a booking: customer, passengers, services.
  2. Confirm, invoice and take payment, including points and card offers.
  3. Visa tracker and passports with us.
  4. Umrah and Hajj groups.
  5. Trips and seats if you also sell bus seats.
▶Travel: a booking file from quote to invoice0:54

Import officer

  1. Contracts and proformas.
  2. Letters of credit: open, margin, amend, retire.
  3. Shipments and their documents.
  4. Customs clearance and landed cost; the duty calculator.
▶Import & export: LC, shipment, clearance and proceeds0:48

Courier counter and rider

  1. Booking counter: book a parcel and print the label.
  2. Pickups for merchants.
  3. Hub scans, runsheets and delivery.
  4. Riders: open your runsheet in Hayat Shipping, scan each parcel, record delivery or the failed reason and the COD; hand over the cash at closing.
  5. COD and merchant billing (counter supervisors).
▶Courier: book a parcel, runsheets and COD0:39

Hospital reception, doctor and nurse

  1. Reception: register a patient, give an OPD token, billing and points, store cards and card offers.
  2. Doctors: the OPD consultation, IPD rounds, theatre cases.
  3. Nurses: vitals and nursing notes in IPD.
  4. ER staff: register an arrival and triage, treat and close.
  5. Radiology and blood bank staff: Radiology, Blood bank.
▶Hospital: register, OPD, lab and pharmacy0:47
▶Hospital: emergency, theatre, radiology and blood bank0:42

Business admin

  1. Modules and access: what your business has and how roles work.
  2. Add users and give roles; set discount limits and PINs.
  3. Discount reasons and rules and promotions.
  4. The loyalty programme, banks and offers, card machines.
  5. The setup of each workspace you run: school, hotel, shipping, trade.
  6. How every module reaches the accounts.
▶Users, roles and company settings0:36
▶Loyalty: programme, members and points0:38

Workflow

Pick your path, then practise
Pick your path, then practise

Where the money goes

Whatever your job, what you record posts to the accounts straight away — so take care with amounts and payment methods, and use the right discount reason. Accountants see it all in How every module reaches the accounts.