Ritzy One • Documentation

User Guides & Manuals

Feature user manuals and module tutorials for the Ritzy One platform — Cargo, Accounts, Liner, Marine, Warehousing, Inland Transport, Shipchandling, Inventory, CRM, Real Estate and Payroll — plus in-app notifications, shipping milestones and the mobile (PWA) apps.

Ritzy One | Online documentation

1 User manuals & tutorials

Feature-level guides for specific modules and capabilities.

Getting Started & AdministrationStart here — signing in, two-factor authentication, finding your way round (including the menu search, Ctrl+K), the financial year and Year-End Process, forms, grids, AI Paste, printing and attachments, plus users, groups & rights, System Settings and the licence→
Ritzy One — Feature MapOne-page overview of every operating line, finance & platform capability→
Technical Specifications & System RequirementsFor IT departments and integrators — technology stack, architecture, data layer, security & licensing, server and client requirements, ports, deployment options, backup and the configuration reference→
Customer SupportThe whole support path — the AI assistant on every screen (voice or keyboard, linked to the right manual section, standard accounting treatment, feature requests), raising a support ticket with photos when it is your own setup, and escalating a genuine fault to Ritzy→
Notifications — AccountsIn-app messaging & alerts in the Accounts edition→
Notifications — InventoryMessaging, Stock Issue Request alerts & daily stock-expiry alerts→
Notifications — ShippingMessaging plus milestone & Marine alerts→
Notifications — RealestateIn-app messaging & alerts in the Realestate edition→
Notifications — PayrollDaily HR alerts — document expiry, probation, retirement, birthdays, leave→
Milestone ModuleMilestones for Cargo, Liner, Transport & Marine jobs — templates, updates from job activity & the customer tracking link→
Container TrackingVessel/voyage dashboard, container journey, demurrage & gate-event Excel import→
CargoSea/Air/Misc jobs (import & export), automatic House BL/AWB numbers, quotations, buy & sell charges, invoicing with optional draft posting, closing & reopening jobs, creating a Customer from a Consignee/Shipper & document printing with customisable templates (logo & custom title)→
Printed Documents & ReportsThe one look every print shares — your logo and company letterhead, boxed customer details, the blue colour scheme, statements, bills of lading, reports, and how Report Templates keep or update your own layouts→
Importing Masters from CSVLoad accounts, customers & suppliers, currencies, products, vessels, ports and other master lists from a spreadsheet — column matching with AI suggestions, a full check before saving, skip or update existing records, and a per-row result→
AccountsChart of accounts, currencies, customers & suppliers, every voucher type and the module that posted it, allocation & exchange differences (including bill-wise allocation of a saved voucher), cancelling instead of deleting, PDC, recurring vouchers, Cost Allocation & the Job Control report for the shipping modules, depreciation, opening balances, bank reconciliation, the Statements workbench (statements, ageing by department or salesman, balance list, e-mailing) & financial reports→
ZATCA e-InvoicingSaudi Arabia Phase-2 (Fatoora) — onboarding, auto clearance/reporting of invoices & cash memos, QR & submissions log→
LinerLiner import/export jobs, B/Ls & containers (including manifest-spreadsheet import), charges from the Container Type with buying costs, B/L invoices & cash memos and the Liner Sales menu, Delivery Orders, closing & reopening jobs, tracking & demurrage→
Bahrain Customs ManifestLiner — generate & submit the WCO cargo manifest to Bahrain OFOQ/TFP, with tracking→
MarineShip agency — Proforma DA → Appointment workflow, the Appointment's Billing tab, the principal's invoice, the five DA prints (Port Cost Estimate, Close Estimate, Voyage DA, Final DA, Invoice), whiteboard & per-voyage costing→
Warehousing3PL storage — goods receipt/release, stock & movement ledger, space × time billing & invoicing, and the Sales menu→
Inland TransportTruck & Rail jobs — route, vehicle/driver, stops, cargo, buy & sell charges, filled from a Cargo job, trips tracked by stage and run by the driver in the Ritzy Delivery app, plus dashboard & operational reports→
Real EstateProperty letting — properties & units, tenancy contracts and their lifecycle, automatic rent invoicing, receipts & bill-by-bill allocation, electricity/maintenance/amenity recharges, accrued income, holiday homes (daily rentals from Airbnb, Booking.com and other portals, with check-in/out, cleaning and maintenance costs, and Accounts posting), property photos, videos & share links, dashboards & reports→
PayrollEmployees, pay components, salary process & posting, loans, leave requests, employment contracts & e-signature, bank transfer, payslips, My HR & reports→
InventoryItems & costing (average, FIFO, standard), purchasing, sales, formatted document notes, stock transfer/adjustment/issue, stock requests, batches & expiry, assembling, kits, product reconfiguration, price & opening-stock tools, barcode labels and reports→
ShipchandlingProvisions catalogue with IMPA codes, supply orders (enquiry → supply) with enquiry import & a sell-price calculator, supplier RFQs, purchase orders & purchases, buy & sell charges, quotation/delivery-note/PO prints, post-to-invoice, dashboard & reports→
CRM — Sales PipelineLeads & pipeline board, activity timeline & follow-up tasks, AI email-to-lead capture, follow-up drafting, account briefs & an at-risk scan→
QuotationThe generic, letter-style quotation — formatted text (bullets & bold pasted from Word), Word templates & PDF, AI paste, an optional AI covering letter, revisions, print & email, and conversion to an Accounts Invoice→
Purchase OrderThe buying-side twin — supplier, delivery details & expense account, Word templates & PDF, AI paste, covering letter, revisions, and posting to an Accounts Purchase voucher→
Mobile Apps (PWA)The installable phone apps — Ritzy Track, Dues, CRM (pipeline & AI on the move), Delivery (QR scan, photo & signature proof of delivery, and drivers' Land Transport trips), Notify (inbox & push), Ask Ritzy (ask by voice where the company stands), Ritzy Support (ask by voice how to use Ritzy), the Real Estate apps (including Ritzy Holiday Homes: arrivals, departures, the portal checklist, check-in/out, payments, cleaning and repair costs with a photo of the bill, and each unit’s photos, videos and amenities), Ritzy Employee and Ritzy Stores (inventory lookup, receiving and stock counts)→

2 Installation & deployment

For the IT team installing and hosting Ritzy One.