Ritzy One  •  Feature Map

Ritzy

A business-management and accounting platform — shipping, logistics, inventory, sales and property lines, each with its own jobs, dashboards, reports and document printing, all running on one accounting core. Every line is licensed independently: an install runs only the ones it needs.

10
Operating lines
2
Finance & HR
30+
Report packs
Multi
Currency
2FA
Secured access
15
Mobile apps

Shipping

Freight, liner & marine agency

Cargo

Freight forwarding — the core
  • Sea, Air & Miscellaneous jobs — Import & Export
  • Quotations with buy/sell charges & tax
  • Buy and sell on one charges grid, with profit per charge
  • Automatic House BL / AWB numbers
  • Invoice, Cash Memo, Credit & Debit Note, posted on save or as drafts
  • Print BL, AWB, CAN, DO, POD, Pre-alert, Manifest
  • Close & reopen jobs — a closed job is read-only
  • Each charge billed & cost-allocated once — no double billing
  • Create a Customer straight from a Consignee / Shipper
  • Dashboard job value in the base currency
AI paste-enquiry

Liner

Container line operations
  • Liner Import & Export jobs, closed & reopened as in Delphi
  • Bills of Lading & containers, imported from the manifest spreadsheet
  • B/L charges from the Container Type, with buying cost posted to job control
  • Invoices & Cash Memos billed per B/L, from its own Sales menu
  • Delivery Order numbers & DO print on Import B/Ls
  • Live vessel / voyage container tracking
  • Free-days, demurrage & gate events
  • Invoiced & cost-allocated charges and containers locked
Own tariff master Manifest import

Marine

Ship agency
  • Proforma DA → Appointment workflow, auto-loaded charges
  • Appointment Billing tab — cost, final & tax per line
  • Principal's invoice from Close Estimate, cost to job control
  • Port Cost Estimate, Close Estimate, Voyage DA, Final DA & Invoice prints
  • 10-stage port-call flow to Close
  • Whiteboard status board
  • Per-voyage cost & profitability, own Sales menu
  • Prior / Next arrows walk the appointment flow
Voyage costing

Container Tracking

Yard & gate visibility
  • Vessel / voyage dashboard tiles
  • Full container journey timeline
  • BL free-days override, auto-discharge
  • Gate-event Excel import
Demurrage-ready

Shipchandling

Provisions supply
  • Provisions catalogue with buy/sell & IMPA codes
  • Supply orders through a clear lifecycle, with short supply
  • Supplier RFQs with price comparison, purchase orders & purchases
  • Buying charges posted to job control; post straight to invoice
  • Quotation, Delivery Note & PO prints
  • Dashboard, Quick View & sales-analysis reports
Enquiry→ RFQ→ Quote→ PO→ Supply→ Invoice

Logistics

Storage & haulage

Warehousing

3PL storage
  • Goods receipt & release, from-job linkage
  • Stock & movement ledger
  • Space × time storage billing runs
  • Own Sales menu for the invoices it posts
  • Stock can never go negative
  • Free days billed once; overlapping billing runs refused
  • Dashboard, Quick View & reports
Auto-invoicing

Inland Transport

Truck & rail haulage
  • Truck & Rail job types, with stops on the way
  • Trips tracked by stage, run by drivers in the Ritzy Delivery app
  • Route, vehicle & driver masters, seeded for Truck & Rail
  • Buy & sell charges with tax, cost posted to job control
  • Filled from, or created from, a Cargo job
  • Open Trips, Delivery Performance, Sales Analysis & Not Invoiced reports
Driver app Dashboard & reports

Inventory

Stock, purchasing & sales
  • Products, kits & assembly, barcode labels
  • Purchases, sales, returns, transfers & stock counts
  • Batches & expiry with FIFO / FEFO issue
  • Average costing, cost of sales posted to Accounts
  • Stock requests, exception report & pivots
Ritzy Stores app Expiry alerts

Business

Sales & property

CRM

Sales pipeline
  • Drag-and-drop pipeline board with its own customer list
  • Lead timeline, tasks & reminders
  • Quotations raised straight from a lead
  • Contacts, web forms, campaigns & automation
  • Cases with SLA, e-signature & sales forecast
  • Dashboard, Quick View & reports
AI lead capture At-risk scan

Real Estate

Property & leasing
  • Properties, units & tenancy contracts
  • Contract lifecycle with scheduled invoice generation
  • Receipts & allocation, credit notes, accrued income
  • Electricity, maintenance & amenity charges
  • Property & unit photo galleries, shared as an expiring link
  • Holiday Homes — daily rentals with two-way Airbnb / Booking.com calendar sync, expenses & costs
Property View QR share links iCal sync Expiry alerts

Finance & Back Office

One accounting core

Accounts

Full financial accounting
  • Invoice, Receipt, Payment, Journal, Contra & Cash Memo
  • PDC, recurring JV & asset depreciation
  • Cost Allocation & Job Control for every shipping line's buying costs
  • Each voucher records which module posted it
  • Bank reconciliation, opening balances, Year-End Process
  • Vouchers posted by a module are locked in Accounts — change them at source
  • Dr/Cr shown & editable on every voucher line; base-currency totals on foreign-currency vouchers
  • Statements workbench with bill-wise, multi-currency allocation & currency-wise ageing
  • Trial Balance, P&L & Balance Sheet with click-to-drill groups; Ledger with account search
Multi-currency Job-costed

Payroll

Integrated HR & pay
  • Employees, positions, documents & pay components
  • Employment contracts
  • Salary processing with automatic JV posting, net of loans & deductions
  • Loans, leave management & balances
  • Payslips — print one or Print All, & email — plus statutory reports
Auto JV posting

Platform Capabilities

Across every module

Notifications & Alerts

In-app messaging, milestone, overdue-invoice & document-expiry alerts.

Milestone Tracking

Templates applied automatically to Cargo, Liner, Transport & Marine jobs, updated from job activity, with a revocable customer tracking link.

Documents & Attachments

System-wide files linked to masters & transactions, dual-database.

Report Templates

Visual builder + Handlebars for invoices, BLs & every print document.

Dashboards & Quick Views

KPI tiles and live status boards for each operating line.

Security

Role-based rights, two-factor (TOTP) login & concurrent-user licensing.

Mobile Apps (PWA)

Fifteen phone apps — shipment tracking, statements, CRM, delivery POD, stores, holiday homes, tenants, inspections, collections, staff & more.

AI Paste

Claude fills a screen from free text or a pasted enquiry — with voice input.

Quotations & Purchase Orders

Letter-style documents on Word templates — revisions, PDF, email, then posted to Accounts. Terms pasted from Word keep their bullets and bold.

AI Customer Support

An assistant on every screen, answering from the manuals — with tickets, live chat with a person (including a WhatsApp call) and phone notifications.

Menu Search

Ctrl+K jumps to any screen by name from the top bar.

Quick-add Masters

Add a missing customer, port or charge from the transaction you are on, without leaving it.

One Look Everywhere

A colourful theme, compact forms with captions on the left, one button style and a record pointer on every grid.

Data Import

Masters from CSV with preview before commit, and whole companies from Delphi Ritzy 8.

E-invoicing & Customs

ZATCA e-invoicing for Saudi Arabia and the Bahrain Customs sea manifest.

Subscriptions

Per-database licensing, seat limits, and renewal paid by PayPal from inside Ritzy. The License Server keeps each registered company's details, with its own Ritzy Licensing phone app.

PostgreSQL

Runs on PostgreSQL 18 — on Windows Server or in Docker on Linux, with a DBA console for backups.