Setting Up Your Account
RETM system allows you to easily set up your establishment's account to ensure the accuracy of data related to taxes, working hours, and currencies used. By setting up the account, you can customize the basic information that will appear on invoices and reports, such as the establishment's logo, name, and tax number.
Steps to Set Up the Account
- Log in to your dashboard at http://retm.sa.
- From the dashboard, navigate to Settings, then select Establishment Information.
- Enter the basic account information, such as uploading the establishment's logo and name.
- After verifying the accuracy of the data, click the Save button at the top of the page to successfully add the account.
Explanation of Required Fields When Setting Up the Account
- Upload Establishment Logo: The logo should be in dark color with a white background to ensure printing clarity. Recommended dimensions: width 300 pixels × height 100 pixels.
- Establishment Name and Tax Number: Write the establishment's name in both Arabic and the secondary language, and enter the correct tax number to avoid any issues related to tax compliance.
- Set Working Hours: Enter the start and end times for official working hours. Specify the time zone to ensure accurate timing in invoices and reports.
- Choose Currency: Select the official currency used by the establishment from the available list. Choose the appropriate number format, such as using a comma or period to separate decimal numbers, according to the standards followed in your country.
- Define and Manage Delivery Applications: Click on the following article for a suggested method to define and manage delivery applications financially.
Important Notes
- Ensure the accuracy of the entered data to avoid any issues in invoices or settings.
- Use the logo with the required specifications to achieve the best appearance in invoices and reports.
- Make sure to register the correct tax number to avoid future tax issues.
Frequently Asked Questions
What is the difference between working hours and work periods?
- Working Hours: Define the official time the establishment operates daily, from start time to end time.
- Work Periods: Refer to dividing the day into parts, such as morning and evening periods, used if there is more than one shift during the day.
What is the number format?
The number format is the method by which numbers are displayed in the system, such as using a comma (,) or a period (.) to separate decimal parts. It depends on the local accounting standards of each country.
Can the establishment's logo be changed after saving?
Yes, you can update the establishment's logo at any time by going to Settings > Establishment Information, then uploading the new logo, considering the required dimensions and formatting.
What is the impact of setting working hours on the system?
Working hours affect several aspects of the system, such as order registration, employee scheduling, and report timing. If the working hours are not set correctly, it may lead to errors in recording operations.
