Guide utilisateur

Référence détaillée, écran par écran : chaque champ, son type et son rôle.

1. Start & onboarding

On first launch, PikCat walks through language, currency, accent color and a short intro. No cloud account is required: data stays on the phone.

Onboarding - Language

First launch · language step

Goal: pick the UI language (changeable later in Settings).

FieldTypeDescription
Choose languageSelectLanguage list (EN, FR, ES, DE, IT, AR, PT, NL, TR) with flags.
ContinueButtonConfirms language and goes next.

Onboarding - Currency

First launch · currency step

Goal: set the currency code/symbol shown on prices and documents.

FieldTypeDescription
CurrencyTextCode or symbol (e.g. MAD, €, $).
BackButtonReturns to the previous step.
SkipButtonSkips the step (default kept).
ConfirmButtonSaves currency and continues.

Onboarding - App color

First launch · theme step

Goal: choose the accent color.

FieldTypeDescription
App colorSelectPreset theme swatches.
SkipButtonSkips color choice.
ContinueButtonConfirms the theme.

Onboarding - Intro & profile

First launch · intro slides

Goal: explain key flows, then optionally open the company profile.

FieldTypeDescription
Intro slidesCardCopy about products, presentation, free/Pro, profile.
Skip / Start without profileButtonFinish without filling the profile.
ContinueButtonNext slide.
Complete my profileButtonOpens Company (Profil) in onboarding mode.

2. Company

The profile appears on quotes, notes, catalog PDFs and tickets. Currency and VAT are also set under Settings → Company & sales.

Profile / Shop

More → Settings → Profile / Shop · /company

Goal: set the business identity shown on documents. On Android, the keyboard avoids covering fields.

FieldTypeDescription
LogoPhotoShop logo. Camera badge to change; trash to remove.
Name / Shop *TextRequired business name.
SloganTextShort line (max 100 chars), optional on PDF brochure.
PhoneTextPhone contact.
EmailTextEmail address.
WebsiteTextWebsite URL.
AddressTextFull address in one multiline field (no separate City / ZIP / Country fields).
Social networksTextWhatsApp, Instagram, Facebook, TikTok, YouTube, LinkedIn.
VAT / tax IDTextFiscal / VAT identifier.
Legal noticeTextLegal text for PDFs.
Conditions (quote footer)TextTerms reused on quote / order / sale.
SaveButtonSaves the profile.
Skip this stepButtonOnly during onboarding.

Currency & VAT (Settings)

More → Settings → Company & sales tab

Goal: set default currency and VAT display on cart / PDF.

FieldTypeDescription
Default currencyTextGlobal currency code/symbol.
Show VATSwitchShows VAT on cart and documents.
VAT rateNumberPercentage (e.g. 20). Shown when VAT is enabled.

3. Products

The Products tab manages your sales catalog: photos, prices, stock, carton/pallet tiers and CSV import.

Product list

Products tab · /tabs/products

Goal: browse, filter and open product sheets.

FieldTypeDescription
SearchSearchLive filter by name / SKU.
Price list ($)SelectWhich list drives displayed prices (if several lists).
Grid / list viewButtonToggles card layout.
CategoriesSelect“All” chip plus existing categories.
Product cardCardPhoto, name, category, price (strike promo), out-of-stock badge.
Menu ⋯ActionsQuick actions (duplicate, delete, etc.).
Present allButtonStarts presentation for the whole catalog.
Import CSVButtonCSV import / template.
FAB +ButtonCreates a new product.

Product form

Products → New / Edit · /product-form

Goal: create or edit a full item (photo, price, stock, variants, tiers).

FieldTypeDescription
Main photoPhotoAdd / replace; background removal and edit tools.
Photo galleryPhotoMultiple reorderable images.
Name *TextRequired product name.
DescriptionTextMultiline free text.
CategorySelectExisting chips + add field.
Catalog priceNumberBase (MRP) price.
Promo priceNumberStrike / promo price in presentation.
Margin % / fixedNumberCommission / margin (% or amount).
StockNumberStock quantity.
Out of stockSwitchMarks the item unavailable.
Sizes / ColorsSelectVariants.
SKUTextInternal reference.
UnitTextSales unit.
Default cart qtyNumberDefault quantity when adding to cart.
Product VATNumberPer-item VAT rate.
Carton / pallet tiersNumberTier prices and pack sizes.
Per-list pricesNumberOverrides per price list.
GiftSearchLinked free product + every X.
Description displaySelectList or inline layout on cards.
SaveButtonSaves the sheet.

4. Price lists

Create differentiated tariffs (wholesale, pro…), then assign a list to a client and/or catalog.

Price lists

Settings → Price lists · /price-lists

Goal: manage lists and open price editing.

FieldTypeDescription
Your listsListOne row per list (name, Default badge).
StandardRead-onlyDefault catalog list (product sheet prices).
New list (+)ButtonCreates a list (name prompt).
RenameActionsRenames the list.
DeleteActionsDeletes a non-default list.

Edit a list

Price lists → one list · /price-list-edit

Goal: set per-product prices for that list.

FieldTypeDescription
SearchSearchFilters products.
Product rowListShows catalog price + “Custom” badge.
UnitNumberUnit override (empty = catalog).
Carton / palletNumberTier overrides when applicable.
ResetButtonClears overrides for that product.

5. Clients

Tour contact book: details, visit days, price list, GPS and history.

Client list

Clients tab · /tabs/clients

Goal: find and open a client sheet.

FieldTypeDescription
SearchSearchFilter by name / phone / city.
Category / city filtersSelectNarrow the list.
Client rowListAvatar, name, phone · city, credit badge.
Menu ⋯ActionsQuick actions.
FAB +ButtonNew client.

Client form / detail

Clients → detail · /client-detail

Goal: create or edit a client; start quote / visit / directions.

FieldTypeDescription
PhotoPhotoOptional contact photo.
Name *TextRequired name.
PhoneTextFor quick call.
CategorySelectChips + add category.
CityTextClient city.
AddressTextVisit address.
GPS positionActionsCapture / clear / open directions.
Price listsSelectAssigned list (else Standard).
Visit daysSelectMon - Sun chips for the daily tour.
NotesTextFree notes.
Info / Activity / Docs tabsTabsDetails, visit reports, documents.
Call / Directions / Quote / VisitActionsShortcuts from the sheet.
StatsBadgeVisit / quote / sale counters.
SaveButtonSaves the sheet.

6. Catalogs & PDF

Build a brochure: name, products, template, product card, PDF options, then share.

Catalog list

Catalogs tab · /tabs/catalogs

Goal: manage catalogs (draft / active / hidden) and start presentation.

FieldTypeDescription
SearchSearchFilters catalogs.
Grid / listButtonView mode.
StatusTabsActive / Draft / Hidden with counts.
All productsCardPresent the full product catalog without a brochure.
Catalog cardCardCover, name, status; opens the editor.
PresentButtonFullscreen presentation.
FAB + / CreateButtonNew catalog.

New catalog (info)

Catalogs → Create · /catalog-form

Goal: name the catalog before products and design.

FieldTypeDescription
Catalog nameTexte.g. Spring 2026.
SaveButtonCreates the catalog then opens the editor.

Catalog editor (steps)

Catalogs → Edit · /catalog-edit

Goal: pick products, template, customize card/PDF, preview and export.

FieldTypeDescription
StepsTabsSelect products → Choose template → Product card → Customize → PDF preview.
Search productsSearchFilters selection.
Select allButtonChecks all products.
TemplatesSelectThemes (some Pro).
Show priceSwitchShow/hide prices on card / PDF.
Catalog price listSelectTariffs for presentation and PDF.
Include cover pageSwitchCover with name / intro / logo.
Cover introTextIntro text on the cover.
Grid columnsNumberProduct column count.
Orientation / sizeSelectPortrait, landscape, square…
Logo / slogan / contacts / header / footer / page #SwitchPDF display options.
PDF render modeSelectFast or Quality (recommended for Arabic).
StatusSelectDraft / Active / Hidden.
Preview / Save PDFButtonPreview and share the PDF.
Continue / NextButtonMoves to the next step.

7. Presentation

Fullscreen mode at the client: no ads during the visit. Swipe products, pick a tier and add to cart.

Presentation mode

Home / Catalogs → Present · /present

Goal: show the catalog, apply the right price list and build the cart.

FieldTypeDescription
CloseButtonExits presentation.
Price listSelectWhich list to show the client.
Cart badgeBadgeItem count; opens the cart.
Photo / galleryPhotoProduct image; dots if several photos.
Price badgeBadgePrice (and promo) per catalog design.
Out of stockBadgeUnavailable item marker.
Gift offerCardLinked free product if configured.
Tier / quantitySelectUnit / carton / pallet + qty.
Colors / sizesSelectVariants when defined.
Add to cartButtonAdds the current line.
Prev / NextButtonNavigate products (or swipe).

8. Cart & sales

The cart holds lines from presentation. Checkout as quote, order or sale PDF, then find history under Documents.

Cart

Cart · /cart

Goal: adjust lines and client, then generate a document.

FieldTypeDescription
Client category filterSelectChips to filter client suggestions.
ClientSearchFind a saved client or free-form name.
Create new clientButtonOpens client form then returns to cart.
Items (lines)ListPhoto, name, unit price; Gift badge if free.
QuantityNumberPer-line qty (except gifts).
Remove lineActionsRemoves the line.
Global discountNumberDiscount on the total.
NotesTextDocument notes.
Total / VATRead-onlyComputed totals.
Quote / Order / SaleButtonCreates the matching PDF document.
Save (edit mode)ButtonUpdates an opened document.

Documents (history)

Documents tab · /tabs/documents

Goal: find quotes, orders and sales.

FieldTypeDescription
SearchSearchFilter numbers / clients.
KindTabsQuotes / Orders / Sales.
Document rowListKind + number, client, total, date.

Document detail

Documents → detail · /document-detail

Goal: review, share PDF / ticket, edit or convert.

FieldTypeDescription
Client / No. / DateRead-onlyDocument header.
LinesListProducts, qty × price, amounts.
Discount / VAT / TotalRead-onlyFinancial summary.
Expected commissionRead-onlyIf product margins are set.
PDFButtonGenerate / share PDF.
TicketButtonOpens thermal ticket preview.
EditButtonReopens cart in edit mode.
Order / SaleButtonConvert quote (or order) to the next step.
DeleteActionsDeletes the document.

9. Daily tour

Home combines catalog presentation and today’s tour (clients with visit days set).

Home - Present & Tour

Home tab · /tabs/home

Goal: start a presentation, track today’s clients and close the day’s till.

FieldTypeDescription
Present / TourTabsSwitch catalogs vs daily list.
Catalog stackCardShortcuts to present a catalog or all.
Day dateDatePrev / next day + picker.
Today’s clientsListScheduled clients (recurring or follow-up).
Recurring / Overdue badgeBadgeVisit status.
Day figuresRead-onlySales, orders, quotes, commission, till.
Close the dayButtonLocks / updates day close-out.
Export takingsButtonCSV export of takings.
Skip todayActionsRemove a client from today’s tour (keeps recurrence).
Cart / Present all / Pro / SettingsButtonToolbar shortcuts.
Quotas / Hide adsCardOn Free: unlock via rewarded video.

10. Thermal ticket

Bluetooth ESC/POS printers at 58 or 80 mm. Arabic is shaped for RTL tickets; use a matching paper width and a properly paired device.

Ticket & printer settings

Settings → Company & sales · Thermal ticket block

Goal: set paper width and pair the printer.

FieldTypeDescription
Ticket widthSelect58 mm or 80 mm.
Detect printersButtonBluetooth scan of paired devices.
Printer listListFound devices; tap to remember.
Reconnect / ForgetActionsReconnect or clear the saved printer.
StatusRead-onlyConnected / offline / remembered but not live.

Ticket preview

Document → Ticket · Ticket preview modal

Goal: preview and print/share. If no printer is ready, the printer block appears inside the modal.

FieldTypeDescription
Paper previewRead-only58/80 mm simulation: company, kind, number, client, lines, total, payment.
Printer blockModalDetect / connect UI when not set up.
Print / ShareButtonSend over Bluetooth or share the ticket.

11. More, backup & Pro

Settings (More) centralizes language, subscription, quotas, company prefs, backup and About.

Settings

More / gear icon · /tabs/settings

Goal: configure the app, back up data and manage Pro.

FieldTypeDescription
LanguageSelect9 languages (including Arabic RTL).
Account / Company & sales / DataTabsThree settings panes.
Account card (Free / Pro)CardOpens paywall or subscription management.
Free quotasBadgeRemaining products, catalogs, clients, PDFs, photo credits; video for more.
Biometric lockSwitchFace ID / fingerprint / device PIN.
Profile / ShopButtonLink to Company screen.
Price listsButtonLink to price lists.
Export backupButton.pikcat.zip (data + photos).
Restore backupButtonImport ZIP: merge or replace all.
AboutButtonVersion, privacy, terms, support, web guide.

Pro paywall

Settings → Go Pro · /paywall

Goal: subscribe or restore a Pro purchase.

FieldTypeDescription
MonthlyButtonMonthly subscription via the store.
YearlyButtonYearly plan (trial may apply).
LifetimeButtonOne-time non-renewing purchase.
Restore purchasesButtonRecover Pro with the same store account.
Manage subscriptionButtonOpens App Store / Play management.
BenefitsListUnlimited, no ads, PDF/tickets without free-tier limits.

12. Tips

Field tips for offline use, freemium and multilingual work.

Best practices

Guide · tips

Goal: avoid blockers on tour and protect your data.

FieldTypeDescription
Offline modeRead-onlyClients, catalog, cart and PDF work without Internet. Ads, bonus videos and Pro purchases need a connection.
Freemium quotasBadgeWatch products / catalogs / clients / PDFs in Settings; a rewarded video adds quota.
Arabic (RTL)SelectAR language in Settings. Prefer Quality PDF render; thermal tickets also support Arabic.
Backup before phone changeButtonExport a .pikcat.zip, keep it off-device, then restore (merge or replace).
Prepare before the visitListCatalogs, price lists and visit days: do it before the tour.
SupportActionssupport@pikscan.com or Support page.