User docs

How to run a process in ZuloOne. Object cards — fields, states, registers — live under Developer → Reference.

Contents#

Sales#

• Sales
• Company
  • Create a country
  • Create a legal entity
• Customers
  • Create a customer type
  • Create a customer
  • Create a customer outlet
  • Onboard a customer
  • Create a sales contract
  • Create a delivery term
• CRM
  • Qualify a lead
  • Issue a quotation
• Loyalty
  • Configure loyalty
  • Redeem loyalty points
• Orders
  • Approve an order
  • Reject an order
  • Cancel an order
• Invoices
  • Issue a realization
  • Receive a payment
  • Refund a customer
  • Return goods and notes
  • Issue a credit note
  • Issue a debit note
• Create a price type
• Fill prices
• Delivery
  • Create a delivery route
  • Create a vehicle
  • Create a delivery schedule
  • Create a driver
  • Run a delivery trip
• Recalculate ABC/XYZ
• Field
  • Create a sales person
  • Run a field visit
  • Plan the field day

Purchasing#

• Purchasing
• Suppliers
  • Create a supplier
• Orders
  • Fill a supplier contract
  • Receive on Place order
  • Approve a purchase order
  • Place a purchase order
  • Set supplier prices
• Invoices
  • Enter a supplier invoice
• Payments
  • Pay a vendor
  • Receive a supplier refund
• Returns
  • Return goods to a supplier

Warehouse#

• Warehouse
• Items
  • Create an item group
  • Create an item
• Configuration
  • Create a unit of measure
  • Set units and packaging
  • Fill item characteristics
  • Choose a shipment scheme
  • Choose a costing method
• Stores
  • Create a store
• Receipts
  • Put goods away
• Picking
  • Pick goods
  • Issue goods
• Movements
  • Transfer stock
  • Adjust stock
• Counting
  • Count stock
• Balance
  • Read reserved vs free stock
  • Open a register report

Production & costing#

• Production & costing
• Recipes
  • Create a bill of materials
  • Create a work center
  • Create a shift calendar
• Orders
  • Run a production order
  • Fill a routing
  • Confirm operations
  • Schedule operations

Finance & tax#

• Finance & tax
• Bank
  • Create a cost article
  • Create a bank account
  • Create a cash desk
  • Record a bank payment
  • Transfer money
  • Record other income
• Settlements
  • Offset a debt
  • Write off a debt
  • Transfer a debt
  • Open debt balances
  • Reconcile with a counterparty
• Journals
  • Set ledger accounts
  • Check the general ledger
  • Create a currency
  • Create an exchange rate
  • Post exchange differences
  • Post a journal
  • Set payment terms
• Tax
  • Fill tax rates
  • Set a tax profile
  • File a tax return
  • Check an e-invoice envelope
  • Pay a tax

HR#

• HR
• Organization
  • Create a division type
  • Create a division
• People
  • Create a position
  • Create an employee
• Run payroll
  • Fill a timesheet
  • Record time off
  • Post and pay social insurance

Localizations#

• Localizations
• Ukraine
  • Switch on Ukrainian VAT
  • Set the tax regime
  • Check a tax invoice
  • Export Ukrainian tax forms
  • Export DPS payroll forms
  • Import a bank statement
  • Connect M.E.Doc
  • Connect Diia
• Saudi Arabia
  • Fill the ZATCA legal entity
  • Export the Saudi VAT return

Platform#

• Platform
• Start
  • How the stand is hosted
  • Open a stand
• Access
  • Grant a role
• Lists
  • Work with a list
  • Design a card layout
• Dashboard
  • Read the dashboard
  • Add a widget
• Printing
  • Print a document
  • Install a print agent
• Mobile
  • Install the phone app
• Lifecycle
  • Open Lifecycle Portal
  • Ship a package
  • Deploy a Test environment
  • Back up an environment
  • Remove an old package
  • Invite someone
  • Create a CI credential
  • Update the platform