Z Inventory

Settings

Organization profile

Currency and tax, automatic when you choose country

Users & Roles

Preferences

Approvals

• Sales
• Purchase

If you dont use invoices from Z Inventory, use physical stock.

You can enable credit limit

Add Custom field in every module.

Currencies

Items

All are called items, not really mean anything.

• Inventory items: regular, serialized inventory item, vat track
• Non inventory items: sales, purchase item (raw material), sales and purchase items with will not have any inventory tracking information added to it.
• Composite items: bundle, simple assemblies
• Services:

Warehouses

Under settings. First you have to enable multiple warehouses.

The amount of warehouses depend on your plan. You can set up a warehouse as primary. You can buy add on warehouses.

You can transfer your stock from your different locations. So you can know exactly the amount in your virtual warehouses.

Enable modules in items preferences

Items groups

ABC Polo Tshirts. Unit: pieces

Attributes: define aspect of particulate variance. Color, Size.

The variance under this group are created automatically.

If you use a Barcodes scanner, put barcode in SKU field.

Different accounts to track

You can use raw materials or sales.

Opening stock

item group with 4 different variant. You can call them as 4 inventory items.

Transfer among warehouses

Composite item

Inventory account

Bundles

Purchase Module

• Vendors
• Purchase Orders. to email purchase order to vendor.
• Purchase Receives. when vendor dispatches
• Bills and Payments. payments to the vendors.

Sales order

Invoice — payment in advance

Purchase order, Purchase receive,

Record vendor bill

Create a package and ship

Customers

Customers in Z Inventory is equal to Accounts in CRM. Vendors is equal to CRM and Contacts are available for Customers and Vendors in Z Inventory.

Import data

1. Preferences first.
2. Integration with Z CRM
3. Align data to sample file
4. Create dummy data
5. First items, then customers, finally vendors.
6. Finally Composite items and Price lists

Vendor

Sales escenario

1. Sales order
2. choose a customer

3) choose warehouse. in this case, there are no items in this particular warehouse.

You can change the warehouse at an article level.

The sale order is complete and you send it to the client.

There is no stock so the system alerts you

I have another option, to mark it for Dropship

when I clic BACKORDER, you see the purchase order

Frozen until we receive goods.

Associate sales order to vendor invoice

Vendor invoice

payments to vendors

Bill paid

Go to associated sales order

Convert to invoice

Then ship the item

If barcode scanner, you automatically fill the product (SKU field)

Ship package

If integrated with aftership

All sales orders — filters

Online Payments