Method I: Add a Single Supplier Click on “Purchase” and go to “Suppliers”. Click on “New” on the left to add a new supplier category if you want. Select a supplier category and click on “Add” to add a supplier. Fill in supplier infomation. The ones with asterisks are necessary….
It is recommended that set up locations like the example below, in this way, an item will be located by “Zone-Rack-Level-Column”. Please follow the steps to set up. Set Up Locations Go to “Configuration”. Go to “Warehouse”. Click on “Locations”. Click on “Add”. Here is an example of setting up…
To enable location management, please follow the steps below. Go to “Configuration”. Go to “System Settings”. Tick “Enable Location Management” and click on “Save”. Click on “Close”. You may be interested in: ZiiPSI-How to Set Up Locations to a Warehouse – Zii Help Center (ziicloud.com)
Go to “Configuration”. Go to “Warehouse”. Click on “Add”. Set up the code and name. Choose the warehouse type. Choose the appropriate company. Fill in these info as you need. (Optional) Turn on “Default” if you want this warehouse to be the default one. Turn on “Location Enabled” if you…
Go to “Configuration”. Drop down and go to “Access Control”. Method I Click on the position and click on “Assign Users”. Tick the user and click on “Save”. Method II Click on “User Permissions Assign”. Click on “Assign Roles”. Tick the position and click on “Save”. You can tick more…
To give a position some certain permissions, please refer to this guide.You can refer to “ZiiPSI-How to Add a Position – Zii Help Center (ziicloud.com) ” if you want to know how to add a position. Go to “Configuration”. Drop down and go to “Access Control”. Click on the position…
Go to “Configuration”. Drop down and go to “Access Control”. Click on “Add”. Set up the code and name, and then choose a related company. Click on “Save”. Then you can see the new position displaying here. You may be interested in :ZiiPSI-How to Permit a Position – Zii Help…
Please log in to web inventory to process. Click on “Configuration”. Click on “Staff”. Select a branch and click on “Add”. Enter the code and name. Finish other info as needed. Toggle on “Login User”, and select a user to bind to this staff account. Then setup a POS login…
Go to “Configuration”. Go to “Business Data”. Click on “Shipment Method”. Click on “Add”. Set up the code and description. Click on “Save”. Then the shipping method is set up well.
Go to “Configuration”. Go to “Business Data”. Click “Payment Terms”. Click “Add”. Enter a code and a description. Set a minimum payment rate. Set up the due date. Choose an invoice type. Turn on “Shipping Later” if you need. Choose the available company. Click on “Save”. Then the payment term…
