Business processes and how they map to modules
You will be able to: Describe order-to-cash, procure-to-pay, record-to-report and plan-to-stock; Map each process to the Zeyto documents and screens it uses; Trace what one sale does to stock, receivables, VAT and cost.
- Read not done yet
- Self-check: not taken not done yet
- Lesson complete not done yet
Consultants talk about processes, not screens. A process is a repeatable chain of steps that turns a trigger into an outcome. Four chains cover most trading businesses, and each one lands on Zeyto documents.
| Process | Typical chain in Zeyto | What it changes |
|---|---|---|
| Order-to-cash | Quotation, Sales Order, Delivery Note, Sales Invoice, Receipt; Sales Return for goods coming back | Stock out, customer balance up, sales and VAT recorded, then cash or bank up and balance down |
| Procure-to-pay | Purchase Order, GRN (goods received), Purchase Invoice, Payment Voucher; Purchase Return | Stock in, supplier balance up, input VAT recorded, then cash or bank down |
| Record-to-report | Journals and vouchers, bank reconciliation, period locks, VAT Return Worksheet, financial statements, year-end close | Ledger corrected and reviewed; statements and the VAT return produced |
| Plan-to-stock | Item min and max stock levels, warehouses, stock transfers and adjustments, stocktake; bills of materials and production where used | Right goods in the right warehouse at a known cost |
Employees (payroll, advances, WPS) is a fifth area for clients with staff to pay. Not every client uses every step. A shop selling over the counter skips quotation and order; a service firm skips stock. Discovery decides which steps are on.
One sale touches five places
Walk a client through a single invoice so they see the integration. Submitting a sales invoice can update stock, the customer's balance, sales, VAT and cost of goods sold at once. The bar at the bottom of the document tells the user what Submit will do, and Reports, then Posting Trail shows the result.
Handoffs are where problems hide
- Sales to warehouse: who confirms stock before promising a date?
- Warehouse to accounts: is the delivery note signed and matched to the invoice?
- Purchasing to accounts: is the supplier bill matched to what was received?
- Accounts to management: who reads the aged receivables and acts on them?
Practise in the demo
- Open Sales and list the document types you can see in order. Do the same in Purchase.
- Open Reports, then Posting Trail and look at the entries behind a submitted invoice in the demo data.
- Open https://demo.zeyto.app/demo-app/ and sign in with the demo login. This is a public demo with sample data, so nothing you do there affects a real business.
Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.
- Four chains cover most trading firms: order-to-cash, procure-to-pay, record-to-report and plan-to-stock.
- One submitted invoice can update stock, receivables, sales, VAT and cost together.
- Discovery decides which steps of each chain the client really uses.
Check yourself
4 questions on this lesson. Not timed, not the exam, and you can try again. Score 60% or more, and read the lesson, to complete it.