The configuration sequence on Zeyto
You will be able to: Configure a new Zeyto company in a dependency-safe order; Explain why each step must come before the next; Keep a configuration workbook that records every decision.
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- Self-check: not taken not done yet
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Configuration order matters because many screens point at other records. A document needs a fiscal year; an item needs a group, a unit and a tax code; an opening balance needs accounts, parties, items and warehouses. If you configure in the wrong order, the Import Center rejects rows by name ('group not found') and you waste time. Use the same order on every project.
| # | Step | Where in Zeyto | Why here |
|---|---|---|---|
| 1 | Set the administrator password and name the company | First start of a new install | Nothing else can be done until you can sign in |
| 2 | Company Profile: legal name, TRN, country, base currency, address, logo | Settings, Company Profile | Base currency and country shape every document |
| 3 | Fiscal years | Settings, Fiscal Years | Documents are refused outside an open year |
| 4 | Branches, warehouses and racks | Settings, Branches (same screen as Inventory, Warehouses) | Documents and stock belong to a branch and a warehouse |
| 5 | Chart of accounts | Accounting, Chart of Accounts | Posting, openings and reports need the ledgers |
| 6 | Tax codes, currencies and exchange rates | Settings, Tax Management, Currencies, Exchange Rates | Items and lines carry a tax code |
| 7 | Payment terms and payment modes | Settings, Payment Terms, Payment Modes | Customers, suppliers and receipts refer to them |
| 8 | Item groups, units, items, price lists | Inventory, Masters and Items | Groups hold the default VAT code, so groups come first |
| 9 | Customers and suppliers | Sales, Customers; Purchase, Suppliers | Openings and documents need the parties |
| 10 | Users, roles, security policy, branch limits | Settings, Users & Permissions | Roles are tested in UAT |
| 11 | Numbering, posting controls, credit control, costing, document entry | Settings | Rules that apply to every document |
| 12 | Document workflow, approval rules, print format and templates | Settings, Document Workflow, Approval Rules, Company Profile, Templates; Designers | Process and look of the documents |
| 13 | Opening balances | Accounting, Openings | Needs everything above |
| 14 | Backup schedule, restore test, licence activation | Settings, Backup and License | Protect the work before go-live |
Steps 1 to 9 are the foundation. Steps 10 to 12 are design decisions from the blueprint. Opening balances come last, immediately before go-live, because they should reflect the cut-over date.
Practise in the demo
- Open Settings in the demo and find the screens in steps 2, 3, 4, 6, 7 and 11 above.
- Open Accounting, then Openings and read the three tabs: Accounts, Customer / Supplier bills and Stock.
- 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.
- Configure foundations first: company, fiscal years, branches, chart, tax, masters; opening balances last.
- Order follows dependencies, because screens point at other records.
- Keep a configuration workbook of every setting and decision.
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.