Items, parties, users and roles
You will be able to: Load item groups, units and items in the right order; Set up customers and suppliers with credit terms and codes; Design roles and users with separation of duties.
- Read not done yet
- Self-check: not taken not done yet
- Lesson complete not done yet
Master data is the largest configuration job. Do it in this order: item groups, units, item categories, items, price lists, payment terms, customers, suppliers. The Import Center gives each a CSV template, an Excel template and a preview that shows rejects before anything is written.
Items and costing
- Item type is STOCK, SERVICE or BUNDLE. Group sets the default VAT code.
- Settings, Costing sets the Default Cost Method for new items: Moving Average, Weighted Average, FIFO or LIFO. Existing items keep their own.
- Negative Stock starts on Warn. Set it to Block to refuse a sale that would take a warehouse below zero. A warehouse whose Allow Negative is Yes may still go below zero.
Customers and suppliers
The import columns are Code, Name, Type (CREDIT or CASH), TRN, Phone, Email, Address, City, Province, Country, Credit Limit, Credit Days and Active. Decide with the client whether master codes are typed by hand or numbered automatically (Settings, Master Codes). Agree a code scheme before import, because codes are the key and should not change.
Users and roles
Zeyto ships four standard roles: Admin (everything), Sales (create, submit and print sales documents; cannot amend, cancel or export), Cashier (the POS till) and Accountant (Accounting, VAT, Reports and Purchase in full; Sales view). Create your own roles in Settings, Users & Permissions, Roles tab, and tick permissions in the matrix.
| User group | Role | Branches | Personal limits |
|---|---|---|---|
| Owner | Admin plus a viewer login for daily use | All | None |
| Sales manager | Sales plus approver | All | Max Discount 15% |
| Sales reps (4) | Sales | Own branch | Max Discount 5%; cannot see cost |
| Storekeepers (2) | Custom: stock and delivery only | Own branch | Cannot edit rate or price |
| Accountant | Accountant | All | None |
| Cashiers (3) | Cashier, POS PIN | Own branch | As set in POS Behaviour |
Form FLS hides a field or makes it read-only for chosen roles, such as Rate or Price. Personal limits include Can see cost fields, Can edit rate / price, Credit override and Max Discount %. Settings, Security Policy sets password strength, lockout, session length and POS PIN length for the whole installation.
Remember the licence. It counts people signed in at once on each device type (Windows PCs, browsers and phones) and limits which modules are present. A missing module needs a licence upgrade; a missing permission is added to a role.
Practise in the demo
- Open Settings, then Users & Permissions in the demo and read the Roles tab and the Security Map tab.
- Open Settings, then Costing and read the Costing Policy card without saving.
- 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.
- Load groups before items, and units before items; agree a code scheme before import.
- Set the cost method and negative-stock policy deliberately.
- Use roles, branch limits and personal limits so each person sees only what the job needs.
Check yourself
5 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.
1. Which standard Zeyto role is meant for the person working the POS till?
2. Which TWO features can stop a storekeeper from seeing item cost or editing the price?
Select all that apply.