Numbering, workflow, approvals and prints

These settings turn Zeyto from a tool into the client's way of working. Each comes from a blueprint decision.

Numbering

Settings, Numbering holds one series per document type, optionally one per branch. A series has a prefix, optional suffix, separator, padding, start and next numbers, and a reset period: fiscal year, calendar year or calendar month. The number is given when the document is submitted, not when a draft is saved. A cancelled document keeps its number, and an amendment adds /A1, /A2. The form shows a Sample next number. Never lower Next No on a series in use.

Document workflow and controls

• Document Workflow sets, for each link such as Sales Order to Delivery Note, whether it is Required, Optional or Off, and offers merging, partial quantities and tolerance. A Profiles tab provides ready-made sets such as Trading company; Apply shows what will change and you still press Save.
• Approval Rules hold documents until named approvers agree: choose the document type, a condition such as total above 50,000, the approver role and how many approvals. Self-approval should stay Blocked.
• Posting Controls can block future-dated documents, lock the books up to a date, make customer LPO or TRN compulsory and catch duplicate LPOs.
• Credit Control can warn or block when a customer would exceed the limit, or send it to a manager.

Print

In Company Profile, Print Format sets the paper for every document: A4, A5 or a receipt roll (80 mm or 58 mm), and one of three looks: Standard, Modern or Classic, each with an Arabic mirror. A single document type can have its own format. Settings, Templates chooses the default template per document type, and Designers lets you change a layout. Logo, stamp and signature are uploaded in Company Profile.