Module 25 · Advanced · 9 min read

End-user training

You will be able to: Build a role-based training plan with hours and materials; Use Zeyto's in-product help, search and training database; Confirm competence before go-live.

  • Read not done yet
  • Self-check: not taken not done yet
  • Lesson complete not done yet

People who were not trained will use the system badly or not at all. Training is not the last week of the project. It is planned from the blueprint and delivered after UAT, close enough to go-live that people remember it.

A training plan by role

RolePeopleContentHours eachPerson-hours
Sales4Customers, quotation, order, delivery, invoice, receipt, returns, statements624
Storekeepers2Items, GRN, transfers, adjustments, stock reports48
Cashiers3POS sale, payments, returns, shift and day close412
Accountant1Vouchers, journals, bank, PDC, VAT, reports, period control1212
Owner1Dashboard, key reports, approvals, daily report22
Administrator1Users, roles, backup and restore, licence, support66

Total: 24 + 8 + 12 + 12 + 2 + 6 = 64 person-hours. Delivered as group sessions per role, this is about 34 consultant hours, close to the four training days in the sizing example. Sessions are best at two to three hours at a time, with practice on real examples.

Materials you can rely on

  • In-product help. Press F1 or the ? button on a screen for a help page. It covers every route and report and is written in English only.
  • Ctrl+K search to open any screen by name, and the keyboard shortcuts page for fast entry.
  • Quick reference cards: one page per role with the five tasks they do daily, using the client's own screens and codes.
  • A training database. Settings, Data Mode (Live/Demo) creates a separate Demo database with sample data. After you switch, Zeyto Edge must restart. A banner marks every screen DEMO / TRAINING MODE, and the live books are untouched. Switch back and restart for live work.
A session outlineCashier session, 4 hours: 20 minutes on the screen layout; 40 minutes on a cash sale, a card sale and a customer on account, each done twice by every cashier; 40 minutes on returns and price or discount limits; 40 minutes on shift close and the Z report; 60 minutes of free practice with barcode scanners; 20 minutes of questions and a short check.

Prove competence

Give each role a one-page checklist of tasks. The trainer observes each person perform each task unaided and signs it. Attendance alone does not show learning. Record gaps and plan a second short session.

Watch outThe interface offers English and Arabic with built-in translations. Hindi, Urdu and Malayalam can be selected, but their words stay in English until the company adds translations in Settings. Plan for it if staff need those languages.
TipTrain the trainer: one key user per team who can answer first-line questions. It reduces hypercare calls.

Practise in the demo

  1. Write a training plan for a business you know: roles, content, hours and materials.
  2. In the demo press F1 on a screen and read the help page. Use Ctrl+K to open another screen by name.
  3. 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.
Open the live demo

Public demo company, sign in as admin / demoAdmin123. Data refreshes nightly.

Key takeaways
  • Train by role, close to go-live, with real examples.
  • Use in-product help, Ctrl+K and a training database; help is English only.
  • Check competence with a signed task checklist, not just attendance.

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 Zeyto screen gives a separate training database with sample data?

2. Zeyto's in-product help is available in Arabic as well as English.

3. Which key opens the help page for the screen you are on?

4. Training needs are 4 sales users at 6 hours, 2 storekeepers at 4, 3 cashiers at 4, 1 accountant at 12, 1 owner at 2 and 1 administrator at 6. How many person-hours?

5. You switch Zeyto to Demo mode for training. What must happen next?

Practice questions for this module · Printable study sheet