How-To Guides
Short, numbered recipes for the most common ZN ERP tasks.
Step-by-step recipes
How-To guides are short, numbered recipes for things you will do over and over in ZN ERP. Every guide follows the same shape so you can scan it quickly: a one-line purpose, a before-you-begin checklist, numbered steps, a what success looks like confirmation, a troubleshooting list of the most common errors, a few tips, and links to related guides and the matching module page.
If you need conceptual background instead of a recipe — what a module does and how its screens fit together — look in Modules. If you are setting up a brand-new install, work through Getting Started first.
Getting set up
Run these once when you commission a new install or onboard a new branch.
Pages in this section
Register & Login
From a blank screen to a working session.
Manage User Access
Create users, assign roles and grant menu rights.
Configure Rates & Tax
Set up rate cards and tax structures correctly.
Take a Backup
Manual and scheduled database backups.
Reset a Forgotten Password
Admin-assisted reset of a user's password.
People & payroll
The monthly HR cycle — from adding a joiner to paying everyone.
Pages in this section
Add a New Employee
Create a staff master record from scratch.
Process a Salary Payment
Run the monthly salary cycle for a department.
Generate a Salary Slip
Produce a printable / PDF salary slip.
Buying & selling
The transaction documents that drive most of the day.
Pages in this section
Create a Purchase Order
Raise, save and send a PO to a supplier.
Issue a Sales Invoice
Counter or back-office invoice with auto-GST.
Issue a Credit Note / Sales Return
Reverse stock and tax with a single voucher.
Send a Quotation / Estimate
Price-and-tax-aware quote to a prospect.
Send Invoice via WhatsApp / Email
One-click delivery of a posted invoice PDF.
Money & day-end
Move cash, reconcile, and close the day cleanly.
Pages in this section
Record a Receipt (Money In)
Apply a customer payment to outstanding invoices.
Make a Payment (Money Out)
Pay a supplier and clear their outstanding.
Reconcile a Bank Statement
Import the statement, match cleared lines.
Run a GST Report
Generate GSTR-1 / 3B-ready outputs.
Run Day Closure (Day-End)
Lock the day and post running balances.
Stock & maintenance
Keep stock honest and the database safe.
Pages in this section
Track Stock Movement
Trace where stock came from and where it went.
Do a Physical Stock Count
Count, compare and post the variance.
Transfer Stock Between Locations
Out-challan from source, receipt at destination.
Restore a Backup
Recover a database onto a test datacenter.
Production & requisition
Move material into production and control it with the requisition-then-approve workflow.
Pages in this section
Raise & Approve a Requisition
Request material or purchase, then approve it.
Issue Raw Material (RMI)
Issue stock from stores to a production job.
Recommended reading order for a new install
- Register & Login — first session.
- Manage User Access — create your team's users.
- Configure Rates & Tax — so invoices price correctly from day one.
- Add a New Employee — build the staff master.
- Issue a Sales Invoice — your first revenue transaction.
- Run Day Closure — lock the day at the end of the shift.
- Take a Backup — schedule it before the second day.