Having trouble signing into the ZED app? We've got a simplified, quick and easy manual to get you through to the end. Whether you want to know how to retrieve your account or change your password to a new one, find out through our answers to your frequently asked questions.
Use the ZED sign up manual to maneuver smoothly through the app while tackling infelicitous minor obstacles that might occur during sign up.
1. How Do I Sign Up To ZED Pay?
I) Go to play store, search for ZED payments and Install.

II) Open the app to view functionalities and features. Swipe right to get started.
III)At the top on the left side, click on “Sign Up.”

(i) For a first time login, the user will be required to enter the details prescribed below;
-Enter first and second name respectively.
-Input user name.
-Insert a valid email address.
-On the left side, click on the tab and select country code.
-Enter phone number.
-Proceed to register.

N/B By registering, you agree to the terms and conditions of ZED.
IV)A pin will be generated to your email; use the pin code as your password for logging in.

V) Go back to the ZED app, insert your phone number and use the pin code provided to log in.
VI) You’ll be required to input old and new pin.
VII) Enter the pin sent to your email as current pin and input preferred pin as the new pin.
VIII) Enter your current details to login successfully.

Note: The above steps are for the first time login user only.
-After the user has logged in successfully, they will be required to enter their phone number and password details to login in the next time as shown above.
What Should I Do If I Can't Remember My Password when logging in for the second time?
-Click on forgot pin as indicated
-Enter your registered phone number. (The initial phone number you used to create your ZED account)
-A code will be sent to your email address.
-Use the code as your new pin and log in.
The next screen will ask you to put your old pin, then new pin
Input the pin you used to log in as the old pin. (This is the pin generated to your email address,
the one you’ve used to login in the second time)
-Insert your preferred new pin.
-Confirm the pin/ password by re-writing it.

-Enter phone number once again and use your NOW new pin to log in.

WHEN USING THE MOBILE VERIFICATION METHOD;
-A 4-digit code will be sent to your registration number.
-Enter the code as your pin/password.

-Set new pin.
-Incase of incorrect code scenario, re-type the code or ask for another code.
-In case the code delays, click on resend code in 32s to get another code.
-Input the code provided.
-Tick on the service and privacy policy as an indication that you agree to the terms and conditions of ZED.
-Your screen will display a message indicating that your pin has been successfully changed.

-Repeat the process as detailed above.
-Click on NEXT, Input your phone number and insert generated pin.
-LOGIN.

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The ZED Portal is a web designed system can be accessed through a desktop computer
or laptop.
A.For Complete registration (New User):
1. Go to your browser and enter https://portal.zed.business.
2. After clicking on the link, you’ll be redirected to the sign up landing page as shown below.
3. Click on “Sign Up.”

4. On the login form, Enter your login credentials ( Correct name, username, email and phone number).

5. Click on “Create Account.”

6. A password generated by ZED will pop up in your email. Use the password to login.

7. Enter login details.

8. You’ll logged in successfully.

B.Password Reset.
1. Select and click ‘Forgot pin’ button on login form.
2. Enter registered email address: ‘Enter your email to receive a password reset link’ textbox.
3. Select and click ‘send new pin’ button.

4. Navigate to the registered email to Complete Password reset on the ZED POS system.

5. Click on the ‘Reset Here’ link. Enter and confirm new pin. Reset.

6. After successful password reset, enter phone number and new pin to login.

C.LOGOUT.
To logout, press on the logout icon on the extreme right of the system.
Click on logout.

Who Is A Merchant?
This user is the owner of the business and has the overall rights of the business account.
Below are the actions they can perform in the system:
1. They can assign or de-assign a user from one branch to the other to perform
different tasks.
2. Merchant can assign or de-assign terminal to branch.
3. The merchant can create other businesses under the same account as the owner
and can switch between either business and perform different tasks without
logging out of the system.
4.Merchant can start an order like any other cashier, independently.
5. Merchant has a role to settle other cashiers in the system.
6. Merchant has the right to change business configurations. (what other users can
do in the system or what they can view).
7. Merchants can configure their inventory, take stock, and add products to the
system.
Adding A Business.
The ZED POS is a web designed system. In order to access it,
1.Go to your browser and enter https://portal.zed.business.
2. Enter your phone number and password and proceed to login.

1. Go to Menu, select shop and click on business.

2. Click on the (+) sign on your right to add business.

3.Enter the business details I.e., shop’s name, owner’s name, email address and
phone number.

4. Assign terminal and click on “Next”
5.Enter business payment details and click on “save”

6.Proceed.
7.Business will be added successfully and will be updated in the “active shop” section.

8.The ZED business performance slate will be displayed as shown.

Do you have questions? We’ve got the answers.
HOW TO ADD A BUSINESS AS A NEW OWNER/ MERCHANT TO ZED.
Are you a business owner excited about using the ZED app to track your orders and
monitor sales but don’t know how to go about it?
Here is a step-by-step description on how you can easily create your account.
1. Go to play store, search for ZED payments and Install.

2. Open the app to view functionalities and features. Swipe right to get started

3. At the top on the left side, click on “Sign Up.

4.Enter your first and second name.
5.Input your user name.
6. Insert your email address.
7.Click on the left side to choose your country code and enter your business
number.

8. Click on register.
9. You’ll receive a notification confirming that your registration has been
successful. Please follow the instructions sent to your email to complete the
portal registration process.

10. Enter your phone number and insert the pin provided in your email.

11.The system will ask you to input your old pin and new pin.
N/ B; The old pin is the pin sent to your email. It is more efficient for the user to
generate their preferred pin as they can easily remember it.
12.Enter the pin sent to your email as old pin and input your preferred pin as new
pin to reset.

13. Input your phone number and new pin once again for successful login.

Once you have gone through the sign up process, you will be directed to create a business or search for one to join in screen.

14.Click on the MENU. ( There is a menu bar on your left side)
15.The menu bar will present to you the drop down menus that contain a profile,
Add Business, Request to join, My Business and customer.
16.Click on the “Add Business” option.

17. Enter your business details I.e., Business name, business owner’s name, email
address, phone number and location

18.Select your business type.
Note: When selecting the type of business, you’ll be directed to a variety of business
options. Choose the option that best suits your business portfolio. In case your business
is not indicated in the menu, use the “OTHERS” option.
19.Click on NEXT.

20.Enter your business details I.e., Paybill, Till, Vooma and Equitel Number as
shown above.
21.A message will pop up in green notifying you that your business account has
been successfully created.

22.Your business name will be indicated at the top of your screen as shown
below.

23.Click on the business to update your branch.
(Your business will be shown on the screen.)

24.Click on the branch to be directed to your ZED performance slate.

25. On the left, is the performance indicator where you can monitor sales and see
progress from “TODAY” to “THIS YEAR”

26.The screen also displays your registered branch and gives you an option to
search and “Add Branch”

(As a merchant, you can click on any branch to see transaction messages, paid,
unpaid and canceled bills, date and time transactions were made, mode of
payment used i.e., M-Pesa, Cash, Banks etc. and reports.)
1.How to Download Zed App
-Go to Play Store on your Android phone and search for Zed Payments
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-Click install to start the download

After installing, click open to access the App

2.How to Sign Up
-This will bring you to the below page, where you will click Sign Up

-Fill in your details in the field provided and click on register

-A confirmation message will pop up asking you to follow instructions sent to
your email, in order to complete registration.

-You will receive an email with log in credentials and instructions on first time
login.

3.First Time Log In
-Use the pin sent to log in and reset pin

-After resetting, log in with the new pin.

-This will bring you to the below landing page

4.How to Join a Business
-Go to Menu and click on Request To Join

-In the search bar enter the name of the business you want to join, and search.

-Once the business is displayed on the search results, click on it and confirm as below

-Once the request is successful, wait for the owner to approve so you may begin transacting.

5.How to Start Order
-To make a sale, click on Start Order button

-This takes you to the page with list of Product/ Service Categories

-Click on the Product/ Service category to reveal the list of Products/ Services under it.

-Indicate the number of items and click on Preview Order tab

-Click Confirm tab to confirm the order and the below screen will appear

6.Cash Payment
-Select Pay Now tab and select cash as the payment method

-Enter cash received and click on Pay Now and Confirm.
7.Mpesa Payment
-Select Mpesa as the mode of payment if the customer is paying through
Mpesa.

-Confirm the last three digits of the customer’s phone or Mpesa code to search. After
the Mpesa transaction message is displayed, select it and confirm.

8.Card Payment
-If a customer wishes to make payment using a card, select Card from the payment
options.

-Fill in the card details and click on Pay Now.

9.How to Apply Discount
-Discount on products is applied during payment.
-After selecting the list of products that the customer wants to buy, select the payment
method.
-Tick on the box named Discount, enter the discount amount.

-Enter amount received for payment and click the Pay Now button

-You will receive a pop-up confirmation that the transaction has been completed.
10.Sale to a Customer Account
-Customer on Account is a feature on Zed that enables businesses to allow specific
customers to access goods/ services up to a given amount, either on credit or prepaid
status
-Log in to Zed App, and click Start Order button

-Enable Customer on Account as highlighted below in red

-Select the customer from the customer account list

-After selecting the customer, Add the list of products the customer is buying and select
Preview Order.

-Confirm order then click Yes button

-You will receive a confirmation that the Customer has been debited successfully as per
below screenshot

CASHIER
Zed POS allows cashiers in a business to conduct sales by starting and order and accessing
the bills feature on the platform.
1.How To Log In
-Enter your registered mobile number and the correct pin then click the Login tab.

-Once a cashier signs in, s/he is automatically logged in to the default branch assigned by the owner.
-Upon logging in, you will be directed to the landing page below:

2.How to Start a New Order
-To start a new order, the screen below appears showing the products/ service
categories to select from:

-Click on the product category, select the specific products and enter the quantity.

3.Searching for product/ service
-If the product/ service does not appear on the immediate list, the cashier has an
option to search for the item by typing on the search bar

- Click on the product category that you want to sell and it will display the products
under it as shown below:

-Select the specific product/ service and include the quantity needed

- The screen will display the total amount to be paid.
- Click the Pay Now tab and a pop up will appear requiring you to choose the payment
method.

4. Cash Payment
- Select Cash if the customer is paying in cash.

- Enter amount received, select pay and confirm

- A message will pop up showing transaction is successful. Select if you want to Print
receipt Now or Later.

- When you select Print and it will ask you to choose whether to Send to POS or Send to
Printer for printing.

- Click Send and the receipt will be printed. This concludes the transaction.
5. Mpesa Payment
- If customer pays via Mpesa, select Mpesa from the below pop-up message

- Confirm the last three digits of the customer’s phone or Mpesa code to search. After
the Mpesa transaction message is displayed, select it and confirm.

- After confirming, you can then send to POS or printer for receipt printing.

6.Vooma Payment
- Select Vooma as the payment method

- Search for the transaction confirmation message,

- Select the message and Click on Pay Now to complete transaction.

7. Card Payment
- For Card payment click on Card

- Enter the card details requested and click on Pay Now.

- Confirm payment and print receipt.

8. How to apply Discount
- Discount on products is applied during payment.
- After selecting the list of products that the customer wants to buy, select the payment
method.

- Tick on the box named Discount, enter the discount amount as well as amount received
for payment and click the Pay button.

- Click Confirm and complete the transaction.

9. How to view bills
Log in to ZED and go to the particular list of bills

- Go to the particular bill and click on View Details. The particulars of the bill will be
displayed and you may print it by clicking on Print Bill.

10. Removing an Item from a Bill
- This applies when a cashier has erroneously selected a product/service and would like
to remove it from the list of items selected.

- Click on the bin icon on the Action column, to remove the product from the list of items
in the order.

- The product will be removed and you will remain with the correct items as shown
below
11. Sale to a Customer Account
- Log in to Zed POS, and click Start New Order

- Enable Customer on Account as highlighted below

- Select the customer from the customer account listings

- After selecting the customer, Add the list of products the customer is buying and select
Pay Now.

- A confirmation message will pop up indicating the Customer Account was successfully
debited.

ADDING A NEW USER
Users come in different categories. A business has cashiers, administrators, salespeople,
supervisors, owners, etc. The list is unending.
The conventional way of handling business has a merchant relying on an administrator or
supervisor for the smooth operation of the business. Occasionally, the supervisor’s information
might be inaccurate, which blurs the possibility of correcting an error and leaves room for
misinterpretation. However, the ZED Payment app has an exceptional way of helping a business
owner monitor sales and be able to make sane decisions.
Follow through the steps below.
1. Go back to the ZED empty slate and click on Settings.
2. Select the “Users” option.

3.The screen will display a list of all registered and active users if any. Click on (+) sign on
your right, at the top to “Add User”

In case your business has no registered or active users, the screen will be empty with a “No Users
found” message as shown below.

Create user account by:
a. Entering user name.
b. Entering user phone number.
c. Entering user email address.

d. Select user’s role

e. User’s role could be Admin, Cashier, Sales Person, Supervisor, Business Partner/Owner
and security.
f. Enter User’s role.

g.Enter PIN.
h.Click on Add User button to successfully add user.

Click on user to edit USER information

i. Edit user pin by using PIN sent to your email address as OLD Pin and generating your
preferred pin as NEW pin. Go ahead and re-write new pin to UPDATE.

When wanting to delete user, click on user and select delete option.

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To view, edit or deactivate user:
1. Click on “Active users” to view user list

2. Click on “ACTION” to Edit/Deactivate user

To add user:
1. Click on (+) to “Add user”
2. Enter user details I.e., First and second name, Username, Active Email, Phone
number and User Group( Merchant or Admin).
3. Save user details.

4. New User will be updated in a few minutes.
ZED helps companies with more branches organize their business.
1. Click on "add business."

2. Enter your company’s information.i.e., business name, business owner’s name,
business email, phone number, and business location.

3. Choose a business type and fill out the form.

4.Enter your account information, including your Paybill, Till, Vooma, and Equitel numbers.

5. Navigate to the landing page. (Your first branch will be created)

To add another branch:
1. Select and Click on the (+) on your right.

2. Enter the branch name.
3. Enter the branch email.
4. Enter your business phone number.
5. Enter the branch location.

6. Select and Click on "Add."

7. Enter branch payment details.

8. Your new branch will be updated on your screen.

LEAVE A POSITIVE REVIEW IF THIS WAS HELPFUL.
ZED allows merchants with multiple branches to create additional branches to run their
businesses.
To add new branches to the ZED POS:
1. Select the Menu option.
2. Choose and click on 'Business.'
3. Click 'Add shop/business' at the top right of your screen.

4. Enter your company's information, such as its name, owner's name, email
address and phone number.
5. Enter your payment information, including your email address, geolocation, and
terminal information.

6.Input business payment information.
7.Select and save to update payment information.

8. Your business branch will be saved successfully.

To see the new branch:
1.Wait a few moments.
2.Then, to view the new branch, click on 'Active Shop' or search for your company in
the search bar.

The steps below should be followed by the merchant in order to settle a cashier
through the phone:
1. Login into the system.
2. Select and Click on the branch.
3. Click on cashier’s report for the day
4. Select cash as payment method.
5. Click on Settle cashier.
6. Enter cash received.
7. Settle cashier.
IN CASE OF LESS CASH;
1. Enter amount given by cashier.
2. Click on settled cashier.
3. Confirm amount received before charging the rest of the cash to the cashier’s
account.
4.Click on settle cashier.
5.Cashier will be settled successfully.
IN CASE OF EXCESS CASH;
1. Navigate to your performance slate.
2. Enter amount received.
3. Click on settle cashier.
4. Confirm the amount received before crediting the cashier’s account with the
remaining cash.
4. Click on settle cashier.
5. Cashier will be settled successfully.
6. To view cashier’s reports, Go back to the performance slate.
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Reviewing the cashier's Zed app transactions and comparing them to the amount paid
out constitutes settling a cashier.
To settle a cashier:
1. Go to the dashboard.
2. At the right, scroll down to see cashiers, bartenders, and daily reports.
3. To view a cashier's daily transactions, click on their name.
4. Enter the cash received.
5. Click on “settle cashier.
6. Cashier will be settled successfully.
.If amount submitted by the cashier is less than the expected cash:
1. Enter amount submitted by cashier.
2. Confirm if the amount is correct before submitting it.
3. The remaining amount will be automatically debited to the cashier’s account.
4. Click on “settle cashier.”
.In case of in excess amount:
1. Enter amount submitted by the cashier.
2. Click on settle cashier.
3. Confirm the amount received before settling cashier.
4. The excess amount will be credited into the cashier’s account.
Cashier will be settled successfully.
While studying new market trends, this feature is essential. An organization can
gain understanding of the consumer experience through product category
analysis and, as a result, make informed decisions.
Zed helps a merchant set up their product category and add products/
services to their catalogue.
To add product categories on ZED:
A. Go to Menu.
B. Select Config.
C. Select and click on Stock.
D. To enable Stock in Zed, click on “Stock in Zed.” ( For
merchant to place products/ services in their catalogue, this step is required.)
To add product categories:
1. Select inventory.
2.Go to product categories.
3. To add product, click on the (+) sign on your right.
(As a first time user, the screen will indicate no active categories available.)
4. Enter product details, and select the product category as either service or
product. Describe the product and save details.
5. Edit the product category in case of errors.
6. The landing page will still indicate, “no active product categories”. Click on
“new” to approve product.
7. The product will appear under “New” as indicated below.
8. Click on action to approve or delete product. (The green circle symbolizes
approve while the recycle bin stands for delete.)
9.Confirm if you want to approve the product category.
10.Click on “active” to see product category display.
11.Follow the same procedure to add more product categories.
To add product/ services:
1. Click on Inventory and select Product/ Services.
2. (The screen will display, “No product available” message) Click on the (+) at
the bottom right to create Product or service.
3.Input the Product/ Services details I.e., Name, category, description and
product type.
4. Select the product category and type. Proceed to add details.
5.The product category will be updated.
6.Select and click on “new” to view the product.
7. Click on “action” to approve or delete the product/ service.
After product approval:
8.Click on “Active” to view added product.
To suspend product:
1. Click on “Action.”
2. Select and click on the face place holder.
3. Click on “Yes” to confirm.
INVENTORY
Inventory refers to a company’s services or products that are ready to sell, inclusive of
raw materials and work-in-progress goods.
Under inventory are product categories, products, services, and stock.
Here, we focus on how to create product categories and services or products.
1. CREATING PRODUCT CATEGORIES.
A business has different types of product categories. This feature allows the owner to
organize their items for easy acquisition when needed.
To start making sales on the ZED POS, merchants are required to add product
categories and services. To achieve this:
- Go to your menu and click on inventory. Select "product categories."
1. The product category will have an empty slate with an option to add product
categories or upload files.
2. Uploading files makes it easier for a merchant to organize their work and input
more products/ services at once.
To upload files:
- Click on upload file and drag or drop your CSV file. The file should not excess
1MB.
- Click on select file, choose the file and proceed to upload
- Product will be uploaded successfully.
To add category option:
- Click on the (+) on your right.
- Enter the product category information and save details.
- The product category will be added successfully.
4. Go back to your landing page to finalize the process.
(Landing page snippet)
5. Click on “New Product Categories” to view added product.
6.Go to action to approve or decline product.
To approve product:
- Confirm product approval.
- Activate.
- Trousers will be updated successfully.
- Your product will be activated. There is also an option to edit or deactivate the
product.
A. TO ADD PRODUCT/ SERVICES.
1. Go back to your menu and click on product/ services. The landing page will
appear as shown.
2. Click on upload file to drag and drop CSV file
3. Upload the product and save file.
4. To manually upload your product or service, click on (+) sign to add items.
5. Enter product/ service details. Select the product category and type. Save
details.
6. Product will be added successfully.
7. Go to your landing page to activate your product category.
8. Click on “New product categories” to approve product.
9. Click on “Action” to Approve or cancel product.
10. Click on approve to activate product.
11. Your product will be shown in the “Active Product/ Services” section with an
option to edit or deactivate. Click on Action to be able to Edit or Deactivate product/
service.
To deactivate:
- Go to action and click on deactivate.
- Click on deactivate and khakis will be deactivated successfully.
Why should user create customer accounts?
To help ZED users (merchants, supervisors, and cashiers) manage customer orders,
billings, and payment information. In certain circumstances, even customer items, i.e.,
vehicles.
1.Login as Merchant (Existing User)
1. Upon logging in, go to the Menu.
2. Navigate to "Customer"
3. Select " All Customers" and click to view the landing page.
2. ADDING A CUSTOMER:
There are two types of customers:
- Individual
- Company
1. Individual customer.
This is an independent customer who is not a business customer. They are directly liable
under their contract of service.
2. Company Customer.
This is a person or entity that has engaged in any banking services with, or has
purchased any products or services from, the company or any of its subsidiaries.
Customers have two payment options: prepaid or credit.
1. Select and click on "add customer."
2. Select and enter customer details and payment options.
If the customer type is a company with a prepaid account:
1. Enter the customer’s name, physical address, phone number and email address.
2. Select the customer type as Company.
3. Select the payment type as prepaid.
4. Choose a payment instrument and add extra information i.e., car details.
5. Select and click on ‘Add’.
6. Choose customer payment method I.e., cash.
7. Enter the amount received.
- To validate the payment For M-pesa, Bank, and Vooma:
Enter the last three digits of customer’s phone number. The payment amount to be
received from the customer will automatically be displayed on screen.
8. After choosing customer’s payment method, go back to the landing page to
‘Approve’ customer account.
9. Select and click on ‘Approve’ to activate customer account.
10. Single click on the green tick under ‘Action’ to approve customer account.
11.Confirm if you want to approve account for successful customer activation.
- If the customer type is a company with a credit account:
1. Select and enter company details: name, email address, and phone number.
2. Select and input the payment type as "credit" with payment instruments as
purchase order, contract, mobile money, cheque or cash.
3. Enter the limit to be spent as per the agreement with the company.
4.Return to the landing page to approve customer account.
5.Click on ‘Approve’
6.On your right, below ‘Action’ select and click on the green circle to approve
customer account.
7. Confirm customer approval for successful account activation.
If the customer type is an individual with a credit account:
1. Select and click on "Add customer."
2. Enter customer details, i.e., first and second name, email address, phone
number, payment instrument, and limit to spend.
3. Select and click on ‘Done’
4. Return to the landing page to approve customer account.
5. Click on the green ticked circle under action to approve account.
6. Confirm customer account approval for successful account activation.
If the customer type is an individual with a prepaid account:
1. Click on ‘Add customer’
2. Select customer type as "individual" and payment method as "prepaid."
3. Enter the customer’s information, i.e., name, phone number, email, payment
instrument, and amount received.
4. Enter payment method as cash.
5. Input the amount received and click on ‘pay now’.
To validate the payment For M-pesa, Bank, and Vooma:
- Enter the last three digits of customer’s phone number. The payment amount to
be received from the customer will automatically be displayed on screen.
3. TO SUSPEND CUSTOMER ACCOUNTS:
1. Go back to the landing page.
2. Under active customer accounts, select the account you wish suspend.
3. Click on ‘Suspend’ to confirm your request to suspend customer account.
4. Select and click on ‘OK’
TO ACTIVATE SUSPENDED ACCOUNT:
1. Navigate to the landing page.
2. Select and click on ‘Suspended’
3. Confirm your request to activate customer account.
4. Accept request.
TO LOGOUT:
1. To logout, click on the face placeholder on the extreme right of the system.
2. Click on "logout."
A. LOGIN. (Existing User)
1. Navigate to https://portal.zed.business/ to log in to the website.
2. After clicking on the link, you are redirected to an “Enter Login details” form as
shown below.
3. Enter your login details.
4. Navigate to “Customer Accounts” on menu shown below.
5. Select Customer and click to view the landing page.
B. TO ADD CUSTOMER:
There are two types of customers:
- Individual
- Company.
a. INDIVIDUAL.
This is an independent customer who is not a business customer. They are directly liable
under their contract of service.
b. COMPANY.
This is a person or entity that has engaged in any banking services with, or has
purchased any products or services, from the company or any of its subsidiaries.
Customers have two payment options; prepaid or credit.
1. Select and click on add customer.
2. Select and enter customer details and payment options.
If the customer type is a company with a prepaid account:
1. Input company details I.e., name of the company, email address, phone
number, physical address, payment instruments (cash, mobile money or cheque) and
amount received.
2. Save details.
3. Select and click on additional information.
4. Select and click on “Add Vehicle”
5.Fill in customer additional details I.e., vehicle type, reg. Number and colour.
6. Click on “save” button.
7. Click on “done”
8. Customer account will be added successfully.
If the customer type is company with a credit account:
1. Select and enter company details: name, email address and phone number.
2. Select and input the payment type as credit with payment instruments as
purchase order or contract.
3. Enter the limit to be spent as per agreement with the company.
4. Click on “Next” button.
5. Select and click on “Add vehicle”
6. Enter additional information and fill in the details.
7. Click on “save” details.
8. Click on done.
If the customer type is an Individual with a credit account:
1. Select and click on “Add customer.”
2. Enter customer details I.e., first and second name, email address, phone
number, payment instrument and limit to spend.
3. Click on “Next.”
4. Click on “Done” buton.
5. Select and add additional information.
If the customer type is an individual with a prepaid account:
1. Select and enter personal details.
2. Select customer type as individual and payment type as prepaid.
3. Enter the customer’s information I.e., name, phone number, email, payment
instrument and amount received.
4. Click on next to save personal details.
5. Select and click on additional information to save vehicle details.
6. Enter car registration number, type and color.
7. Save details.
C. TO APPROVE CUSTOMER ACCOUNTS:
1. Go back to the landing page.
2. Navigate to the “Customers Approval” section.
3. Click on “Action”
4. Select and click on “Approve” to update customer account.
5. Click on “OK” for successful customer approval.
6.Select and click on “Customers” to view customer account.
To logout, click on the face place holder on the extreme right of the system.
Click on logout.
After adding products/services to inventory, the merchant must update stock in order
to place orders in the system.
To access the stock section:
1. Click on the branch.
2. Go to the Menu, select Inventory, and then click on Stock.
3. As shown below, the stock management section will be updated.
a.To view active stock:
4. Click on Active stock to get a drop down of sub-categories.
5. .Select and click on a product category to view stock in that category.
6.Select and click on "All categories stock" to see what's in stock.
5. On your landing page, the total number of active stock in store will be
displayed.
b. To Add Stock:
1. Click the "Add stock" button.
2. The screen will display the system's product categories. Select the product
category to which you want to add stock. In other words, pain relievers.
3. View available products / services in the product category.
4. Select and click on "Action" to enter the product quantity and purchase price.
5.Click "View Batch" and then "Submit."
6. Select "Yes" to confirm that you want to update or add stock.
7. Stock will be submitted successfully
c. To stock-take:
1. Click on Stock-take and then select the sub-category to "stock-take," for
example, Painkillers.
2. Select and Click "Action" to enter the actual amount of product available in the
store.
3. Click on “View batch”
4. Submit the entire stock-take batch.
5. Select "Yes" to confirm that you want to stock-take.
6. The stock-take will be updated
d. To approve "Stock-take" and "Added stock":
A. For Added stock:
1. Select and press the "Add stock" button.
2. Press the "Aprove" button.
3.Added stock batch will be approved successfully.
B. For stock-take:
1.Select "Stock-take" from the drop-down menu.
2.To approve stock, check the green box.
3. The stock-take batch will be approved.
e. To view stock-management reports:
1. Select Report.
2.Access reports under "Add stock" and "stock-take" by checking the boxes next to the
available batches.
4. Examine the reports.
I hope we were of great help to you!
A. MANAGEMENT OF STOCK. (WEB)
Stock refers to goods or items kept in a store or warehouse premises for sale or
distribution. A section of the ZED POS system allows a merchant/supervisor to view
active stock, add, approve, or stock-take.
Follow the guidelines provided below to easily operate this section:
1. Return to the menu, select inventory, and then stock.
a. To view active stock:
1. Click on active stock to see available stock.
2. Click on the product/ service to view full details.
b. To “Add stock”
This section takes you through how to add stock.
1. Click on “Add stock.”
2. Click on product or services to add stock.
3.Click on New Quantity to input the number of items available in stock.
4.Enter the correct number of available stock.
5. To save the extra stock, click the action button.
6. Select 'View batch' and click on it.
7. Click the 'Refresh' button.
8. Select and press the submit button.
9.Confirm the request to submit a batch of stock.
10.The request to add stock will be granted.
c. To stock-take:
Stock-take is done to provide an audit of existing stock.
1. Select "stock-take" from the drop-down menu.
2. Select the product that you want to stock.
3. Enter the actual number of products that are physically in stock.
4. Tick on the “Action” button.
5. Click the "View batch" button.
6. Refresh the "stock-take" details and click the submit button.
7. Confirm stock take requests for successful results.
d.Stock approval.
I. Approval of Additional Stock batches.
1. Navigate to the approval section on your landing page.
2.Select "Pending stock" and click on it.
3.Go to the "Add stock" button.
4.Click “Action” to accept or decline the request.
5. Select and click on “Approve batches”
6. Batch approval will be successful.
II. Stock-take batch approval.
1. Go to your landing page's approval section.
2.Click on "Pending stock" to select it.
3.Select the "Stock-take" button.
4. Click "Action" to accept or decline the stock take batch.
5.Click on "Approve batches" to approve the batch.
6.The stock take batch will be approved.
e. To view reports:
1. Press the "report" button
2. Click on "Action" to approve or decline the report.
3.After viewing the reports, click the close report button.