Finding your way around
This page shows you how to get around Zinye ERP so you can find anything in a few clicks.
Workspaces
Section titled “Workspaces”When you log in, you land on the desk — your home screen. Down the side are workspaces, one per area of the business: Accounting, Selling, Buying, Stock, HR, and more. Click a workspace to see its shortcuts, reports, and charts.
Search for anything
Section titled “Search for anything”The fastest way to get somewhere is the search bar at the top (the “awesomebar”). Start typing what you want — a customer’s name, “Sales Invoice”, “new item” — and Zinye ERP jumps you straight there. It’s worth learning first; it saves a lot of clicking.
Lists and forms
Section titled “Lists and forms”Most screens are one of two kinds:
- A list shows many records of one type — for example all your Sales Invoices. You can search, filter, and sort, and click any row to open it.
- A form is a single record — one invoice, one customer. This is where you enter and read the details.
Create, save, submit
Section titled “Create, save, submit”To make a new record:
- Open the list (for example Sales Invoice) and click + Add (or New).
- Fill in the form.
- Click Save to keep it as a draft.
- When it’s ready, click Submit to make it final.
See Key concepts for what the draft → submit difference means for your books.