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Key concepts

A few words show up all over Zinye ERP. Learn these and the rest of the app makes sense.

Your Company is the business the records belong to. Most businesses have one; larger groups can have several. Your company’s settings — currency, financial year, and tax defaults — flow into every document you create.

The Chart of Accounts is the list of “buckets” your money is tracked in — bank, cash, sales, expenses, and so on. Zinye ERP sets up a standard one for your country automatically, and every financial document posts into it.

An Item is anything you buy, sell, or keep in stock — a product, a raw material, or a service. Items carry details like a code, a price, and whether stock is tracked for them.

A Customer is who you sell to; a Supplier is who you buy from. These are master records — create them once, and they hold contact details, payment terms, and the full history of your dealings.

Almost everything you do in Zinye ERP is a document — a Sales Invoice, a Payment, a Purchase Order. Documents move through two main states:

  • Draft — a work in progress. You can edit or delete it freely; it hasn’t affected your books or stock yet.
  • Submitted — final. Submitting a document is what makes it “count”: a submitted Sales Invoice posts to your accounts, a submitted Stock Entry moves your stock.

The ledger is the running record of every financial posting. When you submit a document that involves money, Zinye ERP writes the matching entries to the ledger automatically — so your reports are always built on real, double-checked numbers. You never post to the ledger by hand for normal transactions.