Items
Items in Zakya lets you keep a record of the products that you sell and the services offered in your business. For example, a supermarket can have items like apples, oranges, milk, eggs, bread, and a lifestyle-based service business can add their services, such as event planning, photography, repairs and maintenance, delivery, and much more.
Item Groups
Multiple variants of an item based on parameters like size or type of material can be grouped together as Item Groups. For example, a pair of pants can be of different sizes and color. Instead of adding them as individual entries, they can be grouped as one in the Item Groups module.
Composite Items
Two-or-more items or services combined together form a composite item.
For example, a combo pack consisting of fabric conditioner and liquid detergent can be added as a composite item in Zakya. This is also termed as kitting.
Categories
Categories in Zakya lets you group various items together. You can group them based on common characteristics such as electronics, pet supplies, kitchen, home decor, and so on.
Price Lists
A custom rate that can be defined for the items that are sold. You can either enter a custom rate for each item, or specify a markup or markdown percentage. Say you want to give 10% off for regular customers at your store. Instead of computing the discount manually, you can simply select the pricelist at the point of sale.
Adjustments
Changes to the quantity or value of the item can be recorded as Adjustments. The quantity of the item has to be adjusted when there are discrepancies in the recorded quantity and the quantity at the store. You can also change the value of the item based on fluctuations in demand. For example, the cost of mangoes will be less during peak season, where they're readily available.
Vendors
The companies from whom the items are purchased that you sell at the store.
For example, Zylker sells bakery items, beverages, fruits, and vegetables. They purchase the bakery items from Cakes4sale, beverages from ABC company, fruits and vegetables from XYZ store. Here, Cakes4Sale, ABC company, and XYZ store are the vendors for Zylker.
Purchase Orders
A document that is issued to the vendor by the buyer with information about the items to purchase, the quantity, and the price. Once it's accepted by the vendor, they will start fulfilling the purchase order request.
Purchase Receives
A document that has the list of all the items delivered or yet to be delivered by the vendor. This helps you track the items received and adjust the stock accordingly.
Bills
A document sent by the vendor to the buyer requesting payment for all the items that are delivered from the purchase order.
Payments Made
All the payments made to the vendors for the unpaid bills are recorded in the Payments Made module.
Vendor Credits
The amount that the vendors owe to your business can be tracked as Vendor Credits. These credits can be used to pay up open bills that are raised by the vendors.
Orders
The sales that happen at the store will be recorded as Orders in Zakya. It contains the item summary, payment status, and delivery status, cancellations or returns if applicable.
Invoices
A document issued by the business to the customer requesting payment, with information about the list of items purchased, the quantity, tax rates, discounts if applicable, and the total cost.
Payments Received
The payment received from the customer for outstanding invoices raised by your business will be recorded in this module. This helps you identify whether a customer has paid the total amount owed to your business.
Packages
The items ordered by customers to be delivered at their location can be packed, and a package slip can be generated in the Packages module of Zakya. The package slip includes the list of all the items packed from the sales order raised by the customer. Once the items are packed, they can be shipped to the desired destination.
Shipments
Once the packaging is done for the items raised in the sales order by the customer, they can be shipped to the desired location. You can either ship them manually or ship via carrier using the various shipping integrations such as Aftership and Easypost.
Returns
The items returned by the customer will be grouped under Returns. Here, you can monitor the status of return and the refund process.
Credit Notes
When items are returned by the customer, the appropriate value/cost of the item can be recorded as a credit note in Zakya. This can be applied later to any new purchases made by the customer.
Sessions
A specific period in a day where the transactions are processed at the point of sale can be termed as a session. It usually depends on the business' working hours or shift hours. You can open a session while logging in to the app and also record the opening and closing cash.
Users
A person who has access to the organization's Zakya account. For example, the cashier, sales manager, and other staff members.
Role
This defines a user's permission to access the data in the organization's Zakya account.
For example, the admin can export data, modify preferences, and manage integrations, whereas a staff member or store manager does not have access to these functionalities.
Registers
Register/counter is where the sales transaction takes place in a business. Normally, there can be more than one register or counter at use in any retain store to ensure an hassle-free experience at the point of sale.