Sales pipeline
Open opportunity value by stage
Business overview
Income statement
This month, posted to date
Revenue by category
This month, posted invoices
Inventory value by category
Current stock valuation
My CRM Tasks
Open tasks assigned to the signed-in user
My Reminders
Upcoming opportunity reminders
Inventory alerts
Availability below reorder level
Customer relationship management
CRM workspace
Manage enquiries, opportunities, communications and customer relationships.
Transactions
Daily customer and sales relationship activities
Masterfiles
CRM setup and customer classifications
Customer support
Tickets workspace
Customers log and follow support tickets in their own portal; your team answers them here.
Transactions
Support requests and replies
Masterfiles
Who can sign in to the customer portal
| Ticket | Subject | Customer | Priority | Status | Assigned to | Due | Updated |
|---|
Customer portal address
| Contact | Customer account | Phone | Tickets | Last sign-in | Status |
|---|
Financial control
Finance workspace
Control cash, approvals, reconciliation and general-ledger posting.
Transactions
Finance processing and period activities
Masterfiles
Finance structures and reporting dimensions
Sales and customer accounts
Accounts Receivable workspace
Process the complete sales cycle and manage customer balances.
Transactions
Quote-to-cash customer processing
Masterfiles
Customer and sales configuration
Procurement and supplier accounts
Accounts Payable workspace
Manage procurement from supplier enquiry through payment and returns.
Transactions
Procure-to-pay supplier processing
Masterfiles
Supplier and procurement configuration
Retail and counter sales
Point of Sale workspace
Sell over the counter with ZRA fiscal receipts, cash-up tills and refund returns.
Transactions
Counter sales, refunds and cash-up
Masterfiles
Till configuration
| Shift | Till | Cashier | Opened | Closed | Sales | Refunds | Expected cash | Counted | Variance | Status |
|---|
| Till | Warehouse | Price list | Receipt customer | Sales booked to | Status |
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Stock Manager
Quantities sold each month, what is available, and the stock levels to hold
| Item Code | Item Description | Brand | Category | January | February | March | April | May | June | July | August | September | October | November | December | Total Sold | Average Monthly Sold | Available | Lead Time (days) | Safety Stock | Minimum Stock Level (Reorder Point) | Maximum Stock Level | Status |
|---|
Web orders
Orders sent from the public store. Open one to turn it into a sales order or quotation.
| Order | Received | Customer | Contact | Items | Total | Status |
|---|
Stock and warehouse control
Inventory workspace
Manage stock movements, counts, adjustments and inventory masterfiles.
Transactions
Warehouse and inventory movements
Masterfiles
Products, pricing and tracking setup
Transport and cross-border logistics
Deliveries workspace
Assign trucks, track route milestones, issue cargo documents and complete POD-controlled deliveries.
Transactions
Purchase-order delivery processing
Masterfiles
Fleet and route setup
Trips by status
Current fleet distribution
Needs attention
Delayed, stale and exception trips
Truck tracking register
Filter the live dashboard or download the complete Excel-compatible report
| Request / Trip | PO / Sales Order | Client | Haulier / Truck | Driver | ETA | Current status | Progress | Last update | Actions |
|---|
Task Register
Team assignments and completion progress
| Task | Created By | Assigned To | Linked Record | Created | Due | Completed | Billable | Progress | Status |
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| Task | Created By | Linked Record | Due | Billable | Progress | Status |
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Prospect Register
Prospects convert to customers only after an opportunity is won
| Prospect | Source | Telephone | Contacts | Assigned To | Status |
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Sources
Sales acquisition channels
| Name | Description | Status |
|---|
Opportunity Stages
Custom pipeline stages and probability
| Order | Stage | Probability | Status |
|---|
Conversations
Shared business inbox
Select a conversation
Messages will appear here
CRM details
Customer context
Select a conversation to view customer details.
Sales documents
Quotation-to-payment activity
| Document | Type | Customer | Date | Status | ZRA | Next step | Amount |
|---|
Inventory Register
Real-time stock position and valuation
Branch Transfers
Posted inventory documents and accounting impact
| Document | Date | Type | From | To / Requester | GL Account | Lines | Value | Status | Actions |
|---|
Purchase orders
Supplier orders, approvals and receiving
| Order | Supplier | Buyer | Currency / ROE | Order date | Expected | Status | Outstanding qty | Total |
|---|
Goods received
Posted full and partial supplier receipts
| Receipt | Purchase order | Supplier | Date | Warehouse | Status | Value | Actions |
|---|
Requisition register
Sales-order links, approval, purchase order and logistics status
| Requisition | Source order | Supplier | Buyer | Date | Delivery | Status | Total | Generated records | Actions |
|---|
| Code | Supplier | Main contact | Telephone | Currency | Terms | Outstanding | Status | Actions |
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Buyers
Purchasing responsibility and contact details
Expense register
Operating costs and approval status
| Expense | Date | Category | Description | Supplier | Currency / ROE | Status | Total |
|---|
Payment Voucher register
Employee requests, approvals and printable payment vouchers
| Voucher | Date | Payee | Employee | Bank | Expense account | Description | Status | Amount | Actions |
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Banking transactions
Post deposits, withdrawals, charges and transfers to a selected bank
| Date | Bank | Reference | Description | Type | Source | Status | Amount | Actions |
|---|
Bank reconciliations
Select a bank and statement period, then tick transactions to reconcile
| Reconciliation | Bank | Opening date | Closing date | Opening | Closing | Difference | Status | Actions |
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Journal Entry register
All manual and system-generated double-entry journals
| Journal | Date | Source | Reference | Description | Status | Total | Actions |
|---|
Chart of accounts
Grouped by account class · main accounts with their sub-accounts
| Code | Account | Type | Currency | Status | Balance | Actions |
|---|
Branches
Branches and their sub-branches
| Code | Branch name | Parent branch | Status | Actions |
|---|
Account Classes
Primary classes and subclasses such as Assets / Fixed Assets
| Code | Class | Parent class | Description | Status | Actions |
|---|
Fixed Asset Masterfile
Asset cost, net book value, branch and depreciation accounts
| Asset | Description | Acquired | Branch | Cost | Net book value | Status | Actions |
|---|
Account Categories
Assign module functions to configurable control accounts
| Code | Category | Description | Assigned GL account | Status | Actions |
|---|
Currency & Daily Exchange Rates
The central company rate is used across every sales, purchase, banking and finance screen
| Currency | Name | Rate date | ROE to ZMW | Source | Status | Actions |
|---|
Chart of Accounts Settings
Choose the numbering format before creating accounts
Billing schedule
Zync One posts each tax invoice on its next invoice date and sends it to ZRA. Click a row to change it or see its history.
| Schedule | Customer | Description | Frequency | Amount (excl.) | Next invoice | Last invoice | Invoices | Status |
|---|
Hire purchase invoices
Balance due, arrears and the last payment on every agreement
| Agreement | Customer | Plan | Total payable | Paid | Balance due | Arrears | Last payment | Next due | Status |
|---|
Hire purchase plans
The terms offered to customers. The finance charge is a flat percentage of the amount financed, billed on the invoice.
| Code | Plan | Period (months) | Deposit % | Finance charge % | Penalty % | Status |
|---|
Billing items
Service items used to bill the finance charge and late-payment penalties. Their tax code and revenue account apply.
Customer Masterfile
Customer accounts, contacts, categories and credit control
| Customer | Category | Currency | Salesperson | Preferred channel | Status | Credit limit | Outstanding | Available credit |
|---|
Customer Categories
Customer segments, default credit limits and classifications
| Code | Category | Description | Default credit | Customers | Status |
|---|
Sales Persons
Sales ownership, territories and commission rates
| Code | Sales person | Telephone | Territory | Commission | Status | Actions |
|---|
Accounts payable
Supplier invoices, due dates and payment status
| Invoice | Purchase order | Supplier | Supplier reference | Invoice date | Due date | Status | ZRA status | Outstanding | Actions |
|---|
Supplier payments
Payments made to suppliers and the invoices they settled
| Payment | Supplier | Invoice settled | Date | Bank | Method | Amount |
|---|
Returns to supplier
Goods sent back for credit against their invoice
| Return | Supplier | Against invoice | Date | Reason | Credit |
|---|
Bank transactions
Cashbook movements and reconciliation
| Date | Account | Reference | Description | Type | Status | Amount |
|---|
Bank reconciliation
Review and clear unmatched cashbook movements
| Date | Account | Reference | Description | Type | Amount | Actions |
|---|
Report
Approval queue
Transactions awaiting authorised review
User Masterfile
Create login credentials and assign access rights without email invitations
| User | Role | Branch access | Status |
|---|
Masterfile Import Centre
Import or update masterfiles from UTF-8 CSV files. Existing records are matched by code.
My Companies
Every company has an isolated operational database
| Company | Company code | Currency | My role | Plan | Licence | Users | Status |
|---|
Company Profile
Legal, tax and contact information for the selected company
LOGO
Document numbering
Prefixes, next numbers, padding and reset rules
| Document | Prefix | Next number | Padding | Suffix | Reset | Status |
|---|
Approval rules
Configure approval requirements and the authorised approver
| Process | Enabled | Minimum amount | Levels | Approver | Reject reason |
|---|
Tax setup
Tax codes, rates, applicability and minimum taxable value rules
| Order | Code | Name & description | Rate | Basis | LPO | Status |
|---|
Implementation
Bring a company across from Sage, Pastel, Palladium or another system: masterfiles first, then history, then the stock count.
How imports work
Files are CSV (in Excel: Save As > CSV UTF-8). Every file is checked first and you see the result before anything is saved. If any row is wrong, nothing from that file is imported. Imported history is never sent to ZRA.
1Masterfiles
Export what is in Zync One, edit or add rows in Excel, and import. Existing records are matched by code and updated; new codes are created.
GL accountsChart of accounts
InventoryStock and service items
CustomersCustomer accounts
SuppliersSupplier accounts
2Transaction history
The general ledger import posts the ledger. Customer and supplier imports build each account's history, balances and stock movements, and do not post to the ledger, so nothing is counted twice.
General ledgerDate, GL Number, GL Description, DR, CR, Forex DR, Forex CR, Exchange Rate, Comment, Reference
Customer transactionsDate, Document Type (Invoice / Receipt / Credit), Document Number, Customer Code, Customer Name, Inventory Item Code, Description, Quantity, Cost, Tax Code, Selling Price Total, Branch
Supplier transactionsThe same columns with Supplier Code and Supplier Name. A Receipt is a payment to the supplier.
3Stock quantities
After the history is in, export the count sheet, type the real quantity for each item in the actual_quantity column, and import it. This sets the quantities only; the ledger is not touched. Rows left blank are not changed.
Stock countitem_code, description, warehouse, system_quantity, actual_quantity
Accounting link
Connect this company to its Palladium or Sage Evolution database to pass tax invoices, credit notes and supplier invoices to the accountants.
Stage 1: connection and preparation
Zync One connects to the accounting database, confirms which system it is, checks that customer, supplier and item codes match, and keeps each posted document ready to send. Zync One only reads from the accounting database at this stage; it does not write to it.
ZRA Smart Invoice
Configure the active company for ZRA VSDC integration. Each company keeps its own ZRA configuration, branches and devices.
No active ZRA alerts
Device health, fiscal queues and rejected stock movements are monitored here.
Tomcat / VSDC runtime
Checking the configured Tomcat service…
ZRA heartbeat monitoring
Automatic device checks run every 60 seconds and retain response time, failures and the last successful fiscal communication.
| Branch | Device | Health | Response | Failures | Last ZRA success |
|---|
ZRA Branches
Map each Zync One branch to its ZRA branch identifier.
| ZRA Branch | Name | Head Office | VSDC Devices |
|---|
VSDC Devices
Devices are initialized using the ZRA TPIN, Branch ID and device serial number.
| Branch | Device Serial | VSDC URL | Status |
|---|
ZRA Reference Data
Synchronize official codes and item classifications from the initialized VSDC device before mapping inventory.
| Code class | Description | Codes | Updated |
|---|
ZRA Stock Master
Map each active warehouse to one initialized VSDC device, then synchronize its current remaining stock. Exact repeat submissions are blocked.
| Warehouse | Local quantity | Stock value | VSDC device | Heartbeat | Last submission |
|---|
Controlled opening stock
Only inventory items already synchronized with ZRA are submitted. Every request and response is retained in the fiscal audit trail; network failures are queued instead of being lost.
ZRA Stock Movements
Automatic fiscal stock increases, decreases, returns, transfers and adjustments recorded after v0.66 activation.
| Reference | Movement | Status | ZRA result | Attempts | Completed |
|---|
Safe movement baseline
The successful opening-stock submission remains the baseline. Historical inventory transactions are not resent; only movements posted after this upgrade are processed.
ZRA Fiscal Sales
Tax invoices and partial or full credit notes submitted to the VSDC with duplicate protection and automatic retry.
| Document | Customer | Total | Status | ZRA result | Receipt / invoice | ZRA reward | Attempts | Completed | Action |
|---|
Fiscal document protection
A successfully fiscalised document cannot be submitted again. Failed network calls remain queued; rejected payloads retain the complete ZRA response for correction and audit.
ZRA Fiscal Purchases
Posted supplier invoices accepted by VSDC with supplier TPIN, currency, item tax and duplicate controls.
| Invoice | Supplier | Purchase type | Total | Status | ZRA result | Attempts | Completed | Action |
|---|
Smart Invoice Purchases
Sales issued to this TPIN by Smart Invoice suppliers. Match each one to its posted Zync supplier invoice to confirm the purchase to ZRA.
Not yet fetched from ZRA
| ZRA invoice | Supplier | Sale date | Items | Total | Status | Zync supplier invoice | ZRA result | Action |
|---|
Supplier invoices waiting for their Smart Invoice sale
| Invoice | Supplier | Supplier TPIN | Total | Action |
|---|
Import Items
Customs declarations shared by ASYCUDA to ZRA for this TPIN. Approve each item against a Zync stock item to receive it, or cancel items that are not yours.
Not yet fetched from ZRA
| Declaration | Item | HS code | Origin | Quantity | Supplier / agent | Invoice value | Status | Zync item | Action |
|---|
Fiscal Cancellations
Permanent, reason-controlled cancellation requests. Source invoices remain in the audit trail and are never deleted.
| Document | Customer | Reason | Status | ZRA result | Attempts | Completed |
|---|
Fiscal Reconciliation
Compare posted Zync transactions to successful ZRA submissions across sales, purchases, cancellations and stock.
| Module | Reference | Status | Details |
|---|
Production Readiness
Controlled go-live checklist for configuration, initialized devices, heartbeat and reconciled fiscal queues.
| Control | Status | Evidence |
|---|
Production safeguard
Do not change the environment from Sandbox to Production until every control is green, the ZRA production device credentials are confirmed and a recoverable SQL backup has been taken.
Fiscal Audit
Recent ZRA requests, responses and delivery status across fiscal modules.
| Submitted | Reference | Transaction | Endpoint | Status | Result |
|---|
One-time initialization control
Successful initialization is permanently recorded with its date, SDC ID, MRC number and ZRA response. An initialized device cannot be initialized again.
Transaction controls
Company-wide branch processing rules
UAT company only
Reset company data
Remove all UAT transactions and business masterfiles, then restore the clean default warehouse, branch, pricelist and inventory classifications. Company users, security, accounting configuration and integration settings are retained.
User-defined fields
Up to 8 configurable fields for customer/supplier masterfiles and documents
| Area | No. | Label | Type | Mandatory | Status |
|---|
Email delivery & alerts
SMTP configuration plus module and assigned-task alerts
Module alert rules
Choose which events send email and who receives them
| Module | Event | Enabled | Recipient | Additional emails |
|---|
Forms Designer
Design professional quotations, Sales Orders, Delivery Notes and Tax Invoices with company branding
ZRA-compliant invoice design
Choose the template, brand colour, logo, tax summary, branch visibility and footer. Tax Invoices and Credit Notes always include the mandatory QR Code, SDC ID, Signature, Internal Data, ZRA Invoice Number and Zync One Invoice Number; these fiscal elements cannot be disabled.
| Document | Template | Colour | Logo | Tax summary | Branch | Fiscal block | Footer |
|---|
WhatsApp Cloud API
Meta webhook, business number and automatic CRM lead creation
Message Templates
Draft templates for Meta approval and conversations outside the service window
| Template | Language | Category | Preview | Status |
|---|